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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: 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 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: Given the attack by Trump on financial regulation in the US, do you think it is a good time to add companies like goldman sacs and wells fargo or perhaps Jpm to my portfolio. Thanks.
Read Answer Asked by Shyam on February 03, 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
Q: I would like to add another bank to my granddaughter's RESP. She is now 13. Would you recommend a Canadian Bank ETF. A US Bank ETF. Both or just a Canadian bank. Which would be the best choice for a 13 year old. Please provide some name suggestions.
She now has 100 shares of BCE,RY,XSP,XDV.
Thank You
Read Answer Asked by Jean on December 28, 2016
Q: If a fella was overweight tech and underweight financials - I own a 6% position in BNS and a 2.5% in ECN, would a sell of GOOGL and a purchase of JPM make sense?

Thanks for your great service, it is truly an exceptional business you all have created.
Read Answer Asked by Charles on December 27, 2016
Q: Hi Team, A number of analysts seem to think that the U.S. financial sector(deregulation) and infrastructure(putting people back to work) are sectors to consider when investing in the U.S. Do you agree with this and if so what would be your top 2/3 stock picks in each sector? If not, what sectors and stock picks would the team suggest.
Read Answer Asked by Chris on December 02, 2016
Q: I'm looking to buy a US bank. I know you like JPM, so can you compare JPM to OZRK for me? I know JPM is way bigger so less risky in theory.Looking at Fwd P/E OZRK looks more expensive but it looks much more consistent over the last 10 years and has better ROE and cash flow.Please give me you r analysis.Thanks and I'm learning a lot from your service!
Read Answer Asked by Adam on November 22, 2016
Q: I have owned WFC for a couple of years and purchased it because it was considered to be the best in class by some (Warren Buffet) although its reputation has been tarnished in the last few months. I know you have always preferred JPM. Would you endorse a switch over to JPM or does WFC still provide a pretty reasonable upside in your opinion?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on November 18, 2016
Q: Hi Peter and Team! I know that Us stocks are not something you specialize in, but I was thinking that I might like to invest in a Us bank with good stability and growth potential ,or an ETF that holds a basket of US banks. Any suggestions? Kind Regards, Tamara
Read Answer Asked by Tamara on October 31, 2016
Q: I have a small amount of CIX in an RSP account. I originally bought it a few years ago for the dividend, a bit of growth and the prospect of the company being purchased. I am not terribly unhappy with it as i've collected the nice dividend over the years and the current price is still over what i paid. But now with the industry moving away from high fee mutual funds it seems as CIX is dead money at best and the only attractive thing is it's dividend. I'd like to sell CIX and move it to another financial that has a bit more of a growth component to it. Would you consider a cdn bank as a good replacement? Or a US bank? An insurer? I'm not interested in DH corp, HCG, or EFN. Thanks for your advice
Read Answer Asked by Richard on August 18, 2016
Q: I have owned these two companies for a couple of years as part of a well diversified portfolio - both geographic and by industry. Financials in the US have been relatively flat for nearly a decade and I am wondering if there is a case to be made for owning US financials when Canadian financials have done better and pay a nice dividend. I am comfortable that these two stocks are near the top of the class so it is not the companies that I question. Would you deem it reasonable to hold only Canadian financials at this time and to invest the US dollars in other areas?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 20, 2016
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