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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 5i Team,

I have read your previous responses on Alternative Asset Management providers and particularly your thoughts on BN.

The above list of companies are likely to fall significantly in this down market and I was wondering at what prices would you buy and which are your favorites now.

Cheers and thank you in advance.

PK
Read Answer Asked by Peter on April 08, 2025
Q: Hello 5i,

Thanks for the detailed and quality answers during these "interesting" times. I know predictions are pretty much "off the table", but ... I wonder if you could ponder the chance over the next few years of a dividend cut at the Banks. (1 = impossible, 10 = possible if things get really bad).
Knowing that such an action would be a very tuff call for the banks to make. All Canadian banks in general, but specifically TD and BNS (which are some of my TSFA holdings and used to generate retirement dividend revenue.
Read Answer Asked by Jim on April 07, 2025
Q: What’s the best way to play the US and Canadian financials in this market? Stocks or funds are fine.
Read Answer Asked by Gary on April 07, 2025
Q: US banks dropped significantly today. What is your view regarding the stability of Canadian banks in this tumultuous period?
Read Answer Asked by Catherine Ann on April 03, 2025
Q: Good Evening
My question is about FC -Firm Capital Mortgage Corporation.
In your universe there are several convertible unsecured FC debentures but not the actual FC.
Can you please provide some information about this company. Their dividend was not cut since 2004. Is it suitable for an investor who is interested in relatively less risky investments with predictable income streams.
Thank you.
Read Answer Asked by Terry on April 03, 2025
Q: Hi 5i Team,

You have in the past been very positive of BNS. I have held it for dividends (dollar cost averaging) and long term growth. It is also "Canadian". It has fallen in price since late last year, especially compared with TD. I would be interested in your opinion going forward and if you would be OK with adding to my position (new $$$). 3 to 5 year horizon.
Read Answer Asked by Jim on April 02, 2025
Q: I'm considering taking a position in the sub-prime Canadian lenders. Between Propel and Goeasy, which one would you choose to maximize total returns given the current market price? Is there an advantage in holding both with a (50/50) position? Planned holding period is 3 to 5 years.

Thanks for the great service.

André
Read Answer Asked by André on March 28, 2025