Q: gcg.a has just reported any thoughts ?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: fsz
Hi- Fiera recently announced June assets under management, but did not include a comparison to May or previous months. I can't find more info on the Fiera site or archived news. Are the assets under mnanagement increasing or decreasing? Is that why Fsz is going down? I wanted to add to my small position.
Thanks
Hi- Fiera recently announced June assets under management, but did not include a comparison to May or previous months. I can't find more info on the Fiera site or archived news. Are the assets under mnanagement increasing or decreasing? Is that why Fsz is going down? I wanted to add to my small position.
Thanks
Q: re:TD + ("Canada's" 6 biggest banks)
catching up a little late on my reading... have a 10% position in TD. Read an article which said...
"""Canada’s six biggest banks - Toronto-Dominion Bank (NYSE:TD), Royal Bank of Canada (NYSE:RY), Bank of Nova Scotia (NYSE:BNS), Canadian Imperial Bank of Commerce (NYSE:CM), Bank of Montreal (NYSE:BMO) and National Bank of Canada (OTCPK:NTIOF) - had their outlooks cut to negative from stable by Standard & Poor’s because of regulatory changes that could affect bondholders."""
the comment continued with
"""S&P says the outlook revision reflects its "expectation of reduced potential for extraordinary government support arising from implementation of the proposed new elements of the resolution framework for Canadian banks.""""
I am up 12% and have very minimal understanding about what this exactly says.... what is your recommendation please?
Thank you for all you do
Gord
catching up a little late on my reading... have a 10% position in TD. Read an article which said...
"""Canada’s six biggest banks - Toronto-Dominion Bank (NYSE:TD), Royal Bank of Canada (NYSE:RY), Bank of Nova Scotia (NYSE:BNS), Canadian Imperial Bank of Commerce (NYSE:CM), Bank of Montreal (NYSE:BMO) and National Bank of Canada (OTCPK:NTIOF) - had their outlooks cut to negative from stable by Standard & Poor’s because of regulatory changes that could affect bondholders."""
the comment continued with
"""S&P says the outlook revision reflects its "expectation of reduced potential for extraordinary government support arising from implementation of the proposed new elements of the resolution framework for Canadian banks.""""
I am up 12% and have very minimal understanding about what this exactly says.... what is your recommendation please?
Thank you for all you do
Gord
Q: Hi I just subscribed so I hope I am not doing something wrong. I searched for AGF.B on TSX. The search did not return any result. Hence my Question. (If AGF.B has already been covered, my apologies)
-----------------
Question: I bought AGF.F around C$15 and the [mis]management of this firm has me very puzzled. Asset managers have been doing rather well in the most recent years to date.
Is this stock worth keeping? Has good yield but is this company a lost cause ? Or do you think they controlling family will have the guts to hire a few more outsiders and right the sorry ship?
Thank you
Dr Adam Okhai
AO:ls dicta
-----------------
Question: I bought AGF.F around C$15 and the [mis]management of this firm has me very puzzled. Asset managers have been doing rather well in the most recent years to date.
Is this stock worth keeping? Has good yield but is this company a lost cause ? Or do you think they controlling family will have the guts to hire a few more outsiders and right the sorry ship?
Thank you
Dr Adam Okhai
AO:ls dicta
Q: Hi Peter and Team,
Quick thoughts on Encore Capital Group, ECPG.US
Quick thoughts on Encore Capital Group, ECPG.US
Q: What are you thoughts on ASTO HILL results.
Q: Hello again,
I'd like to have your opinion on E-L Financial Corp Ltd (ELF.TO). They offer life insurance and wealth management products, employee benefit plans, and financial services.
It's a 2B cap company with absolutly no coverage. Its very illiquid and trade at less than 4 times TTM earnings! It has a very low debt and is trading at 0.73 x book value. The stock has more than double in two years, yet nobody seems to be interested by that company. They also seem to like special dividend. What are your thoughts ? It looks like a very good value play on the long term to get some exposure to insurances ? Have you ever have contacts with management?
Thank you very much
I'd like to have your opinion on E-L Financial Corp Ltd (ELF.TO). They offer life insurance and wealth management products, employee benefit plans, and financial services.
It's a 2B cap company with absolutly no coverage. Its very illiquid and trade at less than 4 times TTM earnings! It has a very low debt and is trading at 0.73 x book value. The stock has more than double in two years, yet nobody seems to be interested by that company. They also seem to like special dividend. What are your thoughts ? It looks like a very good value play on the long term to get some exposure to insurances ? Have you ever have contacts with management?
Thank you very much
Q: What is the better buy - Visa V @$211.or MasterCard MA @$75. BNN guests were about equal in their preference.
Perhaps there are other prospects that are better than either. Thank you AWS
Perhaps there are other prospects that are better than either. Thank you AWS
Q: Peter,
Could you please comment on Element Financial (EFN on TSX). Lost over 6% in the last 5 days.
Thanks,
ZK
Could you please comment on Element Financial (EFN on TSX). Lost over 6% in the last 5 days.
Thanks,
ZK
Q: Your thoughts on Canaccord's (CF) recent earnings please
Q: Canaccord traded in the $25 range in 2006 and 2007. Do you think it has the potential to reach this point once again given time? Also what were the circumstances of those past years that caused the stock to trade at that level? Thanks, J.
Q: Hi 5i Team,
In your response to Monika, you mention that National Bank (NA) is usually discounted because of its size and Quebec base. Is there something they could do to unlock value and get a higher multiple? In other words, what could management do to get them priced more like the other major Canadian banks?
In your response to Monika, you mention that National Bank (NA) is usually discounted because of its size and Quebec base. Is there something they could do to unlock value and get a higher multiple? In other words, what could management do to get them priced more like the other major Canadian banks?
Q: Hi Peter and Team,
Quick thoughts on Ocwen Financial, OCN.US
Quick thoughts on Ocwen Financial, OCN.US
Q: Intact Financial informs they are experimenting with investments abroad. They advised they invested $20 million in a broker in Brazil. Is there somewhere in their financial statement that would reveal who the broker is and what percentage of it they now own and if this may be Life Insurance or perhaps Non Standard property/auto?
Q: Genworth ($MIC) is up 5% percent to C$39.72 after earnings topped estimates. It's still a cheap stock with a big dividend. What do you think about earnings? And by how much rates would have to increase next year for it to hurt the stock?
Q: For life insurers such as SLF, I have heard many times that higher interest rates will help them because of higher earnings in their bond portfolios. But, higher interest rates should also result in capital losses on bond portfolios. Can you explain this apparent conflict?
Thanks,
Thanks,
Q: FSZ - Hi guys, first question - Fiera is down, probably because they have said that there were errors in their annual reporting for all funds for 2013 - then do not adequately explain the impact of the errors - amateur mistake and poor communication. May be a buying opportunity but could you investigate and reassure me please? Here is the post: announces that it has filed revised version of each of the Funds' annual management report of fund performance (together, the "MRFPs") for the year ended December 31, 2013. The MRFPs have been revised to correct errors contained in the graphs presented under the heading entitled Year-by-Year Returns.
Copies of the MRFPs as well as copies of the cover letters detailing the revised information are available through SEDAR at www.sedar.com or through Fiera's website at www.fieracapital.com
Copies of the MRFPs as well as copies of the cover letters detailing the revised information are available through SEDAR at www.sedar.com or through Fiera's website at www.fieracapital.com
Q: Hi,
I currently have a well diversified portfolio with a good mix of large and small cap stocks. I was thinking of possibly replacing TCK.B (with a minor gain). Could I get your input on a suitable replacement, or if I even should be replacing it at this point?
I currently have a well diversified portfolio with a good mix of large and small cap stocks. I was thinking of possibly replacing TCK.B (with a minor gain). Could I get your input on a suitable replacement, or if I even should be replacing it at this point?
Q: Hi Peter and Team,
Quick thoughts on Regional Management Corp, RM.US
Quick thoughts on Regional Management Corp, RM.US
Q: If you follow FNHC in the US, it just reported excellent results and yet the stock is dropping like a rock - what is it the market doesn't like?
THanks,
Murray
THanks,
Murray