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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: AHF has management and financial ties with argent(AET.UN). Could this affiliation impact its reputation and status in the market?
Read Answer Asked by david on April 15, 2014
Q: What is your opinion of Lloyds Group? It has been on a down trend for the past three months, could this be a result of heavy selling by the British Government?

Thanks,
Glen
Read Answer Asked by Glen on April 15, 2014
Q: Greeting Peter & Co.
While I am currently a little nervous about the stock market I don't want to miss buying opportunities for quality stocks. I am considering adding to my very small position in Sun Life Financial, my only financial holding. Also, I am considering increasing my exposure to Canadian financials by initiating a new position in TD Bank.
I would appreciate you thoughts on these two potential purchases.
With appreciation,
Ed
Read Answer Asked by Ed on April 14, 2014
Q: Any reasoning for insurance and banks selling off .... Is it the lack of higher interest rates in the near term .. And is this a buying opportunity ... BNS and SLF ........ Thx
Read Answer Asked by Bob on April 12, 2014
Q: Further to the question from Terrance this morning, TD is not overbought according to RSI today. It is currently at about 61, really, a pretty good score. This number changes daily and, like any of the other momentum indicators, should not be considered a buy or sell signal in isolation.
I agree with 5i, technical analysis is another tool along with fundamental analysis. But, don't buy anything unless the fundamentals are favourable (that's why I subscrible to i5 Research). And, don't worry about the technicals unless you understand the whole picture.
Read Answer Asked by Fred on April 09, 2014
Q: Ggod day -

What is your view of the impact of interest rate changes on mortgage co's. and your view of holding these in TFSA?

Which is your preference - TMC, MKP, FC, TZZ, and AI?
Read Answer Asked by Kirk on April 07, 2014
Q: I have 30K in BNS and 18K in ZEB.Ijust added SLF 19K.My question is would it be better to sell ZEB and start buying other banks starting with TD and RY or buy XFN ,lower fees,more exposure or just stay withy ZEB.I am leaning towards replicating ZEB as you have mentioned before but wanted a second opinion.Thanks for all your wonderful advice.
Read Answer Asked by Paul on April 03, 2014
Q: Would loading up a TFSA with equally with 3 Cdn banks be a reasonable start for a 29 year old beginning investor? In the stupid question category: what does P & L stand for in the model portfolios? My racked brain has come up with only incomprehensible answers. Thank you.
Read Answer Asked by M.S. on April 02, 2014
Q: Hello Peter
I have brokerage accounts at two large full-service brokerages [Scotia McLeod, and National Bank Financial] and one at TD Waterhouse. I use the TD Waterhouse one with the low commissions for smaller positions and for ones I may expect to trade.

To simplify things I am considering consolidating the two full-service ones into one account, however I worry that then I may have too much riding on the solvency of a single bank, and in view of possible troubles and the possibility of "bail-ins" as happened in Cyprus and in several other European countries, maybe I am better spreading the risk.

I understand that the Government of Canada has already passed into law the regulations for the bail-in of an insolvent bank whereby the depositors are the losers. What do you think?
Thankyou........ Paul
Read Answer Asked by Paul on April 02, 2014
Q: CXS has been dropping fairly steady the past three months. Could I have your opinion on it, please. Thank you for the great service you provide.
Read Answer Asked by Duayne on April 01, 2014
Q: I am overweight with BNS in my rrsp account . I am prepared to sell
500 shares at $67.00 Is there any advantage in trying to do a covered call while i wait for the share to reach $67.00 and if so is there a risk I might have to
settle on a price below $67. I have never used an option in the past and want to know if it might be feasible in this instance .
Also I really liked the video did on the most popular 5 questions . It was very well done , relevant , clear , and brief . Hope more will follow ., When will the revised model portfolio be released . Thanks Rick
Read Answer Asked by Richard on March 31, 2014
Q: Hi Peter and Team,
Just wondering if you could comment on the recent decline in Bank of Internet (BOFI) stock. I am currently slightly below my break even point. It is close to a RSI of 30. Would this be a good time to sell or buy?
Read Answer Asked by Brian on March 26, 2014