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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: I bought Citigroup 3 months ago for exposure to US financials and it's been a dog (flat) compared to its peers and the XLF in general (5-15% higher). I knew it was the most international compared to some of the others and thus less exposed to higher net interest margins but I felt like this was priced in given its discount to peers and thought that it might benefit most from deregulation and a tax holiday on repatriated funds. It has yet to really even break out of it's longer term trend as opposed to a Bank of America or JP morgan. Is my thesis bust? Should I switch into BAC or just continue to hold C and allow this to play out?
Read Answer Asked by Scott on March 07, 2017
Q: this is just a comment in your response to Earnest on his question about the bep.un and other co.s which pay div in us funds. as far as investorline goes, for your rrsp you do not need a separate us account you can keep your funds in us dollars or cdn or a mix in the one account.if he is using his investorline rrsp all he has to do is phone them and tell them to keep the div in us funds and not to convert to cdn. I did so with no problem and moved my other rrsp acct from td to bmo for this very reason, so much easier to keep track of everything in one account and you can convert currency very easily on your own whenever you want.
Read Answer Asked by Tom on March 06, 2017
Q: The 3 current dogs in my portfolio are Wajax ( -40%), Bomber ( -30%) and Husky (-45%). Do you see an upside to keeping any of these stocks or is it time to suck it up and move on? Wajax is paying me 4.5% to be patient, Husky not so much but oil upside, and well I think I know the answer for Bombardier.
Read Answer Asked by Tom on March 06, 2017
Q: I would like to buy a royalty income fund . Could you rank these for me. AW.UN,BPF.UN,PZA.UN AND KEG.UN
Read Answer Asked by Bruce on March 06, 2017
Q: In a previous answer, you wrote:

"SLF cites that a 10% downturn in real estate assets would lead to a $175 million decrease in net income. With operating net income in Q2 of $474 million, while a real estate decline would 'hurt', we do not think it would be a company ending event."

The figure you cite here represents a 37% loss of net income in a 10% downturn. I've heard a number of times that a 40% downturn is possible, or worse, so wouldn't that mean SLF could find itself in very serious trouble? If so, are there any other insurance companies (Canadian & US) that you might recommend as a way of capitalizing on rising rates, which could weather a severe real estate decline more easily? The names I've been considering are POW, MFC in Canada and AIG, MET, PRU, CB of in the USA. Thanks for any thoughts on these or other companies.
Read Answer Asked by Brian on March 06, 2017
Q: Hi there,

I am looking to establish holdings in several Canadian energy companies and would like your input. Could you name 4 small/mid cap Oil and gas stocks that you think are poised to have the most upside if crude can settle in the $55/60 range this year? Also, your favourite service stock from among Trican Well, Precision Drilling, Calfrac or any that you prefer to these three.

Thanks!
Read Answer Asked by Tim on March 06, 2017
Q: Good Friday Everyone,

With all the talk about cobalt which one of the following would you look at. KAT has mines in Congo and is more of pure play but is it a good company? Which one has the most upside potential, which one is safe, and which one has the best management? Will you please rank them accordingly? And finally how are do you rank them over all as a comapny?

And one more things, do you have any suggestion outside these?

Thank you for making investing possible for us!
Read Answer Asked by Saeed on March 06, 2017
Q: Having worked in the USA for a while, I have some investments in 401K Mutual funds. The performance is substandard at best, compared to following 5i advice and my Cdn portfolio.

Unfortunately liquidation and transfer of the funds north would initiate huge tax consequences. Could you recommend some US equivalents to the conservative mix you have in the Income portfolio.

Thank you


Steve
Read Answer Asked by Stephen on March 06, 2017
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