skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I would appreciate your outlook on the recent acquisition by Chesswood. Does this news justify adding to a partial position. The market seems to approve.
Read Answer Asked by Roger on February 26, 2015
Q: Hi I was wondering if I could get your opinion on this stock!
Read Answer Asked by Mary on February 26, 2015
Q: Can I get 5i's updated view on Element Financial? Earnings were released on Wednesday and they seemed to match guidance and street expectations. I also noticed it has been doing quite well over the past few months compared to banks (although bank earnings see to be giving banks some catch up). How do you think EFN will do versus the rest of the financial sector?
Read Answer Asked by Mike on February 26, 2015
Q: Could I please have an update on First National, post earnings release. Thanks!
Read Answer Asked by Paul W on February 25, 2015
Q: Hi Peter and Team, regarding AHF, would you consider the stock a soft hold, a strong hold or simply a sell into this current strength? Almost at break even at .90 cents. Thanks!
Read Answer Asked by Hussein on February 25, 2015
Q: Good morning. I would appreciate your thoughts on bought deal announced today with National Bank selling 9 million shares at $12.60. The shares were selling at $14.00 2 days ago. It almost seems that there is an effort to keep the share price down and the stock is becoming frustrating to hold. With rising AUM and National Bank backstop should there not be shareholder value?
Read Answer Asked by richard on February 25, 2015
Q: You have mentioned in previous answers that stock allocation in an RESP should be independent from other account holdings due to the defined time frame when the money will be used. I have an RESP for my 8 year-old that consists of $10,000 BNS and 10,000 SLF and $6500 cash. I plan to deploy the cash in March. Do you have any recommendations on a single additional stock OR might I be better off to sell BNS and SLF and buy a few ETF's to sufficiently diversify? I still have 9 years until she heads to post-secondary.
Thanks.
Read Answer Asked by Robert on February 24, 2015
Q: Thanks for a great service. I seldom ask a question as I usually find the answers in searching for recent questions.
Could I have your opinion of ZWU. I am retired and need the income from my RRIF due to the low interest rates. If not ZWU, any other ETFs I may consider.
Read Answer Asked by William James (Jim) on February 24, 2015
Q: I have read that US Hedge Funds have been shorting the Canadian Banks because of a pending housing collapse like the one in the USA in 2008. There are also several analysts on BNN that say this is ridiculous because the Canadian housing market is vastly different than the US housing market prior to its collapse. I agree that the Canadian housing market has much less risk than the US market, but I find it hard to believe that the smart people that run US hedge funds don't know this.
what am I missing?

Thanks,
Hans
Read Answer Asked by Hans on February 24, 2015
Q: Just a correction to someone's comment about Currency Exchange International: For Canadians, the private placement is a four month hold and not twelve months which is the case for Americans. I think its important to note.
Read Answer Asked by Norman on February 23, 2015
Q: My former advisor put me into these securities. I don't know whether I should keep them (I have enough financials otherwise). Your opinions greatly appreciated. Thanks.
Read Answer Asked by Astrid on February 23, 2015
Q: Company reported recently. Can we expect an update by 5i? Is there a time frame between same and a financial/material release? Thanks.
Read Answer Asked by Norman on February 23, 2015
Q: Hi 5i can you give me some understanding of this company. according to TD Web it trades at a PE of 5,div of 15.6% with earnings of 1.91/share - it has traded in the $9-$10 range for some time. for income investors what are the risks - rising interest rates? payout ratio of 89% too high or D/C of 60% too risky - maybe no growth or are they just returning my capital would appreciate your knowledgeable views thanks Paul
Read Answer Asked by Paul on February 23, 2015
Q: Your answer to Marilyn,Feb 20, regarding a CXI financial issue
raised more questions. Will the stock price pullback to 26 or 27 $ area? Is this not what usually happens when a company makes a "new issue" below current price? If this deal "allows larger investors to get in" as you suggest, could they possibly snap up the new issue price in some kind of dark pool; thus leaving out any possibility of a pullback that retail investors
could participate in? If the stock price for CXI does go down to $26 or 27, I think it would be a great buy opportunity - do you agree? Thankyou. I really enjoy the Q&A......Lionel
Read Answer Asked by Lionel on February 23, 2015
Q: Hi team:
I have hold the above for awhile, all of a sudden, in the last 2 weeks, it went up
is there a fundamental reason for that ? time to add more or hold
is the dividend safe ? thanks
Read Answer Asked by Michael on February 22, 2015
Q: CXI announced a new issue today at 26.75, with some interesting conditions I have not seen before. It is to be held for 4 months and then trade on a restricted basis for 12 months. Can you explain this?
Thanks so much,
Marilyn
Read Answer Asked by Marilyn on February 20, 2015
Q: genworth mic continues to drop - is it a screaming buy at these levels or would it be chasing a falling knife. Is there something fundamentally wrong with this company, or just some overreaction. Is it a buy hold or sell at these levels. It is currently 1.5% of my portfolio. Thanks for any advice you can give.
Read Answer Asked by David on February 20, 2015
Q: I read your updated report on HCG and agree that this is a great company. However, the NIM, EPS growth and ROE have all been declining as the yield curve has become more flat and competition for mortgage business has increased. Do you see this as a short term issue or more or a longer term problem?

Thanks,
Hans
Read Answer Asked by Hans on February 19, 2015
Q: I currently hold this based on your recommendations, and it has gone up considerably. Is the price at a fair valuation or should i take profits? thanks Clare
Read Answer Asked by clara on February 18, 2015