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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 about 35 % in the above stocks in my TFSA and they have gone up nicely. The rest of my TFSA portfolio is following loosely your income portfolio ( + ZPW, ZWE, ZWH etc). My question is whether I should lower my exposure to the financial sector above?
Do you have some suggestions as to which US companies I could buy were I to sell some of the banks. I bought the US banks for growth as the rest of the stocks on the Can. side are mostly income producers.I already own Alphabet, Apple, Microsoft and Visa in my RRSP.
Thank you for your answer.
Heidi
Read Answer Asked by Heidrun on October 31, 2017
Q: I currently own WFC but am thinking of trading it for either of V or BAC. Would you have a preference? Secondly, with earning season coming on, if one is thinking of doing some trading is it best to wait for all the dust to settle to make the trades you were going to make without regard to timing the quarterly report? Any trades I would do would be with a view to holding the stock long term.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 12, 2017
Q: Hello 5i :

I current own Wellsfargo shares and they are not doing much. Do you think I should sell them and buy Banc shares instead? Please compare the two and provide your expert advice regarding the future earnings, cash flow, dividend growth, debt and multiple expansion in the next few years!

Thank you as always,
Read Answer Asked by Rossana on October 04, 2017
Q: Good morning Peter
In the next month I will receive US$50,000 which is available for investment. I would like to keep these funds in low risk but growing investments. I have considered putting half into each of BRK.B ( currently own 250 shares ) and BAC ( currently own 1,000 shares ). Another consideration is a broad based US ETF, such as VTI. I would very much appreciate your thoughts.
Read Answer Asked by doug on September 21, 2017
Q: Could you please rank the following US banks based on valuation in a rising rate environment
And what's your thoughts on the US raising rates going forward until December 2018. How many rate rises do you see by that time
Thank you
Kevin
Read Answer Asked by Kevin on August 29, 2017
Q: Is it time to rethink the long american bank play? My Citi is fine but BAC seems to languish and there is talk of the rest of the year being one and done rate wise.

I also have CM that I am thinking of cashing in.

Which of these has more upside?
Read Answer Asked by Mark on June 12, 2017
Q: Hi All at 5i! I am thinking of investing in a Us bank. Any suggestions and would now be a good time to buy? Warren Buffett seems to be bullish on Wells Fargo. Cheers, Tamara
Read Answer Asked by Tamara on May 31, 2017
Q: I am concerned about my allocations to the banking sector. TD accounts for 16% of my portfolio and BAC/WFC combination 7%. All shares were purchased during the financial crisis and I have done extremely well with that move. With TD's US exposure I could pare BAC/WFC or reduce TD or continue to hold them? All shares are in RIFs. I am a conservative investor. Dividend income is good.

Thanks for your advice,

Docsinc
Read Answer Asked by Tom on May 11, 2017
Q: I am planning to add one US bank to my portfolio, which one of the above mentioned banks would you recommend.
Read Answer Asked by Jacob on April 24, 2017
Q: Hi Peter and Ryan, I have held Lloyds and Santander for a long time still down 35%. Should I sell both due to the uncertainty of Briex and buy some more BAC, C, TD, BNS That are also held in equal amounts. US Banks are ADR's.
Do you know when Lloyds will receive the next Dividend and how much it will be ?
Thank you, to you and all your staff for excellent advice, I have all the stocks in your Balanced and Growth Portfolio's and the best performance I've ever had. --- Ian
Read Answer Asked by Ian on March 31, 2017
Q: Peter & Co., I am planning to add to my small positions in one or two of these American banks. I have compared P/E, P/B, ROE and payout ratios and I am in a quandary. Would you please list them in order of your priority for possible purchases.
With great appreciation for your excellent service.
Read Answer Asked by Ed on January 30, 2017
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