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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: Last year CM agreed to buy Private Bancorp in the US at a price which is now about 20% less than the current market price of the PB. It appears highly unlikely PB's shareholders would vote to approve the deal. Of course CM could raise their offer. Today's GAM article discusses this deal and a confusing ( to me ) comment about CM having an option to buy 2% of its stock should the deal fail and therefore supporting CM's stock price. I would appreciate your thoughts on this deal as I am currently considering selling the stock at today's levels given the uncertainty about where this stock is going.
Read Answer Asked by angus on February 28, 2017
Q: i currently only hold bns for financials. It has been very good over the last year. I'm thinking about adding slf (to hedge against potential interest rate hikes) and fsz for some extra upswing potential to balance against the security of bns. I'm 31 years old, they're all held in my tfsa, I'm thinking long term and am ok with risk. Do you have issues with either of these two? Is there others you'd prefer to accomplish what I'm looking for? Do you think rate increases will push bns down enough to make it cheaper to add to or is trying to get the timing right with that not worth waiting for?

Thanks!
Read Answer Asked by david on February 21, 2017
Q: Could you comment on this morning's press release from Callidus. Is there anything material, or is it just an update that things are progressing as expected. Would you still expect a privatization to occur at $20+. The press release says that "Catalyst Capital Group...remains committed to completing a transaction on terms that will ensure the continued protection of the interests of its public shareholders."
Read Answer Asked by David on February 14, 2017
Q: would it not be prudent to hold off on adding or initiating a position here considering they just announced a reduction in their fund fees? some of these fees have dropped by 30% or so. what % of their income actually comes from fund fees? this is definitely going to have at least some impact on earnings going forward.

thanks Tom
Read Answer Asked by Tom on February 14, 2017
Q: Good morning my question concerns cxi which I hold but in a 1.6% position compared to your 4.12% but in that sector I am looking at adding gsy as an alternative and to give diversity simply because you have recommended it as one of the top ten holds in one of the last questions. my concern with cxi is the volatility that it has had over the last two years. is there also another stock in your universe that could also be added to bring the total to the 4.12% position but with two to three stocks instead of one...thanks for the great service
Read Answer Asked by gene on February 13, 2017
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