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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 note that CITI Group looks cheap with a P/E of 5.7X. It also has a nice yield of 4.16% and a Book Value twice that of it's share price. I would appreciate you opinion of this company as a long term hold. Also, I would appreciate your opinion regarding the significance of P/E and Book Value.

Read Answer Asked by Dennis on April 26, 2023

Q: I notice that with it's new FDIC unlimited guarantee SVB is marketing itself as the safest bank for depositors. With an unlimited guarantee, it is equivalent to holding reserves at the central bank. How does the competition respond if their guarantee is limited to $250k, or as is the case in Canada, $100k? How will banking change now that depositors know that they can be made safe/whole by the stroke of a regulators pen? Are we looking at a fundamental change to banking? How should investors position for this?
Your thoughts are appreciated.

Read Answer Asked by michael on March 17, 2023

Q: With bank failures in the forefront these days would you still consider HISA ETF's safe in this environment? Will the issues in the banking sector affect the NAV prices of these ETF's?

Read Answer Asked by Kyle on March 17, 2023

Q: Good afternoon.

Please provide me with a list of your top - rock solid - US Banks.

Are there any with a yield of 4% or greater that will have dividend and price growth.


Read Answer Asked by Dave on March 02, 2023

Q: Good Morning 5i.

I am looking for some US income suggestions.

Preferably with yield’s in excess of 4%.

Long term - safe and secure - holds with potential for dividend and value growth.

Thanks very much.

Read Answer Asked by Dave on February 06, 2023

Q: Hi 5i happy new year! I believe its time to step into US perpetual preferred shares due to interest rates. I'm having problems finding these and I'm hoping you can help. Quality needs to be high to the highest as this is for my retirement. I am an advocate of diversification so please if you can have a few stable sectors listed, thanks!

Read Answer Asked by Mark on January 09, 2023

Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.

Read Answer Asked by HARRY on November 11, 2022

Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you

Read Answer Asked by Steven on November 10, 2022

Q: I have some $US to invest. What would you recommend? And why?

Thanks for your help

Read Answer Asked by christianne on October 12, 2022

Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?

Read Answer Asked by Chris on September 26, 2022

Q: i would like to buy an etf (vanguard) with safety or stock with a high yield during these unsettled times
What would you advise ?.Can you please give me a few choices

Read Answer Asked by gabriel on September 21, 2022

Q: What are your thoughts on US bank prices. Specifictly Citigroup it seems very cheap at . .6 times book value. If it wasn't for the war at what price would you see the US banks today. lower, higher or much higher than todays prices. My average price is 55 dollars. Sell hold or buy today.
Thanks for the great advise

Read Answer Asked by Hubert on May 05, 2022

Q: Do you think the selling in US banks is overdone? They have really taken a big hit lately. I would think with rising rates, they would be going up instead of dropping. Is this because of the war in Ukraine and their interests in Russia, or are there other factors at play here?

Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.

Read Answer Asked by Ed on April 07, 2022

Q: Citi continues to be the perennial underachiever in its club. I trimmed down to a half-position months ago. From reading the financial media, I sense that the relatively new CEO should be able to push Citi out from its corner where it sits wearing a dunce-cap. One worries however about the massive costs inevitable in most turnarounds. Do you have an opinion on whether such costs are implicit in Citi’s current low price. Is it worth topping up the position? If no, what is better — ride it out or give up on the poor thing before it makes me poor? I sometimes hold on to securities that are generally disliked because they often turn out to be strong performers later.

Read Answer Asked by Adam on October 26, 2021