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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: Will the insurance companies start to stall out if the drop in oil causes disinflation?
Read Answer Asked by wendy on December 01, 2014
Q: How do you feel about US banks, and other than currency difference is there anything else to be aware of when purchasing US stocks for my RRSP
Read Answer Asked by david on December 01, 2014
Q: May I have your comments on PWF's latest earnings report? They seem to be doing better with Pargesa or are Pargesa's earning increase all due to one time items? What do you think is better going forward PWF or VIG? I am looking to increase my US exposure but PWF has a better dividend and seems to be generating more growth than before. Part of the attraction with VIG is if the Can $ keeps dropping against the US $.
Read Answer Asked by James on December 01, 2014
Q: What's your opinion of KKR? Would you suggest buying it today as an income stock? Is there any growth potential there? Alternatives (e.g. BX)? Thanks.
Read Answer Asked by Michael on November 26, 2014
Q: Okay, of the two American Express and Discovery- your preference and why and is there a third I have not considered- that perhaps I should. looking at a 5 yr hold all things being equal.
Read Answer Asked by Warren on November 24, 2014
Q: I see CHW dropped another 4.5% today to a 52-week low. Is there any apparent reason for this decline? Is there an imminent risk that it will not be able to maintain its 6.5% dividend?

Your thoughts would be appreciated

Jim
Read Answer Asked by James on November 24, 2014
Q: I've been looking at AHF as a buy with the recent stock weakness and the dividend now at 6%.
One thing I noticed in the stock quote summary was the large discrepency between the share float vs outstanding shares - 55M vs 89.9M.
Is this due to insider ownership?
I also noticed they have some convertible debt.
Are any of these factors something to be concerned about?
Read Answer Asked by Rick on November 24, 2014
Q: Hi, could you please tell me what you think about XEI as quick place to add funds during a market sell off? It's for my income portfolio (40% fixed income, 60% equities)
I like the 4+ % yield and the holdings. I believe iShares lowered the MER on it as well.
My equity portion is made up of the following:
XEI Index 2%
Consumer 3% CTC.A , L
Banks 19% BMO , BNS , NA , RY , TD , TMC , MTG
Insurance 11% MFC , POW , SLF
Utilities 8% EMA , FTS , TRP
Telecom 13% BCE , MBT , RCI.B , T
Prec Metals 6% AEM , TCK.B , SLW
Energy 14% CNQ , CVE , CPG , FRU , SU , ERF
REIT 13% CAR.UN , CHP.UN , HR.UN , REI.UN , TCN
Tech/Industrial 10% ET , MG , MDA , RUS , WSP, MRE

Thanks as always
Read Answer Asked by Carlo on November 24, 2014
Q: Could you elaborate a bit on the recent news from AHF confirming a term extension for their managed North American Financials Securities Trust. The news seems to have been well received so I presume the uncertainty regarding this event was the cause of recent price pressure. I am not sure I understand the issue - what was going to happen without the extension and is 5 years a meaningful term?
Read Answer Asked by Morgan on November 24, 2014
Q: I just learned that the Ontario government has ruled that P&C insurance companies will henceforth be required to lower their premiums on car insurance policies by 15%. I know that Intact Financial (and other insurance companies, I presume) has been fighting this for a number of years. Now that it's a fait accompli, how much of a negative impact will this have on the IFC's share price?
Robert
Read Answer Asked by Robert on November 21, 2014
Q: Peter -do you have any thoughts on the relative attractiveness of the Aig warrants versus Aig common ...and whether you view either as compelling here?
Read Answer Asked by Kim on November 21, 2014
Q: Is AHF a buy,sell or hold after it's recent slide?
Thanks
Garry
Read Answer Asked by garry on November 18, 2014
Q: Why is its yield of 2.9% lower than each of the Individual Banks which are all higher than 3.5%?

Thanks, Austin
Read Answer Asked by Austin on November 17, 2014
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