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Investment Q&A

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

Q: Admittedly the BoC only raised rates yesterday, but aren't lifecos supposed to do well in rising rates environments? Anyway, where do you this sector going over the next 12 months? Thank you.
Read Answer Asked by Kurt W on September 08, 2017
Q: I'm a retired, income-oriented investor. I own PWF, GWO and IGM in a diversified income portfolio. All three pay decent dividends (IGM highest at 5.5%). PWF owns the other two and has European exposure through Pargesa. GWO is my only CDN Lifeco holding. Is IGM likely to be impacted by new CRM2 rules about fee disclosure? Should I keep all 3 of these? If not, which should go? Your opinions/suggestions are requested.

Thank you,
IslandJohn
Read Answer Asked by John on September 05, 2017
Q: Hi,

Of GWO, MFC & SLF, which do you prefer for total returns over the next couple of years & why?

Thanks,

Gord
Read Answer Asked by Gordon on May 23, 2017
Q: What do you think of this offering? Could it be considered a fixed income part of a portfolio?
Thanks!

Great-West Lifeco Inc. 5.15% Non-Cumulative First Preferred Shares, Series T

Short Description: Treasury Offering of Non-Cumulative First Preferred Shares, Series T via Bought Deal
Price: $25.00 CDN per share.
Read Answer Asked by Ann on May 09, 2017
Q: Hello Peter and team, this is regarding the news about GWO restructuring and reductions in Canadian workforce (1,500 employees over the next two years). What do you read in that news? Does this mean that GWO is losing business to the benefit of Sunlife and Manulife? In your opinion, what will be the impact of this transformation on the stock price in the long term? Would you buy GWO at this time. Regards, Gervais
Read Answer Asked by Gervais on April 26, 2017
Q: I am thinking of selling GWO and PWF and replacing them with a 50/50 split of ZUB and ZBK. I would appreciate you thoughts.
Thanks.
Read Answer Asked by Elliott on December 21, 2016
Q: Hello Guys,

How do you feel about these two insurance companies ? Currently, my position in insurance companies is strictly GWO. I am considering taking my loss in GWO, selling some GWO and purchasing SLF to better balance that sector.
Read Answer Asked by Robbie on September 15, 2016
Q: Without regard to sector,in which order would you rank these as the better dividend paying stock for a long term hold.I am talking 5 years plus
Read Answer Asked by donald on August 23, 2016
Q: The proverb about our hometown life giant goes …
“ don’t buy Great West Life's funds, just buy their stock "

This WAS a "put-away stock” ( added to through the decade ) .
Now our investment has been seriously eroded due to my non-reaction to Brexit.
Listening to David Baskin’s comments on bonds and lifecos , perhaps I should trim the sector anyways .

Does one sell GWO here , or is the plunge an over-reaction that we should ignore ?

Thanks you
Read Answer Asked by Thomas on August 09, 2016
Q: I am retired, have a 50/50 asset mix, moderate risk tolerance, and hold GWO (along with financials TD and BNS) in a diversified portfolio. If interest rates stay low (or go lower) for say the next 5 or 10 years, this could reduce insurers' income, push them to consider riskier investments, and raise their actuarial liabilities. Interest rates have been declining for years, so insurers have faced this reality for years already, but I'm wondering at what point the low interest environment really hurts their bottom line and financial strength. What am I missing in this assessment? Should I sell GWO? Thank you for your advice. Ted
Read Answer Asked by Edward on July 14, 2016
Q: Good morning,

I own GWO and IFC for an aggregate position of about 3.5% in my portfolio. What do you recommend as a guideline allocation for "insurance" in one's portfolio?
If I'm low at 3.5%, would you recommend I add to my existing holdings or initiate a position in Sun Life?

Thank you,
Robert
Read Answer Asked by Robert on July 08, 2016
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