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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: I need to increase my allocation to financials.
Should I go with the US banks which currently have "Momentum" on their side .... plus great new jobs numbers in the US.

Or the Canadian banks which have been hurting and the only "M" seems to be down .... or are they in Value territory? (of course we in Canada just saw 70K jobs disappear).

Or is there a third option?

Thanks for your help in sorting this out?
Read Answer Asked by Donald on December 09, 2019
Q: I'm interested in researching US financial institutions for new investment ideas. Could you provide me with a shortlist of 4 to 5 US companies (e.g., chartered banks and any other financial institutions) that I might consider. Many thanks.
Read Answer Asked by RANDALL on December 09, 2019
Q: How seriously should we take the Canadian banks when they all increase their year-end loan loss provisions significantly? Is this really a harbinger of a slowing economy or am I being too cynical to think that this is a good way for management to build in some "wiggle room" going into the new year? Loan loss provisions are the one area management can use to massage headline numbers and perhaps boost profits next year if results are not so good.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 09, 2019
Q: With most bank results in, just waiting on TD now, and the biggest hits to earnings having been loan-loss provisions and capital markets (in the case of RY) can you see if short interest has again spiked on the backs of these earnings, or has it remained relatively flat since the famous 'big short' trader publicly shorted them in the early part of this year?
Read Answer Asked by Warren on December 04, 2019
Q: I bought SLF a few years ago expecting to benefit from increasing interest rates. SLF has been a stellar performer despite the trend of lower interest rates this past year, especially at the longer end of the curve.
I’m certainly not complaining but am a little confused by the strong performance in a weakened rate environment.
Could you shed some light on the reason for their outperformance and prospects going forward. (I’m thinking of taking some profits)
Read Answer Asked by Bruce on November 28, 2019