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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: Hi 5i Team,
Do you have a preference for long term growth in US banks? I was considering JP Morgan or Bank of America. Any preference here or other suggestion? Looking for long term growth.
Secondly, could you suggest 5 US stocks with good positive momentum that you would invest in now? Sector is not important for these suggestions.
Thanks,
Linda Nemis

Read Answer Asked by Linda on October 19, 2021

Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!

Read Answer Asked by Nhung on June 29, 2021

Q: Please comment on the planned increase in dividends and stock buy-backs for the U.S, banks.
What is your outlook for these Canadian banks?
At this time, would you prefer U.S. or Canadian banks.
Would you prefer another financial entity over both?

Read Answer Asked by ed on June 29, 2021

Q: I am looking for US financial names to add to my existing exposures in PYPL, and V, Would you prefer the investment dealers or money center banks? Which names do you recommend in these sectors?

Read Answer Asked by SCOTT on May 27, 2021

Q: MELI seems to have lost its mojo and I'm looking a stock to complement my tech strong portfolio.

Do you think finances are a good recovery play? Do you like BAC as a finance play?

What sectors companies do you like?

2020 was good to me as i was all in tech.
Time to broaden my selection.
Thanks for all your support.

Read Answer Asked by Mark on April 09, 2021

Q: I have a small USA portfolio consisting of these darlings which I've held for approx. 3 yrs. It's like watching a snail race. Can you recommend a replacement or two for each? I've done OK with SYK and was in good shape with Vertex until last October. Take as many Q credits as needed.

Read Answer Asked by Carl on January 19, 2021

Q: Your thoughts on selling XLF to buy JPM & BAC and selling PFE & GILD to buy ARKG.

Thank you!

Read Answer Asked by Nhung on December 23, 2020

Q: i have noticed that 5i prefers JPMorgan as an American bank. I read recently that Warren Buffett has bought more of an already large component, of Bank of America., while selling other banks, like Wells Fargo. i imagine you can't go wrong on either of these two banks, but it would be interesting to know why you would prefer JPM over bac, and since you like to look at the other side of the trade, why Buffer would seem to prefer bac.
thanks as always for the great service

Read Answer Asked by joseph on October 02, 2020

Q: Any suggestion for US income stocks that still represent good value ? Thanks.

Read Answer Asked by Robert on August 20, 2020

Q: top 3 american, top 3 canadian, banks to invest in ?, and a reasonable projection and why, or do you not recommend banks at this time?

thanks

Read Answer Asked by eddie on July 21, 2020

Q: US bank stress test.

I read about the recent stress test results. Apparently results in general are not great.
Apparently Wells Fargo may cut their dividend next quarter and JPM opened the door by saying it was possibility they too could cut in the future. Never heard of such from the Canadian banks.

I have 20% of my total RRSP portfolio in JPM, Bank America, and Bank of New York Mellon.

They big US banks in general performed very well since the financial recession but now I wonder for the future?

Stephane

Read Answer Asked by Stephane on July 02, 2020

Q: These banks have been "hammered" in the recent downturn (for good reason due to prospective loan losses, and near zero rates). That said, do you see the Fed mandating dividend cuts/eliminations in the future here, or is the market just really skittish about it? They all look "cheap" right now, but an elimination of the dividend would be a real reason for me to leave this space if it were as distinct possibility vs. a "tail risk". What is your take on this and these companies - do you see much risk in dividend cuts here? Or is it just a reflexive thought in that the European banks were mandated to eliminate dividends...

Read Answer Asked by David on June 15, 2020

Q: hi, dear team
i just got some money for longterm investment. how about this list ?
can you tell me at which price i can buy?appreciate!
best regard
Jacky

Read Answer Asked by liang on March 30, 2020