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.
Q: I get why rising rates would help good 'ol fashion bank stocks. While fintech names seem to be considered more growth oriented, wouldn't higher rates ultimately help those stocks as well?
I own the names above. Any issues with any of them?
Q: Hi : I recently sold my TD shares, I do not think there is anything wrong with TD, but I noticed that some stocks like TD are above the value they had before the pandemics hit. Noticed that beta for TD is 0.86. It is hard to believe that the economy is in better shape today than before the pandemics. I see quite a number of empty stores at my local mall. BCE has a beta of 0.31 with a good yield and a low price/cash flow ratio. Would you agree that BCE is safer than TD if the market has a correction ?, I am retired and safety and income are more important than growth . I have no exposure to telecoms now, and still some small exposure to banks through BNS. If BCE is not super safe , could you suggest another one ?
Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks
The financial sector are at 52 week highs, do you see an issue with stepping in at these prices ? Would you consider one of the major banks and perhaps GSY as an alternate to the big banks with exposure to the financial sector ?
Q: For new money to top up my income portfolio holdings per above. How would you rank if buying today based on valuation and future growth (revenue, earnings,dividends)
Please also rank the sectors (banks, insurance, utilities, telecom ). Thank-you.
Q: I am currently underweight in bank stocks... about 8 percent of my equity portfolio. I'd like to increase them... to what % do you recommend? I currently own RY, TD and SLF. Would you just add to these to bring them up to the new weighting or would you add other banks and if so what?
Q: All the big banks have had very encouraging financial results. Is now a good time to add in preparation for big dividend increases once the regulatory hold comes off.
Q: I hold TD and BNS, and want to add more of the bank with the best current value. Can you please tell me which of the 2 banks represents the better value? Would appreciate knowing what metrics you use to determine bank stock value. EV values in the minus range make it confusing.
Thanks!
Q: Hi there, the portfolio analytics says I should lighten up on financials. Which of these 3 would you sell. I also hold XTR which is also high in financials.
Thx
Q: One of my financial advisors moved from TD to Canaccord. Got me wondering if I should sell the TD shares I own in my self managed account and buy Canaccord.
Also a comment to Garth who is having trouble contacting TD WebBroker, I contact them through their phone app with much better results.
Q: Would you please advise the approximate amount of excess capital (or equivalent) each of these five Banks are holding based on their year end results.