Q: Hi
Contemplating selling either MS or JPM to purchase GOOG. Is selling financials good timing and if so, which one? And, is it the right time to by GOOG?
Carl
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.
Mano.
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Bank of America Corporation (BAC)
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Citigroup Inc. (C)
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Goldman Sachs Group Inc. (The) (GS)
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JPMorgan Chase & Co. (JPM)
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Morgan Stanley (MS)
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Wells Fargo & Company (WFC)
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.
Mano
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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Johnson & Johnson (JNJ)
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Morgan Stanley (MS)
Q: Hi 5i,
I plan on purchasing these 4 companies to cover off my exposure to the US markets.
What is your opinion of this portfolio? Any other addition?
Weighting in the Portfolio is a consideration, so I only have 4 positions.
Is now a good time to start accumulating, and it what order?
Thanks for the opinion.
John
Q: Which US bank is the better bet: US Bancorp or JP Morgan or do you have another preferred pick?
Read Answer
Q: the US banks are beaten up, now that Biden and McCarthy worked out the deal that US would not default
what would be a good entry point for MS?
it is now at 83 US
thanks
Michael
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Bank of America Corporation (BAC)
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JPMorgan Chase & Co. (JPM)
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Morgan Stanley (MS)
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Truist Financial Corporation (TFC)
Q: Hi Guys
TFC Can you comment on the balance sheet strength on this bank.
Would it be a good choice ?
Thanks Gord
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AFLAC Incorporated (AFL)
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Goldman Sachs Group Inc. (The) (GS)
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Morgan Stanley (MS)
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Progressive Corporation (The) (PGR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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-
Bank of America Corporation (BAC)
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Goldman Sachs Group Inc. (The) (GS)
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JPMorgan Chase & Co. (JPM)
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Morgan Stanley (MS)
Q: hi. do you have any current recommendations for any U.S. banks/financial institutions?
Read Answer-
Bank of America Corporation (BAC)
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Morgan Stanley (MS)
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Blackstone Inc. (BX)
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SVB Financial Group (SIVB)
Q: Hello Peter,
How would you trade the collapse of SVB? Banks and Financial companies are taking a hit. Is it time to buy? If yes, what would you prefer- BAC,MS, BX? Or none of the above.
Do you think there is a contagion risk here?
Regards.
Rajiv
Q: I currently hold MS. I am considering selling MS and buying American Express. Would you recommend this trade?
thanks
Kim
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Bank of America Corporation (BAC)
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JPMorgan Chase & Co. (JPM)
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Morgan Stanley (MS)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Montreal (BMO)
Q: Can you rank these banks, best to worst. With a buy sell or hold and an entry price.
How much downside risk is there to the stock price if there is a worse recession than expected? Buy now or wait and see how economy plays out in the next couple of months?
Thanks
Brian
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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American Tower Corporation (REIT) (AMT)
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Chevron Corporation (CVX)
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Mosaic Company (The) (MOS)
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Morgan Stanley (MS)
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NextEra Energy Inc. (NEE)
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Jacobs Solutions Inc. (J)
Q: Hi Peter,
You had this qn on Jan. 23, 2023:
My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.
Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?
Please deduct as many credits as necessary.
Thanks a million.
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Adobe Inc. (ADBE)
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Applied Materials Inc. (AMAT)
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Meta Platforms Inc. (META)
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D.R. Horton Inc. (DHI)
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Mastercard Incorporated (MA)
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Morgan Stanley (MS)
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Fortinet Inc. (FTNT)
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Crocs Inc. (CROX)
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Ultra Clean Holdings Inc. (UCTT)
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
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Broadcom Inc. (AVGO)
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Bank of America Corporation (BAC)
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Boston Scientific Corporation (BSX)
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Citigroup Inc. (C)
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JPMorgan Chase & Co. (JPM)
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Morgan Stanley (MS)
Q: Hi 5i happy new year! I believe its time to step into US perpetual preferred shares due to interest rates. I'm having problems finding these and I'm hoping you can help. Quality needs to be high to the highest as this is for my retirement. I am an advocate of diversification so please if you can have a few stable sectors listed, thanks!
Read Answer-
Morgan Stanley (MS)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Sun Life Financial Inc. (SLF)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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ECN Capital Corp. (ECN)
Q: Can you please rank the above financial holdings by value, safety and growth. What would you recommend as a top US financial stock that has a significant moat?
Thanks!
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T. Rowe Price Group Inc. (TROW)
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Morgan Stanley (MS)
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Ally Financial Inc. (ALLY)
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Carlyle Group Inc (The) - Ordinary Shares (CG)
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SoFi Technologies Inc. (SOFI)
Q: All of these stocks have been hammered badly. Could you please provide your perspective on each of the listed financial services companies. Are they a buy, sell or hold? in what order would you buy? or would you not buy any of them and prefer something else in the same space. thanks
Read AnswerQ: I’m a Canadian invested with a dividend focused portfolio in my retirement account. I’ve help Morgan Stanley for a while and have more than a 20 percent loss. I started to wonder whether my holdings in Canadian banks gets me enough exposure to the Is capital markets (like through TD bank) that I should sell MS and maybe look for a U.S. alternative in tech or healthcare. Does TD or other Canadian banks have enough capital market exposure that moving my investment out of MS would make sense to improve diversification?
Read Answer-
Welltower Inc. (WELL)
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Morgan Stanley (MS)
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Verizon Communications Inc. (VZ)
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Walmart Inc. (WMT)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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Blackstone Inc. (BX)
Q: I am looking for the "safest" dividend paying stocks to add to the above list that will help me weather the recession that according to most commentators will last well into 2023.
5 each from the US and Canada will be of great help.
Many Thanks
Q: which do you favour at this time? JPM or MS...
or is there another you favour over both?
ed in montreal