Q: Re - your last comment on POW vs. BAM. POW's been moving up smartly - at what price would you consider it expensive?
Thanks
Thanks
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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: Hello Peter and the 5i Team:
What is your opinion on CEW Equal Weight Bank and Lifeco ETF as a diversified investment in the financial sector? It would be about 8.4% of the overall portfolio. CEW holds 10 bank and insurance company stocks.
The purchase of CEW would be funded by the sale of TD, as I realize that 8.4% is too high a weighting for this one bank stock. A commentator on BNN suggested greater diversification in this sector going forward.
As usual, thanks in advance for your timely advice and excellent service.
What is your opinion on CEW Equal Weight Bank and Lifeco ETF as a diversified investment in the financial sector? It would be about 8.4% of the overall portfolio. CEW holds 10 bank and insurance company stocks.
The purchase of CEW would be funded by the sale of TD, as I realize that 8.4% is too high a weighting for this one bank stock. A commentator on BNN suggested greater diversification in this sector going forward.
As usual, thanks in advance for your timely advice and excellent service.
Q: I hold a company called prospect capital for income symbol pesac would appreciate your opinion on it....thanks Barry
Q: Why does AHF Ashton Hill Financial continue to go down in up markets?
This is a very disappointing holding...
Your thoughts, thanks!
This is a very disappointing holding...
Your thoughts, thanks!
Q: L&G
Would appreciate your thoughts on Wells Fargo Bank (WFC-US)?
OR, would you recommend and alternative in the same category,
US or CDN.
Thanks,
Would appreciate your thoughts on Wells Fargo Bank (WFC-US)?
OR, would you recommend and alternative in the same category,
US or CDN.
Thanks,
Q: What does your research show for these companies?
Brookfield Asset Management (BAMA.TO) and Power Corp. (POW.TO).
Thanks,
Ron Beaton
Brookfield Asset Management (BAMA.TO) and Power Corp. (POW.TO).
Thanks,
Ron Beaton
Q: Hi Peter and Team,
Another quick note on another internet banking company called First Internet Bankcorp, INBK. This company seems to be trading at a discount to book, however, they have the potential to grow rapidly and they also pay a dividend. Your thoughts?
Another quick note on another internet banking company called First Internet Bankcorp, INBK. This company seems to be trading at a discount to book, however, they have the potential to grow rapidly and they also pay a dividend. Your thoughts?
Q: Hi Peter and Team,
Quick thoughts on BOFI Holdings, BOFI. its an internet bank only it seems.
Quick thoughts on BOFI Holdings, BOFI. its an internet bank only it seems.
Q: FTN - What do you think of these types of mutual fund corps? This year they started back up the dividends, think they are sustainable based on their assets?
Q: I have been following AGF Management for a while. It received some bad news a few weeks back, i.e. redemptions from the US were up(not sure what that means) and the CRA was intending to go after AGF for some reason. The stock gas risen since then which surprised me. Watching BNN 2 weeks ago, AGF was mentioned and the visitor said something about a family, but I missed the gist of it because of an interruption. I wonder if you could comment on all of this. Thanks in advance.
Q: Regarding Home Capital: If housing prices decline, presumably more people would qualify for mortgages, if they still have jobs. More people would have the required down payment for the cheaper houses. Or do company earnings come from the size of the mortgage versus the volume of mortgages? Also, I read/heard somewhere that HC does not lend in the condo market, only detached homes, and they require a significant down payment. I just can't see any reason for shorting HC, except that someone had "said their loans are sub-prime." Actually, their loans might be even more prime than those of banks? What am I missing here?
Q: AIG - they don't appear to pay any dividend - is it a buy? Tx
Q: National Bank - buy, sell or hold?
Q: Would you buy TMX Group (X) at this time? Thank you for the great service.
Q: Hello,
The last time you made a comment about Synovus Financial Corp, (SNV) was 6 months ago, I was wondering if you had any updated views?
The last time you made a comment about Synovus Financial Corp, (SNV) was 6 months ago, I was wondering if you had any updated views?
Q: Do you have an opinion on Equitable Group? The symbol is ETC. Thank you.
Q: A friend sent me an article from the Wall St Journal about some large US investors shorting Canadian banks. We have positions in all the major Canadian banks except NA. We like the dividends, but is there a danger of a big drop in price?
Q: Hi Peter and Team,
Any thoughts on CALAMOS ASSET MGMT, CLMS? or do you recommend another asset manager?
Any thoughts on CALAMOS ASSET MGMT, CLMS? or do you recommend another asset manager?
Q: Hi Team,
Are your current views on Home Capital still positive. Has the short, and media hype surrounding the short done playing out?
I bought some at $58 and was thinking of adding to it now at $53.
Do you think we've seen the end of the slide?
I'm in it for the long term, but there's nothing more depressing than a 10% drop just after you get in.
Are your current views on Home Capital still positive. Has the short, and media hype surrounding the short done playing out?
I bought some at $58 and was thinking of adding to it now at $53.
Do you think we've seen the end of the slide?
I'm in it for the long term, but there's nothing more depressing than a 10% drop just after you get in.
Q: Peter, I am wondering if EQI Equity financial is a better buy here at 10.80 that HCG at 52.? I understand EQi is smaller with more upside. Is it as safe as HCG?