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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: Hello Peter & Co.
Financials represent only 7.8% of my portfolio; BNS, TD, HCG which I intend to hold and EFN which has not moved much in the last year. I'm thinking of adding CXI or DH. How would you rank those last three?
Thanks,
Tony
Read Answer Asked by Antoine on January 21, 2015
Q: Which do you prefer at this time pow or pwf

Thanks Mike b
Read Answer Asked by Mike on January 19, 2015
Q: Peter et al,
I have a 100 shares of Fiera which is down right now to $11.97 bought at $12.50. FSZ does not seem to be going anywhere so I am considering selling these and putting the money into Gluskin Sheff. I already have 100 shrs that I bought at $20.44 so I might consider buying more of GS. I am already over weight in financials (23.5% of my whole portfolio), partly because of the drop in the market. Could I have your thoughts on this, pls. Thanks in advance.
Gary
Read Answer Asked by Gary on January 18, 2015
Q: I would like to know if PSEC could be a good investment?.Eddie.
Read Answer Asked by Eddie on January 18, 2015
Q: This is an observation as opposed to a question. Some of you may have noticed the article on SeekingAlpha posted 4 days ago titled: "Home Capital Group - 50% Downside?". Of course there is always a chance that Home Capital goes through a rough time, but I wouldn't let such an article scare me. First, the author has 25 followers and track record. Also, he seems to have missed the fact that HomeCapital's business is mainly in Ontario. Let's keep our shares until Peter tells us the facts have changed. http://seekingalpha.com/article/2817856-home-capital-group-50-percent-downside
Read Answer Asked by Matt on January 18, 2015
Q: The headline numbers looked fine. Digging down were there things in the recent release to warrant the sell off? We're numbers below expectations?
Read Answer Asked by Noel on January 16, 2015
Q: How much exposure does each of the big Canadian banks have to oil and related risk of loan losses? What is the oil exposure and which banks are more exposed? How much should one be concerned?

Thanks
Read Answer Asked by Frank on January 15, 2015
Q: Genworth is down 25 percent in 6 weeks. This seems surprising for a company in its type of business. Do you think this reflects an expectation of mortgage defaults? Other explanations? Do you think it is a buy for a conservative long term investor? Thanks!
Read Answer Asked by James on January 15, 2015
Q: can you tell me what percentages of business of total revenues is done province by province thanks
Read Answer Asked by neil on January 14, 2015
Q: Can you provide and update on eqb - they have increased the dividend and their book value grew by 17% last year and their PE is trading at 8.8.
Read Answer Asked by Cary on January 14, 2015
Q: What did you think of their latest earnings report released yesterday after market close?

Thanks
Peter
Read Answer Asked by Peter on January 14, 2015
Q: Hi Peter & team, BNS and all banks keep falling....do you expect more downside? Also, if a stock trades in the US and Canada (like BNS does) do you check both exchanges to get a better"feel" before you buy/sell? I ask this because BNS in the US has come down to the level of February 2014.....are we to assume BNS Canada will also get down to its low of February which would be ~58.00?

Than you!
Read Answer Asked by Silvia on January 14, 2015
Q: This company has shown up on my radar with solid fundamentals; though it has been substantially higher in the past 5 years. Do you have any thoughts on it please? Thanks
Read Answer Asked by Victor on January 13, 2015
Q: Hi folks, I've been looking at adding this bank to my holdings. My view is the stock is not ready to buy yet as it appears to be trading in tandem with the price of oil. According to what I see the stock would be a buy around $15. Do you agree? What's are your thoughts on this strategy to play the fear in the oil markets. With much thanks!
Read Answer Asked by mark on January 13, 2015
Q: Hello 5i team

WFC reports later this week. Do you any idea what we can expect and what effect this report may have on share value?

Thanks for all you do

Gord
Read Answer Asked by Gord on January 13, 2015
Q: Hi 5i Team!
GS has dropped below its 52 week high and is off its 52 week high by more than 25%. Is there any fundamental reason for this?
The dividend is good, is raised regularly and it also pays special dividends.
My wild guess is that there was takeover speculation that hasn't panned out but I thought that was an old story.
Any information and advice on whether to buy, sell or hold would be appreciated. My entry price was $22.50 (TFSA acct). Thanks!
Read Answer Asked by Heather on January 13, 2015