Investment Q&A

Q: I own these 2 stocks in equal amounts in my TFSA which equate to 6% of my total portfolio-the rest in RSP which comprises of mainly banks, utilities ,REITs and infrastructure stocks along with AD,SPB,VSN,WEF and PKI. Am looking for a dividend paying small cap stock with 4% yield with growth prospects to add to TFSA. Any ideas? Thanks
Derek

Q: It seems that every time Home Capital starts to move up a little there's another short attack to push it back down. I know you rate it quite highly, but is there really a future upside? I've held it for 2 or 3 years now, and am getting tired of waiting.

Is it better to replace it with another name? I already own FSZ, BNS and TD in financials. Thanks

Q: Hello Peter and Staff
I know you like this company . What I am trying to understand is their risk versus others like IGM or CI where there seems to be concern over the upcoming disclosure rule changes . Is FSZ not also exposed and if less so why?
Thanks for all you do
Dennis

Q: Can you please comment on Fiera's earnings?
Thank you

Q: Have some monies sitting on sidelines. Can you name me a cheap (excluding energy) sector if any and a couple of recommendations? Thank you. Bill

Q: Hi Peter & Ryan, not many companies report earnings on Fridays after the markets are closed for the weekend. Fiera Capital has just indicated their earnings release will be on Friday August 5th after the close with their conference call being held 3 days later on Monday August the 8th. I don't recall many companies reporting after the close on Friday but the few I remember doing so did not release good results. Am I being paranoid or do we holders of Fiera Capital have reason to be nervous? Your thoughts... Thanks. Mario.

Q: Hello,I would like to invest in element or Fsz Fiera,and would like your opinion on which one would be best for dividend,safety of capital,and better management.
Or would you have a better choice?I already have 3% in TD but have room for one more financial stock.
Thanks,Brad,great work

Q: I recently purchased shares of Magna on the idea that the sector is simply oversold and given a 5 year time horizon is as close to a sure thing as there is in the markets. When I look at the US markets in particular there are a lot of still beaten down sectors. Automotives is one of them. In Canada I am having greater trouble finding these kinds of bargains, while in the US there are chemicals companies, consumer discretionary companies, oil refiners and even banking which are very cheap and all of which could make some very nice moves akin to the one made in the materials sector these last few months. Do you see any of these unloved sectors here in Canada and/or which of them either here or in the U.S. would you currently favour. Thank-you as always for your answer.

Q: I currently own PWF and down 18% and it is in a non rrsp account.I can write this loss with a gain in another stock in which I am over weight and wondered if SLF or FSZ would be a better replacement for PWF? I own no other stock in the insurance sector but own BNS and TD for the financial sector.

Q: In your write on NPI you said "there are other 5% yielders with less leverage". Can you tell me who they are.

Thank you as always
Craig

Q: Hello Peter, I have two losers, CIX and POW in my portfolio. Kept hopping for a recovery but getting tired of waiting. I would appreciate if you can help me to find replacement for them. Is there a chance for them to recover in the next 6-12 months?
Thank you, J.A.P. Burlington

Q: ANYTHING TO ACCOUNT FOR TODAY'S SELLOFF IN FCZ?

Q: My question was on cannacord. Bought at $11.00 earnings don't look good and compensation is an issue. What company in the same space would fit as a replacement. I think I have dead money for a while. What in your opinion would be a fair takeover price.

Q: WHY THE BIG RUN UP IN fEIRRA Capital Corp from mid February,followed by a big drop since then?

Q: Can you give me a your opinion on making a switch in the financial part of my portfolio from POW to FSZ. Increased risk, dividend stability etc. I currently hold POW, SLF, BNS, HCG, and TD all in 2.4% to 4.3% range.
Thank you 5i!

Q: Why add to portfolio now? From what I can tell not much changed since most recent 2014 report. Worry this is bad signal for broader market.

Q: Could you comment on results ?

Q: Hi Team ... I am up nicely on BNS and will be selling some in order to maintain a proper weighting within my portfolio. I'd like to redeploy the proceeds within the sector and am looking for a company offering a nice yield as well as good growth potential. I'm leaning towards Fiera Capital (FSZ) and would appreciate your thoughts. Also, any other candidates I could be considering?