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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: Here is a general question. If anyone knew yesterday that Royal was going to report a 2 billion profit and clean beat all over, would they not have backed up the truck before today, in anticipation of a short term bounce? Instead, it is down a quarter. What does this say about the rationality of the markets. Is it possible there is more luck involved than is acknowledged and is a lot of investing similar to the lottery, notwithstanding common sense and a long term horizon. Thanks
Read Answer Asked by David on February 26, 2014
Q: Good morning. Could you please provide your updated thoughts on Counsel CXS? I appreciate that the stock gained substantially in 2013, but it's down about 30% from its $3.00 high last October. I'm happy to continue to hold it if you think it might recover. Otherwise, take my loss and move on. Thanks.
Read Answer Asked by Thomas on February 24, 2014
Q: AHF I have owned this company for a while, bought at around $1.40 and watched it drop to almost $1.00.
Should I continue to hold it and expect that it will regain it's former price or should I sell, absorb the loss and move on.
David
Read Answer Asked by David on February 24, 2014
Q: Can you help to evaluate the quarterly numbers for EFH.
Revenue seems higher but net income quite a bit lower.
Just trying to understand the meaning of the underwriting loss for the past quarter and if this should be considered as significant negative result.
Read Answer Asked by Stephen on February 23, 2014
Q: I'm just short of a triple for the stocks Interpipeline & Pembina Pipeline so they are each way over 20% of my portfolio.Because of my purchase price ,both give great dividends but I'm asking should I trim a bit & which bank should I buy as a replacement or would you rather another area?
Thanks in advance for your great advice.
Dave
Read Answer Asked by Dave on February 23, 2014
Q: I have three “Financials” (TD) TD Bank , (BNS) Bank of Nova Scotia and (HCG) Home Capital. Would it make sense to increase diversification buy replacing one of the banks with SLF (Sun Life Financial)?. If yes, which bank to keep? What is an appropriate waiting for the “financial” component of a portfolio? Thank you.
Read Answer Asked by Paul C. on February 23, 2014
Q: Hi, AHF with this news about the lawsuite would you still buy or wait?
Read Answer Asked by Dario on February 20, 2014
Q: Re Aston Hill Financial (AHF)
I would suppose all the internal disention at the firm might have something to do with the poor performance of the stock lately, NO?

http://business.financialpost.com/2014/02/12/resignations-and-lawsuits-at-aston-hill-financial/
Read Answer Asked by Scot on February 20, 2014
Q: Could you please tell me why Ahf,aston hill is dropping so much.
There must be some kind of reason for a drop of 20% in a couple of days.
Yesterday there was an unusual high volume as well.
I
Read Answer Asked by Josh on February 19, 2014
Q: What are your thoughts regarding Equity Financial's (EQI's) news release today? The news that mortgage portfolio growth will be "nominal"/flat in 2014 is quite negative, is it not? Is it your view that the negative impact of this news will be offset by Smoothwater buying up the shares?
Read Answer Asked by Tom on February 18, 2014
Q: Good morning, Peter. Just renewed for 2 years at advantageous price. Wish all decisions were this easy. Power Fin has finally reached positive traction for me after several years under water receiving dividends only. Given your liking for SLF, would you swap PWF for that, stay as is or move proceeds to a bank or telecom? Portfolio is reasonably well-balanced.
Thank you and kind regards,
Geoff
Read Answer Asked by Geoffrey on February 17, 2014