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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: Could you advise if buys at the above are good value at current levels - looking to hold 3 to 5 years
Tom Allen
Read Answer Asked by Thomas L on January 14, 2019
Q: I hold both these U.S. banks which I bought back when "everybody needed to hold a US bank" which was only several months ago but seems like ancient history. This morning BBT was downgraded from a buy to underperform. Can I get your opinion on whether to continue to hold or take my losses and dump them.

Thanks, Carl
Read Answer Asked by Carl on January 14, 2019
Q: which Canadian bank wud you recommend for investment, I own none as this point, only JPM
Art
Read Answer Asked by Arthur on January 11, 2019
Q: I recently purchased FTN .to (Financial Split Shares Corp) as the NAV dropped below $15.00, the dividend was cancelled, and the share price dropped to $3.50 The NAV was $14.45 at Dec 31. Since Jan 2 the US and Canadian bank stocks have started a bit of a recovery and it seems like it wont take too much to regain the $15.00 NAV and dividend reinstatement.
What is your outlook for Canadian and US banks for the coming year and am I treading on thin ice here?? I know you aren't a particular fan of split shares, but it seems like there would be some nice capital gains and dividend if the NAV does go back over $15.
Thank you so much for your valued opinion.
Read Answer Asked by Don on January 11, 2019
Q: Please recommend one of the financial companies to be added in my portfolio.
Read Answer Asked by Dev on January 09, 2019
Q: Hi Guys. BNP Paribas
I think its one of Frances largest publicly traded banks. It has a pretty good track record of being profitable, has a pretty broad product line, Insurance, wealth management etc, pays a good dividend, looks reasonably valued.
Would you feel this is a safe investment at this price for a long term hold, and is there a risk of it getting hammered even more like the U.S. banks did in 2008.
thanks Gord
Read Answer Asked by Gordon on January 07, 2019
Q: Hello,
i have little exposure to financials in my TFSA. What would be your top 3 ideas in order of preference at this time I could consider? I plan to own for the next 10 to 15 years if possible.
I was looking at GS and FSZ given the yield and they are trading near their lows. I guess the sub-sector they operate in makes me a bit cautious.
I own full positions of BNS and SLF in my RRSP.
Thanks,
Dan
Read Answer Asked by Daniel on January 07, 2019
Q: Q: As part of the financial sector of an income portfolio of a retiree would prefer POW or LB for "reliable" income with some (inflation) growth? Thanks.

Asked by David on September 10, 2018
5I RESEARCH ANSWER:
We would far prefer POW here.

Regarding the above question, I would to understand the business fundamentals for why you answered as strongly about LB vs POW.

The purpose of the question is improving my investor education / smarts.

To the naive / superficial investor; they look like stable financial sector businesses with strong track records at paying their dividends.

thanks for trying to educate me;)

Ernie
Read Answer Asked by Ernest on January 02, 2019
Q: Peter,

I am confused. The major banks have a year end of October 31st. I can go to Morningstar and the financial statements are already posted. Are these tentative numbers? It would take a lot longer than two months to have final numbers Taxes are not even due until 180 days after year end. As a general rule, how many months after corporate year end do companies release their final financial statements?

Happy New Year and many thanks for all the work this year !

Paul
Read Answer Asked by paul on December 31, 2018
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