Investment Q&A

Q: Hi,
I am hearing that GSY.TO is considered cheap at current price. Can you please tell me what you think fair value price is for GSY at present?

Thank you.

Q: FSZ has taken quite a beating today. Any idea what's causing it? Time to buy more?

Q: Hi, I tend to shy away from companies that have ROC , because I do my own taxes and cannot be bothered with figuring out my capital gain or loss with ROC.
Are a lot more companies relying on ROC to keep investors happy with higher yields? Not sure which companies actually use it, they don’t really tell you. And does my bank broker service (investors edge) calculate my average cost when I sell?
I have no problem doing my own taxes and do not want to pay $250+ because of ROC
Your thoughts, thanks

Q: I presently own PWF.

I was planning on selling it. Am I better off selling it in the market or to the buyback offer from PWF ? Which is likely to be more advantageous ?

Your advice on how to proceed is appreciated.

Ernie

Q: Both GWO and PWF are offering to buy back shares, is it my understanding that agreeing to sell to them through my BMO investorline account (self directed) that I don't know what price I am getting?

That doesn't make any sense to me. Why would anyone agree to sell for an unknown price, dictated by the company?

How do you think share prices will behave in the next 1 to 2 weeks with this hanging in the air ?

Q: Why does TRI share price continue to move up? over valued?

Thanks.

Liping

Q: Have held onto BNS for a couple of years. Down 10% and considering a switch to FSZ. Would appreciate your view on which company likely will generate the best total returns (dividend + growth) over the next three years. Thank you.

Q: With Veritas coming out with a sell on all Canadian Banks what is the 5i position
Should I sell and buy back at a lower price point or just hold
No tax consequences if I sell
GUY

Q: Hi there 5i. With a pending takeover; I am wondering if there is an opportune time to sell my shares in GS or if I should hang onto them in the event there is an increase in value or a trade off in shares of the buyer, or are there other options? I am currently down approx. 13%. Thank You so much for your excellent service. Glynn

Q: Have any of the big 6 Canadian banks ever cut their dividends and if yes can you please provide specifics as to when, by what magnitude.
Many thanks for your service,
Stevr

Q: May I please have your comments on how Apple's decision to enter the credit card business impact on Visa's operations.
Cheers,

Q: Curious to hear your thoughts on starting a position in Markel (about a 3% position). The stock has got beaten up lately and from what I've read some of this weakness seems to be from the Equities they hold being down with the rest of the market when they reported earnings last. Many of these have recovered well. It looks like a good US stock for a TFSA because it doesn't pay a dividend. Planning to hold for 15+ years.

Q: is it possible that the price received will be trated almost all in dividend? (less than 1$ in capital). Not really good in a taxable account.
thanks

Q: Seems to be alot of talk about not being in US banks and some are saying even shorting the sector. Your thoughts? Canadian banks to fair any better?
Thanks for your help

Q: With low, stagnant interest rates are US and, or CAD banks a hold or a sell?

Q: confirmation of stock purchase and ex dividend date

the ex dividend date coming up for CM is march 27, so if I buy on the 26th, does the purchase go through fast enough,that I am the owner of record on the 28th so that I get the dividend payable april 29 th ?

Ernie

Q: I am down on SVB about 20%. I tend to hold stocks 3-5 years and even longer so do not mind volatility. However is it time to consider selling this stock?

Q: Hi,

Do you think the US feds recent comments regarding slowing worldwide growth and less rate hikes will affect the Canadian Banks as well? If so what effect?

Q: Hello,
I have held FSZ for a few years now (small position of less around 1%). The share price has not moved basically since mid-2013. I am very happy with the dividend (another increase this quarter) and it appears to me they are a well managed company.

I know they operate in a sector that is not favorable but are there any catalysts on the horizon that might be a positive for the share price in the mid to long term or should one simply hold this for the income?

Would National Bank eventually buy this out (I know this is speculation but had to ask)?

And, what would be a good target % to hold in a well diversified income portfolio inside an RRSP for the average investor? I have full positions in BNS and SLF.

Thanks,
Dan

Q: Good morning Peter
I own shares of GWO. If I were to sell them now, to take advantage of this buyback offer, could you explain how I would determine the price for each share. Is it market price or some price I determine between $30 and $35?
Also do you recommend sell all of my GWO shares if they trigger a capital gain?
Thank You