Q: I am overweight in financials and have owned HCG for several years. I'm planning to sell at a (small) loss but would wait if you felt further price appreciation is likely.
Thanks for your advice.
Thanks for your advice.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: At my employer (BMO) I am involved in their share ownership program now for about 10yrs. Currently the value of these shares would make up about 30% of my overall stock portfolio if i was to compare it to my non-registered and TFSA stocks. Would you suggest trimming this number down and treat it like any other stock i hold in my portfolio?
Q: How would you rate either of these two foreign banks on two different continents?
Q: When I hear money managers,people calling into business shows........ and they use the phrase " time to take profit" would that mean to sell part or all of the position?
For example I have a diversified portfolio to produce income. About 7% in BMO with its recent run up and appears to be peaking, so if BMO continues to drift down would one sell it all and wait for the down trend to stop then buy back the same amount of shares at this lower price? Or sell enough to reduce weighting to 4-5 %?
Thanks in advance and for the great service.
For example I have a diversified portfolio to produce income. About 7% in BMO with its recent run up and appears to be peaking, so if BMO continues to drift down would one sell it all and wait for the down trend to stop then buy back the same amount of shares at this lower price? Or sell enough to reduce weighting to 4-5 %?
Thanks in advance and for the great service.
Q: Hello 5i:
Banks make up 23.5% of my portfolios - TD 18.5% and BAC 5.0%. I have substantial gains as purchases were made during financial crisis. Should I lighten up? If so should I reduce my TD holdings to half or any other suggestions?
Thanks for your great advice throughout the years
Tom
Banks make up 23.5% of my portfolios - TD 18.5% and BAC 5.0%. I have substantial gains as purchases were made during financial crisis. Should I lighten up? If so should I reduce my TD holdings to half or any other suggestions?
Thanks for your great advice throughout the years
Tom
-
Currency Exchange International Corp. (CXI $24.43)
-
Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.32)
Q: Would prefer this stock or fierra for a full position for at least a one year hold in financial sector thanks
Q: In this slow swoon of Gs, how much a part is the litigation with the founders...and how much performance?
Q: If Canadian interest rates stay flat over the next several years but US rates rise, will that still have a positive impact on Canadian Life Insurers like GWO?
Q: With the theory , which is debatable, that the most unliked bank of the majors currently, comes out with the best return the following year(s). Which Canadian bank should I look at for 2017 based on 2016.
Q: I am thinking of starting a position in lif the covered call lifeco etf on the Toronto exchange. Do you see this as a bit of a hedge against rising interest rates?
Thanks,
Doug
Thanks,
Doug
Q: I would like to add another bank to my granddaughter's RESP. She is now 13. Would you recommend a Canadian Bank ETF. A US Bank ETF. Both or just a Canadian bank. Which would be the best choice for a 13 year old. Please provide some name suggestions.
She now has 100 shares of BCE,RY,XSP,XDV.
Thank You
She now has 100 shares of BCE,RY,XSP,XDV.
Thank You
Q: I have 2 US Banks in mind to choose, but I can only buy one, First United or Bank of America or do you have a better choice you can suggest.
Q: I am looking for a bit more exposure in the financial sector. A guest on BNN this morning , while discussing bottom feeders, mentioned Aegon N.V. After doing some research on it, I thought it looked interesting. I would be interested in your opinion.
Q: I have a cost base on cf of $8.25 looking to start averaging my cost. With the oil move is it time to step in cf.
Q: What is your current thinking on FSZ. I currently already have about 25% of my portfolio in the financial sector - big cap stocks only.
Q: I purchased BMO & CM when the yields were well over 5.5%. I also own & would like to continue to own BAC & MFC. Financials make up 25% of my portfolio now. I would like to sell CM & BMO. Are there any higher yielding dividend stocks in other sectors out there yielding over 5% that may be "mispriced" similar to how CM was back in 2009/2010?
Thank you
Thank you
Q: Dear 5i
Do you expect US banks to do better than Canadian banks in 2017 .
Would zub be a good etf for US banks and what is their MER ?
What Can. bank etf would you recommend ?
Thanks
Bill C
Do you expect US banks to do better than Canadian banks in 2017 .
Would zub be a good etf for US banks and what is their MER ?
What Can. bank etf would you recommend ?
Thanks
Bill C
-
Great-West Lifeco Inc. (GWO $58.83)
-
Power Financial Corporation (PWF $36.31)
-
BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $33.68)
-
BMO Equal Weight US Banks Index ETF (ZBK $38.32)
Q: I am thinking of selling GWO and PWF and replacing them with a 50/50 split of ZUB and ZBK. I would appreciate you thoughts.
Thanks.
Thanks.
Q: Despite the expenses with Fort Mcmurray fires IFC stock price had a fairly reasonable year in 2016.With higher int rates presumably coming and mabe a year without so many calamities what would you think of it going forward?
Thanks and best of the season
Larry
Thanks and best of the season
Larry
Q: What is your view of the Allied World purchase? Watsa describes it as "transformative" and in terms of size it does certainly seem significant. FFH share price is just off 52-week lows. Would you suggest initiating a position for a long-term hold?