Investment Q&A

Q: I have a position in MFC and thinking of making a switch to SLF for more growth and stability, what is your opinion? Thank you for your response.

Q: I hold GWO & POW and need to sell one of them.I want to keep the one with the most potential going forward.What is your opinion?
Thanks, Don

Q: MFC - Will the financing of Manulife's recent acquisition dilute the stock and hence reduce the price? Thanks. Michael

Q: 9:16 AM 9/4/2014
Hello Peter....
Best withes on the ride!
I have owned a 1.4% position in Great-west Life [GWO] and a 1.7% position in Sun life [SLF] since December 2013. SLF is up 11% and GWO down 1% since I bought them. These are held primarily for income. I would appreciate your opinion on whether I should just do nothing and collect the dividends which are about the same for both companies [SLF 3.5% and GWO 3.8%] or whether I should sell the GWO with essentially no loss or gain and put the money into SLF, in the expectation of a little more growth. Is it worth the diversification to own both?
Many thanks...... Paul K

Q: Your out look for MFC compared to SLF taking into consideration MFC latest acquisition. Thanks.

Q: Good Day. Please provide your views regarding MLF 's acquisition of the Canadian operations of Standard Life with particular emphasis relative to synergies, disclosed financing plan, future dividend policy and impact on growth and outlook for MLF? CEO says Three cents/year for next three years. At 12x EPS, it seems like its possible impact on the stock price could be negligible. Thanks.

Q: What are your views on Bank of New York Mellon (BK) in comparison to Canadian Banks?

Q: MFC is a cheaper stock and lower P/E than SLF, so why would you prefer SLF

Q: I am looking to buy some US bank stock and am looking at both JPM and BAC. Both have gone through difficult times and look like they have some upside. Do you agree with that? if so, is there one of these you prefer or another US$ bank you would alternatively recommend.
Thanks for all your advice.

Q: GWO
Hi Peter
What do you think of this stock going forward for a 5 year hold . I already own Manulife and Sunlife . I have had it for quite awhile . Is it worth it or should I sell and buy more Sunlife.
Candi

Q: Hello Peter and 5i Team,
I have a general investment question regarding interest rates and how they affect the market sectors.
I have done done a significant amount of reading and some research on the topic ( not to mention office debates) but find conflicting information.
I know this is a complex topic but I'm sure some of the members would like to read your perspectives on the affects of increased interest rates on the market sectors such as the Financials and 'Life' insurances companies.
Thanks,
Paul

Q: Hi Peter and gang. What can you tell me about TIL Capital (TIL)
Earning per share first quarter of 0.69 seems to bode well for a stock priced in the $9.00 range. Your insight is much appreciated.
Guy R

Q: Do you have any comments on the drop in Laurentian Bank's unit price the last few days? Being as LB seems solid and has a decent dividend history we are interested in this bank for some retirement income. Maybe it is a good time to purchase some shares? Many thank you,Len

Q: I have 4 half positions in my US account and want to top one of them up to a full position, which would you suggest? NWL,KMP,JPM,CPG

Q: Hi 5i,

Your thoughts on TMX group. Do you think it is a buy at these levels? It seems to have pulled back a small amount.

Thank you.

Q: Hello 5i: recently the Canadian banks have shown decent results. Can you tell me why their stock prices have dropped over the past few days.

Thanks

Q: PWB-T Pacific Western Bank. IAG have a $8 target on it. Is an online bank, what are your thoughts on this for a small position

Q: I am looking for a higher dividend paying Financial equity for my income portfolio and would appreciate your comments on FN, MTG, MKP, AGF.B, and CFN. Which one would you prefer for a long-term hold and why? Thanks!

Q: EQI.New shareholder,Smoothwater been buying some $322k shares @ $9.45 to $9.50 from Aug 19 to Aug 25 according to Canadian Insider.Please provide your expert advice on whether it is an entry point now CSS.Really confused & disturbed by the instructions In my humble opinion,the instructions should be FOR or AGAINST.Are the brokers biased as there maybe equity financing coming by TFI for the purchase of CSS BNS.The market today reacted unfavourably to its results.Did it make a loss provision for its operations in the Carriben It s bigger than that of CIBC($500k provision in the last Qtr) & Royal(sold its operations at a loss at beginning of the year)Both BNS & TD are the favourities of fund managers.I am waiting for an entry point Thanks a lo

Q: Why has ahf.to gone up so much, about 30% in the last two weeks? Time to buy some more shares or wait till it settles a little? I have a 2% position right now. Thanks