Q: Your thoughts on FFH acting as a portfolio diversifier and hedge against deflation? Seems they have a large derivative bet that potentially pays big if deflation hits.
Q: I am hoping to retire in the next couple of years. If I can get a 4% return on my portfolio, I believe I'll be in great shape for many years. Recognizing that National is not your favourite bank, I can't help but look at the 6% return and wonder why I wouldn't buy this as a solid income producer. Canadian Banks (including NA)are very well regulated and if they all go under, we'll all have very big problems. Am I missing something or perhaps to ask the question another way, do you see a better place to get a fairly secure 6% return for many years into the future?
Q: With the continuing decline in the share price of Canadian banks, would you consider ZWB to be a better alternative for bank exposure at this time for the next 6 to 12 months ?
Q: I own Royal Bank shares--is there another of the big 5 banks that would compliment this holding and is it a buy now? I would like to just hold two banks and add as they get cheap.
Q: If Canada was to implement negative interest rates, do you think banks would pass this cost on and increase borrowing rates? I just started ZRE positions in several accounts and am wondering if this would have a material impact on the value of reits, or do you think the possible effect is already priced in. I get real nervous thinking what the effect would be on mortgage rates. What do you think? Thank you
Q: Can I get your thought on Aeg, I know that value investors have had this as a top pick many times but the stock keeps going down. Also according to Yahoo finance the book value for this company is around $14, how can a stock with a book value of $14 trade at around $5
Q: Financials constitute 21.2% of my portfolio. I would like to reduce that by selling off some these; AD 12.57%,SCB 3.79%, EFN 16.17%, FIE 33.75%, FSZ 4.92%,GS 11.35%, HCG 17.45%. Which would you sell? Would you consider buying Tricon with any proceeds? GS dropped considerably in the last few months. Do you know why?
Thanks in advance. Gary
Q: The Banks exposure to the Oil and Gas debt(losses)and non-payments of loan losses in particular Bank of Nova Scotia. Therefore, how many are not paying, behind in their payments and how many will never pay them back or written off. In addition, how much does BNS have set aside(Reserves) for direct and in direct loan losses(debt), and any other helpful figures and etc.
Q: I am thinking of taking a small position in Sunlife Financial, what are your thoughts given the following information ? I already have positions in Manulife, Great West, Power Corp. I realize that Power owns Great West but both are good companies. I love Canadian dividend paying companies and would probably never sell once acquired.
Q: Hi Peter & Staff: I purchased this last Nov 18/15 @ $55.58. TD rated the stock a good buy and a positive future. The stock is now $37.51 - down 32%. Is this a dud? Should I sell? Any hope of the stock returning to $55.00 or $60.00? Thanks for your opinion.
Ron Noble
Q: Hi, I have had this stock for a year,and it seems to be on steady downtrend from around $14. I'am alittle overweight at 7%,would you hang in or reduce to 4-5%.Financials look to be weak right now, your thoughts .
Thanks