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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: Hello I5 team.
SLF seems to be bound in a trading range that hits a top around $55.00 and then backs off in a repeating cycle. Would you be comfortable swing trading this stock to build up a volume of shares to hold long term. By this, I mean, out of 100% of my intended SLF share inventory, I gradually buy when prices are lower (below $50.00) and when price approaches $55.00, sell, say 25% of holdings, then repurchase when price is below $50.00. If price does not go down to that level again, then reassess where the support channel is at the time, to repurchase. The goal is to have SLF share inventory at the lowest cost possible, without increasing trading risks and keeping things common sense.
Thankyou for your response.
Read Answer Asked by James on August 03, 2018
Q: I now have roughly equal positions in IAG, SLF and MFC, with the total somewhere between 8 and 9 % of portfolio. I bought these primarily for the dividends. However, MFC has lost value relative to SLF - and IAG has lost even more. Why are MFC and IAG underperforming SLF to such a degree? Thanks.
Read Answer Asked by Gordon on August 02, 2018
Q: Hello,

1) As an investor, is there any benefit to holding BRK.A vs BRK.B
2) Would holding BRK.B provide diversification? I assume BRK.B owns underlying stock such American Express, Coke, Wells Fargo etc ?
3) What is the advantage or disadvantage of holding BRK.B vs a S&P 500 ETF?

Please deduct as many credits as appropriate.
Read Answer Asked by Vee on July 26, 2018
Q: Currently have BNS,TD,CM,IGM,FSZ and SLF in the Financial Sector comprising 21% of my Income portfolio. I would like to replace CM ( or do you feel fine having 3 bank stocks ) - can you give me some suggestions as possible replacements ?

thanks
Read Answer Asked by JOHN on July 25, 2018
Q: Hi Peter/Ryan,
Rob Wessel from Hamilton Capital was on BNN and he was speaking about non-Cdn financials and his funds. We own 90% Cdn stocks including TD, BNS, SLF, MLF, FFH, GSY all at ~4% each. The 10% non-Cdn holdings are in US industrials and tech. Would any of the above BMO or Hamilton funds or another Bank interest you as an addition to or as a substitution for our current holdings ?
Thank you.
Read Answer Asked by Paul on July 23, 2018
Q: hi, what is your opinion of MSCI?
It has a very enviable ROE (90+%) and the Profitability Ratios (all taken from your site) look very respectable.
PE might be a little high.
The ROE is generally the starting point for me to be interested in a stock (right or wrong :)).
Would you consider them the leaders in their respective space/sector? It seems like it might be a stock for good times and bad times.
(I stumbled upon this from a recent BNN suggestion/recommendation).

Cheers,
Steve
Read Answer Asked by Stephen on July 20, 2018
Q: I am low on financials, I have some BNS, and TD. I would like to buy more bank stocks, I like the dividends, but would like some growth. Should I add to the ones I have or buy another one, maybe RY or CM.
Your thoughts please. Thanks for all the information I have received over the years. Keep up the good work!
Read Answer Asked by Shirley on July 18, 2018
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