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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: Peter -any current thoughts on AIG AT THESE LEVELS??KIM
Read Answer Asked by Kim on August 03, 2015
Q: I have 100 K in Cibc bonds 10.25% expiration June 30 2039
Should I keep them or sell them
Thanks
Ben
Read Answer Asked by Benjamin on July 30, 2015
Q: I currently hold FC and MTG in my RRSP.Over the last year FC is down 2% and MTG is down by 16%.Both seem to be similar companies.Is there an explanation for this discrepancy? Joe
Read Answer Asked by Joseph on July 30, 2015
Q: Can I have your comments on the recent decline. Is it an over-reaction to HCG? If HCG is dumping brokers, couldn't SCB be picking these brokers up? Overall thoughts on the company as well.

Thanks,
Read Answer Asked by Rob on July 29, 2015
Q: Would you please clarify your view that First National's (FN) payout ratio is 100%? In today's quarterly report, FN states that "on an after tax, pre-FMV basis", the payout ratio was 62% and was down from 67% in the same quarter of 2014. Also, what is FMV?
Read Answer Asked by richard on July 28, 2015
Q: Would you recommend FN/MKP at this time, do you think the dividend is safe, would you think these stocks will take more of a hit? Would this be an OK place to park cash for 1 - 2 years. When interest rates rise, will the stock price erode further? What is the payout ratio. I Understand that this investment would be mainly for income?

Thanks for your service,
Read Answer Asked by Ozzie on July 28, 2015
Q: Please provide an update as it has broken down on price and looks like the bottom maybe $50. Is it worth holding or is the housing market going to go down from here.
Read Answer Asked by Cary on July 27, 2015
Q: Hi Peter and Staff I hold a small position in MIC and have felt stock would go up when rates they charged went up. I have stayed away from fund managers fearing fee disclosure would affect them. Having said all this I assum from comments in the past and today's report on FSZ that you would endorse a switch from MICto FSZ? Am I correct ? Thanks for all you do
Read Answer Asked by Dennis on July 23, 2015
Q: Hello,

Based on your reply today, to a previous post, it seems that you think CXI has better growth opportunities compared with IGM.
Is this correct?

Thanks
M
Read Answer Asked by Marios on July 23, 2015
Q: This question dates some years back but it still bothers me: why did not a single money manager, commentator, etc. ever express any reservations about Manulife before the stock crashed big time? They all said it was marvellous, solid, excellent management, etc. Did noone really have any idea of its problems? It's left me mistrustful ever since.

Thanks,
Astrid
Read Answer Asked by Astrid on July 23, 2015
Q: I realize that there is much to like about CXI, but wonder if its post-banking-license-value is already reflected in the share price; as such, what's to prevent a sell-on-news decline? Put another way: for the price to go up, there needs to be a meaningful number of potential investors who haven't bought-in, yet, because they don't think the license is going to happen (or happen any time soon.) But there seems to be a consensus that it will, so where's the driver for price appreciation?
Read Answer Asked by John on July 23, 2015
Q: Hi Peter & Team: Your comments to Allen's question today: "but expect a flat to declining sector..." I own this in my Riff and in a loss position, should I let it go? Thank you.
Read Answer Asked by LOUISA on July 22, 2015
Q: I have both which would you own?Thanks for your great effort! What would you replace if you think I should in the same sectorThaks Cliff
Read Answer Asked by cliff on July 22, 2015
Q: Hi Peter,

You mentioned that if you had to pick a mutual fund, you like CI Financial. I personally am very fond of the Mawer Balanced fund, which you also mentioned as a good family of funds.

Of coarse a good way to make money is to buy the fund company rather than the funds...
I currently hold IGM (Investors Group), but I am wondering if you think CIX would be a better choice going forward.

Thank you for your great service.
Read Answer Asked by Mike on July 22, 2015
Q: I wrote you on MIL.us in Oct 2014. Your comment resonated with me and I held on(I have a large capital loss which I cannot use). I am still perplexed about MIL. Biases aside, I would throw MIL overboard. However MIL shows it is as generally an excellent value-growth situation. MIL looks very good on commonly used metrics ---except for momentum.

MIL has proposed to buy a small bank in Europe and is making changes on its board. I am hard pressed to find anything overly negative on MIL-- certainly nothing that would prevent it from winning the passionate love of investors.

Are you aware of reason(s) that prevent MIL’s share price from getting off the mat? Is the attractive dividend vulnerable to cuts?

Read Answer Asked by Adam on July 22, 2015
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