Q: Hi,
How does EQB fare when compared to other banks (such as RY and TD) when being compared for being sufficiently well capitalized as discussed in your blog post? Thanks.
Shyam
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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JP Morgan Chase & Co. (JPM)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%
BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%
10 year investment horizon.
Your thoughts are appreciated
Don
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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EQB Inc. (EQB)
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TECSYS Inc. (TCS)
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Converge Technology Solutions Corp. (CTS)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)
AND also arguing that this has not happened since 2008.
As always I am interested in the 5i perspective, please and thank you.
And can you think of stocks that fall into that category?
Q: Hello 5i Team,
I'm looking to buy a bank, I was leaning towards EQ or NB, but I'm open to all. Which bank would you purchase this week?
Thank you,
Brent
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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BRP Inc. Subordinate Voting Shares (DOO)
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EQB Inc. (EQB)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?
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FirstService Corporation (FSV)
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BRP Inc. Subordinate Voting Shares (DOO)
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Savaria Corporation (SIS)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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TECSYS Inc. (TCS)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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Boyd Group Services Inc. (BYD)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.
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Toronto-Dominion Bank (The) (TD)
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Canadian Imperial Bank Of Commerce (CM)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Bank Nova Scotia Halifax Pfd 3 (BNS)
Q: With whats happening in the markets currently with CM's admission of mortgage issues with SIVB debacle, rising rates, volatility etc could be the beginning of a big mess in the Financial services sector.
Although long term you are bullish on 4 of the 5 names do you think it would be prudent from a risk aversion viewpoint to step aside on these names and wait till things settle?
Can you also please comment especially on EQB and GSY and their outlook/risks in this cyclone.
Thanks
Sheldon
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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BRP Inc. Subordinate Voting Shares (DOO)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Would you have better stocks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks
Q: Hi there,
I currently own BAM and GSY and am looking to add a third stock in the financial sector. Which of the 2 do you prefer between EQB and TSU?
Thanks!
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Intact Financial Corporation (IFC)
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Currency Exchange International Corp. (CXI)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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ECN Capital Corp. (ECN)
Q: Could you please rank these five financials for growth for a relatively short time frame of say 2 years?
Read AnswerQ: Your comments on Versabank? Is it a buy, sell or hold? How does it compare to eqb which you recently added to one of the model portfolios. Would you sell vbnk to purchase eqb? Thanks
Read Answer
Q: Witch company would you prefer buying between EQB and GSY as a longterm investment?
Thanks
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Toronto-Dominion Bank (The) (TD)
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Manulife Financial Corporation (MFC)
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EQB Inc. (EQB)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: My 26 year old son has some funds to invest in his RRSP. He also holds a TFSA and Cash account and between the 3 accts, he holds, BEP, ECN, BNS, VHI, BAM, GSY, KUT, PBH, TOI, ENB and SLF. We would like to add a couple new names and on our list are TD, MFC, TIXT, GOOG, AMZN and EQB.....if you were advising your son in this situation, how would you rank these 6 stocks for addition to his RRSP? If you could add some colour as to your ranking, that would be much appreciated.
Many Thanks for the great service and advice
Scott
Q: For Equity Bank, what Risk Weighting would you assign to this stock.....like 10 being low risk and 1 being high risk???......Thanks for your take as I considering adding EQB to my Income Portfolio as it seems to be showing good value......Tom
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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A&W Revenue Royalties Income Fund (AW.UN)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Trisura Group Ltd. (TSU)
Q: What would be your top five income and growth investments for an rrsp
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Trisura Group Ltd. (TSU)
Q: I may be incorrectly expecting downward pressure on oil prices given the likelihood of reduced demand from recessionary conditions. As a result I plan on exiting my position in Suncor and moving the funds elsewhere in hopes of capital appreciation. I follow the Balanced Portfolio with a few holdings of some other names you like. Wondering if you could provide a couple of Canadian companies you feel are undervalued right now regardless of sector. Don’t need the cash again for 10 years.
Read Answer-
Starbucks Corporation (SBUX)
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AbbVie Inc. (ABBV)
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Illinois Tool Works Inc. (ITW)
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United Parcel Service Inc. (UPS)
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Sun Life Financial Inc. (SLF)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Tricon Residential Inc. (TCN)
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Magna International Inc. (MG)
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Premium Brands Holdings Corporation (PBH)
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A&W Revenue Royalties Income Fund (AW.UN)
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goeasy Ltd. (GSY)
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Leon's Furniture Limited (LNF)
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EQB Inc. (EQB)
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Stag Industrial Inc. (STAG)
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OFG Bancorp (OFG)
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W.R. Berkley Corporation (WRB)
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Bank Nova Scotia Halifax Pfd 3 (BNS)
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NextEra Energy Partners LP representing limited partner interests (NEP)
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Absolute Software Corporation (ABST)
Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.
Read Answer
Q: Trading near 52wk lows. I read your report and am quite enamored.
Currently P/E around 5, yet management is expecting CAGR of 15% if I understand correctly ?
Market is pricing interest rate hikes and real estate slowdown, but is this not a compelling buy right now ? If not, what would be your better alternatives ?
Thank you !
Q: What publicly traded companies in Canada (outside of the big 6) originate lending for the consumer or small business sector? Ideally looking for companies that have a bit of an alternative focus (M&A, leasehold improvement, appliance financing, etc) and are looking to expand their capital deployment scope.
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Canadian National Railway Company (CNR)
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Ritchie Bros. Auctioneers Incorporated (RBA)
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MTY Food Group Inc. (MTY)
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EQB Inc. (EQB)
Q: Hi, What are your thoughts on dividend growers to beat inflation, rate hikes bad markets etc. Could you suggest some dividend growers who are attractively priced. Thanks.
Shyam