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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: I was thinking of trimming back BNS seeing it's 9.1% of my portfolio, and buy JPM. Is that sound strategy or is there another bank you prefer
Read Answer Asked by david on November 06, 2014
Q: Hi Peter and Team, your thoughts on AHF results (and is dividend sustainable) would be appreciated. Thanks!

PS: Nice to see a higher dividend that is not oil/gas related!
Read Answer Asked by Hussein on November 06, 2014
Q: What do you think of Ebix?

I did a simple screen of US stocks and came across this one with a low PE (below 10) and a modest dividend (above 2%). Why has it performed so poorly and is it reasonably safe to invest for the medium term?
Read Answer Asked by Eugene on November 06, 2014
Q: I typically like to use what I view as short term blips to buy good quality companies. However, sometimes what I think of as a short term blip turns into multiple other issues. Do you think that the dip in BNS share price is a buying opportunity, or would you be worried that there may be other issues lurking?
Thanks
Bryan
Read Answer Asked by Bryan on November 05, 2014
Q: Hi 5i Team,

What are your thoughts on FIE (iShares Canadian Financial Monthly Income ETF)?

It looks good on paper - good diversification, good dividends, but on the other hand performance over 5 years pales in comparison to something like BNS.

Is it worth it for the instant diversification in the financial sector, or are you better with 2-4 stocks?

Thanks,

Mike.
Read Answer Asked by Michael on November 05, 2014
Q: Home is reporting earnings tomorrow which I expect will be good, with the continuing strong real estate market. I wonder if events like earnings reports are good times to buy or to sell, particularly with financial stocks?
Read Answer Asked by Steve on November 04, 2014
Q: What are your current thoughts on IBN (ICICI) in a fully topped up TFSA? It seems to me that India is showing significant potential with the new government and new CEO at the bank.
Read Answer Asked by Danny-boy on November 03, 2014
Q: WETF jumped 26%on Friday after the company's third quarterly report. Please give your opinion on the future prospect of the stock, Buy, Sell or Hold. Thank you. Bill
Read Answer Asked by Bill on November 03, 2014
Q: Hello Peter, IGM has corrected back to the $45.00 range. Is this a good entity point for the dividend yield and a 1 or 2 year time frame back into the $52.00 range. Is this a stock worth holding?
Read Answer Asked by lori on November 02, 2014
Q: Do you have any insight as to why TMC continues to be so weak? I know they cut their distribution in July. Would you consider it interesting at current levels?
Read Answer Asked by Greg on November 02, 2014
Q: Peter,
I have a mixed bag of CDN and US stocks in my RRSP. I like Blackstone, especially for its dividend. However unlike many of my US holdings, the dividends are reduced by a withholding tax. Does this have something to do with being an LP?
Read Answer Asked by Barry on October 31, 2014
Q: Can I get your opinion on this dollar hedged ETF. I have enough US dollar denominated investments in my portfolio but I want exposure to the US Financial sector. Is today's price a good entry point as well?
Read Answer Asked by Rob on October 30, 2014
Q: I am up about 1% on MA and 7% on Visa. Am wondering what your opinion is on the growth of these two companies this next year compared to the Canadian banks. Am thinking of swapping them out.
Value your opinion. Peter
Read Answer Asked by Peter on October 27, 2014
Q: Hello team

Can you please tell me what symbol we are to use for Mellon Bank? And do you have any commeNts in its metrics and future?

Thanks for all you do

Gord
Read Answer Asked by Gord on October 27, 2014
Q: Additional question

It has been brought to attention on a personal level that a Beverly Hills based private investor representing a larger group as the mAin shareholder is attempting to buy this bank. Have you heard anytHing on this and/or do you have any means by which we could Find out more about any truth about this rumor?

As always, Thanks for all you do for all of us

Gord
Read Answer Asked by Gord on October 25, 2014
Q: I have a general question as to how, and if, analysts' reviews affect stocks.

On Wednesday, TD Securities downgraded Canaccord Genuity Group to "hold" from "buy" with a price target of $12.50 (Canadian). The stock was around $11.00 at the time. It subsequently plummeted about 10% and continues to drop today.

Today, Raymond James upgraded Mullen Group to "market perform" from "underperform" but cut its price target to $25 (Canadian) from $27.50. The stock has dropped about 5% so far.

In both cases, the stocks were about 10% below the analysts target. Once was considered a downgrade, although it was still a hold. The other was considered an upgrade but its target was not going to yield any greater returns.

My question is threefold. Is "market perform" considered different than "hold" (since they seem pretty similar to me); secondly, why was one stock hammered so much and the other wasn't when they are both expected to perform about the same, at least as it pertains to their target prices; finally, should TD be considered impartial since they are downgrading a competitor.

I am hoping that with your insight, I will move closer to understanding how things work!

Thanks so much.

Paul F.
Read Answer Asked by Paul on October 23, 2014
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