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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: Hello 5i team

I am curious about CWB, this bank seems to follow XEG closer then it the does XFN. Is its exposure to the oil field that drastic?? I really like the long history of div growth, the share price to NAV, low P/E ratio and it's low debt. What do you think of this companies dividend (is it sustainable), management, and its growth potential? does this have a greater potential for a rebound then the big 5 banks?

Any info on this company is greatly appreciated

Thanks
Read Answer Asked by Darren on September 14, 2015
Q: Please give me your overview of this company, security of dividend and 5 year outlook as a hold.
Greg
Read Answer Asked by Greg on September 11, 2015
Q: I hold 3 stocks per main section allocation and have HCG as my financial anchor (through thick and thin - as my three main inspirations Jason Donville, Mawer's Martin Ferguson and yourself are still constructive on it); I also hold AD. I sold RFC for a couple reasons including captial tax loss to offset gains elsewhere.

Which financial stock would complement well HCG (and AD)? CXI, EFN, EH, Fiera, other??

Assume an otherwise diversified portfolio for long term investor (doing well mostly except my financials!!). Dividend is nice to have but I am focusing on stock's total return as primary criterion.
Read Answer Asked by Jennifer on September 11, 2015
Q: What is your opinion on cf? My purchase price is 9$. Do you suggest averaging down or exit altogether at a loss? It is in a tfsa, so there is no tax loss advantage, but want to get out if there is not much growth. Thanks
Read Answer Asked by Vinod on September 11, 2015
Q: Good Morning
Which would you consider "safer" for income over 5+ years : A Canadian Bank [likely CM] or the new Ag Growth Int's Convertible Debenture. Yields about the same, but how do company debts compare?
Thank you..... Paul K
Read Answer Asked by Paul on September 10, 2015
Q: In a recent blog Danielle Park is suggesting that the Canadian banks may correct as much as 55% from their 52 week high. Do you think that a correction of this magnitude is probable given the present environment? I was hoping to buy TD at $47 which is about a 20% discount off its high. I would like to hear your thoughts. Thank you.

Read Answer Asked by Richard on September 08, 2015
Q: Why is the yield on ZEB one percent lower the the individual bank shares. Am I better off buying the individual bank shares instead. Thank you.
Read Answer Asked by Francis on September 08, 2015
Q: Hello and Good Afternoon: I have held PWF and PWO for a number of years. I am wondering why the sell-off in the stocks is so marked in your opinion. I know there is some general market malaise that accounts for some of it, but I'm also wondering whether or not the pressure that's being put on Mutual Fund companies (i.e. IGM) is the other factor at play here. I would appreciate your opinion and also whether or not you feel that they represent a positive buying opportunity.
Read Answer Asked by Donald on September 04, 2015
Q: considering purchasing cew or zeb...
would appreciate your short term outlook for the major banks (how low do you think they may go?)
I like the idea of cew ( it adds some protection/diversity that is not available with just zeb!
Read Answer Asked by edward on September 02, 2015
Q: First Question! Thank you for the scarlet letter/note warning on Monday. It was nice to know that others were biting nails too.

I am overweight financials at a whopping 29.3% holding. I own
FFH, MFC, POW, TD, AIG, BRK.B, JPM TVR, CXI. I am only underwater CXI and will face big capital gains on BRK.B (the most here), FFH, TD, AIG and to a lesser extent JPM, GS TVR (gains not the driver of the solution, but a consideration).
Can you rank the quality of the above listed investments? Which ones should I get rid of?
I was wanting to add MKL (US) as a buy and hold as I have more than a 5 yr horizon. Is it superior relative to any of the above?

Please doc me for three questions. Many thanks for your insights.
Read Answer Asked by Kat on August 28, 2015
Q: Hi,
I'm looking to take advantage of beaten down valuations of a big 5 bank and buy one while their prices appear attractive. I see the BMO has dropped the most of its peers by far this year with Scotiabank the next "biggest loser". I've noticed you guys have suggested BNS in response to recommendation questions from others in recent days. Any reason for a case for BNS over BMO or any of the other big 3 banks in the current climate?
Read Answer Asked by George on August 28, 2015
Q: 1:10 PM 26/08/2015
Hello Peter
I am interested in buying one or two of RY, CM, TD, SLF, GWO, MFC. Would you comment on the robustness of their balance sheets and provide some numbers on their Debt/Equity and Debt/Cash Flow ratios, Dividend growth rates, and possible "Black Swan Events". I look at various financial website sources and the numbers for these companies are all over the shop.
Thank you. Paul K.
Read Answer Asked by Paul on August 27, 2015
Q: pETER -WOULD YOU FIND jPMORGAN ATTRACTIVE HERE VERSUSU ITS PEER GROUP?
Read Answer Asked by Kim on August 26, 2015
Q: BMO beat earnings but could you share (1) what you think about their outlook? (2) Do you think the 'tapped-out' consumer theory will die considering that aspect of their revenue actually did well? (3) Do you think that even if all banks beat earnings this quarter, the market move the sector back up? Thanks for your work. Intense week.
Read Answer Asked by Matt on August 25, 2015
Q: BMO and NA seem to have been hit harder than the other banks today. Can you advise why? I have full positions in both as well as TD, CM, RY. Any thoughts on that? I do need the dividends as I have little pension.
Read Answer Asked by Edward on August 24, 2015
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