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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: Hello Peter & Team,

Bought it @$14. Sold 25% of my position at $19.11 last May.

Saw your last comment end of Oct re the speculative shorting taking place. I do plan on holding for the long term but, would like your opinion on what effect the Fed raising rates (appears to be inevitable... again) may have on the price.

Thanks for all you do

Gord
Read Answer Asked by Gord on November 11, 2015
Q: Hello Peter and team, I'm considering adding to my half position in EFN. But while I know it's up nicely over the past year, the recent performance has not been good, including today when it is down in an otherwise buoyant market. Any reason I should hold off?
Also, which of ESP and DHX.B would you suggest I favour (for the long term) if I am adding to only one or the other's position. Thanks as always!
Read Answer Asked by James on October 23, 2015
Q: Hi 5i: I have too many stocks and am trying to consolidate. I'd appreciate your comments on my financial holdings, which are a little over 15% of my portfolio. On the C$ side I have: SLF (3/4 position), EFN (full) and CXI (1/2); on the US$ side I have JPM (3/4), C (1/2) and KRE (1/2). I hold some Canadian banks in separate dividend portfolio that I am not concerned about right now. In my active portfolio I would like to hold maybe 4 financial stocks with weights that balance out risk and provide some diversification within the sector. Your comments would be much appreciated. Suggestions to swap some of what I hold for other stocks would also be welcomed.
Read Answer Asked by Roland on June 01, 2015