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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: Since the beginning of this year, City's drop has been more than twice that of JPM, and its recovery is also way slower. RBC Direct suggests it may be due to oil loans. Do you have any information on why it is performing so poorly (relative to JPM and others)?
Read Answer Asked by Roland on February 01, 2016
Q: Db posted a quarter lost of more than 6 billion Euro, it seems all of its core business are non-profitable. Some people are saying it is going under (scary!), and I found out DB has more than dozens of trillions "Exposure" in derivatives. My question are: what does that "Derivatives Exposure" mean and should I be a buy at current price (super low!)? I am young and i like to bet on big changes. Let me know your thoughts. Thanks. Tony
Read Answer Asked by Tao on February 01, 2016
Q: TD is being sued (class action) for $5.5 billion for wrong doing in the Stanford Bank ponzi scheme. A recent ruling has sent this to trial. What are your thoughts and what impact could this have? What typically happens in cases like this?

thank you
Read Answer Asked on February 01, 2016
Q: "TD Bank embroiled in Ponzi fallout" - Globe headline. According to the paper the liquidator of the fraudulent ponzi bank thinks TD should cover the 5.5 billion investor losses plus any money TD made as a conduit for transferring money from the investors' to the fraudulent bank. TD seems to have been the intermediary. Should owners of TD stock be selling their positions or do nothing and wait for further developments?
Read Answer Asked by James on February 01, 2016
Q: How would you rank & compare AI-T {Atrium}, FC-T {Firm Capital Mortgage},
TMC-T {Timbercreek Mortgage}. I currently have a position in all 3
and wonder if I have made a good decision by owning all 3 of them.
Thank you.
Read Answer Asked by Armand on January 29, 2016
Q: Any news to account for ahf going up in price this week .
Read Answer Asked by tim on January 28, 2016
Q: Both Canadian and american financials have taken a hit recently. I am looking to add to my financials/ insurance on both sides of the border. Which 3 Canadian stocks would you recommend and which US etf?
Read Answer Asked by Loretta on January 26, 2016
Q: I've been holding this stock and I'm now down 60%. Time to move on?
Read Answer Asked by Rob on January 25, 2016
Q: My current financial sector weighting is 10% . Do you feel this is a good time to look at increasing it - up to 13-15%, perhaps.
If so, my current holdings are BNS,CXI,EFN,GS,SLF,TCN & CDZ. (very small positions in CXI, TCN & CDZ). I have room in both my TFSA & SDRSP. Would appreciate your thoughts on what current holdings, if any, I might increase,(and/or eliminate) Or, if there are new names you would consider adding ?
Read Answer Asked by Alexandra on January 22, 2016
Q: What are your thoughts about BAC's current valuation and why it is underperforming on a day when the market is moving up?
Thanks for all your work.
Read Answer Asked by Rudy on January 21, 2016
Q: With all this volatility in the market affect WFC's bottom line in more ways than are immediately apparent to the unschooled investor? Will revenue be affected by declining commissions significantly as some analysts have been hinting? What else could slice into its profits, in this market (leaving aside volatility)? I would appreciate some fundamental analysis on whether to hang on for the ride -- or just bail. I've lost 10% on my initial investment, but I'm not so much concerned about its past, as its future.
Read Answer Asked by Sylvia on January 21, 2016
Q: What is your current thinking on Urbana Corp? The discount to NAV seems to have increased substantially (although I wonder how accurately NAV can be determined on the private holdings).
Do you have any opinion regarding the investment in the Bombay exchange? Thanks,
Read Answer Asked by Peter on January 20, 2016
Q: For income generation for the next 3-5 years, is there one or 2 sectors to overweight on or is it still better to diversify across sectors?

Thanks
Read Answer Asked by Steve on January 20, 2016
Q: I hold 4 of the big Canadian banks (BNS, TD, RY and CM), each with a half position, except BNS which has almost a full position due to its under performance. What is your outlook for this sector in 2016? Should I continue to add to my positions on weakness? I don't own any insurance companies and I own one U.S. bank (Wells Fargo). Is it hard to ignore the dividend yield of Canadian banks at these prices.

Thank you,
Jason
Read Answer Asked by Jason on January 20, 2016
Q: I have taken a good look at the financials and balance sheet. This seems to have a clean balance sheet with a great R.O.E with low costs. It has also indicated that much of the loan book has provisions for rate increases and decreases. So I look to you for a more in-depth look.
What are your thoughts of the balance sheet and income statement. Going forward what are your thoughts on this company continuing to take share from the larger banks and maintain the growth and free cash flow? Thank you for your perspective.
Read Answer Asked by JASON on January 20, 2016
Q: Hi Peter and Team,

In light of Graeme's recent question and this article:

http://www.theglobeandmail.com/report-on-business/oil-shock-seen-hitting-canadian-bank-profits-in-2016/article28242504/,

Which Canadian banks would you favour if the scenario in the article comes true, or are all Canadian banks in the "same boat"?

At this time, the only bank stock we have is BNS. We have some other "financial" stocks like HCG, EFN, and CXI spread around several accounts, but no other banks.

Thanks as always for the guidance you provide, especially during this crazy, volatile market.
Read Answer Asked by Jerry on January 19, 2016
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