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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: Do you have any views on Callidus Capital Corp. I know it is a recent listing but hoping you knew something or knew the people involved.



Bryon in Elmira
Read Answer Asked by Bryon on June 26, 2014
Q: Your opinion on GSBC, Great Southern Bancorp please. Buy, sell or hold? Thanks.
Read Answer Asked by Max on June 26, 2014
Q: What are the implications of the Federal Government's proposed "bail-in" legislation for investors? Thanks. Michael
Read Answer Asked by Michael on June 18, 2014
Q: Good morning:
As a senior with new money to put into a non registered account, would you buy the banks, Ry,Bns,Td for long term hold,(5 to 10 years )especially now when they are so high. Would you make another suggestion if not the banks. Thanks
Read Answer Asked by Jean on June 17, 2014
Q: I've been looking at a few boutique banks, specifically Greenhill & Company (GHL) and Lazard (LAZ). They both pay nice dividends and seem to be gaining steam from all the M&A activity lately. What is your opinion on these two and boutique banks in general. Thanks
Read Answer Asked by Morgan on June 17, 2014
Q: I am considering selling TD Bank and buying either Bank of Nova Scotia or Capital Power CPX. TD has had a good run and I think BNS may provide more upside over the next 2 to 3 years. I also like Capital Power for it's 4.8% dividend and it's growth prospects over the next few years. For capital growth potential and dividend growth which would you prefer between BNS and CPX?

Thanks for your help,

Duncan
Read Answer Asked by Duncan on June 16, 2014
Q: Peter; I am slowly trying to hedge my portfolios for a eventual rise in rates. I have SLF and IAG in
Canada but would like your suggestion for a US interest rate sensitive financial company. Thank you.
Rod
Read Answer Asked by Rodney on June 13, 2014
Q: Hello Peter & Co,
Would appreciate your opinion on the make up and segmentation of my RRIF portfolio.
Consumer discretionary 5.7% LNR MG
Energy 12.0% BTE CPG KEY TOU VET
Financials 10.2% BNS EFN HCG TD ZUB
Health 7.5% CXR GUD VRX XHC ZUH
Industrial/Transport 6.0% CHE.UN CCL CNR
Infrastructure 10.2% BAD BIP.UN SJ STN WTE
Materials 3.0% IFP
Pipelines 8.1% ENB IPL PPL
Retail 3.7% ATD DOL
Services 7.2% BYD.UN CGX THI
Technology 15.2% AVO CSU DSG ESL CGI MDA OTC
Utilities/Telecom/RE 8.5% ALA BCE BEP.UN TCN
Cash 2.8%
I hope I'm not asking too much of you guys and I know that I could do with less holdings.
Thanks,
Tony
Read Answer Asked by Antoine on June 13, 2014
Q: Good Morning Peter and Team,
Regarding Fiera Capital (FSZ- TSX): When I look at the Ink Insider Report I see that there is a large amount of insider ownership. Such as:
- National Bank
- Goodman and Co.
- JC Clark
- Special and common shares owned by Fiera Capital insiders

It would appear that the vast majority of the outstanding shares are held by "strong hands" so the public float would be fairly small. This would explain to some extent the lack of analyst coverage and low trading volume. Paladin Labs was tightly held as well and we all know how that eventually turned out. Would you agree that there is hidden value within FSZ and that one should behave like the insiders and wait patiently for the value to surface ??? Thank you. DL
Read Answer Asked by Dennis on June 12, 2014
Q: re: Canada's big banks

Seeking Alpha commented today that Moody's lowered Canadian Banks outlook to negative.

"Affirming the ratings of Canada's largest banks, Moody's cuts their outlook from stable to negative, thanks to the government's plans to implement a "bail-in" regime (i.e., creditors to take a haircut) for systemically important lenders."

I have a 5% position in TD and have done quite well with an excellent dividend. Is this something I should be concerned about moving forward?

Thanks for all you do

Gord
Read Answer Asked by Gord on June 11, 2014
Q: Dear Gentlemen.
Refresh Financial Debentures
I bought the debenture (with 7% interest) last year, as a private investment and so far its OK.
They offer new issue.
Its a risky investment ?
Thanks for opinion
Best Regards
Read Answer Asked by Djamel on June 09, 2014
Q: Hi Peter and Team,

Quick thoughts on First Citizen Banc Corp, FCZA.
Read Answer Asked by Graham on June 06, 2014
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