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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: First Question! Thank you for the scarlet letter/note warning on Monday. It was nice to know that others were biting nails too.

I am overweight financials at a whopping 29.3% holding. I own
FFH, MFC, POW, TD, AIG, BRK.B, JPM TVR, CXI. I am only underwater CXI and will face big capital gains on BRK.B (the most here), FFH, TD, AIG and to a lesser extent JPM, GS TVR (gains not the driver of the solution, but a consideration).
Can you rank the quality of the above listed investments? Which ones should I get rid of?
I was wanting to add MKL (US) as a buy and hold as I have more than a 5 yr horizon. Is it superior relative to any of the above?

Please doc me for three questions. Many thanks for your insights.
Read Answer Asked by Kat on August 28, 2015
Q: Hi,
I'm looking to take advantage of beaten down valuations of a big 5 bank and buy one while their prices appear attractive. I see the BMO has dropped the most of its peers by far this year with Scotiabank the next "biggest loser". I've noticed you guys have suggested BNS in response to recommendation questions from others in recent days. Any reason for a case for BNS over BMO or any of the other big 3 banks in the current climate?
Read Answer Asked by George on August 28, 2015
Q: 1:10 PM 26/08/2015
Hello Peter
I am interested in buying one or two of RY, CM, TD, SLF, GWO, MFC. Would you comment on the robustness of their balance sheets and provide some numbers on their Debt/Equity and Debt/Cash Flow ratios, Dividend growth rates, and possible "Black Swan Events". I look at various financial website sources and the numbers for these companies are all over the shop.
Thank you. Paul K.
Read Answer Asked by Paul on August 27, 2015
Q: pETER -WOULD YOU FIND jPMORGAN ATTRACTIVE HERE VERSUSU ITS PEER GROUP?
Read Answer Asked by Kim on August 26, 2015
Q: BMO beat earnings but could you share (1) what you think about their outlook? (2) Do you think the 'tapped-out' consumer theory will die considering that aspect of their revenue actually did well? (3) Do you think that even if all banks beat earnings this quarter, the market move the sector back up? Thanks for your work. Intense week.
Read Answer Asked by Matt on August 25, 2015
Q: BMO and NA seem to have been hit harder than the other banks today. Can you advise why? I have full positions in both as well as TD, CM, RY. Any thoughts on that? I do need the dividends as I have little pension.
Read Answer Asked by Edward on August 24, 2015
Q: Could you please tell me where I could get an up to date (daily) NAV for this stock and DFN.pr.a.I believe when the NAV falls below $15,the common stock dividend isn't paid.Thanks guys.
Read Answer Asked by terry on August 23, 2015
Q: What opinion would you have on this Latin American bank?
Thanks
Read Answer Asked by Sigrid on August 21, 2015
Q: can you give me the earnings estimates for the big six
Read Answer Asked by neil on August 19, 2015
Q: Just a comment.This company did a bought offering and was oversubscribed at $16.50 as recommended by the brokers. Why the big drop in less than 3 months?? I think I am getting an education as how the brokers do their business. Someone is making money shorting this stock and selling of the offering to suckers like me. I can understand 5i not recommending this anymore
Read Answer Asked by blake on August 18, 2015
Q: Hello Team, I would like to take advantage of the US elections and interest rate rise and will hold something for 3 yrs that pays a dividend. Would you suggest an etf or a bank/insurance company. I currently hold T and WMB for US exposure. could you give me 3 names. thanks
Read Answer Asked by pietro on August 18, 2015
Q: Hi, on Aug 17 you stated the following about the CAD banks:
"If you can find a better sector at 10X earnings with good dividend growth, low volatility then a switch makes sense. There just are not many sectors/stocks with those qualities."

For an income portfolio, can you advise of some other stocks in other sectors that currently have the qualities of the CAD banks as stated?
Read Answer Asked by Curtis on August 17, 2015
Q: If interest rates rise eventually, do you see a risk of a dividend cut? What is their payout ratio? Would you prefer MKP or one of their peers. Do you believe the sector has bottomed out? Does the high dividend signal troubles ahead?

Thanks for your service?
Read Answer Asked by Ozzie on August 17, 2015
Q: This US listed Dutch insurance company released earnings Thursday and to my inexperienced eye they seemed OK. The market thought otherwise. I can't find an obvious reason for the 20% sell off in the stock price and you would think the dividend increase would help not hurt. What if anything am I missing?
Read Answer Asked by Kenneth on August 17, 2015
Q: Would appreciate your insight and feedback on investing in Premium Income today. Where can I find out what it holds in the fund and do you thins the dividend of 13.26% is safe? Thanks
Read Answer Asked by Gordon on August 17, 2015
Q: 9 days ago Power Corporation declared EPS of 0.90, 18% above the consensus. Since then it's in a strong downtrend. These days it's the stocks that miss earnings that get punished. It's now below the 50 day MA. Over the last 15 days, on down days, the volume was average so it's not weak volume. The stock is cheap and pays a dividend of 4.1%. Out of all my holdings, this one makes the least sense. Can you dig into the earnings to help me find what BayStreet didn't like? It must be more than the weak market. If there's nothing, can you share anything in the technicals I may have missed? Thanks!
Read Answer Asked by Matt on August 17, 2015
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