Investment Q&A

Q: I see that BMO has taken a big hit today, but I can find no reason for it. Your thoughts?

Q: Hi Gang. I have about a 20% position in Financials and am looking to either (1) average up on Home Capital Group from a 3.3% position to a 4%+ position or (2) I may start a 2.5% position in Equitable Group (EQB) because of its growth prospects and ultra low p/e.

Other possibilites instead of adding to my financial weighting is VRX or CSU because I am underweight the Pharmas and Tech. Your thoughts would be appreciated regarding my weighting in the Financials and HCG vs EQB at current valuations.

Thanks, as always.

Q: what information can you provide re. urbana corp (urb ). Would you rate as a buy? Thanks as always m. rosebery

Q: I am holding shares of fie for the high dividend .Are they able to maintain the dividend or are they just returning my investment?

Q: Hello, I'm considering selling EFN and buying either FSZ or HCG.
Please comment on the switch. Good, bad? Which company do you like more for growth?

Q: CXS is down 5.75% today. Any reason? The only "news" I see is a neutral report by Thomson Reuters. Stockhase.com recently shows only positive comments by analysts.

Q: Hi:
In my RRSP, I have some bonds, XTR and Mawer Balanced fund
I still have some cash in my RRSP
I am thinking of adding some Sun Life and MFC because if the interest rate continues to edge up, the bonds will decline but the insurance company could do well, it is logical ?
thanks!

Q: What would you guys do with KMP? I was thinking about replacing it with DH. I'm down on KMP. I have some REIT exposure with AP.UN, AX.UN and KMP. Last week you recommended selling AX.UN and buying CGX.
Thank you

Q: What are your views on C-N (Citigroup) and HBC-N (HSBC? Do you consider HBC to be the more international of the ? Finally, would you prefer a more US or International focus on banks at this time. Thanks for the wonderful service you proved.

Paul

Q: Bought some Royal bank of Scotland, I am a value investor, but with the announcement by gov of England talking about good bank/bad bank I assume this will reduce the book value of rbs. I realize it isn't a 5 star company maybe not even a 2 but neither was AIG after 2008. What are your thoughts on this latest news and rbs in general?

Q: urb.a What exactly Is Radars intention as per news release of today...Do you know anything about them?
Glen

Q: Hey 5i,

Wanted to get your thoughts on Counsel Corp (CXS). I should have bought it when i first heard of the company at 1.80, but missed the boat. Do you think the company is a buy at current levels? Are you bullish on the sector? Would you buy at current levels, or wait for a pull back? Do you like management?

Q: I took a position in Equity Financial a while back and was up about 12% before the departure of an executive. I invested in EQI partly because I had missed the boat on HCG at about the $55 dollar mark after the shorting noise. Now I'm about at break even on EQI and wondering what to do. I liked the growth potential of EQI and the fact that you liked management, and I liked the bargain price of HCG at $55. Should I sell EQI and look at Counsel CXS, perhaps, or maybe Wi-Lan is turning the corner? You will probably say I should go with HGC, but it is hard for me to pay $77 for a stock I could have had at $53.(Maybe I should just get over that missed opportunity.) I am mainly after growth at a bargain (don't need a dividend) in any sector. Maybe RKN Redknee? I currently have a pretty good replica of the model portfolio. Again, thank you, thank you, thank you, for a service that is so good that I can't believe it exists. So glad to say good-bye to my broker.

Q: Hi Everyone, hope you're having a great day! My question today is $20,000 to put to work. AYA or HCG. Aya,flying. Hcg doing well also. Love them both. Who has the edge in your opinion for the next six months. Thanks

Q: Question: How many years of significant growth do you think Home Capital Group (HCG) have ahead of them? I see the growth is there as we move from 2013 into 2014 and even with HCG's recent move its valuation is still attractive with a p/e in the low 9s using 2014 earnings estimate. However, do you still expect ok growth beyond 2014 or do you see HCG turning more into a MIC (Genworth) with an attractive valuation, a steady dividend but also low earnings growth?

Thanks, as always.

Q: Back to AHF as I am thinking of purchasing on your recommendation.
But I am a bit confused as morningstar has a quantitative fair value of 1.09.
Also could AHF be a good candidate for a take over and what is the payout ratio for the dividend?

Q: what is the reason that ahf is doing so poorly?

Q: Looking at SLF for a long term income/growth hold. The growth is secondary to reliable income and market stability, but their Chinese and other Asian holdings imply that there may be some growth as well. Your thoughts, please.

Q: Hi Peter, I am just wondering if you had any more insight into EQI, given the two changes in senior management, especially Mr. Mr. Kyprianou's exit.

Would you still rate it as high? The explanation that it was a 'board' decision doesn't sit well with me. Are you comfortable with the team in place today?

Thanks, as always.

Q: hi 5i . i've made 30% profit on hcg. i would like to take the profit and buy something else. what are your thoughts on dragonwave dwi. or perhaps you have another recommendation. thanks jane