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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: 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
Q: Can you provide an update on EFH? Do you think it is a buy at his time?
Read Answer Asked by Robert on July 21, 2015
Q: We currently hold TD, BNS and BMO. Is there any advantage to holding ZWB instead of individual Canadian banks in the current market environment? Would the covered-call overlay produce additional returns over holding the individual banks?
Read Answer Asked by Allen on July 21, 2015
Q: seems to be a lot of bank recommends lately, your feelings on that and can you give me your best advice in canada and usa
Read Answer Asked by eddie on July 21, 2015
Q: Peter : How do you view todays news--Good bad or neutral Thanx Robbie
Read Answer Asked by Robert on July 20, 2015
Q: HI there. Can I get your opinion on "BAC" Bank of America Corp.
I also hold it. Should I sell it or hold it.

Thanks!
Read Answer Asked by Robby on July 17, 2015
Q: Financials are currently 7% weighting in my portfolio (RY, BNS, TD, CIX, MFC, JPM). I have some cash and was thinking of bumping up to 10% weight. I know you like BNS, IGM and SLF. WFC looks appealing but the 30% premium on the USD is concerning to me. Any other recommendations? Looking for something at the middle to lower end of the risk spectrum. Thanks
Read Answer Asked by Richard on July 16, 2015
Q: DCI released an operation update July 15th. Thoughts on the update? How positive will it be for the stock to get a banking license?

Thanks

Robert
Read Answer Asked by Robert on July 16, 2015
Q: with the big drop in share price is home capital a screamimg buy or a value trap
the announcement they made about cutting off brokers was it prudent business decision or an indication of more problems
Read Answer Asked by Gary on July 16, 2015
Q: How do you see the Bac performing with rates going higher? What do you prefer regional banks or the larger banks like Bac or Wells Fargo banks? Or simply buy an etf and if so which one?
Read Answer Asked by Frank J on July 16, 2015
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