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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 Peter and Team! I know that Us stocks are not something you specialize in, but I was thinking that I might like to invest in a Us bank with good stability and growth potential ,or an ETF that holds a basket of US banks. Any suggestions? Kind Regards, Tamara
Read Answer Asked by Tamara on October 31, 2016
Q: Hello 5i
FSZ has been marking time since its run up earlier this year.
Do you feel this is a good "value like" entry point?

In light of the recent acquisition, have you heard or is there indication of how the purchase will be funded.......a share issue expected?


Looking to purchase for excellent dividend and 3 to 5 year growth prospects, 3% wieght in a conservative / diversified portfolio.

Thanks
DAve
Read Answer Asked by David on October 24, 2016
Q: Having an Income portfolio including the above companies, I'm unsure of the effects of a potential increase in US rates in say December 2016 when at the same time the Bank of Canada holds rates or even maintains dovish tone signally near term rate cut. Will holding Canadian interest rates steady offset what would otherwise be negative pressure of a US rate increase on Canadian dividend paying stocks? Thanks
Read Answer Asked by Ian on October 24, 2016
Q: I am primarily building an income portfolio for retirement in 5-6 years. It will represent about 30-40% of my retirement income. Alongside this I like to invest in some equities for capital gains. My question revolves around the need for any value investments I have owned EFV for about 10 years and really has done nothing. I also own the Chou 100 and 102 funds. My question is whether or not you think to be properly diversified one should have some money in value investments. If so, what ones would you recommend.

Thank You

Paul
Read Answer Asked by paul on October 21, 2016
Q: Has your view on HBG changed for the positive since your last comment appearing June 30, 2016? Has it grown its assets under management much since then? Is there a minimum dollar investment required in this ETF within an RRSP? Mike Newton of I believe Scotia Bank recently had HBG as a top pick on BNN around October 6-7/16 or thereabouts.
Read Answer Asked by Robert on October 18, 2016
Q: I was comparing banks and was intrigued by comparison between these 2.
YOY, BNS is about 14% higher than CM, whereas 5 yr return shows both very similar return. Is there a merit in switch from BNS to CM,to take benefit of relative discount on cibc. Over longer term banks have moved in locksteps. thanks
Read Answer Asked by RUPINDER on October 17, 2016
Q: I am a little confused by your answer to Richard's question yesterday about HCG. On the one hand, you still consider HCG a good long term investment, while on the other hand, you said that you took it out of the Balanced Portfolio on short term prospects. I had thought that your advice was based on long term investing, not short term trading. I would appreciate your clarification.

Thanks,
Read Answer Asked by Hans on October 16, 2016
Q: Have held this for 18 months ,been very patient as a lot of BNN analysts have liked it with the promise of "unlocking value" when the company splitting into 2 ,but they only thing that has happened really is the stocks "dropping in value" any reason why and your thoughts for the next year on these 2 companies..thanks.
Read Answer Asked by Greg on October 14, 2016
Q: Interesting comments from David Baskin yesterday on why he still holds HCG. Only 8% of their portfolio is insured, so new mortgage rules should have a limited impact, and estimated earnings are $4.00 so very cheap at current price. As a longterm holder I'm considering averaging down. Appreciate your advice.
Read Answer Asked by richard on October 14, 2016
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