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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 guys. Any comment on the BMO earnings? Are any other new bmo earnings estimates published? I see CIBC has a new Bank of Montreal report this morning with 2014 eps estimate of $6.27 and 2015 estimate of $6.75. On a $69.95 share price that gives us p/e of 11.15 for 2014 and 10.36 for 2015.

I know, of course, these earnings estimates can always be adjusted, but all things equal the valuation doesn't look too bad sub $70 in my opinion. What are your thoughts? Thanks, as always.
Read Answer Asked by john on December 04, 2013
Q: Hi There,
I wanted to hear your thoughts on the ETF - FIE. It seems to be a nice mix of financials along with a good dividend. How secure do you see it or what letter grade does it deserve. I wonder that if it is so good how come the ETF seems to be so small in size. Thanks
Read Answer Asked by Richard on December 04, 2013
Q: Peter and team
May I have your comments on PTZ-t Pethealth Inc. J it is up approx. 100% since April .
Thank you Mike
Read Answer Asked by Michael on December 03, 2013
Q: Pardon me! The symbol was CHW - Chesswood Group -not CHN.
Thank you.I own shares in CHW. So far, it's been a pleasant ride. My concern, of course, is both their relative small size as well as the inherent risks that must be accepted when almost all their individual entities operate in a very leveraged & high risk market. As a retired US Attorney, I am familiar with legal & case funding as well as Plaintiff financial support. These areas along with their start-up financing loan business is my primary concern. Would much appreciate your opinion.
Read Answer Asked by Robert on December 03, 2013
Q: Hello Peter and team, could you help with the following question:I recently liquidated TD Canada Trust (CDN Commons) as it appreciated significantly. It was time to cash in. Question is, what in your opinion is the next Canadian financial institution to own for the long term, getting dividends while waiting for capital appreciation. I'm thinking Scotiabank or even a smaller FI like CDN Western Bank but appreciate your opinion. Thx
Read Answer Asked by Harry on December 03, 2013
Q: TMC-T Has finished there conversion of shares and increased there dividend. Please provide an update of your thoughts on the company going forward. Thanks.
Read Answer Asked by Pete on December 02, 2013
Q: Hi Peter. could you please provide your view on BANC. Thanks again.
Read Answer Asked by Robert on December 01, 2013
Q: I purchased 3000 URB @$1.82 on the recommendation of another of analyst. It hasnt done anything. Do you have any info. on it. My thinking is to sell and start deploying the capital into one of your portfolio stocks. Also being a new member which stock would you recommend to begin with. I've done really well with this analyst so far but am going to try to diversify into more stable portfolio.
Read Answer Asked by Michael on November 29, 2013
Q: I was thinking of purchasing EFH, and i was wanting to get your
opinion.
thanks Elgin
Read Answer Asked by elgin on November 28, 2013
Q: Hi guys,
Any ideas as to why Fiera is getting hammered lately, and with huge volume today?
Thanks, Ian
Read Answer Asked by Ian on November 27, 2013
Q: Hello Peter
Do I include "Cash" as part of my equity portfolio since the cash will one day be used to buy equities? I currently have 19.3% in banks [RY,CM,BNS,NA,LB,OLY] counting the cash as part of the equity portfolio but 23.3% considering equities only.
I have no lifecos but am considering buying Sun Life [SLF] which you recently recommend, but if it is considered to be a "financial" then maybe that would be too big an overall position in financials. I also have 40% in fixed income. I would value your opinion.
Many thanks...... Paul
Read Answer Asked by Paul on November 27, 2013
Q: Hello team:

I owned some PWF which I accumulated between 25 to 28;
now it is over $ 35, I enjoyed the nice dividend
I recently added some SLF (half position) so that if interest rates slowly increase, the life co would offset the loss of value of the bonds in my income porfolio
Which Life co would you add to PWF and SLF ?; Thanks!
Read Answer Asked by Michael on November 27, 2013
Q: I am finally profitable on my IGM : I wish to sell this but "stay financial" . Where would the greatest upside be ?... BNS , HCG , or something else ? ... I need income .
Read Answer Asked by Thomas on November 25, 2013
Q: Hi Peter and gang, what is your opinion of investing in european banks at the present time. Do you like San , or would you recommend an ETF of European banks. Thanks Darryl
Read Answer Asked by Darryl on November 24, 2013
Q: I have 25k to invest in the financial sector, I prefer Canadian banks outside of my registered accounts. Are the Canadian banks fully priced after the recent run. Do you see further upside in the Canadian Banks in the next 12 months and if so which 2 banks have the most to gain going forward. Which 2 banks will increase their dividends in the next 12 months. Instead of investing equally in two Canadian banks would I be better off to invest in ZWB or ZEB which hold all the major banks. Thanks for your highly valued opinion.

Joseph
Read Answer Asked by Joseph on November 21, 2013
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