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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: 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 Citiís current low price. Is it worth topping up the position? If no, what is better ó 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

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Read Answer Asked by grace on April 27, 2021

Q: I am retired and invest in primarily blue chip, dividend paying stock. In my regular investment account I hold the following Canadian bank stocks, RY,BNS,TD.
In my RRSP I hold all my US stock which includes JPM and C. I am considering selling my Citibank stock and using the proceeds to buy more JPM.
I am thinking JPM has better upside and is generally a better run company. Any thoughts?

Read Answer Asked by Ken on March 30, 2021

Q: The top ten positions in my equity portfolio represent 30% of the portfolio. Among these top ten are TD, BAM, BAC and JPM. The financial sector represents 27.5% of the equity portfolio and the 5i analysis suggests that this be reduced to 15%. I am a new 5i client and donít disagree with the direction the model is suggesting. Other holdings in the financial sector are: BMO, BNS,CG,C,MFC,PYPL,PNC,RY,SLF,BX,X,V. This is a bit messy but adding to the sector in the spring seemed like and was a good idea but now we need to be more conventional. I may be very wrong but I donít consider BAM and X as financial services, particularly BAM. Looking at the holdings, what would you unload to bring down the financial sector exposure? Obviously a tax filter will be needed at my end. The question for another day will be an ask for recommendations to increase the under-weighted sectors. Having fun with the model and more importantly find it useful.
David

Read Answer Asked by David on February 03, 2021

Q: Please provide your top 10 ranked Canadian and US stock that are dividend aristocrats (at least 5 years of increases annually to their dividend or distribution) in the order you would purchase them.

Read Answer Asked by David on December 22, 2020

Q: Sir: I find myself still Down over 40% on SU, FIH.U, MTB, UMPQ and UAL and down over 20% on the others in spite of the recent strong market. So 1. Add to.? 2 sell.? Or 3 Hold.? Thanks for your great insight and valuable advice..........Jim

Read Answer Asked by James on September 10, 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