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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: I am a little overweight in Canadian financials and worry about the new stress testing the banks will use for determining eligibility for mortgages next year.
Would it make any sense to take a little off the table and buy one of the life co's given expected rising interest rates and if so which of the above three?
Thanks
Jeff

Read Answer Asked by JEFF on December 11, 2017
Q: i own two prefs...gwo.pr.T bmo.pr B...great life has dropped in price and bmo is steady..the yield on gwo is attractive..
has the say 5 yr bond spread or the pref yield spread between lifeco's vs banks widened? also your thoughts on gwo thanks as always..
Read Answer Asked by adam on October 04, 2017
Q: Would you know what exposure our Canadian insurance companies have to the Hurricanes in Florida and Texas? How much of their P&C and reinsurance business is in the southern US?
Thanks
Read Answer Asked by Pat on September 11, 2017
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
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