skip to content
  1. Home
  2. >
  3. Investment Q&A
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: Dear Peter et al:

To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.

From tomorrow the earnings reports will start trickling in, starting with JPM.

Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?

Many thanks.
Mano.
Read Answer Asked by Savalai on July 13, 2023
Q: I know how positive you are on this stock, many guests on BNN and elsewhere also favour it, and I have done well on it (thanks to you). I also know a great company and a great share price can stay out of sync for awhile. Do you think the share price is languishing solely because of the Fed's legislative changes, and if so, how many "show me" good quarters is it likely to take to approach the old highs? Thanks for your thoughts.
Read Answer Asked by Stephen R. on July 11, 2023
Q: Hello 5i team,

Here is a recent answer you provided on BN: “Given its strong management team and fundamentals, we feel that BN is currently at an attractive level. It appears to have found some support around the low ~$40”. How do you explain that TD’s Webbroker shows a P/E Ratio of 79.1 for BN?
Read Answer Asked by Michel L on July 10, 2023
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.

2 nd question
Please give me your top pick in each sector regardless of US or CAD

Thanks for your help with this
Read Answer Asked by Terence on July 04, 2023
Q: I've been reading about the different banks and their 30 year mortgages. In terms of risk can one assume that BNS and NA have a safer approach to mortgage lending the other Canadian banks.
I appreciate your input as always. Thank you.
Read Answer Asked by Mary Jean on July 04, 2023
Q: Here is a situation which is prevalent in many parts of my portfolio. for example, I have BNS at an average cost on ~$72. It closed yesterday at $64.50. If I go with 'timing the market' I should probably exit the stock. If I go with 'time in the market' I should continue to hold and collect the dividends.
Is there are 'rule' one can use and does that rule vary for large cap stocks like BNS or a small cap stock like PNE which I also own?
Read Answer Asked by Ronald on June 29, 2023
Q: Dear Peter et al:

Thanks to your consistent answers not only to my questions but to other subscribers, I have taken a position in RY, BN and TD. BNS may follow soon.

However having browsed through literally hundreds of questions on US Financial stocks, I don't see the same consistent answers. JPM seems to get your nod mostly. Even that doesn't get the nod with the fervor with which you endorse RY for example. In general you seem to be less enthusiastic about the US big banks.

What are the US banks that you would rank in the same order as you often do in Canadian banks? i.e. equivalent to RY/TD/BNS.

Thank you.

Mano
Read Answer Asked by Savalai on June 29, 2023
Q: For a long term investor, say 10 + yrs, are the issues you identified in your dropping coverage notice for Fiera, fatal? In the long term the ups and downs of any company are to be expected, however, there are some risk conditions from which a company may not be able to survive. Do you see Fiera as a going concern 10 yrs from now albeit at a lower price and lower dividend. Or perhaps a lower price and zero dividend?
Read Answer Asked by Phil on June 27, 2023
Q: Hi guys,

I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.

Which 3 would they be and why?

Thanks

Sheldon
Read Answer Asked by Sheldon on June 27, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!