Q: pwc: I holding PWC and it is supposed to be getting some charter designation this May which is going to help it on the long road back up. I know it is very small, and co is very optimistic.. What do you think of it as a HOLD? Helen
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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: Hi Peter,
Great information. I have held Sun Financial for several years, and have seen its value eroded, although still providing a decent dividend. Would it be advisable to divest on a portion of my holdings in this company? I'm looking to replace it with other div. stocks.
Thanks,
John
Great information. I have held Sun Financial for several years, and have seen its value eroded, although still providing a decent dividend. Would it be advisable to divest on a portion of my holdings in this company? I'm looking to replace it with other div. stocks.
Thanks,
John
Q: I am interested in 5is opinion on cix. Buy sell or hold? Why?
Thanks.
Thanks.
Q: What do you feel the future holds in the next 6 to 12 months for BAC and MFC?
Q: An earlier question asked about BNS, and it was suggested that TD be considered for its US exposure (for the recovery).
Would BMO also be recommended, as it has considerable US holdings?
Would BMO also be recommended, as it has considerable US holdings?
Q: I visit your site regularly; it is my main source for investing advice and information. I have a question on financials. I am currently underweight financials (4%) in the form of BNS. I am thinking it is time to consider increasing my weighting. I could add to BNS, which I like for it's global exposure, or diversify by adding TD for exposure to the US. I would appreciate your comments. Thank you.
Q: HI, a bit of a long shot here, but do you have any insight into Guardian Capital (gcg)? The stock hardly ever trades at all yet their earnings growth and balance sheet seem pretty good. Could this be taken private? Also any idea why they own so many shares of BMO. Thanks very much.
Q: Hi Peter
NA National Bank is off its years high by close to 10%. I started initiating a position yesterday and am considering adding the rest today or tomorrow. { currently down $1.06 today } Is there any reason for this drop in price other than the market pullback ? Just want to make sure before I pull the trigger. This will bring my portfolio financial sector to a little under 10% when the additional buy is made.
NA National Bank is off its years high by close to 10%. I started initiating a position yesterday and am considering adding the rest today or tomorrow. { currently down $1.06 today } Is there any reason for this drop in price other than the market pullback ? Just want to make sure before I pull the trigger. This will bring my portfolio financial sector to a little under 10% when the additional buy is made.
Q: Regarding your latest report on Aston Hill Financial, since the bulk of their business appears to be in mutual funds, is this not a "sunset" industry since so many investors are migrating to ETFs?
What are your opinions on investing in mutual fund companies directly without ever actually buying their funds? For example, a top holding of CDZ (Canadian Dividend Aristocrats ETF)is AGF since it pays such a high dividend, yet many analysts don't like AGF at all.
What are your opinions on investing in mutual fund companies directly without ever actually buying their funds? For example, a top holding of CDZ (Canadian Dividend Aristocrats ETF)is AGF since it pays such a high dividend, yet many analysts don't like AGF at all.
Q: What are your thoughts on Urbana Corp (urb.a), a closed end fund with a number of interesting financials in it. The Net asset value is much higher than the share price right now. Is there value here?
Q: Hi, Not sure if you follow USB (U.S. Bancorp)
What are your thoughts on their earning today and long term view with the US housing recovery?
Really appreciate your service.
What are your thoughts on their earning today and long term view with the US housing recovery?
Really appreciate your service.
Q: Thank you for your answer on GS. In my portfolio I got PWF, GWO and IGM which PWF is the controlling company of the two other. They're all doing well for me. Would it be a good idea to sell GWO and IGM? I would invest the proceeds in BEP.UN and LW.
Thank you, Paul
Thank you, Paul
Q: What to you think FAY.UN will do in terms of does it mirror the stock market or the bond market. When interest rates rise will this get crushed? Yield is huge, and seems to be steady. Cheers.
Q: can you please tell me your opinion on mic and its outlook for 2013
Q: I am very overweight in Canadian banks including 500 shares in BNS. Is this a good time to sell 300 and exchange for BPF.UN, FSV and BAD?
Alex
Alex
Q: Home Capital (HCG) took a bit of a hit last week after the Fitch rating announcement. What is your view on Home Capital now. Also, I am confused that you have Home Capital in your model portfolio, but I could not find it in your coverage universe nor could I find your research report on HCG. How do stocks get into your model portfolio?
Q: Hi, I am looking at investing in either the banks or Home Capital Group (HCG). Which one do you think is better and if you select banks, which bank would you recommend at the moment. I was thinking of TD but I know you're big on ScotiaBank.
Thanks
Thanks
Q: MFC Manulife- I have been an owner through the ups and then the downs - will the managaers- get this business turned around. After all that I have been through is this a hold? or time to move on.
Q: Well done yesterday on BNN. You have an impressive knowledge of the public companies, where do you stash your notes? I have picked TD Bank for their US exposure rather than a Cdn Bank ETF, Agree? Carfinco seems to have skimmed the cream. Agree?
Q: Hey Peter. Masterful job on MarketCall.
Question on strategy: Seeing the larger discount, than its historical average compared to its peers, I am accumulating a position in National Bank. If I get to a full position (5% of my portfolio) and the large discount remains compared to its peers, would you overweight National Bank or would you start accumulating a second bank, as they also seem to look attractive at these levels. Currently National Bank is my only financial.
Question on strategy: Seeing the larger discount, than its historical average compared to its peers, I am accumulating a position in National Bank. If I get to a full position (5% of my portfolio) and the large discount remains compared to its peers, would you overweight National Bank or would you start accumulating a second bank, as they also seem to look attractive at these levels. Currently National Bank is my only financial.