skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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.
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.

Mano
Read Answer Asked by Savalai on June 29, 2023
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
Read Answer Asked by John on June 21, 2023
Q: Hi Guys
TFC Can you comment on the balance sheet strength on this bank.
Would it be a good choice ?
Thanks Gord
Read Answer Asked by Gordon on March 30, 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. do you have any current recommendations for any U.S. banks/financial institutions?
Read Answer Asked by chris on March 16, 2023
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
Read Answer Asked by Rajiv on March 13, 2023
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
Read Answer Asked by Brian on February 23, 2023
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.



Read Answer Asked by Ray on February 23, 2023
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.
Read Answer Asked by ALNOOR on January 19, 2023
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 Asked by Mark on January 09, 2023
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!
Read Answer Asked by Grant on November 08, 2022
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 Answer Asked by Jeff on November 04, 2022
Q: 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 Asked by Gerry on October 15, 2022
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
Read Answer Asked by John on October 11, 2022
Q: Hi Peter and staff,

On Sep. 13 I asked about possible new purchases, and one of the recommendations was UPST. So I'm looking at the chart and it looks like it's on a free fall for the last year, although it has stabilized recently.
I went back and checked on past Q&A and your view was not positive for UPST. You recommended AFRM over UPST and you mentioned that the fundamentals and potential have deteriorated.
I also checked and it appears that right now there are 2 Buys, 6 Holds and 1 underperform.
Just wondering what new information you have that would make this a buy.

As always thank you for your advice.

Joe
Read Answer Asked by Joe on September 15, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!