Investment Q&A

Q: Hi,

Does JPM, BLK offer better value as compared to BNS, TD. Do we need to diversify in to US Banks or Canadian banks and insurance companies are a good diversification for the Financials sector allocation.

Thanks
Ninad

Q: Good morning...we own gs and are down but this had a good dividend and we are long term investors but are looking to add fsz for both dividend appreciation and larger company. Would you have an equal allocation to these two or move out of gs which we are down on in a cash account and move that money into fsz...thanks for the great service...Gene

Q: Any details about the annonced transactions yesterday. The increase in dividende looks good to me. Your feelings please.
Thanks

Q: Hi,
I'm thinking to buy either of these banks or both due to the recent pull back for a 3 to 5 years time frame.
Which one you prefer to own?

Thanks for your expertise!
Jane

Q: Which of the 3 life insurance companies, GWO, SLF, MFC are the best to own for dividends and growth over the next 5-10 years and why?

Q: Could I get your current thoughts on FISV. I would also appreciate other names I should I look at in this sector.

Q: What bank stocks look like a compelling buy for short term profits?

Thanks Kim

Q: Hi 5i team:
I have a decent position in NA, which I like , but its price response to the recent month volatility and the "hold" recommendation from analysts is leading me to believe I should switch to another bank , what is your opinion and which bank would be a better buy now ?.
thanks
PD. There would be a new update on the market recent volatility

Q: Hello Team
Out of these two Insurance business SLF and MFC which one is a better co. to Invest for growth and dividend for 1 year.

Q: TMX Group looks pretty attractive on a few valuation metrics and its balance sheet looks pretty strong as well. How quickly can a poor market influence TMX's eps expectations? Are its earnings pretty much insulated from a poor market, or can a poor market knock down its earnings expectations, 10%, 20%, 30%??

Thanks.

John

Q: Do you know what the reason is for FFH being so weak the last few days in particular? Thank you.

Q: Not sure this is for this Q & A but as i started looking at my capital gains and losses for tax loss selling, I am not sure how stock splits are handled. For example, can you walk through how 100 shares of EFN split with ECN how to calculate my adjust cost base. My trading platform shows the adjusted cost base but for the life of me i cannot figure out how they came up with the number.

Q: Where do you see Canadian banks and financials heading? Do you see the downturn ending in the next month or two?
Guy

Q: What do you think of Fiera selling mutual fund business to Canoe?

Q: Have owned CIX for some time and its way below the purchase price. Thinking of switching to FSZ. Is this a move you would recommend or is there still potential for growth in CIX. Which stock would be the safest in a downturn market.
Wayne

Q: Good morning 5i Team. MKP continues to drop. What price or event would get you more interested in this one?

Thanks,
Peter

Q: Does the recent Saudi controversy present a value opportunity here? How has the risk/reward outlooked changed in your opinion? What are your current views given a 5 yr holding period in a modest non registered account? Do you think downward ptessure will continue making patience the appropriate approach at this time? Please deduct at least 6 questions.

Q: The stock price continues to slide. For a holding in an Non-Registered Account used for dividend income, in your opinion, is GS facing too strong a headwind and secondly, might it be a candidate for "Tax Loss" selling?

Q: I've noticed that SHOP has consistently made lower lows and lower highs over the last 6 months. It's a high flier and I don't completely understand the company but do have it as a holding.
Is the revenue growth slowing? Is there any reason to be concerned?

Completely different stock but BNS has been consistently making lower lows and lower highs for the last year. Looking deeper at the chart, I see that the stock did nothing for 5 years from 2011 to 2016 (admittedly, comparing a peak to a trough) Canadian Banks have generally become accepted as a 'no brainer' investment based on the monopoly and returns over the last 30 years. Most industries seem to get disrupted over time, is it reasonable to expect Canadian Banks to have the same growth over the next 10/15/20 years?

Thanks!

Q: What do you make of the CEO leaving? Is the sharp drop in the share price just about the small cut in the dividend, interest rate worries, or maybe some bad news related to the sudden CEO departure.

Thanks
Peter