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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: what's going on with FN price action? Can't find any news and don't have all the market data. Is it related to Alberta exposure? Thanks
Read Answer Asked by David on July 13, 2015
Q: I piled into GNW.us just days before management confessed to large capital shortfalls causing shares to fall off a cliff. Management would have known about the significant deficit in reserves months ahead of releasing results, yet I see no actions pending against them by US regulatory bodies.

I compounded my buy error by anchoring on my much higher cost, a logic error well documented in behavioral economics. I thought GNW.us owned a chunk of the Canadian company Genworth (MIC.to) . I could not confirm whether GNW.us still owns a significant percentage of Genworth Canada. I browsed your two earlier comments on GNW.us but things are said to have changed since then.

Is it best to sell and salvage what’s left? Or do you now see some benefit in waiting? Is it wishful thinking that the remaining value is now less likely to evaporate?
Read Answer Asked by Adam on July 13, 2015
Q: Good Afternoon Peter, Ryan, and Team,
In my wife's RRSP she holds a position in Fiera Capital (FSZ-TSX). Her account holds most of the companies in your Model Income Portfolio. She will start taking money from this account in 2-3 years. I see that you now have included IGM Financial in the Model Income Portfolio. FSZ has had better dividend growth (lower yield though), is as cheap or cheaper than IGM, and FSZ is run by a savvy management team. Does it make sense to switch from FSZ to IGM ??? Thank you, as always, for your sage advice. DL
Read Answer Asked by Dennis on July 07, 2015
Q: An article in today's Globe highlighted that a few of the top analysts and execs seem to have done quite well for themselves in 2014, with their top investment banker making more money than just a couple of bank CEO's. Unfortunately for me, and I am sure many others, the stock price has not been as rewarding to me.

I understand that that industry can pay well and aside from my initial knee-jerk negative reaction, are these types of bonuses in-line with industry norms? Or is this a reflection on management paying themselves first and not giving a lot or thought about shareholders (which maybe is the industry norm)?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on June 30, 2015
Q: Hi Peter
With the current downer caused by Greece why would BNS get punished the most ?
Regards Stan
Read Answer Asked by Stan on June 30, 2015
Q: would appreciate an update on CEW...
the lifeco's are on the rise but the banks are in the doldrums!
what is your outlook for the banks for the short term?
do you think it would be a good time to add to some more CEW to
portfolio (currently at about 2 1/2%)
many thanks - ed
Read Answer Asked by edward on June 29, 2015
Q: Afternoon folks, this stock was in an article in the FP today identified as a preferred financial stock by Lightwater Partners. Your thoughts would be appreciated.
Read Answer Asked by Cyril on June 29, 2015
Q: Wouuld this be a profitable stock to have in a portfolio.Eddie.
Read Answer Asked by Eddie on June 29, 2015
Q: Do you think AHF is worth holding at this time? Is there any light at the end of the tunnel? Thanx Robbie
Read Answer Asked by Robert on June 26, 2015
Q: Hello Peter
I am wondering at current prices is fairfax a good investment for 3 to 5 years

Kevin
Read Answer Asked by Kevin on June 25, 2015
Q: goodmorning . could you give me two ETF, one us&one Canadian holding us banks.Thanking you.. Regards Cliff
Read Answer Asked by cliff on June 23, 2015
Q: Hi 5i team: given your answer to Gord on June 19, what should individual investor do, sit tight and wait for it to come up again? I am reluctant to take cap gains to bump up my taxable income.
Read Answer Asked by LOUISA on June 22, 2015
Q: This question is in regard to Canadian Banks.
When you look under key stats (yahoo finance) there is a section called "Enterprise Value".
For the 4 banks I looked up all have negative numbers in the billions (TD being the lowest at -21B).
Also the operating cash flow shows a similar pattern of minus numbers in the billions (BNS being lowest at -6B).
Am I taking enterprise value and operating cash flow out of context to mean something different than it sounds?
When I think of Canadian Banks and their almost yearly record profits, huge negative numbers like these don't usually come to mind.
Are these common for banks and can you give me a brief understanding of what they mean?

thanks,

Paul
Read Answer Asked by Paul on June 22, 2015