Investment Q&A

Q: You have mentioned several times that it is expected that later this year the big banks will be given a free hand in allowing dividend increases, is there any analyst guidance/guesses out there on what sort of increase is 'expected' from the banks over the next 1-2 years (and may be baked in to the share price at the moment). Or is it expected to be more a case of just going back to a more normal cycle of increases rather than catching up.

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Q: Are the banks still cheap in your opinion? Fwd PE for RY/TD 11.7x, CM 10.8x with the others around the same levels. What do you expect from them over the next 12-24 months?

Q: Hi,
If I wanted/could buy only one Canadian bank, which one would it be today and why?
Thanks

Q: Good morning,
Q1. Is it reasonable to assume that ZEB ETF's total return would be the same as that of holding each of the individual bank stocks in the exact same proportion as in the ZEB ETF minus the MER (0.60%) + or - the tracking error?
Q2. Given, that the relatively high MER (0.60%) of holding ZEB, would it be better over the long run to simply own 2 or three of the best big banks and if so which two or three banks would you recommend buying and holding for ever.

Q: If you had to sell all or some shares of one of the 5 big Canadian banks to generate some cash, which would you choose and why?

Thanks very much!

Q: What do you think of their latest quarter.

Q: "TD earned $3.7-billion, or $1.99 per share" and yet it is down nearly 2% as I am writing this. What in your opinion is causing the drop?

Q: In a recent question today on value Canadian stocks, you mentioned BNS as a top 5. Why BNS out of the big 5 banks? If I want to invest in Canadian banks, with at least a 10 year horizon, how would you rank them to buy?

Q: The Banks have done well this year.

1. Do you think they will be allowed to start raising dividends this year ?

2. What will this likely depend upon, the Canadian economy, Covid numbers ?? I am unsure how to interpret the economy right now, covid seems still bad, in fact worse than 2020, yet the TSX is up +++

thanks

Ernie

Q: Hi,

Under your analytics tool, it's clear that I am too heavily weighted to Canadian stocks. To solve that problem, I'd like to get some US cash to purchase more US stocks. To do that, I'd like to use Norbert's Gambit.

I'm also overweight Canadian financial stocks so my thought is to sell my, for example, TD stock on the US dollar side of my RRSP account to get the US cash.
I would then buy GOOG or some other strong tech stocks as I'm currently underweight tech.

Based on what I've read about Norbert's Gambit, it's often suggested to buy DLR on the Canadian side and then sell DLR.U on the US side to get your US cash.

My question is - as I already have some stocks that are dual listed, such as TD, can I simply sell them on the US side of my account rather than buying the DLR and going that route. Does that make sense?

Thanks so much. Great service for the average Canadian.

Q: I have both BNS and TD in a TFSA.

Thinking of swapping one of these for GSY for a tilt towards more growth.

What would be the best move here?

Thank you

Q: Taking these 7 income oriented equities and looking to rank them for risk in a correction situation moving forward it seems that if we use the March 2020 correction as a guide FTS and BCE dropped the least (28%) followed by RY (33%) then TD,BNS, AQN (35-37%) with SLF trailing the pack at 46%. The reason behind any future correction could of course be different than a virus-induced shutdown of the economy. But still your ranking of safest to least safe is appreciated and if your answer would be different depending on the cause of the correction then your comment on that would be nice to have as well. Thank you for assisting me in trying to build the most secure portion of my income strategy. Any additional equities that fit in the lowest downside category that you might suggest would also be most welcome.

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Q: My question is regarding Shopify being down today almost 5% with 6 days to earnings call. The following stocks are in my TFSA, and wondering if you’d consider trimming parts of this portfolio to add to SHOP in a potential great buying opportunity if it keeps dropping post earnings call?

Would you add to another “power house” like NVDA instead ?

Thanks for your insight!

Nick

Q: For growth and potential dividend increases, would you please rank the six Canadian banks (the ‘big 5’ plus National) in order of preference to buy now?
Thanks!

Q: Hi 5i,
Would you be a buyer at today?

Q: I am retired and invest in primarily blue chip, dividend paying stock. In my regular investment account I hold the following Canadian bank stocks, RY,BNS,TD.
In my RRSP I hold all my US stock which includes JPM and C. I am considering selling my Citibank stock and using the proceeds to buy more JPM.
I am thinking JPM has better upside and is generally a better run company. Any thoughts?

Q: I am trying to figure out the increase in value in TD ‘s holdings in Charles Schwab since the TD Ameritrade. My very rough calculations indicate an increase in value of approx 9 billion dollars. Can you please let me know the right number if my calculations are incorrect.

Thanks