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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: which american large bank do you find the best for a long term hold ? I currently hold jpm. Should I add to that or take a position in another bank.

Great service you provide. Thank you
Read Answer Asked by ric on March 19, 2026
Q: Good morning, Goats!

JPM is a favourite. With its cheaper valuation and current rate outlook it will benefit more on broad banking and scale. Is it landing on the higher valuation side of things now?

A crypto recovery, IPO’s, M&A activity, strong markets continuing. Garp and other metrics would favour GS.

What say you? Does GS actually pull away here on another steady run? Or would you still pick the more conservative and diverse JPM. If there is an alternative winner please share.

Thanks for all the continued work this incredible team does.
Read Answer Asked by Adam on January 17, 2026
Q: All of these have had a great 25, are they still great buys and how would you rank them today?
Thanks Again
Read Answer Asked by eugene on December 11, 2025
Q: Hi,

I’ve had a nice run with both of these. Thinking of selling one. All things considered regarding their lines of business which has a better growth outlook? Or are they complementary to each others such that owning both is a good thing?

Thank you.
Read Answer Asked by Robert on November 06, 2025
Q: I have the above listed US Stocks in my portfolio. Please rate each one as Buy, Hold or Sell, and the reasons for your rating.
Read Answer Asked by ALNOOR on September 29, 2025
Q: With interest rates potentially going lower in the US I was wondering about your crystal ball thoughts on where this ETF might peak this cycle ? I bought in when it cratered a couple years ago.
Read Answer Asked by STEVE on August 27, 2025
Q: Greetings 5i, I own both of these companies and both have done well, although JPM has significantly outperformed. Would you sell MS and consolidate the position in JPM or would you continue to hold both? Please provide primary reasons. Thank you.
Read Answer Asked by Barbara on June 03, 2025
Q: Hello 5i,


What would be your top 3 US Finance picks (best being 1st) in light of Trump's incoming presidency with reasons on your proposed selections. Thanks as always!

j,
Read Answer Asked by Julie on January 15, 2025
Q: Hi!

Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.

Ok thanks!
Read Answer Asked by Robert on January 13, 2025
Q: I am not so sanguine to think all is priced in. The Americans are going to slaughter td and wait for the lawsuits. I have a AUS account. what solid US bank stocks or other decent dividend stocks would you recommend?
Read Answer Asked by Murray on October 11, 2024
Q: Hi 5iTeam,

What would your top 3 U.S. banks be and please provide rationales supporting your choices.

Thanks,
H
Read Answer Asked by Harry on September 19, 2024
Q: Hi guys, which bank would you recommend. ? Or any other suggestions? For TFSA account for 5 years hold.
Thanks. Alnoor
Read Answer Asked by Alnoor on July 11, 2024
Q: Hi Group is it a no brainer to buy CWB and sit on it until deal goes thru? Looks like around 25% upside simply waiting on the deal to go tru with the only risk being government intervention. What do you think?

also light on Canadian /us banks/financials I own GSY. US has been outperforming Canadian financials by a long shot. What's you thought on financials in general (US or Cad) give me some of your top financial sector picks regardless of US /Canadian
Read Answer Asked by Terence on July 10, 2024
Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: You replied to my recent question about cdn companies paying us dividends, I would like same 5i stock screener in us companies. Your criteria was us dividends, top 25 with the largest market capitalization, 12 month trailing dividend yield, 5 yr historical dividend growth rate and anything else you may add, basically buy and forget.
Read Answer Asked by Michael on February 21, 2024
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