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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 I please have your thoughts on BAC for a 3/5 year hold.

Thanks, David
Read Answer Asked by david on October 06, 2015
Q: Hi Peter, Fiera seems to always announce good results and the stock usually bumps a bit after earnings only to drift lower in the following weeks. It is now at a 52 week low and down again today in spite of the strong day on the market. What is your view of some of their recent moves? Is this still a stock/company you believe in? What is the expectation for Q3 earnings? Thanks Rob
Read Answer Asked by Robert on October 06, 2015
Q: I would appreciate your opinion on FIE for a balanced income portfolio. Will the capital value hold up in our current flat interest rate environment with rates gradually rising over the coming quarters? A big part of this ETF is composed of preferred shares. Will preferred re-sets do better in a rising interest environment? Many thanks!
Read Answer Asked by Paul W on October 06, 2015
Q: Hi and thanks for support through this bump in the road. I hold about a 5% weighting in ZWB and it has served it's purpose for income in our RRIFs but with a high weighting in National Bank NA I am wondering if a change to TD and BNS or perhaps CWB Cdn Western Bank would serve us better. Your comments are always appreciated.

Ted
Read Answer Asked by Ted on October 05, 2015
Q: Do you think it is wise to reduce exposure to National bank given the recent news? Thank you.
Read Answer Asked by Linda on October 05, 2015
Q: I hold both BNS and NA (each about 4.5% of my portfolio). With yesterday's news on NA, would you recommend reducing NA in favour of BNS or another Canadian bank, if so, which one?
Thanks,
Read Answer Asked by Hans on October 02, 2015
Q: What do you think about National Bank deal a bank rising capital through common shares for capital requirement are they in any trouble?
Read Answer Asked by OSCAR on October 02, 2015
Q: How much would National Bank have to fall for you to consider it an overreaction to the Oct 1 news?

Knocking off 19 cents for the restructuring charge and taking off a little more for the dilution still has the shares trading below 10x earnings. Also, the Maple Financial Group, as ugly as those headlines are, only represents less than 1% of net income. Is the news as bad as it initially appears?

Your insights would be appreciated.

John
Read Answer Asked by john on October 02, 2015
Q: Hi I have a substantial investment in the banks mainly for income. There has been a lot of articles lately about the threat of fintechs to the Canadian banks. What is you take on this threat. Thanks Mike
Read Answer Asked by Michael on September 30, 2015
Q: could you please comment on your outlook for AIG in the 55$ range here currently -
Read Answer Asked by Kim on September 30, 2015
Q: Hi Gang

I am presently overweight in Financials. I hold BNS, TD, SLF and BNS. Of these, my BNS has been the weak sister in the past 2 years. I am thinking of selling my BNS because it will trigger the lowest capital gains, and with the proceeds purchase DH. My thoughts are this will keep me in the "area" of banking, but also improve my diversification since I am much lower in the Tech area . I realize I will sacrifice some dividend income, but am prepared to do that if my overall reasoning is logical. I am aware BNS is supported by you, but so is DH.

Your thoughts please.

Thanks
Read Answer Asked by Peter on September 28, 2015
Q: Your thoughts on the news today and their plans.
Read Answer Asked by Tom on September 24, 2015
Q: can you comment on the relative attractiveness of the aig warrants versus aig stock at current levels . Obviously the warrants have more leverage Kim
Read Answer Asked by Kim on September 21, 2015
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