Investment Q&A

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

Q: Can you give me an opinion on how you would rank these three US Banks and how you determine that ranking and if you feel now is a good entry point for an initial position in any of them?

Thanks!

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!

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?

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?

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.

Q: Have owed now for several years and up about 50%, with stimulus about to hit in US, good to stay here, maybe another bank/financial tool for higher dividend and some growth or maybe in some other area to get what im looking for?

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.

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

Thank you!

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

Q: Hi 5i Guys,
I'm wondering about selling some BAC to buy Visa (V) and Apple (A) to get a little more growth in my portfolio. Any thoughts or suggestions would be appreciated.
T

Q: I have both BAC & RF both of them are slightly higher than my cost. I would appreciate your opinion if selling both of them and buying SCHW would result in a better growth opportunity.
Thanks

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

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

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

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...

Q: Hi group recently I bought a Canadian bank along with BAC + JP Morgan since then it has gone down every day. The rally appears to be over or at least adjusting what is you view on these 2 banks I am down 10% in the last week- buy sell or hold ? thanks for you views on US banks

Q: Can you please explain why you prefer JPM and BAC over C? At current prices vs. previous highs, I am tempted more towards C. Thanks.

Q: I have a position in BAC I have held for a while, sold over the years but still have a good sized position. Do you see any advantage of switching to JPM at current levels. Thank you.

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