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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: Could you give your opinion of todays announcement from the company.
Read Answer Asked by George on May 14, 2015
Q: You mentioned this before that you were investors in Ebix Inc. and have met management (and liked them) in the past.

There has been some recent positive news in the company on the verge of some major ventures/partnerships/contracts. On the latest quarterly meeting call, the CEO Robin Raina was very optimistic that significant and material wins are in the pipeline. With your experience with management in the past, can you speak about what was it about the CEO or Executive team that made you confident in their abilities (at that time)? And in general, what type of qualities do you look for management for you to feel good about investing in a company?
Read Answer Asked by Eugene on May 13, 2015
Q: I am looking for an addition to my US portfolio in the financial sector. I am inclined to add AIG for its valuation and positive outlook if and when interest rates come down. But also KKR looks interesting and got a rich dividend. I will appreciate your expert advise as to the best choice.
Thank you as usual for your excellent service.
Raouf
Read Answer Asked by Raoul on May 13, 2015
Q: Would you please give me your thoughts about this US ETF. (It makes up about 3% of my portfolio, and about 20% of my financial services sector.)
Thanks for your great service!!
Read Answer Asked by Jim on May 13, 2015
Q: If you were me and owned a small position (0.5% of my portfolio) in Penny Mac would you sell? The recent earnings and stock performance has been awful.
Read Answer Asked by Andrew on May 11, 2015
Q: I am looking for a few income picks to add to my portfolio. However I am concerned about the eventual hike in interest rates and a certain amount of capital flight from income stocks that would ensue. Would you agree that financials generally and insurance companies in particular would do well in a rising rate environment? Any more specific thoughts are appreciated. Thanks again for your great service.
Read Answer Asked by Alex on May 11, 2015
Q: Do you think the PayPal spin-off is already reflected in the EBAY valuation? Also, which do you prefer: POW or PWF?

Thanks Kindly! Austin
Read Answer Asked by Austin on May 11, 2015
Q: Would you prefer KKR over BX for a five year timeframe in an RRSP and what yields do you show for each company?
Thanks.
Read Answer Asked by Steven on May 09, 2015
Q: I know you don't cover us stocks but was wondering if you could comment on Blackstone group.
Read Answer Asked by Paul on May 09, 2015
Q: I wanted to follow up on your answer to Ron regarding SunLife vs. CI Financial. I'm close to having all of the stocks in the Balanced Portfolio with a few extras from the Growth and Income portfolios that I already owned and don't want to part with yet. I don't have SunLife yet and have been hesitating to buy it. If you prefer CI, why is SunLife in the Balanced Portfolio? Is CI a substitute?
Read Answer Asked by Julian on May 08, 2015
Q: If possible, can you please give me your opinion on these two banks? Would you prefer one over the other? Also, do you think it's a good idea to hold a US bank? Thanks.

Molly
Read Answer Asked by Molly on May 08, 2015
Q: I have held Fiera for about a year with little to show for it but the dividend. You have spoken highly of CIX but it hasn't moved much in a year either. Given their dividends are similar, is it worth switching out of FSZ into CIX or would you consider that a lateral move?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on May 08, 2015
Q: Which of these would you prefer for a long term hold? Is there something similar you would like more?
Read Answer Asked by Ron on May 08, 2015
Q: What are your thoughts on IAM? Thanks Cameron.
Read Answer Asked by CAMERON on May 08, 2015
Q: Do you think intact financial is buyable on today's earnings report? Or it makes better sense to sit out the summer ? Is the year over year performance magnified on account of last year's weather related events?
Read Answer Asked by Rajiv on May 06, 2015
Q: Dear Agent.I now own PSEC in my portfolio. I been tracking the stock for a good little while and it seems to be going no where fast. Would I be smart if I decide to sell it off. Eddie.
Read Answer Asked by Eddie on May 06, 2015
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