Q: I have been investing recently in high quality dividend producing firms but have backed myself in to a bit of a corner in terms of my reliance on banking and insurance company stocks (FITB, BNS, BK, SLF, PRU, FSZ). Would ITUB's Brazilian preferred share provenance be both sufficiently secure and a good diversifier?
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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: May I have your overview of the significance in terms of dividend security, market risk and general health of the Big 5 Cdn. banks now that they have all finished reporting. Were there any issues that you saw as alarming, or even concerning in terms of the short term future -- say 1 year or so. Clearly, a lot depends upon the outcome of Covid, but assuming a vaccine by mid to late 2021, what is your take? Thanks, Don
Q: I would like your opinion re this trust for a long term hold. I find the dividend/distribution quite attractive. Is it safe now given Covid
Q: May I have your thoughts on this name? It seems to be doing well.
Jason
Jason
Q: Which bank would you start a position in?
Why is bmo down so much amongst its peers? Is it unfairly being singled out?
Why is bmo down so much amongst its peers? Is it unfairly being singled out?
Q: Have held Visa for some years and possibly one of the best stocks I own .recently I bought Square I guess its doing okay.
I had not paid any attn to PYPL. recentlyone of your answers you out pypl visa and sq on about the same level.
I watched the MadMoney featuring Pypl as your other caller referred to . it was impressive . I don't quite under stand where and how these Companies intersect/overlap. . is pypl encroaching on visas territory.? and SQ where do they come ?
I would love an explanation in layman terms
I had not paid any attn to PYPL. recentlyone of your answers you out pypl visa and sq on about the same level.
I watched the MadMoney featuring Pypl as your other caller referred to . it was impressive . I don't quite under stand where and how these Companies intersect/overlap. . is pypl encroaching on visas territory.? and SQ where do they come ?
I would love an explanation in layman terms
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Financial 15 Split Corp. Class A Shares (FTN $10.98)
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North American Financial 15 Split Corp. Class A Shares (FFN $7.58)
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US Financial 15 Split Corp. Class A Shares (FTU $0.49)
Q: I know that 5i has not generally recommended these split corp funds but I would like your take in this scenario. We know they bottom when asset value drops below an acceptable number and this has occurred. I recall years ago the same thing happened and yields disappeared and values plummeted. When the market bounced back however each roughly doubled and paid lucrative dividends until of course the next major downturn. My question given that we all expect new highs some day, is whether these would not be nice tuck ins today that will eventually appreciate if not double and begin paying great dividends?
Q: Hey team,
I seem to recall this theme being addressed as it pertains to Shopify but after listening to the PayPal CEO on Mad Money last night I Have to wonder if LSPD would not be a nice add for Paypal? It sounds like they really want to get more directly involved with retail/restaurants and POS to expand how people use their service. Could you foresee this happening and would you consider PYPL a buy today? Their CEO came across well.
I seem to recall this theme being addressed as it pertains to Shopify but after listening to the PayPal CEO on Mad Money last night I Have to wonder if LSPD would not be a nice add for Paypal? It sounds like they really want to get more directly involved with retail/restaurants and POS to expand how people use their service. Could you foresee this happening and would you consider PYPL a buy today? Their CEO came across well.
Q: Peter, my wife is interested in enhancing her annual returns while staying relatively conservative. She already has a balanced stock portfolio and for new funds she is considering mortgages. Can you suggest any publicly-traded mortgage investment companies with a good track record and reputation?
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Bank of Nova Scotia (The) (BNS $87.74)
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Canadian Imperial Bank Of Commerce (CM $109.59)
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Laurentian Bank of Canada (LB $32.33)
Q: I own all of these (similar amounts) and bought LB to boost income. Now its yield is less than the other two do you think it makes sense to switch into the other two? Thanks.
Q: Why is BNS down more than the other big 5 banks?
Q: I recently switched out shares of ING for TD. I also own BLX, and was wondering if it should still be held.
Q: Could I get your analysis of FC. How should it fare in the low interest enviroment over the near future? Thanks Ron
Q: Laurentian Bank just cut it's dividend. Is it possible to know which of the major banks are least likely to cut dividends?
Q: Laurentien Bank has tumbled significantly following its most recent earnings report, nearly down to the Mar 23 low. Do you think its risk/reward ratio Now makes it suitable for a “balanced” portfolio? Thanks!
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Manulife Financial Corporation (MFC $44.14)
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Great-West Lifeco Inc. (GWO $54.85)
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Sun Life Financial Inc. (SLF $82.06)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,440.84)
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Intact Financial Corporation (IFC $277.97)
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Power Corporation of Canada Subordinate Voting Shares (POW $59.15)
Q: Which of these insurance companies would you buy today? Five year hold.
Thanks
Thanks
Q: Although both stocks are in the financial area but certainly quite different.
Both are moving quite significantly with renewed interest in the sector. Would either one or both be suitable buys, even with their current increase?
Thank you, Team!
Both are moving quite significantly with renewed interest in the sector. Would either one or both be suitable buys, even with their current increase?
Thank you, Team!
Q: I thought the 2nd q results issued today were pretty good and the share price has responded. This company appears to be undervalued and it even pays a small dividend. Based on my investing experience, I think the market will eventually notice this company or it will get bought out.
Q: Hi-
Is the number of close to 90% payout ratio for BNS correct? Do loan loss provisions factor into that payout ratio? I would assume yes. If so, I would consider 90 percent not particularly alarming considering the current economic environment. This would cover delinquencies after the 6 month mark, correct?
Is the number of close to 90% payout ratio for BNS correct? Do loan loss provisions factor into that payout ratio? I would assume yes. If so, I would consider 90 percent not particularly alarming considering the current economic environment. This would cover delinquencies after the 6 month mark, correct?
Q: Could you please comment on their outlook. What is their balance sheet?
Would you buy it today?
Thanks,
Milan
Would you buy it today?
Thanks,
Milan