Investment Q&A

Q: Hi 5i
Considering these two, which would you prefer for growth at this time? The aim is for growth with some income as a backup in case the intended growth doesn't materialize (fast enough :) ).
Thanks
Mike

Q: Have owed now for several years and up about 50%, with stimulus about to hit in US, good to stay here, maybe another bank/financial tool for higher dividend and some growth or maybe in some other area to get what im looking for?

Q: Credit Suisse got beat up real bad with the current events/news. Would you say it's a buy at its current level? long term hold. (If not of interest, what bank in the USA would you recommend the most and how does it compare to lets say a TD or BNS which i already own). Thank you

Q: Hi Guys,

I am retired and is looking for recommendations for 10 US and 10 CDN core stocks. Also an ETF or two for ex North American exposure.
Thank you

Q: I am retired and would like a recommendation for 10 US and 10 Canadian core stocks. Also one or two ETFs for ex NA exposure.

Thanks

Q: MCY: This appears to be nearing an all-time high.
Should that concern me and would you buy here or do you have other ideas.
Also, what is you opinion of banks and financials at this time.

Q: Peter, if with the reopening there is a shift in interest from growth into value stocks which Cdn/US stocks are best positioned on the value side ? In the US would you include Berkshire on the value side due to it sweighting in the Financials etc ? Would you agree with the strategy to shift from growth to value ? Thank you.

Q: Hi,
Current tech holdings at 24% (which doesn't include AMZN, GOOG, FB - included them in consumer disc. and telecom). These three would add another 3% weight if included in tech. Are you comfortable at 24-27% tech for a growth investor?
I'm looking to trim my tech slightly and add to these sectors - Materials, Energy, Industrials, Financials. Looking for asset-heavy, cyclical, economically sensitive companies. What would be your top 2-3 growth picks in each four sectors (cdn or US) that will benefit with inflation, rising rates, and further economic opening? Thanks!

Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!

Q: I have been lucky with MS which I accumulated during periods when many analysts seemed to misunderstand the poor thing. MS has become a full position. However when reviewing some analyses following MS’ recent results, opinions read as if they were written by bipolar CFAs. Views seem too divided for me to base a decision on. Is it time for me to trim MS —or best to ignore the noise and keep holding. Please do give your reasoning and I would appreciate very much your updating your response to my September 2, 2020 question on MS.

Q: Howdy - Why didn't Warren buy some Stanley instead of Bank of America? Too small? So for exposure to US financials in the form of a sorta bank isn't MS better positioned than most with no loan default concerns and great exposure to wealth management (high net worth concentration?) Decent divi too. Why no 5i love for MS - is it the symbol of the stock matching what most associate with something horrible? Bothers me. Fondly, Ken

Q: I am puzzled by your July 16, 2020 comments in response to a question on JPM vs. MS. You wrote “.... we would not consider them very different overall. JPM is significantly larger” ; “ business mix is very similar”. JPM and MS look different to me. MS has no retail business . MS has or will have an even larger presence in wealth management after its announced acquisition of eTrade. The deal was announced early 2020. The transaction has been approved and is expected to close before end of year 2020. Further, the above is an all-stock deal and although that affects capital structure, it should have little impact on MS’ debt level. However I may have missed things in which case your clarification would be welcome.
If I am correct: is MS a holding that is well worth adding to? I have a full allocation to US financials but hold only a modest position in MS. I am thinking of reducing BAC, OR another US banks and add to MS. My reasoning primarily: MS is not much exposed to loan losses; the brokerage and wealth management businesses seem poised for much growth in the US; its business model looks more attractive for the next two to 3 years. Would you agree or am I missing some important factors?

Q: Could you tell me the difference between JPM and MS.Thanks Phil.

Q: Hello Team,
May I have your thoughts on both Invesco and Lazard asAmerican Asset Management companies.
Both I believe have growth and the valuation has been blown out of proportion.
If not, would you recommend siding with Morgan Stanley or JP Morgan as the better choices.

Thank you

Q: What would be your preference among those companies based on the fundamentals and longterm potential in the global investment field.
Thanks as always for good and balanced advice

Q: I was left with a small position in MS due to a partial fill on a sell order. Recently however MS has stirred back to life, and I now wonder: rather than sell the remaining MS, perhaps add and bring it back to a full position.
1. I understand MS has a very good and growing wealth management business. Is this true?
2. Is MS a good buy based on:
ROE
ROCI
PEG
Price to FCF and Price to EDITDA
Dividend growth

3. I assume one cannot compare MS to a retail-oriented bank like BAC or any of the regionals. Is this correct? If yes, is MS less vulnerable to ultra low interest rates which squeeze net interest margin than , say, Goldman Sachs?

Q: May I please have your thoughts on US financials at this time and Visa, Morgan Stanley and JP Morgan in particular? Thank you,

Jason

Q: Greetings,
All of the US investment banks are struggling so far in 2018. Is there some reason for this and is this a good time to add to ones holdings (i own JPM) or would you prefer something like a Bank of American or the Regional Bank ETF.

Q: Interested in a large cap US financial stock. Which would you prefer, BAC or C or JPM or MS, or do you have another option.

Many thanks.

Clayton

Q: I have about 35 % in the above stocks in my TFSA and they have gone up nicely. The rest of my TFSA portfolio is following loosely your income portfolio ( + ZPW, ZWE, ZWH etc). My question is whether I should lower my exposure to the financial sector above?
Do you have some suggestions as to which US companies I could buy were I to sell some of the banks. I bought the US banks for growth as the rest of the stocks on the Can. side are mostly income producers.I already own Alphabet, Apple, Microsoft and Visa in my RRSP.
Thank you for your answer.
Heidi