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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: Royal seems to continuously march forward. Does the valuation seem a little stretched at this point? I'm seeing a P/E of 14.55. I think I have read that the banks typically trade at a 8.5 to 12 PE.

If the Canadian consumer is likely to to be challenged over the next 24 months and US banks (like JP Morgan) trade at 12.2 PE there seems to be a disconnect. I'm not sure what their revenue is in Canada Vs US.

Thoughts?
Read Answer Asked by Steve on September 06, 2024
Q: I want to buy one of the big banks for a 10 year hold and I'm leaning toward BNS. I'm dependent upon some fixed income so need either the yield, or combo of yield/growth. Which bank would you suggest. Thanks.
Read Answer Asked by Kim on August 14, 2024
Q: I need to sell three or four of these holdings from an unregistered account in the second half of 2024 starting now.

Can you please recommend a sell sequence and provide rationale.

Thanks,

Jim
Read Answer Asked by Jim on July 30, 2024
Q: I hold the above positions in approx equal weights in a non-registered account from which I need to raise some cash for a home project. If you were to sell entire positions, in what order would you proceed, first to be sold through to tenth (ie which positions do you see as having the most potential yet to be realized and would be later in your sell order)? Alternatively, are there some positions you would sell outright while trimming as needed from others, and if so, which ones would be sells - again in what order - and which would be trims? Many thanks.
Read Answer Asked by Bruce on July 05, 2024
Q: I hold TD-T in a TFSA with a loss of about 10%. I have read you comment that TD-T is now a hold. But I keep wondering if I should switch to RY-T and expect to make up the loss over time......keen to hear your take.....Tom
Read Answer Asked by Tom on June 25, 2024
Q: Hi 5i, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.
Read Answer Asked by Fernando on June 18, 2024
Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton
Read Answer Asked by Clayton on June 17, 2024
Q: Are any of the other large Canadian Banks similarly exposed to investigation/prosecution in the U.S. for the same activity that TD was convicted? Also, can to tell me what % of each banks total business revenue comes from U.S. sources?
Read Answer Asked by Will on June 14, 2024
Q: Would BMO be a good proxy for TD? Mid and longer term which do you see as more likely to do better? Please explain your reasoning.
Other banks or other high yield suggestions for proxies?
I have lots of BNS.
Thank you.
Read Answer Asked by Tulio on June 12, 2024
Q: The most recent question I found on USB was August last year. What is your current opinion on USB? Can you compare it to Visa for total possible return over a 5 year period? I presently hold no US financials.
Thank you.
Read Answer Asked by Harvey on June 07, 2024
Q: Hello 5!, I am considering to sell holdings in RIT:CA and buy Royal Banks shares as they seem to have a better future for growth while paying decent dividends today. Your thought, on this matter, would be appreciated. Thank you in advance
Read Answer Asked by Yves on June 05, 2024
Q: Hi 5I. My largest holding is TD and I am going to reduce it by a third. Reasons are mainly concerns of future US growth because of the money-laundering stain. The potential fine is not as concerning as being shunned by investors resulting in stunted growth in the US. With the proceeds I was thinking of adding to my RY holding and taking a position in IFC. Or should I be looking at another big 6 such as NA or ...? Thanks in advance.

Carl
Read Answer Asked by Carl on May 30, 2024
Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?
Read Answer Asked by Luc on May 22, 2024
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