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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 noticed that this UK bank sells at a discount to the tangible book value. Is there a reason that I should avoid buying this stock?
Read Answer Asked by george on April 17, 2015
Q: Atlas is a spinoff of Kingsway, reportedly. Although not a dividend payer, its freedom from KFS seems to have been a positive move. What is your opinion of its current valuation and growth prospects?
Read Answer Asked by David on April 10, 2015
Q: UBS is a Swiss based international bank that I'm interested in purchasing as a stock. Would you recommend it or, if not, could you suggest a European based etf as a better choice ? Thanks, as always.
Dave
Read Answer Asked by Dave on April 10, 2015
Q: I am significantly overweight in Financials and would like your advice on trimming/rebalancing in my RSP portfolio.
I currently have 35 % in the following: BMO, BNS,CM,NA, RY,TD in the backs, SLF and GWO in insurance - all with significant gains, and HCG and CF in other financials with a moderate loss position.
Would you trim all positions or eliminate several companies?
Where should I rebalance into companies in your new growth portfolio?
Thank you for this advice!
Peter
Read Answer Asked by Linda on April 09, 2015
Q: At a 14.8 percent dividend yield, this looks like a fantastic stock. What would be the negatives in owning this stock? I am in my late 40's and don't need the dip into it for at least another 15 years or so.
Read Answer Asked by Bohdan on April 08, 2015
Q: Hi, Bank of America is only bank in my portfolio, bought it around 8$ but it didn't do much during last year. Should I sell it and switch to some Canadian bank. What is your risk/reward assessment vs. Canadian banks.

Thank you for great service.
Milan
Read Answer Asked by Milan on April 08, 2015
Q: Hello, I have just consolidated my holdings and I am on the wait list for a portfolio review. In the mean time, could you please give me your opinion on my financial holdings which make up 35% of my portfolio. I feel this is rather high, what percentage would you recommend to hold for the average investor for financials and which holdings should I sell/trim in your opinion. My holdings are JPM.. 5.03%, AIG..5.73%, BAC..3.63%, C..2.57%, BNS 5.37%, COF..2.68%, AD...3.37%, TD..4.56%, CXI..0.53%. Also, my portfolio is approx. 40% US, 50%can, 10%bond etfs. Thanks for your insight.

Read Answer Asked by Sheldon on April 05, 2015
Q: I have a little bit of MKP and I noticed that it has been in consistent price range for a long time. It has a nice dividend 8.3%. Do you think it is a good candidate for a full position for someone just looking for income?

Thanks,
Charlie
Read Answer Asked by Charlie on April 03, 2015
Q: With the unfortunate passing of the ceo any implications for the company? As he was so well respected do you think the company would be a takeover target.
Read Answer Asked by Helen on April 02, 2015
Q: Hi Peter and company, Can I have an updated assessment on holding Great West vs Sunlife. GWO appears to have more momentum right now and the yield is very similar. I really appreciate your opinion going forward. What do you expect from both over the next 3-5 years.
Many thanks!
Martin p.s. Very interesting changes to the portfolios!
Read Answer Asked by Martin on April 02, 2015
Q: Hello Peter and group: Would like your opinion on Capital One Financial. I used to think of this company (not sure why) as somehow a little "tainted" but see that it is now on S&P's "five star" list. Thanks, Don
Read Answer Asked by Donald on April 01, 2015
Q: What do you think of the latest earnings report? Seems good to me. I don't understand why the stock is falling.
Read Answer Asked by Gerard on March 31, 2015
Q: Please provide your opinion this US ADR: Barclays preferred share series D. Please comment on the risk of it being called and where you expect the yield to be over the next 12 months.

(I like this ADR because its has great yield; good for US income; and there is no US tax withholding on the dividends.)
Read Answer Asked by patrick on March 31, 2015
Q: Thinking of purchasing some shares- your opinion please..
Any preference as to what acct?
Margin
Rsp
Tfsa
Read Answer Asked by Warren on March 30, 2015
Q: Hello Peter & Co,
Are there any Canadian equivalents to Goldman Sach's BDC that lends to companies banks used to lend to?
Thanks,
Antoine
Read Answer Asked by Antoine on March 30, 2015
Q: Hi Guys,

This is a follow up to Alayne question on BRF.pr.A.

Don’t forget, the 3.32% dividend is on the original $25. If you calculate it on the current price of $20.35 you get a return of 4.1% ($25x3.32%/$20.35). If it is held outside of an RRSP in will have an equivalent interest rate of approximately 5.3%. This is much better than current yields.

If you reset using the short term provision and if the T-Bill rate went up 1% next year your yield would probably jump to something over 5.25% (6.8% bond equivalent) at that time and you could eventually have a capital gain from the $20.35 to $25.

Not all that bad.

I’m in the same boat with GMP Capital, GM.PR.B. Any comments on this company?

Thanks
John
Read Answer Asked by John on March 29, 2015
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