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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 Team

Of the following two financial stocks which do you prefer?

Thanks
Read Answer Asked by Dave on November 09, 2015
Q: with an interest rate hike in the US seeming more likely in December, is it time to make a move to US financials? I currently have ZUB but would ZBK be the better choice? with an interest rate hike, would this strengthen the US$ and by buying ZBK would it profit from both the move to US financials and a strengthening US$?

What do you think of adding ZBK and keeping ZUB. I'm fairly diversified and this move would increase my weighting in financials overall.

Thanks
Read Answer Asked by Rob on November 09, 2015
Q: I have been following this company for a while, but have not yet purchased. Good thing, as the price keeps dropping. The latest earnings report looked quite good to me. One comment I have heard about the company is that they started share buybacks and a dividend to boost the share price, but that this is actually a negative, because they will need to borrow more money at higher rates to fund its loan growth, which adds to risk. What are your thoughts? Thanks!
Read Answer Asked by Donald on November 09, 2015
Q: Could you please comment their third quarter results released yesterday. Thanks in advance.
Read Answer Asked by Robert on November 09, 2015
Q: What do you think of sunlifes latest results.
Read Answer Asked by don on November 05, 2015
Q: Good Morning Team,

I'm thinking of switching some money out of my current financial holdings into FSZ but am not sure if it's a good idea. What I mean is that, while the yield is much better with FSZ, its PE is more or less on a par with the big banks. At present, I have HCG 4.4%, TD 3.3% & RY 1.9%.
I would appreciate your thoughts.
As always, thank you very much.
Read Answer Asked by Molly on November 05, 2015
Q: would you kindly give your updated opinion on this co. thanks for super service
Read Answer Asked by georges on November 04, 2015
Q: I'm interested in the security of income and capital. In XTR there seems to be a lot of diversification among quality companies. What would be the maximum percentage of the portfolio you would be comfortable with? Thanks for the ongoing advice.
Read Answer Asked by Tim on November 04, 2015
Q: There has been a lot of talk about a housing correction in Canada. I am interested in your views of how this could impact the Canadian stock market and what would be the most vulnerable sectors and stocks? Also, would this tip us into a recession?
Thank you
Read Answer Asked by Nancy on November 04, 2015
Q: Your response to Grant on the above topic sparked a question in my mind.

When I read your response of IGM vs CIX i believe, if I comprehend your response clearly, you seem to prefer CIX as it has many benefits over IGM.

However IGM is in your income portfolio and CIX is not.

Can you clarify, if I were to buy one or the other would you reccommend CXI over IGM?

Thanks
Read Answer Asked by Sheldon on November 03, 2015
Q: I am considering adding another financial, and am looking at either CIX or IGM (Investors Group). I am retired and invest primarily for income, with dividend sustainability and capital preservation ranking above growth. Which would you choose, and why. This would be about a 2-2.5% position.

Thank-you
Read Answer Asked by grant on November 03, 2015
Q: Is this a good time to be buying DH? I have 4.6% weighting of this stock in my portfolio
Read Answer Asked by david on October 27, 2015
Q: HI Peter,
I own Bank of Nova scotia, Royal and TD. All of these represent a total of 20% weighting in my portfolio. I basically plan to keep these for over 5 years and are part of the DRIP plan which allows me to buy whole number of shares. It appears that he short sellers have been successful at bringing down share prices of some Canadian Companies (ie. VRX, etc). Under what conditions would banks be hit by short sellers given the banks are fairly conservative? There is a big talk of the housing crisis, but I would think the banks are smart enough to withstand short term fluctuations in a correction. If there is a big short on the banks, i was simply going to add to my holdings or let it ride with more shares from the drip plan. I am assuming the Canadian banks will continue to do well in the long run. Thanks again for your input.
Read Answer Asked by umedali on October 27, 2015
Q: Could you please comment on my sector weightings?
Non-Registered CAD account. Income Bias.
70% Equity
30% Fixed Income

Resource(non-energy)8%
Consumer 8%
Banks 16%
Other Financial (Insur, MFunds, Fintech)16%
Utilities 11%
Telecom 8%
Precious Metals 2%
Energy 8%
REIT 12%
Technology/Industrial 11%

Thank you
Read Answer Asked by Carlo on October 23, 2015
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