Q: Is this diversified enough for a 10-20% position ?
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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.
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Toronto-Dominion Bank (The) (TD $115.16)
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Bank of Nova Scotia (The) (BNS $91.99)
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Manulife Financial Corporation (MFC $45.39)
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Sun Life Financial Inc. (SLF $85.31)
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Trisura Group Ltd. (TSU $38.65)
Q: Hello Peter and team,
I was expecting with higher rates that insurance and banks will do well. Trisura is behaving like a tech stock and the banks and insurance are not doing well despite good numbers. Is this due to uncertainty geo-politically? Thanks very much.
I was expecting with higher rates that insurance and banks will do well. Trisura is behaving like a tech stock and the banks and insurance are not doing well despite good numbers. Is this due to uncertainty geo-politically? Thanks very much.
Q: Your thoughts on td acquisition of another US bank please. They paid what looks like a sizeable premium
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Bank of Nova Scotia (The) (BNS $91.99)
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BCE Inc. (BCE $32.06)
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Sun Life Financial Inc. (SLF $85.31)
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Fortis Inc. (FTS $70.50)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.72)
Q: What are your five favourite dividend stocks with growth possibilities at the moment? Please include one in the utility sector (perhaps a renewable). Thank you as always, Pete in Calgary.
Q: What are your thoughts on LC . The last comment was a long time ago
Thanks
Thanks
Q: Considering the turmoil in Europe, would you sell Aegon N.V. (AEG)? What would you replace it with? Is there an ETF that could spread out the risk instead?
Thank you
Thank you
Q: Given the recent developments in Ukrain and financial sactions on Russia there has been a decline in US financials such as Morgan Stanley and Wells Fargo. Given uncertertainty around current eents do you think its good to continue to hold, divest and/or purchase more of one or both of these two financial institutions?
Q: Greetings 5i,
I own both of these and have done well. I consider them long term holds. Bruce Flat has stated last quarter he sees 20% growth per year over several years. Apollo has merged with Athene (insurance /annuities etc). My question is, in an inflationary and subsequent rising interest rate environment, will these two companies face significant headwinds? Have we seen the “top” in the asset management class short to medium term? Please explain why or why not. Deduct as needed.
Cheers!
I own both of these and have done well. I consider them long term holds. Bruce Flat has stated last quarter he sees 20% growth per year over several years. Apollo has merged with Athene (insurance /annuities etc). My question is, in an inflationary and subsequent rising interest rate environment, will these two companies face significant headwinds? Have we seen the “top” in the asset management class short to medium term? Please explain why or why not. Deduct as needed.
Cheers!
Q: For a possible tax loss sale what would you suggest as a proxy either Canada or USA?
Q: Hi Peter
Sun life has fallen from $73 on Feb 9th to $64.80 today. I understand some of it may be attributed the quarterly results. Is there anything else pulling the stock price down? Does Russia - Ukraine crisis impacting Sun life stock?
Would you be a buyer of SLF at this price?
Thanks
Sun life has fallen from $73 on Feb 9th to $64.80 today. I understand some of it may be attributed the quarterly results. Is there anything else pulling the stock price down? Does Russia - Ukraine crisis impacting Sun life stock?
Would you be a buyer of SLF at this price?
Thanks
Q: What Canadian Banks are exposed to the decline in the Russian Ruble in order of worst to to least
Q: thoughts on the quarterplease?
Thx
Thx
Q: May you provide an update on LAZ ? Has been brutally punished as of late. Would you be a buyer, and how compelling, if at all, do you find it ?
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Bank of Nova Scotia (The) (BNS $91.99)
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Enbridge Inc. (ENB $65.40)
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Fortis Inc. (FTS $70.50)
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Restaurant Brands International Inc. (QSR $92.12)
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Magna International Inc. (MG $66.26)
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Nutrien Ltd. (NTR $76.39)
Q: With intrest rate rising,perhaps faster in USthan Canada Which stocks will benefit and which has more risk but perhaps benefit.
Does Energy stocks still have room to grow?
Does Energy stocks still have room to grow?
Q: Hi Peter/Ryan, I have 100 CM shares and they might be splitting 2/1, if I was thinking of selling some of them is it better to sell before or after the split or does it mater and how does it effect the adjusted cost. Thanks
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.15)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.74)
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Vanguard Global ex-U.S. Aggregate Bond Index ETF (CAD-hedged) (VBG)
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Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
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iShares TIPS Bond ETF (TIP $111.38)
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Vanguard Intermediate-Term Corporate Bond ETF (VCIT $84.05)
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RBC Short Term U.S. Corporate Bond ETF (RUSB $21.91)
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Vanguard Intermediate-Term Bond ETF (BIV $78.24)
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CIBC Global Bond ex-Canada Index ETF (CAD-Hedged) (CGBI $17.71)
Q: Context: Sold CNQ after a long run up. Funds now to deploy into a locked in RSP about to be unlocked into an income stream. Currently have all blue chip dividend payers and am looking to offset risk by initiating a bond position. Looking for:
-CDN domiciled etf with NA and/or Global focus
-3% minimum yield
-High grade but willing to accept corporates for yield
-Prefer shorter term to maturity, to match future rate increases
-If not CDN domiciled, willing to look at US and willing to look at more than one to match criteria
Thank you!
-CDN domiciled etf with NA and/or Global focus
-3% minimum yield
-High grade but willing to accept corporates for yield
-Prefer shorter term to maturity, to match future rate increases
-If not CDN domiciled, willing to look at US and willing to look at more than one to match criteria
Thank you!
Q: What are the prospects of SOFI Technologies for a long time hold.
Thanks
Thomas
Thanks
Thomas
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Sun Life Financial Inc. (SLF $85.31)
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Power Corporation of Canada Subordinate Voting Shares (POW $65.70)
Q: Hello 5i Team.. I've had nice run on POW and it still has a great dividend (5%)but it seems to be wavering. I also own SLF and wonder if you might recommend trading my POW into SLF Regards Gary
Q: I know you have answered some questions recently on FSZ. Have your thoughts change after the results this morning (Feb 25) ? I have it for income so wondering if you think the hefty dividend is safe and thoughts for capital appreciation over the next 8-24 months ?
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
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goeasy Ltd. (GSY $168.65)
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Aritzia Inc. Subordinate Voting Shares (ATZ $97.97)
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Topicus.com Inc. (TOI $138.00)
Q: I have 20K in my TFSA that needs to be invested. Looking for growth stocks which should be at a bargain these days. Which would be your 5 top Canadian stocks at the moment. I do realize that this is a repetitive question so one more time for old times sake.
Many thanks for your guidance over the years.
Regards
Many thanks for your guidance over the years.
Regards