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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: I have owned and added to these three US banks over the past 12 months. I'm down on Citigroup and have done well with JPM and BAC. I have 25 years before I need the money, should I sell Citigroup and add to the other two or keep all three.
Read Answer Asked by Wes on June 13, 2018
Q: If I wanted to invest in a theme where the real US economy begins to see robust growth from the benefit of the Trump admin's policies that benefit the working class and domestic economic activity, are there any US stocks that you could suggest that may benefit from such a scenario?
Read Answer Asked by Rick on March 09, 2018
Q: I have been reading and general feeling i believe is the feds are going to raise rates in 2018, do you feel that is right?, if so, to what affect will that have on bank stocks and IF, you were going to pick 2 in each of canada usa which would you pick, in the order you like them
thanks
Read Answer Asked by eddie on February 28, 2018
Q: I'm thinking of adding bank exposure, during this correction. Are the U.S banks more appealing to buy than the Cdn banks ?
Read Answer Asked by Bernie on February 12, 2018
Q: Looking to add a US financial. I already own MFC, RY, TD, BNS, JPM. I'm looking for a 6-7% total return so I don't really need to get too aggressive. Was thinking about GS. Any other recommendations that would fit my criteria? Thanks
Read Answer Asked by Richard on February 09, 2018
Q: Hi 5i:
I have too many finance stocks in my RIF account and would appreciate your advice on how to reduce. I want to maintain some US banking exposure, but otherwise I am open to your suggestions I have: RY; SLF; JPM; BAC; V. Thanks Roland
Read Answer Asked by Roland on January 31, 2018
Q: I have held FSV for several years and it has done very well. Is it still a good hold?
I want to add two U.S. Banks to my portfolio. Your suggestions, please.
Thank yoy for four very good years!
Audrey
Read Answer Asked by audrey on January 31, 2018
Q: Hi. Most of my US exposure is in tech. Am looking for some Financial exposure in the US. Considering JPM so would like your thought on that as well as a couple other suggestions.

Thanks
Bryan
Read Answer Asked by Bryan on January 26, 2018
Q: I would like to buy a US stock for my son’s RRSP account. I am considering BAC Bank of America. With current value of CAD/US is it a good time to buy into US market using CDn dollars or should I just stay in the Canadian stocks. Any other US stock suggestions ?
Thanks Kathy
Read Answer Asked by Kathy on January 25, 2018
Q: I am having a hard time deciding if I should add to my financials with individual stocks or buy an ETF. XLF and MTUM have holdings that I already own and am ok with adding to these via the ETF and they also hold BAC and JPM which I do not own. Can you please give me your opinion. Sectors and weightings are fine. Thank you.
Read Answer Asked by Gayle on January 17, 2018
Q: Interested in a large cap US financial stock. Which would you prefer, BAC or C or JPM or MS, or do you have another option.

Many thanks.

Clayton
Read Answer Asked by Clayton on January 15, 2018
Q: Good afternoon 5i. I own the following stocks. Today there`s been talk about possible sector rotation of funds going from tech to financials. The Nasdaq is down 1.3% today. My portfolio stands as of right now at 22% tech and 15% financials. Would you recommend I leave my portfolio as is or should I lean more towards financials going forward?

Thx/Rob


Read Answer Asked by Robert on November 29, 2017
Q: Hello

I have been holding on to Wells Fargo for the last few years and unfortunately have missed the run up with the other US banks. Its currently in my TFSA, I've been considering selling and purchasing BAC or JPM. Which one would you recommend, is there still some upside? Etrade Financial (although more online trading platform) is another option, what are your thoughts?

Thanks!
Read Answer Asked by Neeraj on November 08, 2017
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