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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: I realize that there is much to like about CXI, but wonder if its post-banking-license-value is already reflected in the share price; as such, what's to prevent a sell-on-news decline? Put another way: for the price to go up, there needs to be a meaningful number of potential investors who haven't bought-in, yet, because they don't think the license is going to happen (or happen any time soon.) But there seems to be a consensus that it will, so where's the driver for price appreciation?
Read Answer Asked by John on July 23, 2015
Q: Hi Peter & Team: Your comments to Allen's question today: "but expect a flat to declining sector..." I own this in my Riff and in a loss position, should I let it go? Thank you.
Read Answer Asked by LOUISA on July 22, 2015
Q: I have both which would you own?Thanks for your great effort! What would you replace if you think I should in the same sectorThaks Cliff
Read Answer Asked by cliff on July 22, 2015
Q: Hi Peter,

You mentioned that if you had to pick a mutual fund, you like CI Financial. I personally am very fond of the Mawer Balanced fund, which you also mentioned as a good family of funds.

Of coarse a good way to make money is to buy the fund company rather than the funds...
I currently hold IGM (Investors Group), but I am wondering if you think CIX would be a better choice going forward.

Thank you for your great service.
Read Answer Asked by Mike on July 22, 2015
Q: I wrote you on MIL.us in Oct 2014. Your comment resonated with me and I held on(I have a large capital loss which I cannot use). I am still perplexed about MIL. Biases aside, I would throw MIL overboard. However MIL shows it is as generally an excellent value-growth situation. MIL looks very good on commonly used metrics ---except for momentum.

MIL has proposed to buy a small bank in Europe and is making changes on its board. I am hard pressed to find anything overly negative on MIL-- certainly nothing that would prevent it from winning the passionate love of investors.

Are you aware of reason(s) that prevent MIL’s share price from getting off the mat? Is the attractive dividend vulnerable to cuts?

Read Answer Asked by Adam on July 22, 2015
Q: Can you provide an update on EFH? Do you think it is a buy at his time?
Read Answer Asked by Robert on July 21, 2015
Q: We currently hold TD, BNS and BMO. Is there any advantage to holding ZWB instead of individual Canadian banks in the current market environment? Would the covered-call overlay produce additional returns over holding the individual banks?
Read Answer Asked by Allen on July 21, 2015
Q: seems to be a lot of bank recommends lately, your feelings on that and can you give me your best advice in canada and usa
Read Answer Asked by eddie on July 21, 2015
Q: Peter : How do you view todays news--Good bad or neutral Thanx Robbie
Read Answer Asked by Robert on July 20, 2015
Q: HI there. Can I get your opinion on "BAC" Bank of America Corp.
I also hold it. Should I sell it or hold it.

Thanks!
Read Answer Asked by Robby on July 17, 2015
Q: Financials are currently 7% weighting in my portfolio (RY, BNS, TD, CIX, MFC, JPM). I have some cash and was thinking of bumping up to 10% weight. I know you like BNS, IGM and SLF. WFC looks appealing but the 30% premium on the USD is concerning to me. Any other recommendations? Looking for something at the middle to lower end of the risk spectrum. Thanks
Read Answer Asked by Richard on July 16, 2015
Q: DCI released an operation update July 15th. Thoughts on the update? How positive will it be for the stock to get a banking license?

Thanks

Robert
Read Answer Asked by Robert on July 16, 2015
Q: with the big drop in share price is home capital a screamimg buy or a value trap
the announcement they made about cutting off brokers was it prudent business decision or an indication of more problems
Read Answer Asked by Gary on July 16, 2015
Q: How do you see the Bac performing with rates going higher? What do you prefer regional banks or the larger banks like Bac or Wells Fargo banks? Or simply buy an etf and if so which one?
Read Answer Asked by Frank J on July 16, 2015
Q: Would you please comment on TCM.I was thinking of taking a small speculative position and waiting for a recovery in this sector.
Read Answer Asked by Ron on July 15, 2015
Q: I have two UK banks:Barclays , ADR symbol BCS.us ; and Lloyds LYG.us. I probably should not have both and thought of selling LYG especially after I saw you said BCS has 5.4% dividend in a your in Apr 2015. Between BCS and LYG , do you think LYG is the right one to shed?
FYI: In your reply of Apr 17 2015 you mentioned BCS has a yield of 5.4% p.a. Various other sources show yield at half of that. You use Bloomberg terminals which would be more reliable than the sites popular with retail investors. I have however noticed a number of securities for which you mention a yield that is materially different from other sources. I will give higher credence to data you mention . I am however puzzled about the recurring or frequent discrepancies.
Read Answer Asked by Adam on July 15, 2015
Q: With potential pressure on the CDN mortgage market would you advise the following trades. Sell AI.Db.A and FC.Db.A, convertible debentures form 16% of my portfolio the 2 mentioned 4%, and buy VCN. Would this really be just a circular trade?

Thanks again for your much valued input.
Read Answer Asked by Warren on July 15, 2015
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