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Investment Q&A

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Q: hi folks

further to an earlier email on element with respect to mgmt

I remember when newcourt and steve hudson had their heyday in financing in the 1990's and early 2000's

from my recollection there was a lot of 'creative accounting' (a term updated recently to "financial engineering")

question: in light of this 2.2BB issue today (which increases the company capital structure by almost 40%) what makes anyone believe that this mgmt is any more competent than when they near bankrupted newcourt?

one thing of interest being they didn't borrow the whole 2.2bb

comments?

thanks for your insight

robert
Read Answer Asked by Robert on May 20, 2015
Q: Hi Peter

EFN did a substantial financing today of common stock preferred shares and convertible.

What's your take on all this activity? Are you positive about it and if yes why?
Read Answer Asked by Sheldon on May 20, 2015
Q: Hi. Would appreciate your views on quarterly results.

Thanks
John
Read Answer Asked by John on May 19, 2015
Q: What would be the best choice for capital growth between power financial,power corp., or great west life? Thanks as ever.
Read Answer Asked by michael on May 19, 2015
Q: Power Corporation just raised their dividend by 7%. It's the first time since 2009 they raise their dividend. I've held the stock for over a year and I enjoy how safe it feels. It doesn't seem to get much interest because of its low growth. What do you think of the earnings? Do you expect the stock to move up or should I expect the same capital return of the last 12 months?
Read Answer Asked by Matt on May 18, 2015
Q: How do you rate EQI in the current environment. The Globe is full of negativity about the debt load that the average Canadian has and this does not seem to be hurting the the mortgage stocks too much. Home Capital is sliding a little, but EQI trades so few shares it is hard for me to get any sense of strength or not in the stock.
Read Answer Asked by Charles on May 15, 2015
Q: Your views on earnings. still worth holding. Thank you
Read Answer Asked by Tom on May 15, 2015
Q: Could you give your opinion of todays announcement from the company.
Read Answer Asked by George on May 14, 2015
Q: You mentioned this before that you were investors in Ebix Inc. and have met management (and liked them) in the past.

There has been some recent positive news in the company on the verge of some major ventures/partnerships/contracts. On the latest quarterly meeting call, the CEO Robin Raina was very optimistic that significant and material wins are in the pipeline. With your experience with management in the past, can you speak about what was it about the CEO or Executive team that made you confident in their abilities (at that time)? And in general, what type of qualities do you look for management for you to feel good about investing in a company?
Read Answer Asked by Eugene on May 13, 2015
Q: I am looking for an addition to my US portfolio in the financial sector. I am inclined to add AIG for its valuation and positive outlook if and when interest rates come down. But also KKR looks interesting and got a rich dividend. I will appreciate your expert advise as to the best choice.
Thank you as usual for your excellent service.
Raouf
Read Answer Asked by Raoul on May 13, 2015
Q: Would you please give me your thoughts about this US ETF. (It makes up about 3% of my portfolio, and about 20% of my financial services sector.)
Thanks for your great service!!
Read Answer Asked by Jim on May 13, 2015
Q: If you were me and owned a small position (0.5% of my portfolio) in Penny Mac would you sell? The recent earnings and stock performance has been awful.
Read Answer Asked by Andrew on May 11, 2015
Q: I am looking for a few income picks to add to my portfolio. However I am concerned about the eventual hike in interest rates and a certain amount of capital flight from income stocks that would ensue. Would you agree that financials generally and insurance companies in particular would do well in a rising rate environment? Any more specific thoughts are appreciated. Thanks again for your great service.
Read Answer Asked by Alex on May 11, 2015
Q: Do you think the PayPal spin-off is already reflected in the EBAY valuation? Also, which do you prefer: POW or PWF?

Thanks Kindly! Austin
Read Answer Asked by Austin on May 11, 2015
Q: Would you prefer KKR over BX for a five year timeframe in an RRSP and what yields do you show for each company?
Thanks.
Read Answer Asked by Steven on May 09, 2015
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