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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: DXU is a new ETF and would appreciate your thoughts on it. Is this a good time to purchase or would it be best to do a "wait and see"? I currently hold ZUB and am wondering if it should be switched to an ETF that is not hedged. Which bank ETF would you consider for the unhedged or would you go with a single US bank. Thanks for your advice.
Read Answer Asked by diane joan on February 13, 2017
Q: Financials are currently at about 18% of my equity portfolio i.e., about 3% above target. I am thinking of trimming back on one of TD, RY or POW. Would you agree with a slight trim and which one would you suggest?
Thanks for your great service!
Read Answer Asked by Danny-boy on February 13, 2017
Q: Hi,

I am looking to increase my weighting in the financial sector. I own SLF already. What company or companies would you recommend at this time?

Thanks
Paul
Read Answer Asked by Paul on February 09, 2017
Q: Bought this company for the dividend and some growth, also company is trying to go private thus I believe creating quite the swing in s hare price. What is your opinion of the companies valuation,safety of dividend and how to deal with the prospect of the company going private? I know the company is buying shares on the open market so do you have a feeling for how long this process might take and if one day there may be a premium offer for the balance of the outstanding shares?

There are several questions here,please charge my account accordingly.

Keep up your great service and thanks for your answers
Read Answer Asked by James on February 08, 2017
Q: I was very positive on the company previously and have held it for a while. I added to my position on the additional AUM announced on Jan 30. Can you comment on recent news of National Bank changing from FSZ to Goldman Sachs? How do the plusses and minuses affect your current opioion on FSZ? Buy sell or hold?
Read Answer Asked by Randy on February 06, 2017
Q: I have owned National Bank for a number of years. I have read the posts and your preference for TD and BNS. I presently feel that this may be an ideal time to make a switch. The P/E of National Bank (according to Google) is presently quite high, especially for a bank, in my opinion. It is presently a few points higher than both TD and BNS (and also has a slightly higher dividend as well). Is there something going on at the National bank that justifies this higher P/E, is it simply investor sentiment, the higher dividend...? If the P/E is unjustified, in time the stock will retreat and I would rather switch over when the price is higher. Your thoughts on switching over (dollar for dollar). Normally I do not like doing this because, it is not a dollar for dollar switch, after I pay taxes (but I am sure I can sell some losers as well). If you recommend the switch, why do you like TD and BNS more. Looking at the 5 year charts, I see that TD has performed well in comparison. BNS and NA are at about par (assuming NA can sustain the PE or increase its EPS at a higher rate than the other banks). I assume that if the switch is recommend, I do it 50/50? Thanks.
Read Answer Asked by Walter on January 31, 2017
Q: Peter & Co., I am planning to add to my small positions in one or two of these American banks. I have compared P/E, P/B, ROE and payout ratios and I am in a quandary. Would you please list them in order of your priority for possible purchases.
With great appreciation for your excellent service.
Read Answer Asked by Ed on January 30, 2017
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