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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 use the BTSX system in two of my portfolios. Its soon time to adjust for the new year. I have held PWF for a number of years due to its higher yield over POW.
I understand PWF will be merging with POW-any idea when?
Will that mean no more PWF? Will all shares be now be POW at the lower yield?
Will there be a premium for PWF shares?
Would you suggest a switch if there are still going to be two companies? Why?
Thanks
Jeff

Read Answer Asked by JEFF on December 30, 2019
Q: I asked a couple weeks ago, but I was too early at that point. My question is on short positions on the Canadian banks: have they moved up measurably since they reported, both on the Canadian and U.S. sides? I'm wondering if the shorts will be out in full force in January again this year, and possibly they're building up positions before they announce.
Read Answer Asked by Warren on December 20, 2019
Q: Thanks for the update on GSY.

I like the valuation, growth rate, management stake and conservatism. My main concern is whether they are chasing loan book growth during a period where Canadian personal balance sheets continue to deteriorate. In an unfortunate scenario of net charge-offs rising through their B/E charge-off rate of 24.6%, how quickly could their funding dry up? Does this name have a large short base from the short Canadian Financials camp out of the U.S.?

Do you know the breakdown between secured and unsecured loans within easyfinancial’s $1.03 billion loan portfolio? For the secured portion, what type of collateral do they typically receive?

Thank you very much!
Read Answer Asked by Angus on December 18, 2019
Q: I have a roughly equal weighting in BNS, LB, RY, TD and POW with no single stock much over 3% of my portfolio. With POW getting swept up in some euphoria over anticipated future improvement in its management, would it be wise to exit now on the wave and reinvest the proceeds in one or two of the financial stocks that I already hold?
Read Answer Asked by Geoffrey on December 16, 2019
Q: On Dec 13 Credit Sussie downgraded BNS to Neutral (from Outperform),$75 TP, Av TP$78.92 It dropped $0.89 to $73.82 on above av. vol of 5.2m shares.Note that there was a purchase of 2m shares @ the close.Apparently there was above average vol. for the other big 4 banks. Your comment please. Txs for u usual great services & views
Read Answer Asked by Peter on December 16, 2019
Q: Bbt has become Truist financial
Surprise to me
Apparently bbt has been downgraded by some analysts after this happening
Please comment if you can; what happens to my shares? I am up by almost 50% with this investment since purchased. ? Time to get out
Many thanks
Peter
Read Answer Asked by Peter on December 13, 2019
Q: Hi, I have had fsz for approximately 3 years, b.e is 13.74 and have been thinking if it has dropped about $4 in this market , what will happen in a down market?
My other option was NA bank which has been a lost opportunity. Should i sell fsz (7%) and buy na, or sell half and buy half na. Or just stay the course?
I think fsz is ok, for dividend but getting a little worried with where it’s at after such a great market the last 3 years. I do like to keep a stock 3+ years to give it a chance to work. With a good market and good management I find it usually works out. In a poor or flat market of course all bets are off. also I do have TD in my financial sector which has done well.
Thanks


Read Answer Asked by Brad on December 11, 2019
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