Investment Q&A

Q: Nobody appears to have questioned Chesswood CHW-T

I would appreciate your opinion on the stock as a possible purchase for dividend and growth'

Duane Campbell

Q: Peter - I have positions in the 5 major Canadian banks. All have dipped this morning, BMO far the worst. Yet I see that NA is actually up again. Is this just a regional thing or is there some value in NA that I can't understand. Should I drop BMO and buy NA?

Q: The last time you commented on CIX was June 9th. Could you provide an update? Thanks!

Q: Good morning 5i team, just wondering if I could have your opinion/comments on the Q3 earnings just released by CDI (Canelson) and HCG (Home Capital Group). Thanks.

Q: Greetings Team:

I stumbled into 10 shares of ELF last year on a recommendation of Moneysense magazine. It has done well and is now halted on an offering of $75 per share special dividend. What do you think of the company and what might happen such that you would consider selling.
I am another investor who thanks you for your excellent advise.

Jim R

Q: Anything to account for CXS's ongoing price decline over the past days?

Q: A thousand thank you's for AVO.....

If I remember correctly few days ago you mentioned a stock that you would give it an A if if was less volatile or something like that. Can you tell me what the stock was.

Thanks again.

PB, had

Q: Hi, is this a good entry point for Aston Hill Financial (AHF)?
Thank-you.

Q: Hi
I read your excellent answer to Dave this morning in which you say "The main drivers to equities are (1) earnings (2) interest rates and (3) money flows (people going to cash/shifting from bonds to stocks). If earnings are strong and growing, and interest rates are low (i.e right now), it is hard to predict a big fall in the market.
I want to buy additional shares in Royal Bank [RY] but I have been watching the price rise steadily since the summer and am severely conflicted. Do I just go ahead and buy now because of the 3 parameters you mention are in force, or do I wait for a hoped-for 5% or more market pullback?
The current payout ratio is 49% for RY and the yield only 3.81% so I would expect a dividend increase because of the rising stock price and falling yield, but with the payout ratio so high [normally in the 45% range I believe for banks] is this even likely?
Many thanks... Paul

Q: DIVIDEND ETFs: I agree completely with your 03 Nov. Reserarch Blog article "Five Reasons to Love Dividends". Dividend income constitutes a significant (and growing) portion of my current retirement income.

RBC is about to launch 3 new dividend-oriented ETFs (RCD, RUD, RWD) and in August Vanguard Canada launched 2 new dividend-oriented ETFs benchmarked to the US Dividend Achievers Select Index. Please comment on these offerings as an alternative to holding dividend-oriented mutual funds or a portfolio of individual dividend-paying equities.

Thank you.
IslandJohn

Q: Hi guys,
What can you tell me about Senvest Capital SEC? It seems to have a really high ROI, high profit margins and high revenue growth..

Q: Hi,
What do you think about FTN? It has grown nicely over the months due to the strength of the financial sector and coupled with capital gains is also paying a hefty dividend. Their dividend I think you mentioned is considered return of capital. What are the risks of investing in this product considering the finance sector continues its upward trend

Q: Two short questions: i)what's the 3 year upside on the Canadian banks? ii) do you consider preferred shares fixed income or equity? Thanks.

Q: Hi there, what do you think about CFD right now, the convertible debenture ETF? It yields 5%. Will it basically follow along a standard bond ETF?

Q: HCG: great stock but its RSI is currently over 80. Would you still recommend at this price Peter?

Q: I read Hedley Dimock's article in the October Money Saver and didn't understand his reference to Bank of NS cap sp and Allbanc split cap.sh. What do cap sp and split cap sp mean? Thank you.

Q: Hi Peter,
With the banks hitting new highs would you be buying right now? if so which bank would you recommend? Thanks.

Q: I have 5 k to invest in a new half position in my RRSP portfolio and have it narrowed to one of the following: DHX, FSZ or EH.
Any of of these jump out at you as the best for growth over time?
Thanks in advance,
Greg.

Q: i know people have been asking about Counsel Corp and it's recent declines, and i was wondering if you thought it was a buy at current levels? Is this a company you still view +vely for the future? Do you like the current valuation on the stock? I'm debating whether adding Counsel to my portfolio of Wanted Technologies (granted they are very different). They would make up a small speculative portion of my portfolio.

Q: I would appreciate your opinion on Visa. As you know they announced their earnings yesterday and the stock is down significantly this morning. It is about a 3% position in my portfolio and my average purchase price is $125.00. Your comments would be appreciated. Thanks