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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: 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
Q: I am (still) overweight in financials...BNS 10.3%, TD 13.2%, PWF 2.3% and SWF 3.7%. I sold out our position in BMO and bought G & AEM for a total position of 3% in Precious Metals. I am thinking of selling PWF and adding to either Precious Metals or Energy sector (PEY, SGY & VET) for an 11% weighting. Does this make sense to you? 5i seems to be generally positive on PWF... Canadian Banks seem to be well managed, protected from competition and well capitalized so the question becomes why sell anyways. The PWF is inside the RSP so there is no capital gains tax to pay.
We are near retirement age but our dividend income seems to be exceeding our expenses without considering CPP and my wife's small pension.
Thank you.
Read Answer Asked by James on February 17, 2014
Q: can you tell me what has historically been average highest and lowest dividend rate of canadian banks?
Read Answer Asked by Behrouz on February 14, 2014
Q: Hi Guys,
What do you think of EasyHome's latest move to become a mortgage broker? Also with DHX's latest results which appear quite good, would you add here?
Read Answer Asked by Peter on February 14, 2014
Q: Hi Peter & team,
I have 1,000 shares of GWO in my cash account portfolio since
June 2007,it went down quite often but never went up much from
my cost of $31.50 also dividends are still the same as when I bought them. Do you have any idea for replacement? I have SunLife, TD and NA as well. Thank you.
M.N
Read Answer Asked by Motoi on February 14, 2014
Q: Hi Peter,
Regarding EQI; do you know when the #'s are to be released? Are they delayed until the annual & Special meeting?

Any advice for holders of EQI?

Thanks,

J.
Read Answer Asked by JAIME on February 14, 2014
Q: AHF has been performing poorly for some time. What are your thoughts? Many thanks, Helen
Read Answer Asked by Helen on February 14, 2014
Q: The company's press release shows the ex-dividend date as Feb 18. The stock had a drop today as if the ex-div date was today, Feb 13. The WSJ quotes shows ex-div date as Feb 13. So maybe some people thought the ex-div date was today and sold. I bought 450 shares today hoping to get the special dividend on Feb 18. I hope I am right. Keeping my fingers grossed. What do you think is happening?
Read Answer Asked by Fred on February 13, 2014
Q: hi folks:

interested in your comments regards EFH (EGI Financial); thanks
Read Answer Asked by don on February 12, 2014
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