Investment Q&A

Q: I would appreciate your current views on TCAP.

Thanks

Q: I have a 25% position in the Canadian banks. I am a long term investor and love their annual, if not twice a year dividend increases. Against this backdrop, I am contemplating adding maybe a 2% to 2.5% position in either EH (EasyHome) or HCG (Home Capital Group). I do not have any Financial Services exposure in my portfolio other than the Canadian banks.

On first blush, I think my 25% in banks plus any other financial services stock may be too much of a concentration in related sectors. However, upon closer inspection, wont companies like HCG/EH act quite a bit differently from the banks, as a rising interest environment would increase bank profit margins and potentially slow HCG and EH's growth?

Acceptable to add either HCG or EH, or is this too much of a concentration in related financial sectors?

Thanks, as always.

John

Q: Hi. Have you folks looked at ICIC bank. Do you have any suggestions on how to participate in India's possible future growth especially in the financial or technology sectors?

Thank You
Clarence

Q: EQI is presently plumming for the pits of despair. I can't see it coming back in the remainder of the year. It never was a large position (for me) and I do wish to remain positive and look forward to 2015. Could you give me your outlook on what the future might look like for this stock. I suppose this would have to include the outlook for the industry along with anything else you might think of.

TIA

Q: Hi. Would you please advise if there is any news that is causing this stock to decline? Is it a hold or a sell? Thanks.

Q: I am watching the sell off in this stock with some interest. I notice it is classified as a consumer cyclical. That has me scratching my head a bit. I was wondering if you had any further comment on the stock and its classification? Is it worth initiating a position at this price?

TIA

Q: Your opinion please on GS after its latest quarterly results. Is it time to sell and take a profit?

Q: Hi,
Does the fact that Home Capital Trust, a division of HCG. is applying for a bank license provide a decent catalyst for this much beloved company, or is it a bit of a yawn.
Thx

Q: After the drop in price is Genworth a buy in US stocks.Thanks Don

Q: Could you expand your answer to Richard in regards to gold, when you said " you consider gold important as insurance within a portfolio."
I understand the concept, what I want to know is what you are talking about, physical gold, etf's, stocks etc.
If you need this type of insurance what should you hold and why..

Thank you again..

Q: Peter, CXS is going to report this Friday Nov 14th. What is the street estimate? What do you think the catalyst is for this stock to go higher? It's been a disappointment at least for 3 quarters in a row now. Thanks in advance.

Q: Good morning Peter and Team,

I was surprised to see BNS among the "dogs" in the "Stars and Dogs" column in the Nov. 8 Globe and Mail. In it, John Heinzl wrote, referring to the 1500 job layoff, "If this is how it reacts to the good times, wait until the next recession". As a long-term investor holding only BNS in the big-bank sector, should I be concerned about Mr, Heinzl's assertion? Should I consider diversifying into one or more of the other big banks? If so, which one(s)? Your insight and advice is always highly valued.

Q: Would you view $50 as an entry point for HCG. How do you rate the company going forward?

Q: Genworth MI

Could you please give your insight into the downgrade by Standard and Poor of this Canada stock. Is it ok to still own because of this report.

Q: Please comment on their quarterly results.
Thankyou

Q: I've always been curious why the Canadian banks traditionally trade at low multiples, even when compared to low growth companies such as consumer staples. TD has a higher ROE, higher dividend yield and higher growth rate than PG, yet trades at a forward P/E of 11.2 while PG trades at a forward P/E of 19.9. Am I missing something?

Thanks,
Hans

Q: Can you please tell me what keeps dragging this stock down?
Thank You
Garry

Q: Was up a lot on cf now down a lot in this downturn. Earnings today looks like they missed estimates. Comments? Thanks.

Q: IS the drop today justified. Earning missed by 1 penny. Is it a buy, sell or hold. Thank you.

Q: Is MIC connected to Genworth GNW.US and if so, might it be affected by the bad news in the American company?
Many thanks, Gail