Investment Q&A

• Bank of Nova Scotia (The) (BNS)
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Q: Hi-
Is the number of close to 90% payout ratio for BNS correct? Do loan loss provisions factor into that payout ratio? I would assume yes. If so, I would consider 90 percent not particularly alarming considering the current economic environment. This would cover delinquencies after the 6 month mark, correct?

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Read Answer Asked by Jordan on May 28, 2020

• EQB Inc. (EQB)
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Q: Could you please comment on their outlook. What is their balance sheet?
Would you buy it today?

Thanks,
Milan

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Read Answer Asked by Milan on May 28, 2020

• National Bank of Canada (NA)
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Q: May I please have your comments on earnings. Thank you

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Read Answer Asked by Margot on May 28, 2020

• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Bank of Montreal (BMO)
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Q: BNS is up AFTER they posted loss, increased reserve provisions etc., BUT it seems ALL the banks are up today even though news about their future is still pending!
Should we "read" that "birds of a feather" phenomenon is operating here and the market has decided to ignore the pending results of other bans and is into a full blown buy mode!
Do you think it is risky or reasonable response to the current situation and one can buy bank stocks now? I know your favorites are RY,BNS,TD.

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Read Answer Asked by Savalai on May 27, 2020

• Toronto-Dominion Bank (The) (TD)
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Q: when does td report quarterly earnings?

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Read Answer Asked by Ronald on May 27, 2020

• Bank of Nova Scotia (The) (BNS)
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Q: Based on quarterly results and statements from CEO Porter on BNS’s liquidity and loan losses, if I didn’t have any bank positions right now, would you start a position in BNS now or wait a bit or would you prefer a different bank?

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Read Answer Asked by Geoffrey on May 26, 2020

• First National Financial Corporation (FN)
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Q: How do the latest results look and what do you think for the remainder of the year with respect to income? Thanks.

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Read Answer Asked by David on May 26, 2020

• Jefferies Financial Group Inc. (JEF)
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Q: Hi Guys
I sold JEF for a tax loss just recently. Would you see value in buying it back after 30 days at this price.
thanks

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Read Answer Asked by Gordon on May 26, 2020

• People Corporation (PEO)
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Q: What are the odds that People might initiate a dividend at some point ? Thanx Robbie

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Read Answer Asked by Robert on May 25, 2020

• Bank of Nova Scotia (The) (BNS)
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Q: what is expected from earnings this quarter? Thx

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Read Answer Asked by blake on May 25, 2020

• PayPal Holdings Inc. (PYPL)
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• Visa Inc. (V)
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Q: For a one year growth which one of these companies would you say has greater potential. Growth only

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Read Answer Asked by wilson on May 25, 2020

• Miscellaneous (MISC)
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Q: What % weighting would you reccomend in
Banks?
Life insurance companies?

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Read Answer Asked by Terry on May 25, 2020

• Manulife Financial Corporation (MFC)
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• Sun Life Financial Inc. (SLF)
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Q: Why has MFC not held up as well as SLF in the current circumstances/

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Read Answer Asked by Michael on May 25, 2020

• Intact Financial Corporation (IFC)
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Q: IFC's share price has been trending downwards of late. What seems to be the cause? As well, is it worth my while to wait for it to rebound - if I give it until the end of 2020? Thanks.

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Read Answer Asked by Victor on May 25, 2020

• PRA Group Inc. (PRAA)
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• Encore Capital Group Inc (ECPG)
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Q: Are there any companies similar to ECPG and PRAA in Canada? Looking at ways to play the upcoming wave of credit issues in Canada.

Any other Canadian company beneficiaries?

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Read Answer Asked by dean on May 25, 2020

• Unum Group (UNM)
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Q: WHat is your opinion of this firm and its potential for steady dividend returns and more or less reasonable volatility

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Read Answer Asked by James on May 22, 2020

• Lincoln National Corporation (LNC)
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• Verizon Communications Inc. (VZ)
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• BCE Inc. (BCE)
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• TELUS Corporation (T)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: What do you think of Lincoln National? Is the dividend "safe", Do you see it moving back to a pre-Covid level, are there better choices.
And, what stocks do you see thriving in a low/negative environment?

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Read Answer Asked by Kyle on May 22, 2020

• RevoluGROUP Canada Inc. (REVO)
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Q: Any thoughts about Revo

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Read Answer Asked by William on May 22, 2020

• Canadian Imperial Bank Of Commerce (CM)
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Q: Can you please comment on CIBC and its juicy dividend.

Would you be a buyer at these levels?

Thanks in advance.

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Read Answer Asked by Stewart on May 22, 2020

• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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Q: Hi All:

With the negative feeling about banks for loan loss, etc. I wonder if I should let go either TD or RY or both and take the loss, then watch to buy back later. the total market value is about 3.7% of my total portfolio, and each one is almost equal in market value. The loss in TD is 19+% and RY 15+%. I also own NA with a gain and only 1.5+% in my portfolio.

Thank you.
L

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Read Answer Asked by LOUISA on May 21, 2020