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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: Happy 2019,
Do you have any concern with buying equal amounts of TD, CNR and SU with the recent market pullback? Long (10+ year) hold for a TFSA. Thanks again.
Read Answer Asked by Darby on January 08, 2019
Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.
Read Answer Asked by Simon on January 03, 2019
Q: Can you please provide analysis on TD, RY, and CM in the current economic /political environment, and your recommendation of which Canadian Bank would be best to purchase at this time based on price, dividend and opportunity?
Read Answer Asked by Linda on December 24, 2018
Q: do You think it is a good time to buy these stock? for long term investment like snow ball.
appreciate your time!

Jacky
Read Answer Asked by liang on December 07, 2018
Q: Hi, I have a pile of different rate reset preferred shares that have done nothing but lose value, and I am considering ditching some of them and buying bank stocks. Of the choices between the big five Canadian banks which ones would you favour the most, I am looking for steady dividend payers that could go up in value. .........thanks Joseph.
Read Answer Asked by Joseph on November 29, 2018
Q: I think that 3 more increases in interest rates are expected by end of 2019. You commented recently that one of these banks stock dropped due to bad loans. Is the info on bad loans available in the QLY rpts or elsewhere? I understood that the banks generally do well in rising interest rates but will this be offset by fewer mortgages?
Thanks
Read Answer Asked by TOM on November 23, 2018
Q: I have a 10% position in TD and a 2.5% position in BNS. Would you reduce the TD position and use the proceeds to bring BNS up to 5% or just add to BNS using the 25% cash position in the account? In addition, I have 5% positions in V and BAC. Over exposed to financials period? I am a retired conservative investor who would ideally prefer to have good dividend with some growth. I have substantial gains in all financials mentioned.

Thank you for your great service.

Tom
Read Answer Asked by Tom on November 22, 2018
Q: HI there: I am still in comfortable profit margin from investments in the three stocks above. I wonder what you think about taking profits (now 20 % lower for Apple) now and holding some money on the side, or is buying on this dip a good idea. Especially re Apple.
Read Answer Asked by Marjorie on November 21, 2018
Q: Hi Peter, when do TD & BNS report and what are your expectations ?
Based upon the recent muted responses to good 1/4s and the very negative responses to misses is there any value in exiting here and freeing capital for the best overall market values once this 1/4 is over ? Both banks have held in well so far but its tough to picture that either one will have a short term move up substantially from here. Thanks, Paul
Read Answer Asked by Paul on November 20, 2018
Q: Greetings 5i team, Valuation measures look fine for IAG. How does IAG compare to other Ins. Co's and financial svc Co's for earnings growth and i-rate environment moving higher ?
Read Answer Asked by Bernie on November 07, 2018
Q: Hi Peter/Ryan
I don't have any banks in my portfolio. In current scenario is it better to go with single ETF or buy individual listed banks. Value your opinion.

Thanks
Sanjay
Read Answer Asked by S on November 05, 2018
Q: Hi,

Does JPM, BLK offer better value as compared to BNS, TD. Do we need to diversify in to US Banks or Canadian banks and insurance companies are a good diversification for the Financials sector allocation.

Thanks
Ninad
Read Answer Asked by Ninad on November 02, 2018
Q: I saw the question Murray asked on dividend increases of Canadian banks and it made me curious. Could you provide a historical annualized return combining dividends and capital gains for the same banks over the same 18 years { 2000-2018 } ?
Read Answer Asked by Garth on October 15, 2018
Q: Good morning...my financials listed above make up 12.8% of my portfolio. (TD 3.8, BNS, 3.3, SLF 3.1 and GS 2.6)..I was looking at changing it up a bit and selling GS and adding to either TD, BNS or SLF..dividend not a big concern...looking for a bit more growth potential in the Financials...what do you think? or other alternative..
Thanks
Read Answer Asked by Matthew on September 19, 2018
Q: Morning guys:
I have a cash trading account. I need to put some names in a tax free savings account. Looking at the above names . Can I sleep at night with these names for tax free accounts. Thanks for your great work.
Best in the business boys.
Mark.
Read Answer Asked by Mark on September 17, 2018
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