Q: Over the next six months I am looking to rebuild my preferred share allocation to 8-10% of my investment portfolio. Brookfield Asset Mgmt, Power Financial, Fortis and Intact are of interest. Some perpetual and some rate reset. Any issues with this strategy?
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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: is there any reason to expect meaningful growth in TD during the next year or two? I have a full position and I think the yield is down and the stock is getting tired. I am thinking of selling some (e.g. 20%) shares or selling covered calls in some at about 135/share.. What do you think of the stock going forward for the next two years?
Q: Hi,
What do you think of Factset's latest results ? Is it a buying opportunity ?
Thanks
Guy
What do you think of Factset's latest results ? Is it a buying opportunity ?
Thanks
Guy
Q: Why are the banks such a hot commodity.
Q: Q3/25 reported in November, EPS declined 26% vs. Q3/24. Can you go over the Q in more detail and advise whether fundamentals have changed. I am a holder of this company and had been thinking of adding since it has declined from its high of $134 in August. Would you be comfortable adding or do you see more attractive financial names? Thank you.
John
John
Q: I just noticed the jump in these shares over the past 3 days and thought there may have been news out on earnings but see that the last earnings release was Nov 6. Checking all the news sources I have access to has yielded nothing. Thought I would check with our ears to the street people, (that's you), and see if you have heard anything.
Q: What is your opinion of this today? For a retired guy seeking Dividends + Growth? Or, can you suggest an alternative?
Thanks for your amazing service!
Thanks for your amazing service!
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Manulife Financial Corporation (MFC $52.17)
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Great-West Lifeco Inc. (GWO $67.33)
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Sun Life Financial Inc. (SLF $87.64)
Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?
Q: Recently, Accord Financial has been hitting lower lows. Is it oversold and likely to rise again, or should it be avoided? The P/B is 0.2.
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State Street Financial Select Sector SPDR ETF (XLF $54.62)
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State Street Financial Select Sector SPDR Premium Income ETF (XLFI $24.78)
Q: Sentiment appears to be favoring financials for now and 2026. Do you agree?
If so which of the following ETFs would your suggest as being the likely winner: KBNB 14Xpe,1 year14%,
XLF 18XE 1 Yr. 5%, IYG 19X 1 Yr, 10%
The composition of these ETF’s is similar but KBNB seems to favor a slightly different group of financial stocks including BRK.B
Hence my uncertainty. Thanks again for helping to sort this out,
If so which of the following ETFs would your suggest as being the likely winner: KBNB 14Xpe,1 year14%,
XLF 18XE 1 Yr. 5%, IYG 19X 1 Yr, 10%
The composition of these ETF’s is similar but KBNB seems to favor a slightly different group of financial stocks including BRK.B
Hence my uncertainty. Thanks again for helping to sort this out,
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Royal Bank of Canada (RY $235.65)
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Toronto-Dominion Bank (The) (TD $130.89)
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BMO Equal Weight Banks Index ETF (ZEB $59.59)
Q: Good morning,
If one wanted 15% exposure to Canadian banks, would you buy TD and RY for 7.5% each, or would you buy TD, RY and ZEB for 5% each?
Thanks as always.
If one wanted 15% exposure to Canadian banks, would you buy TD and RY for 7.5% each, or would you buy TD, RY and ZEB for 5% each?
Thanks as always.
Q: I sold PRL for tax loss reasons and I can buy it back now. However, your opinion on PRL has gone from hot to cold over 2025. Should I even bother putting it back in the portfolio or move on to something else? If something else, what please?
Q: Any underlying reason Galaxy is getting pummeled recently?
Q: A month ago, in your answer to Ellen, you recommended MSTR as a replacement for IBIT for tax loss harvesting. Unfortunately, it turned out to be a bad advise, as MSTR dropped over 21% vs. IBIT drop of 11% since. You repeated the same recommendation in your answer to Lai Kuen 3 weeks ago, but this time you mentioned that MSTR's "NAV could erode further below 1X"... can you please explain why would NAV erode below 1X? It seems counterintuitive for the company with NAV tied to the Bitcoin price. I am aware of the risk of removal from Nasdaq, yet, it appears that MSTR is in a freefall these days.
Q: Your thoughts on the slowing numbers out yesterday - over reaction or something that is the canary?
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Brookfield Corporation Class A Limited Voting Shares (BN $65.87)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.27)
Q: Should I consolidate my two holdings into one??
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Goldman Sachs Group Inc. (The) (GS $966.71)
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JPMorgan Chase & Co. (JPM $314.77)
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Morgan Stanley (MS $190.76)
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Wells Fargo & Company (WFC $88.70)
Q: All of these have had a great 25, are they still great buys and how would you rank them today?
Thanks Again
Thanks Again
Q: Canadian Banks have been star performers, this year, with returns 30-40%, and still offering a decent 3% yield. Latest results/guidance suggest a high single digit EPS growth for next 2-3 years and improving operating leverage.
What are the major factoring contributing to this stellar return and do you see this continue ?
Is it be reasonable to expect a 15-20% total annual return, from the sector, in the medium term ( 3-5 years ) ?
Would you consider 15-20% weight fine for a portfolio similar to 5i Balanced, but with a slight bias to Growth ?
Thank You
What are the major factoring contributing to this stellar return and do you see this continue ?
Is it be reasonable to expect a 15-20% total annual return, from the sector, in the medium term ( 3-5 years ) ?
Would you consider 15-20% weight fine for a portfolio similar to 5i Balanced, but with a slight bias to Growth ?
Thank You
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Brookfield Corporation Class A Limited Voting Shares (BN $65.87)
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VistaShares Electrification Supercycle ETF (POW $21.78)
Q: I would like to add BN Brookfield Corp and Power Corp to my TFSA
Please comment on this strategy
Thank you
Please comment on this strategy
Thank you
Q: Dear 5i
Is investing in insurance companies like SLF a good idea in a declining interest rate enviroment , or are they like banks and make up the difference in lost revenue in other areas of their businesses ?
Also would now be a good time to buy into REITS , DIR specifically as it has not done very well over the past year and therefor more likely to rise more also with declining rates ?
Thanks
Bill C
Is investing in insurance companies like SLF a good idea in a declining interest rate enviroment , or are they like banks and make up the difference in lost revenue in other areas of their businesses ?
Also would now be a good time to buy into REITS , DIR specifically as it has not done very well over the past year and therefor more likely to rise more also with declining rates ?
Thanks
Bill C