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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: Good morning,

Long time holder of CAR.UN, and although I like it, watching TD go lower and lower seems like a buying opportunity to me, and I know you view TD as having potential over the medium/long-term from these levels. Seems to me like there is greater price appreciation potential, and a greater dividend while things settle down.

I know they are different sectors, but what are your general thoughts on this potential switch? 5 years from now I think it may look smart..... Thanks. - Jeff

Read Answer Asked by Jeff on May 29, 2023

Q: Dear Peter et al!

I am not good in coming up with limericks! If I were, I would somehow use Peter/Ryan and TD/BNS/BN in a limerick ! If I said you folks sound like a broken record it would be rude. May I say you sing that lovely tune that consists of notes TD/BNS/BN/RY always! Faithfully endorsing a buy on the above mentioned stocks.

But here is my question based on my mild bewilderment! On one hand your faith in BN is linked strongly to Mr. Bruce Flatt's managerial skills. But on the other hand BNS's CEO didn't meet your approval and you were at best very tepid in welcoming him! TD's foray into the M&A domain was a disaster!

Having said that my faith in your suggestions is unshakable! With this in mind, can you rank order these stocks in terms of priority of buying at this stage. How long do you think one has to wait for these stocks to return to decent price range. a year or two or three? Your crystal ball is lot clearer than mine!!

These are going to be held in our TFSAs and plan to buy and forget about them for a while! Keepers and not traders!


Read Answer Asked by Savalai on May 29, 2023

Q: Do you recommend purchasing any of these banks right now, especially with those with foreign investments?

Read Answer Asked by Ron on May 29, 2023

Q: Hello 5I. If you had to flag potential screaming buys in the market today what would 5 of them be for a 1 year period and 5 year thanks.

Read Answer Asked by Tyler on May 15, 2023

Q: Can you comment on how much exposure the Canadian banks have to commercial real estate in the US and Canada? It sounds like office towers are of particular concern. Could you also comment on residential mortgage risks. And how much impact it could have on the stock prices.

Read Answer Asked by Brian on May 12, 2023

Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.

Read Answer Asked by Nizar on May 11, 2023

Q: One source describes RBC and TD banks as having wide-moats; BNS and CM banks it describes as having narrow-moats.

Do you agree?

Is this something that someone who has a concentrated portfolio should especially heed?

All the best!


By the way, I really appreciate all 5i/Cdn $ Svr does. Thank you!

Read Answer Asked by Roderick Jay on May 08, 2023

Q: Good Afternoon,
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.

Read Answer Asked by Jane on May 07, 2023

Q: What do you see in the medium term for TD? With a dividend approaching 5%, does it not invite investors to jump in? What am I not seeing here? If we get into, or deeper into, an unpleasant recession can you see TD share prices dropping significantly from current levels?

You have regularly note that the big banks have not historically reduced their dividends. If TD share prices do drop, the yields will be alarmingly high. It's been decades since I studied economics and I don't seem to be any smarter. Perhaps you can help.



Read Answer Asked by alex on May 05, 2023

Q: Currently down significantly on these names, especially SHOP

Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.

Would you add to any at current valuations, and which one(s)?
Thank you!

Read Answer Asked by Trevor on May 02, 2023

Q: I am about a 1.5 years away from retirement. Across all my my registered portfolios I have all 5 major banks, pretty well in equal %. An independent financial advisor suggested cutting this back to 2 banks.

My question to you is can to rank these 5 banks in order of what you would consider selling?

Thank you.

Read Answer Asked by Dino on May 02, 2023

Q: Hello,
Could you please recommend five to six high yielding Canadian stocks and REITS that you would feel confident investing in right now? Safety and high yield is my goal. A brief explanation/justificaton for your picks would be greatly appreciated.


Read Answer Asked by Carlo on April 25, 2023

Q: Hi 5i,

Pretty sure I know your answer based on past questions, but I have so many questions to use from being a long time satified member.

Would you swap MG for DOO? Please provide some comparison metrics for the next 3 to 5 years to justify switch.

Again, using same question above, compare a BNS to TD switch.

Thanks again for your valuable insights over the past several years!

Read Answer Asked by Christopher on April 21, 2023

Q: hi group i am looking to increase my % in the 11 stocks (listed) from 2-4% can you list order and price estimate you would target assuming a mild recession Thanks for your guidance

Read Answer Asked by Terence on April 17, 2023