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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: Do you know what's moving Versabank lately? I was about to sell my shares about a month ago after two years during which it went nowhere. Do you think it is worth hanging on? What would be a good replacement in the small-mip cap financial sector, other than GSY.
Read Answer Asked by Christian on December 18, 2020
Q: Hi 5i,
Last quarter I was considering watching my short-leash holdings like VB and COV for one or two more quarters ... considering the situation today would you carry on down the same path patiently or reconsider as that 1-2 quarters looks like it will be much longer?

Thanks
Mike
Read Answer Asked by mike on April 08, 2020
Q: Good morning, I hold these smaller cap companies in my TFSA for more aggressive growth, a strategy I believe you endorse.
In this new reality, I am thinking of a more conservative approach and selling the above and converting to FTS, RY, XRE, SLF.
If things recover well I will get a great pop on the big caps without the individual company risk associated with the smaller caps. If things go poorly with the recovery, my large cap mix should drop a lot less than the smaller caps.
Also, any of the above smaller caps that you do not like.

Thanks
Rob

Read Answer Asked by Robert on April 01, 2020
Q: Good morning, Please comment on Versabank's recent quarter. Also, how does their forward PE compare to similar companies and the big banks? They now have a book vallue of $9.98 vs, stock value around $7.30, why the gap? Also, any thoughts on their new initiatives, specifically Versa Vault. I know you removed this from the growth portfolio early this year, do you think you would put it back in based on growing divvy and new initiatives?
Thanks
Rob
Read Answer Asked by Robert on November 27, 2019
Q: I’m struggling to decide which 3 of these holdings have the greatest potential if the only criteria was growth in a TFSA for a 5 year + hold.
I would appreciate any thoughts on which 3 you might keep and why (or which 3 you might divest and why).
Read Answer Asked by Stephen R. on November 11, 2019
Q: Using your portfolio analytics we find we are underweight in Financials and need to add to these stocks. The percentages from highest to lowest are SLF, BNS, TD, GSY, VB. Which ones would you add to first. These are held in a RRSP account with a 5 year timeframe.
Thank You
Read Answer Asked by Louise on April 09, 2019
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