Investment Q&A

Q: As a follow-up to my previous question, why would higher inflation / interest rates in the USA cause the price to go down of XBB shares which hold 100% Canadian government, provincial, and corporate bonds?

Q: Any particular reason why the India market has seen declines recently? If North American stocks saw a 5% decline, people would be freaking out.

If this a good opportunity to take positions into India ETFs like INDA or INDY?

Q: This company was at a good price-point back in August.

I'm interested in the space but do you feel the recent rise has priced it out?

Q: What are the future prospects for NAD and similar funds?

Q: Hi 5iTeam,

May I please have your comments on the above ETFs. If you have to choice one out of these 2, which one would be your choice and why?

Also, in your opinion, are there better options on the market right now.

Thanks and deduct as many credits as you deem fit.

H

Q: Sunlife Financial has had a nice increase (+20% since I last purchased). IS Sunlife generally a hold, ell or buy? The other financial I hold is Royal bank. Given decreasing in interest rates and potential impact on banks is it a good time to switch to a bank hold? Which may be the second choice if that is the case?

Q: Would appreciate your comments on TH quartly report. Profit for a change. Thanks

Q: Any reason KXS is down $5 at this writing? There was an open letter yesterday to shareholders from a firm that owns 1.4% of the company questioning company performance. Is this the reason? What do you make of KXS performance? What do you see over the next 6-12 months?

Q: Based on the presentation on their website the dividend for SOBO is anticipated to be $2.76/yr which would equate to around 9%. This seems like a really safe buying opportunity……. Thoughts? How did they determine the spin off price to result in such a high dividend?

Thanks.

Q: Hi Peter and Staff

I own 6 REITS, 3 are residential. Inter rent has not performed as well as Killam and CAP in the last year. I hesitate to consolidate by deleting it and increasing the other two if there have been reasons for this that may reverse but do not want to keep it if it is a value trap.

Thoughts?

Thanks for all you do
Dennis

Q: Hello, on August 15th you answered a question by Derek about this company. Feel free to abridge this quote within your response, pasted below. I don't fully understand your response, as it seems to indicate that TSU will grow faster, but why would you say that IFC is more balanced? Does this mean that IFC should actually grow more over time, or that it will grow less but is more stable? Thank you very much.
Original answer about growth:

IFC (property and casualty insurance and auto insurance) - consensus growth estimate over the next few years 6%

TSU (specialty insurance) - consensus growth estimate over the next few years 10%-12%
TSU has the best growth, as the company reinvested the majority of its earnings back, and volume growth in TSU’s recent quarters is quite healthy. TSU has the strongest growth, but we think IFC could be the most balanced name between capital returns and growth.

Q: Good day,
In a recent announcement, EQX indicated that US$130 million conv debt is being converted into equity, and it talks about a secondary offering for the same amount - Q. Is that secondary offering to cover the debt, or is it in addition to the shares being issued for the debt conversion?
Thanks.

Q: I only own two REITs in my entire portfolio - GRT.UN and DIR.UN, and both are down sustainably (25% and 15%, respectively). Do you see any lights at the of these two tunnels? I plan to sell both for tax losses if there are no chances of these two turning around before December. Your advice please.

Q: Is there an Industrial ETF that you would recommend for the Canadian and the US market?

Thanks for your service!

Q: I hold these 3 REITs and the all went up nicely (roughly 10%)after the last BOC Rate decision,do you see them going back up if we have another rate cut on the 23rd,also it seems to me that InterRent is quite undervalued your thoughts on that company
Thanks

Q: Is the a List of Companies that pay a Monthly Dividends? Thanks!

Q: Peter; Where do you think the huge volume on PLTR is coming from today?thanks.
Rod

Q: Hi, your opinion: ETF Fidelity High Dividend
Vanguard Equity Income
thanks Jean Guy

Q: Please explain the difference between these put option funds, and which one you prefer.

Thank you

Q: I own both KKR and BN. KKR stock price is appreciating significantly more than BN and all other stocks in the private equity realm, that I am aware of. Can a case be made to concentrate on KKR if one is not concerned about including BN to have Canadian exposure? Further, do you see any other financial stock with more pure growth potential relative to KKR?