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: Fairfax, has been extremely weak lately, near yearly lows. Yet, they have unwound I believe half of their hedges against the S&P falling, sold off many of their bonds, and they are in the Insurance business. To me, it would appear that they are in a much better position now, than what they were just a few months ago. In your opinion why is Fairfax so weak currently?
Read Answer Asked by LEN on December 13, 2016
Q: I need to add US exposure to my holdings and with a view to the anticipated rate increase by the US Fed wanted some assessment of US banks. What is your opinion of the large banks versus the regionals?
Specifically I am looking at Bank of America and Wells Fargo. do you have an opinion on the ETF KBE:US? If not any of these would you have a couple other specific preferences?
Peter
Read Answer Asked by Peter on December 12, 2016
Q: I am retired and looking for relative safety and dividends. I already own 3 banks and am looking to add a insurance company to the mix. What would be your recommendation on the companies listed above ? Or do you have another Canadian company in this area that you would recommend over this list?

Thanks Ken
Read Answer Asked by Ken on December 12, 2016
Q: What would be your choice between these two for growth in the coming year bearing in mind interest rate hikes and the Trump administration effect? Would appreciate hearing your reasons. Thanks again.
Read Answer Asked by Arthur on December 09, 2016
Q: Do you forecast continued price appreciation in the shares of this bank ? I bought a couple of months ago at just over $26 and am now up 19%. Time to sell or hang on for the ride ?? This stock seems to be not well followed outside Western Canada and few analysts are aware of how well secured this bank's loans are, despite its western exposure. For example, from 2009 to 2014 the stock price of CWB outperformed Royal Bank. It only declined dramatically after the decline in oil prices, which now seems to have bottomed. Maybe it is time to buy more ?
Read Answer Asked by Don on December 08, 2016
Q: Two part question:
1. Do the large US banks have more room to run or is the expected rate increase pretty much baked in?
2. To buy BAC and C I have to move $Cdn cash to my US$ accnt. Currency conversion can impact outcome. At 75c the $Cdn is up a bit. Should I buy now before the likely US interest rate increase? Or(2A) wait for a possible softening in the market around year end/ new year? Thanks for answering - but more importantly for your integrity, which was on display recently in your answer to the Forge First question.
Read Answer Asked by Mark on December 07, 2016
Q: I am trying to do some tax loss selling. I am down 13 percent-ish on both ECN and EFN. Do you think these companies are worth holding for long term? How much free cash flow they generate? If interest rate goes up will they be affected? What kind of ROE they have, are they better than canadian banks? Do you think is it better to hold canadian banks instead?
Read Answer Asked by Sridip on December 06, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!