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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: Could you please comment on my sector weightings?
Non-Registered CAD account. Income Bias.
70% Equity
30% Fixed Income

Resource(non-energy)8%
Consumer 8%
Banks 16%
Other Financial (Insur, MFunds, Fintech)16%
Utilities 11%
Telecom 8%
Precious Metals 2%
Energy 8%
REIT 12%
Technology/Industrial 11%

Thank you
Read Answer Asked by Carlo on October 23, 2015
Q: Having sold my US financials six months ago, I am now looking at re-entering with Lloyds Bank and KKR. The latter pays a very hefty dividend so I will purchase it in my RRSP. What is your impression of these companies and, in particular, the fact that the UK government is or has disposed of their Lloyds stock.
Thank you.
Read Answer Asked by Steven on October 23, 2015
Q: Hello Peter and team, I'm considering adding to my half position in EFN. But while I know it's up nicely over the past year, the recent performance has not been good, including today when it is down in an otherwise buoyant market. Any reason I should hold off?
Also, which of ESP and DHX.B would you suggest I favour (for the long term) if I am adding to only one or the other's position. Thanks as always!
Read Answer Asked by James on October 23, 2015
Q: I am trying to reduce the number of the different stocks I own. I'm considering selling home capital group HCG, and replace it with either currency exchange CXI or Sun Life financial SLF, both of which are still underweight in my portfolios. Do you think it would be a reasonable a trade? It would leave my financial weighting intact.
Read Answer Asked by jacques on October 21, 2015
Q: What is your opinion of Dundee corp. down at these levels. What is their book value and is it realistic.
Thanks
Read Answer Asked by Doug on October 21, 2015
Q: Hi Peter and Team,
I am holding financial stocks: TCN plus US holdings JPM, AIG and City Group.

I am planing to add one more and thinking to buy either Canaccord Genuity or Element Financial. At the current price level, which one would you suggest in terms of upside potential?
Thanks as always. Pui
Read Answer Asked by Pui on October 21, 2015
Q: Hello team, with Trudeau's plan of spending to get some growth going in the country, would that potentially increase the GDP. If GDP is on the rise, could that potentially lead to a rate hike. If a rate hike happens then would companies like banks and insurance companies benefit from this? So would now be a good time to start accumulating slf and bns?
Read Answer Asked by pietro on October 21, 2015
Q: Hi Peter and Co.,

Is there a chance that CXI's bank licence application isn't approved? With the stock price down 38% or so in the past few months, the market seems to be suggesting that this is a possibility. Or is the price weakness suggesting that the next quarter or two will be weak? Or is this just general market weakness combined with CXI being a thin trader?

Your thoughts are appreciated,

Michael

Read Answer Asked by Michael on October 19, 2015
Q: Would you recommend the preferred reset share of CF? Would it be considered a higher risk investment?
Read Answer Asked by Jerry on October 19, 2015
Q: Would this be a good buy for income. The dividend is about 6%. Under what scenario could I lose money. I need to protect my capital. Thanks Cathleen
Read Answer Asked by Cathleen on October 19, 2015
Q: I would suggest that Canoe got the better of this deal.Your comments please
Read Answer Asked by jim on October 16, 2015
Q: Hi Peter,

Being a retired person looking for safe dividends I have full positions in The Royal Bank, TD and Bank of Nova Scotia. I was wondering about doubling my BNS shares.

My thinking is that the dividend is safe and BNS will probably continue to be around a long time from now and the price I am paying for the shares seem to be cheaper than most other businesses at approximately 11 times earnings. Where for example to buy Telus is approximately 18 times earnings.

(as an FYI, I also have Railroads, utility's, pipelines, telecoms,oil, gold, reits, Life co's)

Warren Buffet says to buy things that are on Sale.

Just wondering what your opinion would be on this thought.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on October 16, 2015
Q: Hi,

I am thinking of buying either TD or BNS for my RRSP to buy and hold. I saw that you recommended BNS on BNN the other day so I assume you like it more than TD. Can you briefly tell me why and how the two compare on a valuation basis. I like TD for the US exposure.

Thank you!
Read Answer Asked by Arthur on October 15, 2015
Q: May I have you opinion on preferred shares? Specifically I would like you opinion of
Royal Bank of Canada 3.6% Non-Cum. 5-Year Rate Reset First Pref., Series BD

Call/Reset Date: 24-May-2020
Call Price: $25.00
Terms of Reset: 5yr GoC Yld + 2.74%
Close Price (13-Oct-15): $18.46

Since this is considered to be Non-Viability Contingent Capital, I believe there may be a good chance that this will be called. At the current price, would it be worth buying for the fixed income.

Thank-you
Read Answer Asked by J Stephen on October 15, 2015
Q: Noticed a number of articles recently on a suggested threat to traditional banking business from emerging technologies and new 'fintech' startups, including an article in today's online Globe Investor. Any thoughts on this? Do you think the big Canadian banks have the ability to respond to the possible scenario? Thanks.
Read Answer Asked by Thomas on October 13, 2015
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