Investment Q&A

• BMO Equal Weight US Banks Index ETF (ZBK)
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• RBC U.S. Banks Yield Index ETF (RUBY.U)
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• BMO Covered Call US Banks ETF (ZWK)
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Q: Can you recommend Canadian based etfs that tracks American banks and/or insurance companies. Which would you recommend? Any with covered calls? Thank you.

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Read Answer Asked by Steve on January 18, 2022

• Mastercard Incorporated (MA)
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• Bank of Montreal (BMO)
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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• Brookfield Asset Management Inc Class A Limited (BAM)
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Q: I'm interested to increase my sector weight to financials - and now have BMO,
BAM, MA, and FFH.
Please comment on this mix and whether to add to any of these or add other stocks.

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Read Answer Asked by Valerie on January 18, 2022

• Coinbase Global Inc (COIN)
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Q: Thoughts on COIN now that the valuation is more reasonable. Please provide pros and cons of this stock and what is the current forward P/E?

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Read Answer Asked by Robert on January 17, 2022

• Coinbase Global Inc (COIN)
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Q: Good morning everyone at 5i!
Peter, I would like to compliment you on your National Post article I read this weekend. You are a breath of common sense in this “ the sky is falling” world. I always feel much more optimistic after having read your articles. Thank you. Now to my question. You equated bitcoin to the tulip bubble. I always wondered about bitcoin and the attraction. Should I divest myself of my holding in Coin, if there is no real future in bitcoin?? That, and Square are my only exposure to the bitcoin market. Cheers, Tamara

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Read Answer Asked by Tamara on January 17, 2022

• JPMorgan Chase & Co. (JPM)
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Q: Your thoughts on today's sell-off.

Thx

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Read Answer Asked by Christopher on January 17, 2022

• JPMorgan Chase & Co. (JPM)
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Q: Some US banks announced earnings recently. Can I have your thoughts? Is the sector still one you would overweight?

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Read Answer Asked by Alex on January 17, 2022

• Citigroup Inc. (C)
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Q: Given the disappointing earnings and the subsequent drop in share price would C currently provide a opportunistic entry point for total return?
With appreciation.
Ed

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Read Answer Asked by Ed on January 17, 2022

• GLOBAL X FDS (FINX)
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• ARK Fintech Innovation ETF (ARKF)
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Q: I have full positions in banks: Scotia, TD, and a US bank, European bank and South American bank. They all pay generous dividends, and are doing well.
I worry about fintechs ultimately eroding their strengths. Can you recommend an ETF focussed on fintechs?

John

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Read Answer Asked by John on January 17, 2022

• Bank of Montreal (BMO)
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• Sun Life Financial Inc. (SLF)
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Q: Which would you suggest for a financial growth play in a 3-5 year hold? BMO or SLF?? Thanks

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Read Answer Asked by Dennis on January 17, 2022

• Mastercard Incorporated (MA)
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• Bank of Montreal (BMO)
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Q: My allocation to financial services - with a RIF (US and CA)and TFSA (US and CA) is under 10 % , with BMO, BAM, MA and FFH.
Please rate these for growth and safety - and whether this is a good mix.

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Read Answer Asked by Valerie on January 17, 2022

• JPMorgan Chase & Co. (JPM)
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• Morgan Stanley (MS)
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Q: Would you buy today's dip in this US Bank, or would you prefer another US Bank?
Thank You,
Barry

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Read Answer Asked by Barry on January 17, 2022

• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Bank of Montreal (BMO)
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• Canadian Imperial Bank Of Commerce (CM)
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Q: Banks had another big run in January. Are prices already reflecting all the good news for the banks, namely higher interest rates and a good economy?
Secondly if someone had new cash looking for a home in big cap blue chip dividend paying companies which of the financial, pipelines, telecom and real estate sectors give the best upside from here?
Thank-you.

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Read Answer Asked by Albert on January 17, 2022

• JPMorgan Chase & Co. (JPM)
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• Morgan Stanley (MS)
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• PNC Financial Services Group Inc. (The) (PNC)
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• Wells Fargo & Company (WFC)
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Q: Please rank for growth in 2022. Thanks!

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Read Answer Asked by Austin on January 14, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Hi 5i

Given that FSZ valued its own company share price at $9.80 ($34.89/3.56), why should investors be paying a premium to buy this stock today ($10.20 after decline)?

With new CEO in place now, what is to say he doesn't decide to cut the dividend that we all seem to be hanging around for these days?

Dave

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Read Answer Asked by David on January 14, 2022

• iShares S&P/TSX Capped Financials Index ETF (XFN)
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• BMO Equal Weight Banks Index ETF (ZEB)
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• iShares Equal Weight Banc & Lifeco ETF (CEW)
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Q: I currently have exposure to CEW, which has an MER of 0.61% and a monthly distribution yield of 3.03%. Are there any alternatives to CEW that have a lower expense ratio and higher yield?

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Read Answer Asked by Shobhit on January 14, 2022

• Sun Life Financial Inc. (SLF)
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• BMO Covered Call Canadian Banks ETF (ZWB)
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Q: Looking to add more financials and sell off some technology. What would your choice be for 3-5 year growth…. SLF or the more conservative ZWB? Thanks

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Read Answer Asked by Dennis on January 14, 2022

• Miscellaneous (MISC)
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Q: Good morning, what would be the best way to learn about Bitcoin and Blockchain Technology for a non techy person but is quite interested in learning, thanks?

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Read Answer Asked by Pat on January 14, 2022

• AFLAC Incorporated (AFL)
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• MetLife Inc. (MET)
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• Principal Financial Group Inc (PFG)
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• Prudential Financial Inc. (PRU)
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• Manulife Financial Corporation (MFC)
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• Great-West Lifeco Inc. (GWO)
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• Sun Life Financial Inc. (SLF)
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• Power Corporation of Canada Subordinate Voting Shares (POW)
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• iA Financial Corporation Inc. (IAG)
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Q: Hello: I want to add an insurer stock in Canada and the USA. I admire and follow FAST Graphs. The following companies were recently reviewed: Aflac (AFL), MetLife (MET), Principal Financial Group (PFG), Prudential Financial (PRU), Great-West Life (GWO) iA Financial (IAG), ManuLife Financial (MFC), Power Corporation of Canada (POW), Sun Life Financial (SLF).

I would like your recommendations for the best choice in each country: Objective: solid, safe, long-term hold with capital appreciation potential and good consistent dividend income and dividend growth. Thank you.

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Read Answer Asked by Mary on January 13, 2022

• Bank of Nova Scotia (The) (BNS)
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• Sun Life Financial Inc. (SLF)
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Q: With rising interest rates, would you prefer banks or life insurance companies for growth and income. Would your top choices for each remain SLF and BNS. Please explain. Thanks

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Read Answer Asked by Greg on January 13, 2022

• Jefferies Financial Group Inc. (JEF)
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Q: Drop of 10% in the share price today. Quarterly results seems positives, could you give me your opinion on this company. Did it miss expectations that much?
Thank you.

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Read Answer Asked by francois on January 13, 2022