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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: If the Canadian banks can ( total) return 13-14% consistently why wouldn't an investor just target them and leave the rest of the market alone? Your thoughts please.

“In fact, Canadian banks are the only sector/subsector in North America to generate a better total return than Warren Buffet’s Berkshire Hathaway over the past 20- and 25-years, which in our view speaks to the powerful and consistent compounding mechanisms they have been… In other words, based on their history of success, we have a high degree of confidence that they will manage their way through current headwinds,” Barasch said in the note.

https://www.msn.com/en-ca/money/topstories/canadian-banks-can-support-higher-multiples-rbc-capital-markets-says/ar-BByT3ZU


https://beta.theglobeandmail.com/globe-investor/as-long-term-investments-the-big-5-banks-are-hard-to-beat/article4506573/?ref=http://www.theglobeandmail.com&
Read Answer Asked by Mark on October 10, 2017
Q: i own two prefs...gwo.pr.T bmo.pr B...great life has dropped in price and bmo is steady..the yield on gwo is attractive..
has the say 5 yr bond spread or the pref yield spread between lifeco's vs banks widened? also your thoughts on gwo thanks as always..
Read Answer Asked by adam on October 04, 2017
Q: Hi, All Canadian banks have bounced back nicely over past few weeks. Canadian Western Bank, however has outperformed the big banks by a wide margin. Analysts have also been busy raising price targets, citing higher NIM and stronger growth in loan portfolio. Recent stabilization of oil prices and rebound in Alberta economy may also have a role to play. What is your opinion of this bank as long term hold? I own CM,TD and RY and recently took a starter position 1.5% in CWB. Is it worth adding at current prices ? Thanks
Read Answer Asked by rajeev on October 04, 2017
Q: Hello 5i :

I current own Wellsfargo shares and they are not doing much. Do you think I should sell them and buy Banc shares instead? Please compare the two and provide your expert advice regarding the future earnings, cash flow, dividend growth, debt and multiple expansion in the next few years!

Thank you as always,
Read Answer Asked by Rossana on October 04, 2017
Q: I'm down approx. 10% on EFN. Should I stay patient with it or would you recommend another position from your coverage universe that has better potential to make up for this loss? I already own SYZ, SJ,SHOP, MG, CSU, CGX, KXS,PBH, SIS,FSZ,GSY,NFI, CCL, MX, OTEX,PKI,PHO, TOY. Timeframe of 2-3 years. thx
Read Answer Asked by Chris on September 29, 2017
Q: Like many others, I really appreciate this site and the help you give us.

I have a half position in both Fiserv and Vantiv in my TFSA, mainly because I couldn't choose between them. I know you like Square and am considering adding it as well but it seems like it is in the same business as the other two. Is this correct?
Assuming it is, does one of the three stand out as being better or worse in terms of potential return or risk? Is there any point in owning all three?
Read Answer Asked by Todd on September 29, 2017
Q: I am thinking of selling my positions in either USB or BBT and instead buy Morgan Stanley (MS). Does this make any sense? If yes, which of USB and BBT would you sell?
Thank you
Read Answer Asked by Adam on September 29, 2017
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