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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'm looking at CXS and thinking about picking up a position. I understand its expensive, but growing quickly. What are relevant multiples for this industry (EV/EBITDA, P/E, etc.) and where is CXS currently trading? What kind of growth is expected in the balance of this year and in the following years. Thanks
Read Answer Asked by Rob on August 03, 2013
Q: Hi
Could you please give me your thoughts on Counsel Corp, CSX.TO
I am thinking of trimming my recent gains in Home Cap. to pick up this little beauty.
Thanks
Read Answer Asked by Greg on August 02, 2013
Q: Hi Peter and Team,

Quick thoughts on Everbank, EVER. Is it a good long term buy at current prices?
Read Answer Asked by Graham on July 29, 2013
Q: good day to all of you.
would appreciate your views on LYG,RBS and Barclays bank for the short and mid term cycle thanks in advance
Read Answer Asked by georges on July 29, 2013
Q: Peter, Is ZUB-T a good way for a Canadian to play the U.S. banks ? As always thank you for your expert advice.
Read Answer Asked by Norman on July 26, 2013
Q: Good morning; I would appreciate your view on AMTD, TD's US etrade business reading on the NYSE.

Many thanks,
Michael
Read Answer Asked by Michael on July 24, 2013
Q: HI, my question is about LIFE & BANC SPLIT CORP. (LBS). Monthly dividend .10 yield around 14% & valuation. Would you buy this stock? thanks.
Read Answer Asked by Dario on July 24, 2013
Q: Good Afternoon Peter and Team,
I just purchased a part position in Fiera Capital (FSZ- TSX). I noticed that both JC Clark and Goodman and Company own big stakes. More importantly 5i's B+ rating and National Bank's 35 % stake gives me great comfort. My question is- What would National Bank have to pay today in order to purchase the 65% of FSZ shares that it does not already own ??? Because Fiera is growing so quickly I find it difficult to value the company. (probably pretty easy for you) I just hate paying too much for a stock.
Thank you, DL
Read Answer Asked by Dennis on July 23, 2013
Q: Guardian Capital's stock action seems to be reflecting new 52 week highs for its BMO holdings as well as its wealth management business seems to be hitting on all cylinders.I would appreciate your thoughts on this deep value stock.

Regards
Bob
Read Answer Asked by Robert on July 23, 2013
Q: When I last wrote to you in June we were overweight in Financials, were considering selling but didn't because it felt too much like selling into a panic. Our 2 smallest positions then (and now) are RBC & BMO - both in my opinion now showing positive momentum. Do you believe this is genuine positive momentum or just "irrational exhuberance" courtesy of the central bankers affirming interest rates won't be going up any time soon? A reviving economy should be good news for the banks as there should be more loan demand. My take on positive momentum is to hang-in-there. If we did sell we would likely buy JNJ, Artis or a IShares Hong Kong index EWH (NYSE). Parkland is of interest too.

For me diversification is more tricky than stock picking. We have 28 separate positions which I am trying to bring down to 25.

If you want to improve your web site I would suggest adding spell check!

Thanks in advance for your counsel.
Read Answer Asked by James on July 20, 2013
Q: At its current price is it still a good entry point for Fiera Capital, FSZ(TSX) Thanks.
Read Answer Asked by Gerry on July 19, 2013
Q: Hi Peter and others,

I am thinking of adding some banks to my portfolio. Do you see an advantage (and would advise) a fund approach (example: the BMO offering of ZEB-T (equal weight Canadian Banks) vs. a purchase of the same amount divided up at 20% each of the 5 major banks. I am looking for both income and growth (a greed thing I guess - tee hee).

Thanks for your answer and thanks for the great "and especially unbiased" service
Read Answer Asked by Jim on July 18, 2013
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