Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always
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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: Given the disappointing earnings and the subsequent drop in share price would C currently provide a opportunistic entry point for total return?
With appreciation.
Ed
With appreciation.
Ed
Q: I don't understand why this bank is such a poor performer relative to its peers. It is understood that their ROA is low relative to other banks but this metric continues to improve. Is it time to give up on this stock?
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.
- Amazon.com Inc. (AMZN)
- AbbVie Inc. (ABBV)
- Citigroup Inc. (C)
- Johnson & Johnson (JNJ)
- MBN Corporation Equity Shares (MBN)
Q: MBN What does this company do. Is it profitable. What is the outlook going forwards? Thanks.
Q: May I please have your opinion of Citigroup? I appears to be very inexpensive.
With appreciation,
Ed
With appreciation,
Ed
Q: I don't see any news that would make Citi drop like a stone today. Any insight?
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Citigroup Inc. (C)
- The Walt Disney Company (DIS)
- Johnson & Johnson (JNJ)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- Mastercard Incorporated (MA)
- Morgan Stanley (MS)
- Union Pacific Corporation (UNP)
- Visa Inc. (V)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Bank of Montreal (BMO)
- Air Canada Voting and Variable Voting Shares (AC)
- Algonquin Power & Utilities Corp. (AQN)
- Interfor Corporation (IFP)
- Thomson Reuters Corporation (TRI)
- Block Inc. Class A (SQ)
- Twilio Inc. Class A (TWLO)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Real Matters Inc. (REAL)
- iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
- Magna International Inc. (MGA)
- Suncor Energy Inc. (SU)
- Royal Dutch Shell PLC American Depositary Shares (Each representing two Class A) (RDS.A)
- Berkshire Hathaway Inc. (BRK.B)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Field Trip Health Ltd. (FTRP)
- Airbnb Inc. (ABNB)
- Affirm Holdings Inc. (AFRM)
- Coinbase Global Inc (COIN)
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?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
- Citigroup Inc. (C)
- JPMorgan Chase & Co. (JPM)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
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?
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?
- PayPal Holdings Inc. (PYPL)
- Citigroup Inc. (C)
- PNC Financial Services Group Inc. (The) (PNC)
- Visa Inc. (V)
- TMX Group Limited (X)
- Carlyle Group Inc (The) - Ordinary Shares (CG)
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Toronto Dominion Bank (The) (TD)
- Royal Bank Of Canada (RY)
- Bank Of Montreal (BMO)
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 don’t 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 don’t 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
David
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- NetApp Inc. (NTAP)
- AbbVie Inc. (ABBV)
- Citigroup Inc. (C)
- KeyCorp (KEY)
- Prudential Financial Inc. (PRU)
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.
- Citigroup Inc. (C)
- M&T Bank Corporation (MTB)
- United Airlines Holdings Inc. (UAL)
- Bank of Nova Scotia (The) (BNS)
- Finning International Inc. (FTT)
- Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
- Apple Hospitality REIT Inc. (APLE)
- ManpowerGroup (MAN)
- Suncor Energy Inc. (SU)
- Umpqua Holdings Corporation (UMPQ)
- iShares MSCI Singapore ETF (EWS)
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
- Bank of America Corporation (BAC)
- Citigroup Inc. (C)
- JPMorgan Chase & Co. (JPM)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
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
thanks
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: hello team,
citigroup worth considering at this level? how does this company compare to its peers?
thanks
citigroup worth considering at this level? how does this company compare to its peers?
thanks
Q: Why are U.S. banks moving so much higher with interest rates and their spread so low? Do investors believe they are at a bottom? Have JP Morgan and that has performed beautifully. What do you think between Citicorp and Bank of America?
Q: How do you feel about the prospects for the banking sector over the next 12-18 months? What stock would you buy in this sector at this point?
Q: Your thoughts on Citi and the US banks in particular. I have a 1/2 position in the low 70s. Wondering if I should add or just move on. I also own BAC.
Q: Hi guys, I'm looking to reduce the number of holdings to 2 or 3 US financials. Please let me which names you like most from the following: BRK.B, C, JPM, ING, MET,V.
Thanks for your help!
Thanks for your help!
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.