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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: Hi team, Hopefully you can help me. Supposedly Ireland will be the fastest-growing economy in 2015 for the second consecutive year.

According to the Goodbody report, the Irish recovery is solid and based on strong domestic demand. After 5 years Ireland's budget deficit will dip to 3% from 32%. More on the link:

http://finance.yahoo.com/news/goodbody-ireland-once-again-europes-115939440.html

On top of that, Moody's upgraded deposit ratings of Bank of Ireland (not sure how important this would be).

Would've thought these were all good news and IRE would be up not down by almost 8%!! Any thoughts please.

Thank you!!
Read Answer Asked by Silvia on January 26, 2015
Q: Hi Team

regarding the canadian banks in general:

1. why have they started the year down so much ?

2. with the sudden drop in interest rate by the Bank of Canada, how do you think this will affect the Canadian Banks ?

3. Is there any reason to hold back on buying in on the banks for any foreseeable issues in the next 3 months ?

4. of the big 6 including national, can you rank them in order of

A. overall growth and
B.future likelihood of dividend increases.

thanks

Ernie
Read Answer Asked by Ernest on January 26, 2015
Q: Based on your experience, will you please give your opinion/evaluation of the latest news release. It seems there are some big criteria to meet next week and I notice Mr. Graf uses the word 'could' regarding completion. Does it seem more likely to you that the arrangement will not complete or can there be another extension? Any light you can shed on this is much appreciated. Thank you.
Read Answer Asked by Gayle on January 23, 2015
Q: Hi Peter and Co,

Market didn't seem to like RBC's decision to buy City National today, as it's down roughly 2% while the other banks are up. I haven't read any negative press on this deal from the analysts, so was wondering what your take on this was.

thx.
Read Answer Asked by Steve on January 22, 2015
Q: You last commented on First National last August. Could I please have an update, especially in relation to the drop in interest rates. Thanks!
Read Answer Asked by Paul W on January 22, 2015
Q: Hi,
Just a question on Chesswood in light of the new CDN interest rate cuts-
Chesswood reports in CDN though it does much business in the US, and
it is interest rate sensitive, with a high dividend- with all of these now positive factors in mind, why is the stock still struggling? Seems like a no brainer purchase.
Thanks for your input.
Read Answer Asked by Pat on January 22, 2015
Q: Chesswood has been weak this year and wonder what you think of it, and when do they report earnings. thanks
Read Answer Asked by don on January 22, 2015
Q: Just a follow up question to the American banks would you personally recommend the Zub etf or buying say two U.S. banks such as Bac Bank of America and Wfc Wells Fargo
Thank you
Read Answer Asked by jason on January 21, 2015
Q: Peter and team Could you let me know if you prefer Counsel Corp or Atrium Mortage I am tired of hearing interest rates are going up I want to add to my Financial Services position

Thanks
Paul
Read Answer Asked by Paul on January 21, 2015
Q: Recently, these two credit card companies have been talked about as worthy investment Opportunities. Between the two im looking for Growth and Income, 2 to 3 year hold, which one would you favour, and why?

Thank you

Stephen
Read Answer Asked by Stephen on January 21, 2015
Q: I am concerned that a flat yield curve is bad news for HCG in that their margins will be squeezed. I don't think that they will be able to repeat past years' performance. When they were profitable back in 2009, the yield curve was steeper than it is now. I am down 13% with this stock and considering moving on as I think the future does not look bright. Do you think this could be the reason for the drop in the stock price?
Read Answer Asked by Richard on January 21, 2015
Q: Hello Peter & Co.
Financials represent only 7.8% of my portfolio; BNS, TD, HCG which I intend to hold and EFN which has not moved much in the last year. I'm thinking of adding CXI or DH. How would you rank those last three?
Thanks,
Tony
Read Answer Asked by Antoine on January 21, 2015
Q: Which do you prefer at this time pow or pwf

Thanks Mike b
Read Answer Asked by Mike on January 19, 2015
Q: Peter et al,
I have a 100 shares of Fiera which is down right now to $11.97 bought at $12.50. FSZ does not seem to be going anywhere so I am considering selling these and putting the money into Gluskin Sheff. I already have 100 shrs that I bought at $20.44 so I might consider buying more of GS. I am already over weight in financials (23.5% of my whole portfolio), partly because of the drop in the market. Could I have your thoughts on this, pls. Thanks in advance.
Gary
Read Answer Asked by Gary on January 18, 2015
Q: I would like to know if PSEC could be a good investment?.Eddie.
Read Answer Asked by Eddie on January 18, 2015
Q: This is an observation as opposed to a question. Some of you may have noticed the article on SeekingAlpha posted 4 days ago titled: "Home Capital Group - 50% Downside?". Of course there is always a chance that Home Capital goes through a rough time, but I wouldn't let such an article scare me. First, the author has 25 followers and track record. Also, he seems to have missed the fact that HomeCapital's business is mainly in Ontario. Let's keep our shares until Peter tells us the facts have changed. http://seekingalpha.com/article/2817856-home-capital-group-50-percent-downside
Read Answer Asked by Matt on January 18, 2015
Q: The headline numbers looked fine. Digging down were there things in the recent release to warrant the sell off? We're numbers below expectations?
Read Answer Asked by Noel on January 16, 2015
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