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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: Hi Peter and Team,

Quick thoughts on Assured Guaranty, AGO
Read Answer Asked by Graham on June 06, 2014
Q: Can you give me your thoughts on Counsel Corp, CXS, poor performance in the past few months and it's outlook going forward. All my other financial stocks, CM, BNS, TD and HCG have done well but CXS has mystified me despite reasonably good results last quarter.
Also I got shares of HGP as part of their special dividend and while I would like to sell these shares the price changes from day to day but my discount brokerage account shows no trading activity. Why is that?
Read Answer Asked by Bruce on June 05, 2014
Q: Comment to Shirley re: the new EFN preferred share issue: If you are interested in this new issue, I strongly suggest that you consider instead a "market purchase" of EFN.PR.C, which was issued a few months ago, and offers both a better (+0.1%) coupon rate and a higher (9bp) reset rate, while obviously having an identical credit quality and nearly the same reset date (a few months earlier). Furthermore, EFN.PR.C is about to go "ex-dividend", and so will from the start give an additional nearly 41 cent advantage over the new EFN issue. At the moment I'm writing this, EFN.PR.C is trading at $25.00.
Read Answer Asked by Gregory on June 04, 2014
Q: Would be interested in any up-dated thoughts on Urbana (URB.A)since last mention in Oct/13. The fund is now about a third US big banks ie. B.of A., Citi, and Morgan Stanley in addition to exchange holdings: they have initiated an annual dividend
( approx. 2.75%); continue to buy back shares: and trade at about 35% discount to NAV. Your thoughts, any caveats appreciated.
Thank-you
Read Answer Asked by William on June 04, 2014
Q: Hi Peter and Team,

quick thoughts on FIRST BANCSHARES INC, FIBK
Read Answer Asked by Graham on June 04, 2014
Q: Hi Peter and Team,

Quick thoughts on Infinity Property and Casualty(NasdaqGS:IPCC)
Read Answer Asked by Graham on June 04, 2014
Q: Hi Peter and Team,

Quick thoughts on XL Group, XL.
Read Answer Asked by Graham on June 04, 2014
Q: re: Element Financial EFN

Hi 5i team

I saw your answer for Rod when you replied;

"We are very comfortable with the credit quality and management of Element."

I've been watching EFN for some time. As of today it is below it's 50 day average.

I was wondering what you see moving forward considering their recent purchase of PHH?

FYI... Bruce Campbell on May 2nd ($13.13) had it as one of his top picks.

Thanks for all you do

Gord
Read Answer Asked by Gord on June 04, 2014
Q: Hi Peter and Team,

Quick thoughts on Ebix Inc, EBIX
Read Answer Asked by Graham on June 03, 2014
Q: I was stunned to see that Sun Life tops a list of Corporate Canada's mountains of cash - a recent Globe and Mail piece - with $6 bb. Could you speculate what they might do with it? Hopefully not purchase a US mutual fund like Great West did with Putnam! On the subject of lifeco's I stumbled across an ad for a class action lawsuit with Manulife, the stock that was touted to be as safe as houses. If you purchased shares between 2004 and 2009 - which I did - you should register here http://www.classaction.ca. It's free to join.
Read Answer Asked by Jeff on June 03, 2014
Q: Hi Peter and Team,
I recently purchased more shares of GS for my husbands RRSP during it's recent pullback at $28.46 as all the research I have done indicates that it is a good stable company with good growth, dividend and the potential for additonal special dividends or take. I was pleasantly surprised to see the bounce it today to $31.66 on the reported news that they were acquring another firm. I would like your opinion on this acquisition and would you continue to hold this stock? I know you like to hold for the long term but a 11% return in 11 days is tempting unless you see further upside.
Thanks for all the sound advice you provide.
Read Answer Asked by Maggie on June 03, 2014
Q: I recently purchased Fiera (FSZ) but it has been on a fairly steady decline for the past month. Are you still comfortable with your rating, and might this be a good chance to pick up some extra shares 'on sale'?
Thanks, Bob
Read Answer Asked by James on June 02, 2014
Q: EQI Equity Financial just reported the results from their AGM. Looks like we all voted with Smoothwater and now S. Griggs is the new COB. Can you sum up where you see this puts the stock at this time and set up what the future may look like?

TIA
Read Answer Asked by Gerald on June 02, 2014
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