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: My holdings in the banks are pretty well equal. Circumstances have arisen which require me to decide whether I should shift this balance against the most overvalued to the most undervalued, if there is a worthwile difference among them for a long term holder. Would you be inclined to rank them and indicate whether your order represents significant differences?
Read Answer Asked by Carl on June 05, 2017
Q: I would like to use GRT.UN, CM,ENF,PZA,TD,SMU.UN,T,AX,BCE,AND FC in a retirement income portfolios what do you think. Are there any I should not use.

Jim
Read Answer Asked by Jim on May 01, 2017
Q: Cohodes said to Bloomberg he is getting ready to announce another company that he's going after. Says "It’s a doozy". I had to look up what that means: unique. It's not EQB, it's another one. I don't think it's CIBC, because it isn't "unique". What are your top 2 guesses for this company? My guess is Genworth, because it's the only mortgage insurer in Canada and so, is "unique" in my opinion. But the carry cost to short it is over 5.5%, so there might be a better choice I have not thought about.
Read Answer Asked by Matt on April 28, 2017
Q: With BMO and RY recently announcing they will securitize and sell uninsured Canadian Alt A mortgages, does this indicate that Cdn banks are following in the same foot steps of US financials leading up to 2008 financial crisis? What is your view on what this portends for Cdn financials and the Cdn housing market?

Thanks

(http://www.wealthprofessional.ca/business-news/big-six-bank-to-enter-fray-with-new-product-224397.aspx)
Read Answer Asked by Scott on April 24, 2017
Q: Hi Peter and Gang,

Just wondering what your views are on Canadian banking industry going forward and if the 5 big Canadian banks are a buy, hold or sell.

Thanks,
Harry
Read Answer Asked by Harry on April 24, 2017
Q: Last year CM agreed to buy Private Bancorp in the US at a price which is now about 20% less than the current market price of the PB. It appears highly unlikely PB's shareholders would vote to approve the deal. Of course CM could raise their offer. Today's GAM article discusses this deal and a confusing ( to me ) comment about CM having an option to buy 2% of its stock should the deal fail and therefore supporting CM's stock price. I would appreciate your thoughts on this deal as I am currently considering selling the stock at today's levels given the uncertainty about where this stock is going.
Read Answer Asked by angus on February 28, 2017
Q: I was comparing banks and was intrigued by comparison between these 2.
YOY, BNS is about 14% higher than CM, whereas 5 yr return shows both very similar return. Is there a merit in switch from BNS to CM,to take benefit of relative discount on cibc. Over longer term banks have moved in locksteps. thanks
Read Answer Asked by RUPINDER on October 17, 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!