Investment Q&A

Q: Hello 5i,
There are two US banks I’m looking to top up a position in, and I would like your opinion on, they are People's United Financial (PBCT) and New York Community Bancorp (NYCB).
Thanks

Q: would appreciate your current view on TCAP

thanks

Q: 7 May Question by Jason re HCG: Can you define origination, pls.
Gary

Q: While I thought that Home Capital's results looked reasonably good, the market does not appear to be overly impressed given the drop in the share price today, What is it about the results that the market does not like?

Q: Can you comment on Canadian Western Bank pls? Is this a good entry point? Tx

Q: Hi Peter and Team,

What are your thoughts on Crawford & Company, CRD.B. Firstly to me, they seem complicated with having two classes of shares where they distribute different dividends to. Anyhow, i await your thoughts.

Q: Hi,

Any comments on Home Capital Group's latest quarter? Looks like EPS beat estimates by a couple of cents, but originations were down slightly due to seasonality and a rather harsh winter. I view the results positively and think it'll make for a strong second quarter. Do you agree?

Thanks again,
Jason

Q: Hi 5i

I bought Bank of America for 16.60 in an RRSP account. Do you think they will increase their dividend anytime soon and what do you think of company long term? I was disappointed with their "accounting error"
Thanks

Greg

Q: MFC - Manulife

Bruce Campbell Market Call comment... "has it likes it and holds it and has a 1 yr target of $24."

Mark mentioned street opinion 1 yr out was $23.88.

I got in mid Feb $21.10. Today @ $20.52.

Your comments please...

Thanks for all you do

Gord

Q: Hi Peter and Team, regarding SunLife, SLF, your thoughts on their results and how you feel the stock will react tomorrow morning at open? Thanks!

Q: I have owned Citigroup for a year and as a growth stock it's been stuck in the mud. I was about to sell it and I see Citigroup made a large acquisition yesterday. Should I hold or sell this stock.

Q: I was hoping to get your opinion on Oaktree Capital (OAK). Do current fundamentals look attractive? I was looking at this for its dividend (is it safe) and for its potential to outperform and act as a hedge if/when the market takes a downturn. Thanks

Q: Hi Peter and team, I own Atrium Mortgage Investment (AI). They just announced a $30M public share offering at $11.40. I am wondering whether this is positive, negative or neutral. The chart looks good. What do think or the stock generally? Also, is it better than Timbercreek (MTG) in your view. Thank for your input. Always appreciated.

Q: Hi, Peter
Is CI Financial Corp. a good buy now? Is it worth a "B" rating?

Thanks in advance

Q: Hi,

What do you think of EL Financial as a buy at this time?

Q: CF is up substantially today. Could you please explain their press release "Canaccord Genuity Group Inc. discloses cancellation of shares acquired under normal course issuer bid/buy-back programme and total voting rights". Is this the reason for the increase? I'm somewhat confused. Thanks as always for the great work you're doing.

Q: FN

Could you please comment on the recent price drop and outlook for FN?

Q: HI & thanks 5i team. Young family man w/too little time to follow holdings as would like. Hope this ? w/I ballpark. Own GABC Nasdaq. Was going to add til realized reported today (always seems to run after earnings). Your view on said earnings & co, particularly in light of impact on same of most recent acquisition, would be most helpful as I examine long term p/folio plan. Appreciate size & local market risk assoc w/holding, but mgt never seems to disappoint.
Thanks for anything you can offer, Joel

Q: Have today's events changed your resolve on Bank of America ? Thankyou.

Q: Hi 5i,

I would like your assessment of a New Issue/IPO just made available on TD's Direct Investing web-site. It is for approx $250 million of common shares in Aurigen Capital Limited. It seems this company has been in existance since 2007 and offers Life reinsurance to primary insurers. The CEO (Alan Ryder) has
previously led the launch, growth and operation of two other successful reinsurance start-ups and previously (2007) raised
$505 million of equity capital from respected private equity &
industry investors. Is the CEO and other members of the mgmt team known to 5iResearch? Who are their competitors in the CDN market? Do you recommend purchasing this on the IPO, later after it settles, or not at all for sector reasons? (price has yet to be determined...)

Thanks for your great service!

Scot