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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: Dear Peter et al:

To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.

From tomorrow the earnings reports will start trickling in, starting with JPM.

Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?

Many thanks.

Read Answer Asked by Savalai on July 13, 2023

Q: Dear Peter et al:

Thanks to your consistent answers not only to my questions but to other subscribers, I have taken a position in RY, BN and TD. BNS may follow soon.

However having browsed through literally hundreds of questions on US Financial stocks, I don't see the same consistent answers. JPM seems to get your nod mostly. Even that doesn't get the nod with the fervor with which you endorse RY for example. In general you seem to be less enthusiastic about the US big banks.

What are the US banks that you would rank in the same order as you often do in Canadian banks? i.e. equivalent to RY/TD/BNS.

Thank you.


Read Answer Asked by Savalai on June 29, 2023

Q: What are your top 5 Canadian and US Dividend Stocks (> 3%). Could you also indicate good entry points.

Thank you

Read Answer Asked by Timothy on April 12, 2023

Q: Can you suggest 5 beaten down, safe financial names with good long term prospects? Please include any relevant US companies that are available as EDRs. Thank-you.

Read Answer Asked by Alex on March 21, 2023

Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?

Read Answer Asked by Michael on September 12, 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: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Read Answer Asked by victor on October 15, 2021

Q: I am looking for US financial names to add to my existing exposures in PYPL, and V, Would you prefer the investment dealers or money center banks? Which names do you recommend in these sectors?

Read Answer Asked by SCOTT on May 27, 2021

Q: Am I correct in concluding from my calculations that investors place a lower value on GS shares than they do on firms like MS and JPM? If yes, is GS’ share price discounted because GS carries a higher risk than its peers ? For GS my calculations have ROE at 16%, and PEG at 1.25. I cannot work out ROCI— I come up with a bizarre number. What are your ratios for all these please?

Other than a high debt level, would you have concerns about GS that amateurs would not see? Is GS a reasonably good investment based on both its own projections, its actual history, and projections by the more insightful “Mike Mayo type” analysts? (I don't have access to Mayo’s research) .

I am fully allocated to financials, but that seems to be one of the few sectors that possibly has some value. Correct? I find worrying about “diversification” and “allocations” rather tiresome. Do you find time spent on “proper” allocation worth while on your own PERSONAL accounts ? Really?

Read Answer Asked by Adam on April 22, 2021

Q: HI 5i,

Concerning American banking system, rumors are that under the Trump governance, some banks have gone back to the same financial strategies as before the financial crisis of 2008. I do have those 3 American bank in my retirement portfolio. Should I get a ride of those and, if the answer is yes, any suggestion for replacement.

Thanks you

Read Answer Asked by Claude on October 01, 2018