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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 am finally profitable on my IGM : I wish to sell this but "stay financial" . Where would the greatest upside be ?... BNS , HCG , or something else ? ... I need income .
Read Answer Asked by Thomas on November 25, 2013
Q: Hi Peter and gang, what is your opinion of investing in european banks at the present time. Do you like San , or would you recommend an ETF of European banks. Thanks Darryl
Read Answer Asked by Darryl on November 24, 2013
Q: I have 25k to invest in the financial sector, I prefer Canadian banks outside of my registered accounts. Are the Canadian banks fully priced after the recent run. Do you see further upside in the Canadian Banks in the next 12 months and if so which 2 banks have the most to gain going forward. Which 2 banks will increase their dividends in the next 12 months. Instead of investing equally in two Canadian banks would I be better off to invest in ZWB or ZEB which hold all the major banks. Thanks for your highly valued opinion.

Joseph
Read Answer Asked by Joseph on November 21, 2013
Q: Hello Peter,
So glad we joined 5i, great information.
Could you comment on Life & Banc Split Corp (LBS).
The 12% yield is it a too good to be true story?
Thanks,
Ted
Read Answer Asked by Ted on November 19, 2013
Q: With your sunny comments on November 5th on SUM, I considered adding the stock to my portfolio but am timid to do so after viewing the considerable insider selling of the stock. Would you also be deterred after seeing the selling? Thanks, Bill
Read Answer Asked by William J on November 18, 2013
Q: Hello to you all. I have a couple of Canadian banks and I am looking to add a american small bank. Do you have any sugestions? I already have a small position in Bank of America. Also do you think that Citibank will ever do a split back. I had some in 2009 when my shares where cut 10 to 1. Thanks, I appreciated your responce. Carol
Read Answer Asked by Carol on November 18, 2013
Q: Did the CXS conf call today change your opinion? Would you buy more today, hold steady or pare back/sell?
Read Answer Asked by Douglas on November 17, 2013
Q: Hi. LBS just announced a preliminary short form prospectus! What does that mean exactly? The stock price fell and had much more trading volume.
Read Answer Asked by Keith on November 17, 2013
Q: Peter, Lana & Team,

I am rounding out a 15% financial sector weighting. My existing holdings are approximately 2% for each of: Sun Life, Home Capital, TD, Scotia, Fiera and JP Morgan (12% total thus far). I have 3% left that I want to throw behind some small cap names, and have shortlisted the following 5i favourites: Firstservice corp, Tri-con, Element Financial, Rifco and CI Financial.

Questions:
1. Would you throw 1% behind 3 names, or 1.5% behind 2 names?
2. I know you like all these companies, but which 2/3 would you buy today?

Investor Profile = Young and risk on. Will be deploying new capital routinely, so ideally names that I can average up with over the next few years.

THANK YOU FOR EVERYTHING.
Read Answer Asked by Ray on November 15, 2013
Q: Hi,

For the benefit of CXS users please comment on their quarterly results. Thanks
Read Answer Asked by Imtiaz on November 15, 2013
Q: What did you think of Counsel's quarterly results?

Looks like they just missed earnings estimates, but showed good Mortgages Under Administration growth. Seems like a bit of a messy quarter with slight underperformance. Do you think it's a buy on weakness (if it's weak tomorrow)?
Read Answer Asked by Sasha on November 15, 2013
Q: hi 5i,

what do you think of BUSE-N, contra the heard has recommended this small financial in the US?

thx cia
Read Answer Asked by chris on November 14, 2013