Investment Q&A

Q: Has your view on EQB changed since May? Seems like a decent time to get in???

Q: Could you please comment on their outlook. What is their balance sheet?
Would you buy it today?

Thanks,
Milan

Q: Hi Guys, looking to buy some partial positions on the following stocks, I own banks and telecoms plus SHOP and LSPD and a few others, would like your opinion with this 10 pack and do you see any issues with any these companies going forward.
Thanks for your great service
Anthony

Q: Hi Peter and Staff

Do you have any concerns about the PR.C shares getting back to $25

I don’t think they can be redeemed for 4 plus years . Seems to me like a case of “getting paid well to wait”

Thanks for all you do
Dennis

Q: I was surprised at your answer about EQB. The stock has provided 500% return over last 10 years (before the recent decline). The reasons for not meeting expectations were explained adequately, Is this decline not a great buying opportunity for more than income (after things have settled down)?

Q: Why this big drop today?
Would you buy it?

Thanks,
Milan

Q: EQB and ROKU are a couple of under-performers over the last while that I hold. With EQB, I read your questions and answers everyday and I have come across better stocks than this and I am wondering if I should just move on. I know any information I get from you on US stocks is a bonus but by doing the reading on the Questions & Answers, ROKU is one of the stocks that you used to like, hopefully you still do and there are just so many other US ones I read about that are doing better. What is your opinion on this? I really enjoy the service. Thanks Dennis

Q: If one believes that reverse mortgages will be on the increase how can I invest in the space here and in the US?

Q: These are my stocks in my TFSA as of today. A full position is $11K. All performing well, thank you for that 5i. My thought for this year's contribution I would add to GSY and KXS. Also thought of replacing EQB with ATCO. May I have your input please. Thanks in advance David

Q: Hi 5I team,
EQB had a big drop today.
Any clue as to what is going on?
Thanks...JC

Q: Equitable Group reported yesterday and popped about 3% on results. Today it's down 4.5%. What's happened between then and now? Was there something in the earnings call?

Q: Hi, Equitable Group has been on a tear and Home Capital is close. Today's results were excellent and EQB has committed to increasing dividends 20-25% every year for next 5 years. Stabilizing housing/mortgage market and improving sentiment has been the primary reason helping this meteoric rise.
What is your opinion on this sector and would you support starting a position in either of these companies for a 5 year hold. If so, which one would you prefer, in terms of Valuation, ROC and Growth prospects? Thanks

Q: Peter, I read your article in the National Post on Saturday. You focus on a handful of companies that are superior according to your filters. Of these how would you rank the companies above? And have you any information about them which you would like to add? Thanks for your insights.

Q: Hey guys, would appreciate your taughts on EQB.CA at this level, TD just raised the target from 98$ to 125$, 75% up YTD. I have an average cost around 60$ and a 7,7% position in my portfolio. I expect to trim a bit in the next days even if the stock is not very expensive.
thank you !

Q: Your thoughts regarding possible purchase of eqb, please. Thanks rose

Q: Hello 5I team,
Thanks for the great service.

In my TFSA, I hold the following:
AW.UN (15.2%); BPY.UN (4.4%); BYD.UN (15%); DSG (5.3%), EMA (5/5%); ENB (10.3%); GC (4.2%); GUD (0.7%); JWEL (1.9%); KXS (7.5%); PEW.VN (1.6%); SAP (4.5%); SHOP (17.1%); SLF (4.1%); TSGI (2.6%).

I have about 12k to add to the above and I would like your thoughts on which 2 stock I should select from the above and/or any of 2 alternate selections you might suggest, I am interested in positions that would include some dividend growth, some capital appreciation, lower volatility and improved diversification. I note that my weighting in financial and healthcare are least represented currently.

Your suggestions and details for your selections are very much appreciated.

Q: after reading your recent market update, it appears Canadians really aren’t looking to slow down their borrowings, even thought the debt to income net of taxes is an all time high, as this ratio is now like 170 compared to 100 a few years ago.

with regulations getting tougher with the big banks, some Canadians can look to get funding from alternative lenders like Equitable Bank (EQB.TO).

in this economic environment, do you think the timing is right for EQB stock price to stream roll upwards, like bigly over the next few years?

Q: Hi team,

Could you please provide a relative comparison between Home capital group and Equitable group and in your opinion which is the better investment at this time?

Thanks

Q: WITH NEW QUALIFYING MORTGAGE RULES, I BELIEVE CONSUMERS WILL BE LOOKING FOR ALTERNATIVES OTHER THAN CANADIAN BANKS ARE THERE ANY STOCKS THAT MIGHT BENEFIT BY THIS CIRCUMSTANCE IF SO, WHAT MIGHT YOU RECOMMEND THANKS

Q: Your current opinion ?