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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: BX(NYSE) - I have been selling cash covered (at the money) puts on this stock over 2013 which has been very profitable. Do you see this stock continuing it's fantastic run-up in 2014? Thank You Ron
Read Answer Asked by Ronald on January 06, 2014
Q: Re: Financial 15 Split
FSN
How do these people get a 15% yield?
What do they terminate at?
How big is the risk?
Thanks
Ken Beatty
Read Answer Asked by Ken on January 06, 2014
Q: EQI How do you feel about EQI as of now? Smoothwater appears to be supporting the stock which worries me. Do you think they might pull back on that support to try to sway us little people to go with their offer? Would CXS be a decent more stable alternative?
Read Answer Asked by Gerald on January 03, 2014
Q: Given the fact that all Americans will be required to have health insurance coverage in 2014 are there particular Insurance companies that would benefit more than others and could prove to be very good investments?
Happy New Year and thank you so much for all your advice.
Read Answer Asked by shirley on January 02, 2014
Q: I am holding 3 pipelines:
ENB - 7% of portfolio
IPL - 6.4% of portfolio
PPL - 5.7% of portfolio
Balance of portfolio is very diversified.

In your opinion (which I value greatly) am I OK with these 3 pipelines of is it over weight. If I were to trim 1 pipeline which one should go.

Thank You as always.
Read Answer Asked by Craig on January 02, 2014
Q: Thoughts on Firm Capital (FC) as a dividend play?
Read Answer Asked by cary on January 02, 2014
Q: Happy New Years gang. my question is which of the Canadian banks are going to split and is there any indications when?
Read Answer Asked by Jack on January 02, 2014
Q: Happy New Year to the 5i staff
Do ZWB represent a good alternative to Financial income long term investment.I'm 71.

Thank You
Read Answer Asked by DANIEL on December 31, 2013
Q: Good Morning Peter & Team :
I think there are good investment opportunities in businesses involved in financing loans to self-employed people or people with poor or no credit history, euphemistically called "bruised credit". These are companies that provide chattel mortgages [mainly car loans] and/or "Payday" loans. The companies must have rigorous and effective loan loss controls in place. Many of the widely advertised payday loan companies such as Wonga and Cash Stores do not appear to trade on any exchange but there must be others that do.

So far I have identified Easyhome [EH], Carfinco [CFN], and Rifco [RFC] which might fit into this general category of high risk loans.

I would appreciate your advice on what other companies there are that I should consider, and I would value your opinion on the best and safest way to invest in this category, for both strong growth and at least a modest dividend.
Thankyou........... Paul
Read Answer Asked by Paul on December 30, 2013
Q: I would like your opinion on 3 names FTN,DFN,INC.U all pay large dividends, are the dividends secure and do you see any growth. thanks
Read Answer Asked by Larry on December 30, 2013
Q: Fiera is a money manager, has grown by acquisition, which is the only way to grow in the pension management business. What do they do when they run out of new operations to acquire? I would like for long term hold for the dividend and growth, I would appreciate your view on weather Fiera Capital would work for me? Thanks Barry love your site
Read Answer Asked by BARRY on December 27, 2013
Q: re: MET

the last time someone enquired about MET (US) was in August
I have in my portfolio PWF and SLF
they have a good run
How does MET (US) compared to the Canadian Life co in terms of
dividends and more important some upside potential for capital gains ?
Merry X'Mas
Read Answer Asked by Michael on December 24, 2013
Q: Hi, Can I get your opinion on XFN for 2014.
Best of the season to you and your staff.
Thanks
Carl
Read Answer Asked by Carl on December 24, 2013
Q: Hi,

I"m a medium risk investor who likes to buy and hold. I need exposure to US banks. Which do you like better, ZUB, PFI, or RYF? I'm inclined towards RYF. What do you think?
Read Answer Asked by Graeme on December 22, 2013