Investment Q&A

Q: Why did FN plunge today? Already own - is it a buying dip?
Thanks

Q: Hi 5i,

Portfolio Analytics is telling me to lighten up slightly in CDN exposure and add to International.

I hold First National (up 25%) and Corus (down God knows how much but bouncing back recently). Both in my TFSA. These were literally the first two individual stocks I ever purchased.

Just based on the fact this is a TFSA and my time horizon is decades, the answer is probably a no-brainer but I've got to ask your opinion anyways - should I dump these and roll the $ into an Intl ETF?

I've got lots of exposure (XAW) to developed markets but much less so to emerging. I am considering both VEE and XEC. Thoughts on either, or a better option?

Please deduct credits as appropriate for the multi-part question.

Thanks!

Ryan

Q: Hello
May I have your comments on earnings please

Q: Hi – what is your general view of the MIC’s now, for TFSA or RSP.? Which MIC do you prefer if any? Can you please rank the three listed and indicate if there’s a different one that you prefer. Thanks.

Q: Good Day How do you rate First National for a dividend payer as compared to the big 5 Canadian banks? Can we expect some growth in the stock price over the next 3 years? If so how much? Thanks

Q: Hello
May I have your views on FN. I have owned it for some time and I am worried that increases in interest rates may cause a decline in the share price
Cheers

Q: Your opinion on FN for income, long hold as opposed to Fierra. Thanks

Q: Good morning,
Just a noticed a sudden one day drop in the price of TF. Can you please provide me your opinion on this MIC and are any other MICs that you would prefer in lieu of TF for income in a TFS or RRSP account. Thank you.
Franco

Q: May I have your comments on the recent results for FTS and FN. Thank you

Q: May I please have your comments on First National’s recent earnings. Thank you.

Q: Thinking of selling pza and buying fn what do you think of this for income and some growth.

Q: do you think either of these is a buy now?

Q: Do you recommend this stock for investment?
At what price would this be a good buy?
Is the monthly dividend sustainable?

Q: Hello Peter, I am wondering what you think of First National (FN) and MCAN Mortgage Corp (MKP) for income. Would you hold both or do you prefer one over the other? Thanks for your advice.

Q: I understand that you guys don't like this space. I'm warming up to it and would like to take advantage of HCG's collateral damage. Pls rank the above and describe how they fund their deposits. Thanks!

Q: As an investor looking for dividend income above growth and while there is "blood in the street", I am looking at buying FN for a 1.5% weighting in my portfolio.

How is FN different than HCG in how it raises capital. Does it have different strengths/weaknesses?

Would you buy now, wait, or not touch? Thanks

Derek

Q: Isn't it a a bit too coincidental that we learn that both Royal Bank and BMO are selling uninsured mortgage backed securities, a few days before the Home Capital death spiral? You have an optimistic bias, and typically trusting towards management, so I speculate that you will answer that there is nothing much to think of it, but could you take a distrusting view on this (without being paranoid) and guess what could have motivated them to do that?

Q: Do you think HCG's "problems" could spread to FN?

Q: FN: The stock price has taken a dive today. On Thu. it was $26.59, and at a low point today it was 25.08, a 6% decline. I don't see any news. Do you know why?

Q: Ran a screen for companies with good dividend, high ROE, and reasonable P/E. Seems a lot of REITS appear on such a list. Could you indicate your general thoughts at this time on REITS and related companies. Could you also please rank the following on stability of income, with some growth potential. Thanks much.

FN First National Financial
AAR.UN Pure Industrial REIT
SOT.UN. Slate Office REIT
RUF.UN Pure Multi-Family REIT
INO.UN Inovalis REIT
EXE - Extendicare