Investment Q&A

Q: What sectors would you consider to be undervalued at this time? Or at least undervalued in relation to the rest of the market? Thanks.

Q: Recently I read an article in my local paper written by Peter and he warned about Split corps and inferred that people are "sucked by the high dividend and went on to say how much better slow steady growing dividend payers are. What I have found about these investments are that they get no love in the investment community but are growing in number and every over night offering is fully filled, and have (if purchased in the right context to your individual needs) preform well. For me a 3% weighting in ftn, 2500 shares, purchased in Feb of 2015 at $8.90 has a cost base of $22250, current price is $10.50 ish =2500 x 10.50= $26250 ( a $4000 gain) BUT the sole purpose for holding this was to add to my living income in retirement. At 2500 x .1258 I am receiving $ 315 a month that I either reinvest in growth stocks or use to spoil my grand kids. I went into this eyes wide open knowing they can suspend payouts as CAN any dividend paying company (ie energy) You say they do not grow dividend well a 4% paying company is probably never going to give me the same payout in my lifetime left. In short I certainly see the pro and cons of these but do not consider myself a sucker for being in one.

Q: I hold ZEB. The banks have been good since 2009 raising dividends. Would those individual dividend increases be passed on and benefit holders of this etf? Thanks, Bill

Q: Peter and His Wonder Team
GMP is spiking up today...any news...if so...what does this mean for the future?
Thanks!
Ernest

Q: My TFSA is all in Can $. I have $12000.00 to add this year, so would like your opinion, on the US Tech sector, or the US Bank sector.
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley

Q: I have a question about LB.
There was an announcement on a bought deal basis an aggregate of 2,282,000 common shares of LB by a syndicate of underwriters. Can you explain what would the implications to the stock and company? Is this a good time for an entry? Thanks.

Q: What is your take on the latest release? Thank You

Q: Good Afternoon.
What do you think of FIE.A ? I'm assuming there is leverage used as well as writing options perhaps to enhance the yield ? The underlying basket probably yields around 4% but the current yield is around 6.80%
Thanks

Q: May I please get your opinion on CYB (Cymbria Corp)? Is the stock trading at too high of a multiple?

Q: Hi Peter, PEO has pulled back some from its recent highs. Is this a good time to buy or is something negative starting here with the company? Looking at the chart every recent little pullback has been a buying opp. I am looking for a 2018 tfsa candidate that has big potential, but yet fairly solid. Also can you comment on the overall macro environment for People's business and the outlook for the demand of their services.

Q: Good Evening,

I am currently light on financials. I have a 2.8% position in SLF, 3.4% position in BNS and a 2.6% position in GSY. Would you recommend adding to these, or starting a position in ECN or something else. I am a long term investor who doesn't mind some risk.

Thanks,
Janet

Q: Smaller brokerages have been doing well lately, while still substantially below typical historical prices. Has the tide turned?

Q: I like CIBC because of it's personal mortgage exposure: higher mortgage amounts means more revenue for the bank, also rising rates, a healthy dividend, and great earnings reports. Now that it has more US exposure others seem to like more as well. It has had a good run since I bought at $104. Would now be good time to take these profits or do you see more upside for CIBC?

Q: Hello Peter and team,
Further to my question you just answered on my grandaughter's RESP, I'm thinking of selling GSY (its up nicely) and buying a bank stock like BNS. I am concerned as there are are no large caps in the portfolio. What are your thoughts on this? Thank you.

Q: I currently hold Bank of America and would like to add a second US Bank. What would be your recommendations?

Q: Happy New Year Peter and team.
I keep hearing that US Banks will do great in 2018 and am switching from ZWH to ZUB in my RIF where I have a 8.4% weighting. Is this a good strategy or do you have other ideas and why?

Q: US banks have had quite a run lately because of tax cuts and regulatory changes coming, with TD's large US presence they haven't had the same increase. Any thoughts on if TD's stock price will benefit from these changes?

Q: Good morning. I currently only have one bank (TD) and am thinking of adding a full position of Laurtentian Bank to take advantage of the recent drop in the share price. My question is, does the lead up to a provincial election in Quebec generally have negative effect on bank share prices in general and LB in particular? In other words, should I be anticipating further downward pressure on LB leading up to the fall election?

Thanks
Peter

Q: Happy New Years 5i!

I'd like to know what your three favourite sectors for 2018 would be?

Also, I often hear about sector rotation as one area of the market cools and another heats up. How do you at 5i track these shifts in sector sentiment? Is it as simple as just observing the share price movements in the different sectors?

Thanks again!

Q: I own TD shares and I'm also a customer. All the analysts and experts seem to love this bank, but based on the way they have treated me and their other customer issues I am starting to doubt this view. I think when your service is this bad - and yes dealing with any of the Big 5 banks is no picnic - its only a matter of time until it works its way to the bottom line. Thoughts?