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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: 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!
Read Answer Asked by Harry on February 28, 2022
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
Read Answer Asked by Gary on February 28, 2022
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
Read Answer Asked by Loretta on February 25, 2022
Q: Hi, Market drop in the morning, Today and complete reversal after President Biden's briefing about Russia invasion of Ukraine was simply Extraordinary. Nasdaq, of course was the huge winner. Banks, on the other hand, were really weak at the open and did not gain much traction, during the day. Could you try to explain the disconnect, please.

RBC results were quite impressive, but it did not help the stock, Today.

CNBC, Bob Pisani commented that US Financials have been under pressure, the whole week.

We added some CM,RY,TD and BNS in the morning, for dividends and additional exposure to financials, to take advantage of market drop and due to expectations of the sector benefitting from rising rates. Do you consider it a wise move?

Thank You
Read Answer Asked by rajeev on February 25, 2022
Q: Hi 5i Team - Could you provide two or three top picks in each of the following sectors: Real Estate, Consumer Staples, Financial, Industrial. Any market cap is fine but with a focus on mid cap. Also with a focus on Canadian Equities.
Thanks.
Read Answer Asked by Rob on February 23, 2022
Q: Canadian banks in general……
Is it time to take some profits? Or are they such a core holding that you would hold?
Perhaps only trim to a comfortable %?
Read Answer Asked by Danny on February 22, 2022
Q: MS has been dropping the past few days, likely with the market in general and geopolitical reasons but perhaps also due to news that the SEC and DOJ are investigating the business on block trading. Given this disclosure, would you suggesting moving out of the position (even at this depressed price) into another such as JPM that does not have this similar SEC risk? Or, could this even be an opportunity to build on the MS position?
Read Answer Asked by Gerry on February 22, 2022
Q: With book value at $19.65 a share and annual earnings coming in at $3.22 a share as well as share repurchases ..... Could I have your analysis of their year end results including new purchases and positions they took ? ..... Everything looked pretty good to me the question is why isn't Mr. Market impressed ? .....
Read Answer Asked by Garth on February 18, 2022
Q: Hi,
In Dec 2021, BMO announced to acquire Bank of West from BNP Paribas for US$16.3-bil. This is a big amount. Normally companies finance these kind of huge acquisition by issuing debt and equity. Whenever new equity is being issued, stock price of issuing company falls during that time. Do you think BMO will issue new equity? Is there any place where someone can get information these kind of news?
Thanks
Piyush
Read Answer Asked by Piyush on February 18, 2022
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