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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: Your thoughts on this one for income. These are all high quality companies and the common stock version has payed a nice dividend for a long time.
Read Answer Asked by MARK on March 28, 2016
Q: I just saw an article probably announced by the Feds in the latest budget that there will be new legislation on "Bail-In" for banks. I don't know too much about the details, but from my understanding the current framework is that the gov't will step in if the economy is bad enough to help support the banks from collapsing or failing.

The latest change will make it that the creditors of the banks will be on the hook and will have an option to swap their bonds to equity?
Is that correct and what is your take on how this will affect the risk of Canadian Banks?
Read Answer Asked by Eugene on March 28, 2016
Q: Recently read an article in Globeinvestor entitled "It's time to check out the dazzling yields of Canada's big bank preferred shares" a recent offering from them pays a dividend of 5.5% and after 5 years is reset to 4.8% over the 5 year Canadian bond rate. My question is what would the symbol be or how could I purchase this,I trade online and that's the vehicle I would like to purchase them through,appreciate your answer ..thanks
Read Answer Asked by Greg on March 24, 2016
Q: Wandering if you could help me out,these preferred shares are advertised as 5.5% dividend,but when I go to my BMO Investorline account or Globeinvestor it shows 0% for dividend and no ex date.any help on how often the dividend is paid and why it shows zero.This is a new offering in early March has had respectable volume and done well appreciate your information thanks
Read Answer Asked by Greg on March 24, 2016
Q: How does the valuation of Fairfax compare to other insurance companies such as Sun Life and Manulife? And how does the future earnings growth rate in the next 5 years compare to these two companies? Thanks.
Read Answer Asked by Michael on March 22, 2016
Q: Could you have a look at this and offer a comment on the merger price of $13.00 and the current share price of $11.71. With an April 1 closing seems like quick 10% upside.
Read Answer Asked by Lloyd on March 22, 2016
Q: Hello Team,

If you could only pick one of these two companies for an investment, what are the pros and cons of each and which would you choose? Please assume an already well-diversified portfolio and a long-term horizon (e.g., 10 years).

Many thanks.

Michael
Read Answer Asked by Michael on March 21, 2016
Q: Could you please comment on GMP's results.
Thanks.
Read Answer Asked by Anne on March 17, 2016
Q: Appreciate your thoghts on recent results.
Thanks
john
Read Answer Asked by John on March 17, 2016
Q: Hi can you please comment on the (potential) money owed to the founders of the company? How likely will this need to be paid and what impact would it have? Would you consider GS a buy right now, or a hold if I presently own it?
Read Answer Asked by Kel on March 17, 2016
Q: I own some of each of these Pfd's...one has the symbol BM in it's name, the other BK...would you be kind enough to make the distinction for me , please and thank you...also if you would comment on their credit quality ...and whether the reset rates in 5 yrs time is the minimum rate or whether the rate is reduced if we have negative interest rates...many thanks ...cheers
Read Answer Asked by Cam on March 17, 2016
Q: Good Morning Peter, Ryan, and Team,
Fiera Capital reported this morning and the numbers looked fairly good, at least to me. I have the company in my wife's RRSP account, primarily for its 4% plus dividend yield and future dividend growth. They seem to be growing their AUM quite nicely in difficult markets. Finally the valuation seems inexpensive compared to other Canadian asset managers. I would like your take on the above. Thank you as always for your sage insights. (PS- I just purchased the book "Market Masters" and I thoroughly enjoyed the section devoted to 5i Founder and CEO Peter Hodson. Great interview and wonderful book. I highly recommend it to other 5i subscribers)
Read Answer Asked by Dennis on March 17, 2016
Q: I know you generally recommend that anyone who is worried about the market move to cash, but I am curious as to how a professional hedges. When Prem Watsa says that Fairfax is 100% hedged what does that mean? If Fairfax’s market holdings drop 30% does it mean that their hedge will earn them the equivalent amount so that the net will be neutral? Does it work the same if their holdings increase in value? (i.e. any gains would be offset by losses in the hedge) What investment vehicle would Prem Watsa likely be using to hedge and what would the cost likely be in terms of percentage of total holdings?
Read Answer Asked by Steven on March 17, 2016
Q: Please comment on recent quarterly and annual results and compare to First National.
Based on current valuations and future potential would you take profits on FN and buy SCB.
Thanks,
Hugh
Read Answer Asked by Hugh on March 16, 2016
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