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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: Anything to account for CXS's ongoing price decline over the past days?
Read Answer Asked by Thomas on November 06, 2013
Q: Hi, is this a good entry point for Aston Hill Financial (AHF)?
Thank-you.
Read Answer Asked by Chris on November 06, 2013
Q: Hi
I read your excellent answer to Dave this morning in which you say "The main drivers to equities are (1) earnings (2) interest rates and (3) money flows (people going to cash/shifting from bonds to stocks). If earnings are strong and growing, and interest rates are low (i.e right now), it is hard to predict a big fall in the market.
I want to buy additional shares in Royal Bank [RY] but I have been watching the price rise steadily since the summer and am severely conflicted. Do I just go ahead and buy now because of the 3 parameters you mention are in force, or do I wait for a hoped-for 5% or more market pullback?
The current payout ratio is 49% for RY and the yield only 3.81% so I would expect a dividend increase because of the rising stock price and falling yield, but with the payout ratio so high [normally in the 45% range I believe for banks] is this even likely?
Many thanks... Paul
Read Answer Asked by Paul on November 06, 2013
Q: DIVIDEND ETFs: I agree completely with your 03 Nov. Reserarch Blog article "Five Reasons to Love Dividends". Dividend income constitutes a significant (and growing) portion of my current retirement income.

RBC is about to launch 3 new dividend-oriented ETFs (RCD, RUD, RWD) and in August Vanguard Canada launched 2 new dividend-oriented ETFs benchmarked to the US Dividend Achievers Select Index. Please comment on these offerings as an alternative to holding dividend-oriented mutual funds or a portfolio of individual dividend-paying equities.

Thank you.
IslandJohn
Read Answer Asked by John on November 05, 2013
Q: Hi guys,
What can you tell me about Senvest Capital SEC? It seems to have a really high ROI, high profit margins and high revenue growth..
Read Answer Asked by John on November 05, 2013
Q: Hi,
What do you think about FTN? It has grown nicely over the months due to the strength of the financial sector and coupled with capital gains is also paying a hefty dividend. Their dividend I think you mentioned is considered return of capital. What are the risks of investing in this product considering the finance sector continues its upward trend
Read Answer Asked by Imtiaz on November 04, 2013
Q: Two short questions: i)what's the 3 year upside on the Canadian banks? ii) do you consider preferred shares fixed income or equity? Thanks.
Read Answer Asked by Michael on November 03, 2013
Q: Hi there, what do you think about CFD right now, the convertible debenture ETF? It yields 5%. Will it basically follow along a standard bond ETF?
Read Answer Asked by Kel on November 03, 2013
Q: I read Hedley Dimock's article in the October Money Saver and didn't understand his reference to Bank of NS cap sp and Allbanc split cap.sh. What do cap sp and split cap sp mean? Thank you.
Read Answer Asked by Mary Jean on November 02, 2013
Q: I have 5 k to invest in a new half position in my RRSP portfolio and have it narrowed to one of the following: DHX, FSZ or EH.
Any of of these jump out at you as the best for growth over time?
Thanks in advance,
Greg.
Read Answer Asked by Greg on November 01, 2013
Q: i know people have been asking about Counsel Corp and it's recent declines, and i was wondering if you thought it was a buy at current levels? Is this a company you still view +vely for the future? Do you like the current valuation on the stock? I'm debating whether adding Counsel to my portfolio of Wanted Technologies (granted they are very different). They would make up a small speculative portion of my portfolio.
Read Answer Asked by Sasha on November 01, 2013
Q: I would appreciate your opinion on Visa. As you know they announced their earnings yesterday and the stock is down significantly this morning. It is about a 3% position in my portfolio and my average purchase price is $125.00. Your comments would be appreciated. Thanks
Read Answer Asked by Brian on October 31, 2013
Q: Hello Peter.
I am always looking for a home for my cash when not fully invested. Money markets provide a skinny but safe return.
I have noticed a couple of senior loan ETFs ie blk and fsl.
My understanding is in a world of increasing interest rates the holdings in these ETF will have their yields also increase (floating) thus the best of 2 worlds. Knowing there is no Santa Clause what am I missing

as always
Thanks
Read Answer Asked by Leon on October 31, 2013
Q: Would it make sense to book my profits on Carfinco (CFN) and buy Fiera Capital (FSZ)? Thanks for your help.
Read Answer Asked by Paul C. on October 31, 2013
Q: Hi Peter
Since Olympia Financial [OLY] got a listing on the TSX a month ago the stock popped up about $5. Is it still a good buy?
Thanks.. Paul
Read Answer Asked by Paul on October 30, 2013