Investment Q&A

Q: Hi Peter,

Is it time to start picking away at BNS/TD or is there more pain to come. Thanks for all you and your team do for us less experienced investors.

Carl

Q: Follow up to my previous slf question .... Since I am way underwater having followed the buy and hold mantra Should I be adding to Manila and sun life ... Seems to be falling on low volume

Q: Why are insurance companies getting hit hArd

Q: hello 5i team

read an interesting article mentioning the Graham number for TD based on earnings and book value at $47.47 which means at current prices, the stock is over valued by approx 13%.

Can you comment of this and the Graham Number principles and it's accuracy?

Thanks for all you do

Gord

Q: what's your opinion of RY compared to BNS and TD? I believe RY has outperformed in share price over the last 10 years compared to the other banks.

Q: Just a quick question to get any latest thoughts on EFN. It's been down a lot (so sell?) but it's getting to the bottom of its range (so buy more?). What do you think. I have half a position.

Q: What do you think of the latest news. this stock seems to be stalled. will it ever move.

Q: Good afternoon,

Any idea of what is going on with Gluskin Sheff GS? Down over the past weeks.

Thank You

Paul

Q: what is your current assessment of this co.

Q: Your latest thoughts on TRI please

Q: PWB is issuing a series of preferred shares. Can I please have your take on what your comfort level would be with these?

Q: Hello
I recently sold ZWB at $17.85 and now planning to buy CEW (equal weight banks and insurance companies ETF) Is this ok or would you suggest a better alternative.

Thanks

Q: CF has fallen over 20% from it's one year high and shows continued weakness. What are your thoughts on the company going forward?

Q: LTS.us appears to be defying the mkt, and is steadily moving up. What is your assessment? And should I wait to buy? As a financial service company, though small in size, it may have found a niche that will propel it forward.

Q: This is a follow up question on Blackstone. Is it true that some private equity clients are trying to do deals themselves, reducing the need for services provided by companies like BX. Thank you.

Q: Can I please have your opinion on Black Stone BX on NYSE. Is it a buy, hold or sell. Thank you.

Q: Hi 5i team. There was a time,if bank dividend yields (Canadian banks) are over 55% of the 10yrs, government bond yields, they are considered a reasonable buy. At 80% of 10 yrs, a strong buy. It would be screaming now but, of course, we know that the whole yield curve is manipulated. What if things "normalize"? Again, it used to be that long term government bonds were generally around 3.5% (+/- 0.5% say) above the expected rate of inflation. Based on this, if inflation hits 2.5% as we normalize (afterall that is what the central banks want it at). Long bonds should be around 6.0% (+/- 0.5%). Assuming not too crazy a yield curve, 10 yrs bond should be about 3.75% to 4.25%. That means our banks are still goodish buys (based on the 55% assessment). That also means that if inflation moves up to 3% gradually, bank shares, given a stead earnings picture, should be able to sustain their value. Is any of this reasoning valid any more or is it really different this time? Thank as always. Henry

Q: My US exposure is underweight. I am looking at Barclays (BCS), Lloyds (LYB), National Bank of Greece (NBG) as 3-5 year holds with the wishful thinking that they may return to their previous and glorious highs of 2007. Am I dreaming?
Alternatively, can you suggest any US regional banks for a similar timeframe and which large cap US bank, if any, is your favourite?
Thanks.
Steven

Q: Hi Team

In looking at employment data, housing starts and a number of other indicators, it appears the US economy is moving forward in a positive direction.

I am thinking US Banking has to be in a positive light moving forward over the next 3 - 5 years.

Presently I hold Wells Fargo and have done quite well. I am looking at adding a second bank and was wondering if you would comment on USB vs Citibank & BAC (Bank of America)

I realized I am asking allot and am hoping you know how much I appreciate the help.

Thanks for all you do

Gord

Q: What do you guys think of Power Corporation? Have you heard anything about a potential breakup of the company/do you think that would be a positive thing? Is it a buy sell or hold at these levels?
Thank you.