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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: Hi Peter and Team,

Quick thoughts on Regional Management Corp, RM.US
Read Answer Asked by Graham on July 31, 2014
Q: If you follow FNHC in the US, it just reported excellent results and yet the stock is dropping like a rock - what is it the market doesn't like?
THanks,
Murray
Read Answer Asked by Murray on July 30, 2014
Q: Hi Peter and Team,

What are your thoughts on Axis Capital Holdings, AXS.US
Read Answer Asked by Graham on July 30, 2014
Q: Hi Peter and Team
I hold these financials in my RRIF (RY 3.5%, BNS 5%, XFN 3% and XLF 1.2%) and would like to increase financial by another 3%
Debating for either TD and add to XLF, please help me decide, thanks
Read Answer Asked by Karl on July 29, 2014
Q: I appreciate your opinion on FIG.US(Fortress Investment)and AINV(Apollo Investment Corp)among the two which one would you choose, Thanks
Read Answer Asked by Saad on July 28, 2014
Q: Peter et al,
I bought Gluskin Sheff at $20.37 and it has risen approx 50%. Fabrice Taylor on BNN last week suggested to always take a profit when you can, but I think it deserves more consideration than that. What do you think its prospects are? Would a move to another financial e.g Cannacord CF be advisable? I already have Alaris, Element, Counsel, & Fiera. Also Davis & Henderson if it is considered a financial. They make up 23% of my portfolio. Thanks in advance for your advice.
Gary
Read Answer Asked by Gary on July 28, 2014
Q: Hello Peter and Team: In an otherwise diversified portfolio, I am considering selling my position in CEW and purchasing half positions in each of BNS and SLF. My rationale is to avoid the 0.61% MER in CEW, and I also note that the top two holdings in CEW are in fact SLF at 10.38% and BNS at 10.27% of CEW's total portfolio. Are you OK with this switch? As always, thanks in advance for your advice/recommendations.
Read Answer Asked by Jerry on July 28, 2014
Q: I own DFS(Discover Financial)on the American side.I thought it had great earnings announced and it has dropped.Any thoughts?Thanks Don
Read Answer Asked by Don on July 24, 2014
Q: Hi Peter and Team,

What are your thoughts on Nicholas Financial, NICK.US
Read Answer Asked by Graham on July 22, 2014
Q: I own CXS-T counsel corp and have aquired shares of HGP Heritage Global Inc. These were transfered over at .725 per share in April. The price is now .43 per share. Should I sell these?
Thank you
Read Answer Asked by patricia on July 17, 2014
Q: Can you explain the cause for the sharp drop in the stock down 15% July 16 for. First Republic Bank
FRC New York exchange . This followed what seem to be pretty good quarterly results .
I bought this bank on a recommendation recently by someone who was on BNN .
Thanks. Rick
Read Answer Asked by Richard on July 17, 2014
Q: re: FUNC First United Corp

this is a small bank that was recommended on Market Call. Pre 2008 it was as high as $23.41. It is now @ $8.75.

I realize it is U$ based... keeping that in mind do you have any observations you could share?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 17, 2014
Q: Hi guys,
I have a half position in FSZ (Fiera)which has been trading sideways for the last 2 months. Would now be a good time to top it up to a full position.
Thanks Peter.
t
Read Answer Asked by Peter on July 16, 2014
Q: Hi,
Can u give an opinion on Ocwen Finacial OCN-N. Buy/Sell/Hold. Is it a strong company that is out of favour? I own & it performed well during the us housing recouvery last year but tanked when that fizzled as well as possibly on the news of an invester law suit.
Read Answer Asked by LJ on July 16, 2014
Q: I have been doing some private 2nd mortgage investing and even though they pay and attractive 16% annually, you are locked in for 2 year. Instead, the Life and Bank Split Corp--symbol LBS has been recommended to replace some of the more riskier 2nd mortage investments. Can you please provide and opinion?
Read Answer Asked by Bohdan on July 15, 2014
Q: Realizing you don't cover American stocks that much, but could you comment on Aflac [AFL] and Medtronics [MDT] as to which would be your preferential hold in an RRSP? And why if possible. Thanks
Read Answer Asked by steve on July 14, 2014
Q: This may very well be outside you area of focus, however thought I would still ask as I respect your opinion on equities.

Contra the Heard was on BNN yesterday with three very small US bank recommendations and a previous small bank recommendation. I am starting my due diligence and chart work. Any thoughts you may or may not have would be appreciated.

The stocks in question are FUNC, MCBC, CACB, BUSE.

thanks in advance, Mike
Read Answer Asked by Mike on July 11, 2014
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