skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Hi 5i Team,
Can you comment on earnings for Sun Life and Home Capital. On a quick glance HCG came out with fabulous numbers as usual, while SLF's numbers look terrible!
Thanks again for the great service,
Shane
Read Answer Asked by SHANE on February 11, 2015
Q: What are your 3 top etfs that follow s&p 500 and top 3 that follow American banks
Read Answer Asked by jason on February 11, 2015
Q: The following quote was made on the BNN evening Market Call:

"Guardian holds about 4.7-million shares of the Bank of Montreal and other investment securities which are worth a total of $16.75 per Guardian share (as of 30 Sept) vs. a $16.63 current share price (100 per cent of share value). If you strip out the value of its investment portfolio, the underlying business – which has been robust over the last few years – is a free option"

At face value this sounds like a hell of deal, which my past experience with stocks means it is to good to be true.

I see your last comments are about 9 months old so I would appreciate your thoughts on the above statement and if you view it as an attractive purchase in this current price range.

I just renewed my Membership and you have made it quick and painless. Please keep up the great work.

Mike
Read Answer Asked by Mike on February 10, 2015
Q: Need to reduce my bank stocks.Would you sell BMO or TD?Thanks Paul
Read Answer Asked by Paul on February 10, 2015
Q: Could you comment on the investigation happening with HSBC and should I be selling at this time, thanks.
Read Answer Asked by Ken on February 10, 2015
Q: Hello Peter and the 5i team

I was watching BNN the other day and a question came across concerning Canacord Genuity. The guest (Jason Donneville) on the show said that they had shorted Canacord because the ratio between the P/B and ROE was far from the usual 1 to 8 ratio ( I am sure there were more reason then just the one but the other reasons were not mentioned). For example If the ROE is 16 the P/B should be approximately 2.0. This is a correlation that I had never heard before or took into consideration. Is this a metric that you use? Is this metric widely used in the stock trading world? Is this metric used more in specific sectors of the market? What do you consider the most significant metrics to judge weather a stock is a buy or not.

Thanks I appreciate your insight.
Read Answer Asked by Darren on February 09, 2015
Q: I am developing my portfolio to be an income generator and like many Canadians, have a significant portion of my capital in Canadian banks. What do you feel is a suitable % range for Canadian banks in an income portfolio? I am certain I am too heavily invested today in the banks but the recent drop was too inviting so more had to be bought. Thanks in advance.
Read Answer Asked by Mark on February 09, 2015
Q: just wondering if you have put a call out to those guys yet as promised?
Read Answer Asked by Josh on February 06, 2015
Q: I see that CF is handling the IT financing. Given IT is trading over 10% above the $15 bot deal price, CF should enjoy a nice win. My question is whether that win is enough to move the needle for their Q4 earnings. Is the stock a buy given today's weakness?

Thanks!
Read Answer Asked by Christopher on February 05, 2015
Q: The charts of REITS (e.g., XRE) and MICS (mortgage investment corporations), for example Firm Capital FC, roughly parallel each other over the years. But in the last few weeks they've gone in opposite directions. FC is way down, and XRE is way up. Other MICS are similarly down. Can you see any reason for the divergence? Could it be a buying opportunity for a stock like FC, if this divergence tends to correct itself somewhat? Thank you.
Read Answer Asked by Jerry on February 05, 2015
Q: how closely tied to the oil & gas sector is Aston Hill Financial Inc.
Read Answer Asked by Douglas on February 05, 2015
Q: CXI(TSX) is deemed a foreign investment, as it is domiciled in the US. I guess I should have noticed that before I bought it. Would that affect which account one should buy it in( registered or not), with respect to US withholding tax etc.? Also useful to note this for the 100K foreign reporting requirements.
Read Answer Asked by Marilyn on February 05, 2015
Q: For James, I too received the TD dividend (and a CXR one) in my WebBroker account showing "Trade date" Feb. 2 & "Settlement date" Jan.31. Because the payment date of Jan. 31 was a non banking day, a Saturday, the next banking day, Monday is the actual credit day to appear in the account. I know banks love to nickel and dime us but had James written a cheque for the 31st on the strength of the dividend being deposited and the bank bounced it because it only showed in the account on the 2nd I believe he would have a legitimate beef. Anyway, any profit made by banks in this fashion will eventually be returned to the shareholders, us, via dividends.
Read Answer Asked by Jeff on February 05, 2015
Q: Peter; I own GS and am thinking of adding FSZ. Does it make any sense tha FSZ, aka National Bank, would acquire GS? Thanks. Rod
Read Answer Asked by Rodney on February 04, 2015