Investment Q&A

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,272.12)
  • $2,272.12 P/E (TTM): 8.12X Cap: $50.18B
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Q: Please comment on Fairfax's recent Q2 report and is it a Buy, Sell or Hold?
Thank you

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Read Answer Asked by LARRY on August 08, 2019

• EQB Inc. (EQB $88.03)
  • $88.03 P/E (TTM): 10.11X Cap: $3.38B
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Q: Your thoughts regarding possible purchase of eqb, please. Thanks rose

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Read Answer Asked by Rose on August 08, 2019

• Manulife Financial Corporation (MFC $45.65)
  • $45.65 P/E (TTM): 14.55X Cap: $77.75B
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• ECN Capital Corp. (ECN $2.90)
  • $2.90 Cap: $827M
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Q: Thoughts on the earnings results for ECN and MFC?

Thanks
Sal

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Read Answer Asked by Sal on August 08, 2019

• Canadian Imperial Bank Of Commerce (CM $116.12)
  • $116.12 P/E (TTM): 14.02X Cap: $108.57B
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Q: Why did financials drop across the board today ?

What are the biggest "threats" to the financial sector in the next 1 -2 years ?

thanks

Ernie

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Read Answer Asked by Ernest on August 07, 2019

• Royal Bank of Canada (RY $206.10)
  • $206.10 P/E (TTM): 15.69X Cap: $291.95B
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• Toronto-Dominion Bank (The) (TD $114.64)
  • $114.64 P/E (TTM): 9.64X Cap: $196.82B
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• Bank of Nova Scotia (The) (BNS $91.38)
  • $91.38 P/E (TTM): 17.56X Cap: $114.05B
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• Bank of Montreal (BMO $176.56)
  • $176.56 P/E (TTM): 14.8X Cap: $127.14B
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• National Bank of Canada (NA $155.41)
  • $155.41 P/E (TTM): 15.28X Cap: $61.37B
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Q: I own the Canadian bank stocks listed above with BNS, RY and TD each having a 6% weighting and NA 3.5% and BMO about 2%. Overall my Canadian bank weighting is over 20% of my portfolio, mostly a result of inheriting my father's income portfolio. I want to trim my overall weighting, which bank(s) would you trim.

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Read Answer Asked by Chris on August 06, 2019

• Capital One Financial Corporation (COF $220.17)
  • $220.17 P/E (TTM): 114.61X Cap: $141.32B
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Q: I'm looking at purchasing shares of Capital One after it's latest selloff. I plan on waiting to see where it settles before purchasing. Can I please have your thoughts on this idea. Thanks.

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Read Answer Asked by Brady on August 06, 2019

• goeasy Ltd. 5.75% convertible unsecured subordinated debentures due Jul 31 2022 (GSY.DB $120.00)
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Q: What is the likelihood that GSY.DB will be redeemed before maturity assuming that the price of the shares continue to trade above the conversion price? What is the earliest date that the company ca redeem the shares?

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Read Answer Asked by Robert on August 06, 2019

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: Please comment on results, price drop and prospects going forward.

Thanks

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Read Answer Asked by Ted on August 02, 2019

• TMX Group Limited (X $51.86)
  • $51.86 P/E (TTM): 32.78X Cap: $14.39B
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Q: Any news regarding the TMX group today to account for its +2.63% move. The China tariffs news today had zero impact on its shares. Normally, market volatility hurts TMX Group's share price but today it was essentially a slow and steady climb to finish the day 2 cents off its all time high.

Thanks for your thoughts.

John

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Read Answer Asked by john on August 02, 2019

• ECN Capital Corp. (ECN $2.90)
  • $2.90 Cap: $827M
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Q: Is ECN still considered cheap? I noticed it keeps on trucking higher even on down days like today. The moves are relatively small but they have certainly added up since the beginning of the year.

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Read Answer Asked by Mike on August 02, 2019

• Sun Life Financial Inc. (SLF $86.36)
  • $86.36 P/E (TTM): 15.94X Cap: $49.40B
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Q: I thought SLF's earnings were solid, yet the stock is taking a hit this morning. Do you have any insights? Thanks.

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Read Answer Asked by Brian on August 01, 2019

• Element Fleet Management Corp. (EFN $37.09)
  • $37.09 P/E (TTM): 27.75X Cap: $15.14B
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Q: Comments please on the latest quarterly results released this evening. Do you think continuing to hold is wise.

Thanks, Tim.

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Read Answer Asked by tim on August 01, 2019

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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Q: Hi. May I please have your comment of FN’s earnings. Cheers

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Read Answer Asked by Margot on August 01, 2019

• VersaBank (VBNK $16.59)
  • $16.59 P/E (TTM): 18.18X Cap: $538M
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Q: I am looking at insider buying on VersaBank and it looks like everyone is buying, the CEO, the CFO, the Directors and at much higher prices close to $8.00. Is that a sign that some good news is coming soon? Would Versa Bank fit the bill for a buyout by a large Bank?

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Read Answer Asked by Helen on August 01, 2019

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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• Vanguard Total Stock Market ETF (VTI $338.39)
  • $338.39 P/E (TTM): 26.9X Cap: $504.72B
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• SPDR Dow Jones Industrial Average ETF (DIA $478.74)
  • $478.74 P/E (TTM): 21.61X Cap: $42.84B
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Q: Can you please advise which ETF you prefer and why: VTI or DIA?

And secondly, why is MSI rated as a hold? I'm up 40% over the last year...and it comes with a respectable dividend of 2.54%. What am I missing here?

Thank you.

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Read Answer Asked by Maureen on July 31, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Would you consider People Corp a relatively safe stock. Considering it's not very big market cap and can u see them initiating a dividend sometime, thanks?

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Read Answer Asked by Pat on July 31, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Please comment on the acquisition announced this morning. Thank you.

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Read Answer Asked by Justin on July 30, 2019

• Saratoga Investment Corp New (SAR $22.58)
  • $22.58 P/E (TTM): 9.78X Cap: $362M
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Q: Good morning from the left coast
I would appreciate your opinion of this company as a long term hold in the Income Portfolio, thanks Rick

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Read Answer Asked by Richard on July 30, 2019

• Blackstone Inc. (BX $151.04)
  • $151.04 P/E (TTM): 41.47X Cap: $111.80B
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Q: Do you have any thoughts on the London Stock Exchange/Refinitive deal, particularly concerning Blackstone's involvement and potential benefit? I understand this isn't an area you concentrate on but may still be able to comment.

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Read Answer Asked by Larry on July 30, 2019

• Thomson Reuters Corporation (TRI $215.10)
  • $215.10 P/E (TTM): 44.91X Cap: $101.61B
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Q: Is TRI affected by the rumoured interest of the London Stock Exchange in Refinitiv? If so, what would be the expected impact be and how do you view TRI going forward - as an income only stock or growth and income because of their cash balance?

Appreciate your insight

Paul F

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Read Answer Asked by Paul on July 29, 2019