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!
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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 please comment their third quarter results released yesterday. Thanks in advance.
Q: Are you aware of any changes contributing to the jump in stock price today for GWO? Ian
Q: What do you think of sunlifes latest results.
Q: Could I get your opinion on the Q3 earnings and weakness in the stock. Thanks,
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.
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.
Q: would you kindly give your updated opinion on this co. thanks for super service
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.
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
Thank you
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
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
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
Thank-you
Q: Hi Peter and team, How important are Moody's ratings? What are your thoughts and do you agree?
"Moody's Places Bank of Nova Scotia's Ratings Under Review"
https://www.moodys.com/research/Moodys-Places-Bank-of-Nova-Scotias-Ratings-Under-Review--PR_337955?WT.mc_id=AM~WWFob29fRmluYW5jZV9TQl9SYXRpbmcgTmV3c19BbGxfRW5n~20151102_PR_337955
Thank you!
"Moody's Places Bank of Nova Scotia's Ratings Under Review"
https://www.moodys.com/research/Moodys-Places-Bank-of-Nova-Scotias-Ratings-Under-Review--PR_337955?WT.mc_id=AM~WWFob29fRmluYW5jZV9TQl9SYXRpbmcgTmV3c19BbGxfRW5n~20151102_PR_337955
Thank you!
Q: Hello Peter & 5i team,
These stocks are up by some 80% so far in 2015; I'm very happy but it is hard to figure that this excellent performance is mostly due to the "unlocking of value" theme.
Regards,
Antoine
These stocks are up by some 80% so far in 2015; I'm very happy but it is hard to figure that this excellent performance is mostly due to the "unlocking of value" theme.
Regards,
Antoine
Q: earnings look strong time to reenter a position???
Q: Is this a good time to be buying DH? I have 4.6% weighting of this stock in my portfolio
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.
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.
Q: On a fundamental basis, what do you think of CI Financial's purchase of First Asset? For a five year hold in the financial category of a portfolio, would you rate it as a buy or would you rate BNS or another one of the banks more favorably?
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
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
Q: Having sold my US financials six months ago, I am now looking at re-entering with Lloyds Bank and KKR. The latter pays a very hefty dividend so I will purchase it in my RRSP. What is your impression of these companies and, in particular, the fact that the UK government is or has disposed of their Lloyds stock.
Thank you.
Thank you.
Q: Hello Peter and team, I'm considering adding to my half position in EFN. But while I know it's up nicely over the past year, the recent performance has not been good, including today when it is down in an otherwise buoyant market. Any reason I should hold off?
Also, which of ESP and DHX.B would you suggest I favour (for the long term) if I am adding to only one or the other's position. Thanks as always!
Also, which of ESP and DHX.B would you suggest I favour (for the long term) if I am adding to only one or the other's position. Thanks as always!