Investment Q&A

Q: I am curious about your yield calculation of approx. 8.7%. Is it not closer to 7%
Jerry

Q: Dear Peter and team,

Thank you for answering my question earlier about non-correlated assets. Very clear and helpful. For Private equity you had chosen BX as an option (also VXX) and every subscriber knows how much you like BN/BAM :) (I must say that I am tickled by the number of folks in both print and TV media, not just you, are enamored with Mr. Bruce Flatt. A true Bromance!!)

My question is how come not many mention anything about similar European Private equities firms which are publicly traded. Google search yielded CVC capital, EQT, Ardian, Apax...

Which PE firm from the EU would you consider as a reasonable complement for BX/BLK/BAM . Feel free to add any other PE firm that you think has potential.
Many thanks in advance.

Mano

Q: I became an EQB customer just to experience their service and I am very impressed how the whole process works without any human involvement (this means big cost savings on their part) and the unmatched benefits of keeping your cash savings there over the legacy banks. If this is the future, the big banks have a problem of large workforce and the real estate footprint to be maintained. From my point of view it is easier to enter the market from EQB starting point than from the big banks position to slim down. However there is a limit to which EQB can grow that way. Would you be able to asses this limit in terms of EQB market cap?
There are/were smaller/regional banks that entered Canadian banking in the past. How would you rate EQB in this group?

Regards,
JR

Q: Good afternoon.

If you had to pick one - just one - Income stock right now what would your choice be?

Look forward to your answer.

Thanks.

Q: The debt to equity of the company is 220% is this not a concern with the higher interest rates?

Q: Bought zwu at 10.79. Is there a chance of a rebound here or a sell. Have a fairly large position in bir. at average of 8.45. Your thoughts. Have no dfn. your opinion on this stock surviving. thanks

Q: Why does Brookfield spin out subsidiaries rather than keep 100% of their businesses within the parent company like Berkshire? How does the BN approach create greater shareholder value compared to having just one company with all of its bits under one roof?

Q: AEG seems unusual in terms of its extremely low dividend payment to cash flow ratio, price/book, and other ratios. Its 12% 3 year dividend growth average is very attractive. However, the negative earnings, etc. are concerning. Is this a stock you would buy? Which North American insurers would be more desirable for growth/safety of dividend?

Q: Hello, Are Canadian companies listed on US exchanges considered separate entities ? For example, if I buy TD bank on the US exchange because I have funds in my US brokerage account and something happens to TD US, would I have been protected if I bought it on the TSX instead ?

Q: With Goeasy down 25% in the last month….do you see any potential for near term catalysts?

Q: Hello,

Can I please get your thoughts on Aries Capital (ARCC). Thanks

Dave

Q: Can you please tell me what is the historical discount EQB has given on its DRIP. It says it can give anywhere from 0 to 5%.

I'd like to know what their track record has been.

Thanks

Sheldon

Q: I know that you've answered a lot of questions on HMAX lately and I have read all of the answers but I still have some questions as I don't fully understand the risk of the product. Please take as many credits as you need to answer:

1. Usually high yield means higher risk, but I'm assuming because covered calls are being used to generate this income that this statement doesn't apply? Can you confirm explain?

2. How risky is this compared to an equity ETF? Higher or lower risk?

3. Is there any long term scenario where this would underperform cash?

4. Generally what would be a safe portfolio weight for this type of product?

Q: Could you explain what RBC10266 is offering and the risks involved?

Q: Hi,
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!

Q: Your opinion please on whether or not this is worth holding for the dividend and a future recovery for the financials sector. Thank you.

Q: What are your thoughts on private credit lending? I am considering opening an accountant at wealth simple and the advisor said it's better returns (they shoot for 9%) with less risk. Being as it's interest income I would have this in a TFSA or RRSP likely. Is this a good addition to an otherwise balanced portfolio?

Q: Your opinion please

Q: I'm trying to understand how safe the preferred shares of Brookfield Office Properties (BPO) are as they are selling at a big discount to par. I understand that obligations of BPO preferred shares are guaranteed by all of the companies within the umbrella of the Brookfield Property Partner L.P. (BPP) group but am not clear whether the obligations of BPP are guaranteed by its parent .
Any information and views you have on this issue would be welcome.

Q: I am considering selling TD, BNS. 9% of my Rif and SLF, MFC. 3% of my Rif .
I would buy HMAX for 12% of this portfolio, for yield and a little upside.
I would your thoughts on this move. Thanks, James