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?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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.
Q: I own BNS , could you give me your view on why it hs taken such a drop in price in the last two weeks .
Thanks Jim.
Thanks Jim.
Q: FSZ has performed very well since your last report (& upgrade). Would you be a buyer at current prices; would you trim a little?
Q: I am interested in your opinion on proposals that systemically important Canadian banks may adopt bail-in provisions such that uninsured deposits would not be bailed out by the Government - I believe Canadians have always assumed the Feds would bail out a big 6 Canadian bank but recent discussions in the aftermath of Cyprus seem to call this assumption into question
Q: Hey, Peter.
I'm thinking about starting a position in National Bank (NA). It looks like it is by far the "cheapest" of the Canadian banks. I see that it is expected to make $8.61 per share in 2014. It is unrealistic to expect it to trade at a 9.5 2014 p/e multiple giving it a rough share price of $81.80 (representing a 10%+ capital gain)?
I'm thinking about starting a position in National Bank (NA). It looks like it is by far the "cheapest" of the Canadian banks. I see that it is expected to make $8.61 per share in 2014. It is unrealistic to expect it to trade at a 9.5 2014 p/e multiple giving it a rough share price of $81.80 (representing a 10%+ capital gain)?
Q: Would like your comment on AFG.B. Dividend is high. Can it be sustained.?
Q: What are your thoughts on Flaherty & Crumrine Investment Grade fixed income fund,FFI. Thank you. Jack
Q: Do you see the sell-off in the banks having further to run or would you recommend accumulating at these levels? Thanks.
Q: at this point i am more royal bank than any other, would appreciate your thoughts of what banks to be in(if any) and which offer least problematic exposure to outside influence
thanks
thanks
Q: Which of the 5 big Canadian banks should I invest in for growth and dividend?