skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I looked at a summary of the their business activities and it seems to be principally with professional managers wherein the new disclosure rules will not be an issue. Do you have any information on how much of their income is derived from services to retail clients or others where the disclosure rules would be a factor?
Read Answer Asked by Tim on February 15, 2017
Q: would it not be prudent to hold off on adding or initiating a position here considering they just announced a reduction in their fund fees? some of these fees have dropped by 30% or so. what % of their income actually comes from fund fees? this is definitely going to have at least some impact on earnings going forward.

thanks Tom
Read Answer Asked by Tom on February 14, 2017
Q: Good morning my question concerns cxi which I hold but in a 1.6% position compared to your 4.12% but in that sector I am looking at adding gsy as an alternative and to give diversity simply because you have recommended it as one of the top ten holds in one of the last questions. my concern with cxi is the volatility that it has had over the last two years. is there also another stock in your universe that could also be added to bring the total to the 4.12% position but with two to three stocks instead of one...thanks for the great service
Read Answer Asked by gene on February 13, 2017
Q: Hi,

I am looking to increase my weighting in the financial sector. I own SLF already. What company or companies would you recommend at this time?

Thanks
Paul
Read Answer Asked by Paul on February 09, 2017
Q: I was very positive on the company previously and have held it for a while. I added to my position on the additional AUM announced on Jan 30. Can you comment on recent news of National Bank changing from FSZ to Goldman Sachs? How do the plusses and minuses affect your current opioion on FSZ? Buy sell or hold?
Read Answer Asked by Randy on February 06, 2017
Q: I have held Fiera for a number of years Could you please explain what they have done to make this a much more valuable company I read the press release but i did not really understand it

With the large share price appreciation what are the growth and profit prospects for the company

Happy New Year

Paul
Read Answer Asked by Paul on January 06, 2017
Q: I hold these companies at about a 20% weighting in my growth portfolio but only 5% overall weighting. Should I have equal weights of all three, or would you favor a different balance for 2017? Is there be a catalyst I should be watching for where I would lighten up on one or another (eg:interest rate hikes etc)? Your best strategy for next year or so please???
Read Answer Asked by Randy on December 29, 2016
Q: I am helping my son with his self directed RRSP and he has TD but would like to add another financial stock so which of the 3 listed would you suggest or is there a different one you would suggest? He is 31 years so has lots of time for investing.
Read Answer Asked on December 20, 2016
Q: Please comment on Fiera's quarter and some of their recent initiatives; i.e. their offer to Acquire Charlemagne Capital Limited, their Centria acquisition and new management appointments. Is there a Trump effect one way or another on this stock? Still a good buy for growth and income??
Read Answer Asked by Robert on November 14, 2016
Q: I am a retired income/growth investor, have sold some PKI (made over a double) and looking to reinvest in a similar growth/income stock. Would you have a preference between FSZ or EXE, they both pay about 5% and seem to have good prospects. If you have another preference I am all ears. Thanks,
John
Read Answer Asked by John on October 28, 2016
Q: Hello 5i
With National Bank having ownership stake in Fiera Capital and National taking action to reduce costs and bolster capital, what are your thoughts on National exiting Fiera Capital?
Clearly if this did come to pass, a stock overhang and likely downward pressure on FSZ would develop yes?

The chart(FSZ 1yr) shows signs the stock price could break down as easily as up and the 3 yr shows FSZ in a long downtrend.

Would you be entering here($12.06 Pre-open today) and if yes, with what expectation and holding period?

Thanks
Dave
Read Answer Asked by David on October 28, 2016
Q: Hello, This question comes from your comments to Joel regarding BDI. I am holding DCI pending the completion of the sale and wonder if BDI would be a decent choice for income and future growth. I am thinking of selling now and making the switch. I would appreciate your thoughts, pro and con as well as alternates I could consider. My portfolio is well diversified so not a consideration for this change.
Thanks for the advice and input.
Brian
Read Answer Asked by Brian on October 25, 2016
Q: Hello 5i
FSZ has been marking time since its run up earlier this year.
Do you feel this is a good "value like" entry point?

In light of the recent acquisition, have you heard or is there indication of how the purchase will be funded.......a share issue expected?


Looking to purchase for excellent dividend and 3 to 5 year growth prospects, 3% wieght in a conservative / diversified portfolio.

Thanks
DAve
Read Answer Asked by David on October 24, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!