Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom
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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: Invesco just announced that its assets under management grew by less than 0.1% in August vs July. That does not seem like a good omen -appears to be capital gains growth inside portfolios (~3% S&P) just outpacing withdrawals.
In your opinion, what weighting should be given to this metric in this industry vs the large dividend yield 5% and low P/E of 8?
In your opinion, what weighting should be given to this metric in this industry vs the large dividend yield 5% and low P/E of 8?
Q: Peter/Ryan/Team, What gives with MFC ? Still going down. Time to pick an entry price ? Thanks.
Q: Please give me your thoughts on ACD
John
John
Q: Good morning. What's been driving the price of IGM down over the past month or so? Do you see a bottom soon? Thanks.
Q: Hi Peter, based on current valuation and strong management, which ones are best suited for future share price growth. can you please rank these in order of preference - BOA, JPM, MS, GS - GOLDMAN SACH. This is in RRSP
Q: Getting tired of all this sideways movement, time to trim from my position? I have a full position in my rrsp and don't require the dividend income. Thank You.
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Power Corporation of Canada Subordinate Voting Shares (POW $64.38)
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Laurentian Bank of Canada (LB $32.43)
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.
Q: Please give me your opinion on this company. Will value finally increase...waiting for a long time already.
Thanks
Albert
Thanks
Albert
Q: Greetings, Peter & Co.
Are there any major concerns you would have with a purchase of ECN Capital? Is the dividend considered 'safe'?
With appreciation.
Ed
Are there any major concerns you would have with a purchase of ECN Capital? Is the dividend considered 'safe'?
With appreciation.
Ed
Q: With all the hurricanes, earthquakes, flooding, droughts, etc, etc ,etc. How can insurance companies profit? The Canadian Gov't is taxing everyone to death and there is only so much money left over for average people to carry coverage so something has to give and on top wages are not going up for these people.
I would like your take ion insurance with these obvious conditions.
Thanks, James
I would like your take ion insurance with these obvious conditions.
Thanks, James
Q: With such overwhelmingly negative sentiment driving the stock price down to a multiyear low and a yield that is now over 6%, does it make sense to step in here or this a company to stay away from if you don't own it or sell if you do own it?
Q: Hello 5i.
After the huge drop in LB this year do you think the risk reward is worthwhile yet? That said is it bound to be a tax loss selling candidate or do you think it will already have washed all the sellers out before then?
Thanks TM
After the huge drop in LB this year do you think the risk reward is worthwhile yet? That said is it bound to be a tax loss selling candidate or do you think it will already have washed all the sellers out before then?
Thanks TM
Q: Can I please get your opinion on CWB after their lest quarterly numbers.
Q: Hi Group thanks for your guidance - I continue to get nervous about the performance of Financials (both in Canada and US) Pypl + Sq + V.are off 3-4% this am - what happening there?. Banks in both Canada and US are struggling I would have expected(with all the good earnings / Good growth overall especially in the US that Financials would lead the market higher but something else at work here what's you take on the poor performance of the sector in general PS do you recommend taking profits in the Financial sector in general.$- thanks for you guidance on this
Q: Do you have a preferance IFC vs TSU or would you stay away from both for now?
Many thanks for your insight.
Ian
Many thanks for your insight.
Ian
Q: Visa took a big drop today but I cannot see any news that would have triggered this. Any thoughts on whether this is a temporary blip or if there is company news that would cause the stock to go down?
thanks for your insight
Paula
thanks for your insight
Paula
Q: Looking to exit this name and add a better suited financial name for the next 5 years. What is your top choices in order of preference? (3+ year time frame)
Q: If you had to choose between Visa and Mastercard as an investment which would it be inside an RRSP?
Q: With CBL now trading well below book value, do you consider the company at risk of insolvency? Its covenant breaches have previously been waived but it is not clear if this will continue. On the other hand, their non-related party debt (non-Catalyst) seems manageable given their gross loans receivable.