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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: DFN is down. Dumb question coming: The 15 core holdings (7 Cdn banks, 2 insurance cos, 3 oil related, 3 others) are all or mostly down. The markets are down generally. Dividend payers are down generally on fear of a rate hike(s). For income purpose, isn't all that 'just noise' for DFN earnings & payouts unless its holdings actually cut their dividends? current price is looking attractive to me. What do you think?

Thanks and also for all the info you provide daily,
Mark
Read Answer Asked by Mark on July 28, 2015
Q: Just to follow up, what happens to preferred shares that are trading below the issue price at the maturity date? Do they keep trading indefinitely under the same terms or expire at zero? Safety of income is fine but not at the expense of the initial investment?
Read Answer Asked by Curtis on July 28, 2015
Q: I'm at a loss about what to do with my Element Financial Preferred Shares (EFN.PR.C).

I bought 2k shares at $25.40 for safety and income. The threat of US interest rates rising hurt the price. Then the drop in CDN rates really hurt the price.

I believe the company is well run and I'm earning a nice dividend, but given the shares only move in one direction (down) should I just sell and walk away...a shoebox would have offered a better return. Thanks as always.

Read Answer Asked by Curtis on July 28, 2015
Q: Hi Peter What is pushing boston down no neg news and last results were decent but every day it down
Stan
Read Answer Asked by Stan on July 28, 2015
Q: Hi, I need to increase consumer non-cyclical to 10% per your recent review. (Thank you for that) I have L (Loblaw) at 2.2 and ATD.B (Alimentation) at 2.7. Just double the exposure or add one or 2 new names in the sector? If so what?
Thank you, Ted
Read Answer Asked by Ted on July 28, 2015
Q: With the nice selloff in LND from 24c to 17c, would you consider the current price a reasonable entry point? One of my concerns are the warrants outstanding, which may put pressure on the shares. Your thoughts?

I have done some due diligence, and believe the business model to be quite attractive.
Read Answer Asked by Sasha on July 28, 2015
Q: Hi Peter,
Our 13 yr old has 19% each of BNS, ESL & T. What and when would you buy with the remaining 43% cash ? Thank you !
Read Answer Asked by Paul on July 28, 2015
Q: Would you please clarify your view that First National's (FN) payout ratio is 100%? In today's quarterly report, FN states that "on an after tax, pre-FMV basis", the payout ratio was 62% and was down from 67% in the same quarter of 2014. Also, what is FMV?
Read Answer Asked by richard on July 28, 2015
Q: Peter and Co
Is it too late or wrong time to get in to CXI or EFN?
Thanks
Margita
Read Answer Asked by Margita Elisabet on July 28, 2015
Q: With all the bad publicity and now an important director resignation would you think it wise to place a stop loss on the stock and around what price would you place it?
Thank you
Read Answer Asked by Linda on July 28, 2015
Q: Looks like the market is not satisfied with the lack of clarity from PHM regarding insider selling. Do you view this as an overreaction and an opportunity to purchase or a wait and see?
Read Answer Asked by Rudy on July 28, 2015
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