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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: The Analytics tells me that I need to reduce the Financial sector by 8%. Currently own BNS (3.5%), BN (1%), X (2.%), TD (4%), and VBAL (17%). Thinking about selling BNS and X or trimming the VBAL. I would appreciate your comments on which approach is better. Thank you
Read Answer Asked by Hali on May 06, 2026
Q: In the last few weeks,the big 6 ex BNS generally hit new H after new H.Their CEOs are bankers ex BNS. BNS has been a laggard for 7 years,so the opportunity costs is huge while waiting for it to revert to the mean. So is it worth holding on longer? Chris White on Market Call like the big 6 with his top picks being RY & CM. Txs for u usual great services & opinions
Read Answer Asked by Peter on May 04, 2026
Q: Does the ETF ZWB with its covered call structure have an advantage if banks hold flat or very slow growth? Wondering if trimming my straight Canadian bank stocks and rotating to ZWB should present an advantage.

Am I missing something?
Read Answer Asked by Marilou on April 30, 2026
Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!
Read Answer Asked by Ian on April 29, 2026
Q: Hello:

Canadian banks have had a great run. Valuations have markedly changed more than I would have predicted. At what valuation might you trim into this strength? What headwinds could be foreseen?

Many thanks.
Read Answer Asked by Marilou on April 15, 2026
Q: Good Morning, I’m looking to round out my TFSA. Excluding Celestica, Shop, BN and Kraken what Canadian company would you recommend for a 3 year hold.
Thank you
Read Answer Asked by Marty on April 14, 2026
Q: Hello,
I wish to reduce my number of holdings in my financial sector.  Feeling what I have has some overlapping.  Which 2 or more of my lists would you recommend to trim?  I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
Read Answer Asked by Roger on April 10, 2026
Q: Which of the Big Six banks will you purchase now if no exposure to any?

Thanks!
Read Answer Asked by Jacquelyn on April 03, 2026
Q: The current BNS CEO took over in Dec 2022 I believe. I understand that turning around a ship as big as BNS takes time, however, it is now three years later and charting comparative performance over the past three years shows a weak performance in comparison to other banks. In your view is it time to switch to a different choice or should I ride this horse another quarter or two?
Read Answer Asked by Robert on March 24, 2026
Q: What are your three best midcaps and large caps with reasonable dividends? Am i too late to the parade?
Read Answer Asked by Geoff on March 24, 2026
Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J






Read Answer Asked by Jerry on March 05, 2026
Q: Hi, I am wondering about the Cdn bank ETF offering a bit of leverage through loans called HCAL. It sounds like a reasonable way to execute a bit of leverage, but I have to wonder if it is better than owning some of, or all six of the Cdn banks. Would you recommend the ETF, or just owning some combination of the banks directly. If owning the banks directly could you offer an opinion on which ones you prefer and how many? Would you overweight one over others, or stick with an equal weight ownership? As always, your insight is very much appreciated - thanks!
D
Read Answer Asked by Dawn on March 02, 2026
Q: I would like to sell one of these bank stocks. In what order would you sell? Are there any of the Cdn banks that you feel are over priced or have less upside potential? Thanks for your exceptional service.
Read Answer Asked by Nancy on February 26, 2026
Q: Can you rank the listed stocks for a long term hold please. Thank you
Read Answer Asked by Marty on February 25, 2026
Q: I hold all four of these financials.
The Bank stocks are performing well while GSY and PRL are not,
All are in the lending business. I would appreciate your explanation
of this difference other than the type of borrower they serve given economic concerns.
Thank you
John
Read Answer Asked by John on February 12, 2026
Q: Have an RRSP currently holding 2 bank positions (BMO and NA) that represent 11% of the portfolio Also hold XIU and XIC that total 15 percent of the portfolio and CDZ that is roughly 10 % of the portfolio.
Thinking of adding BNS or selling the two banks and buying ZEB. Which is better option given the other ETF’s ?What percentage holding in the banks would be appropriate?
Also should portfolio hold both XIU and XIC or should they be combined into one of the two. And if so how does this affect the direct holding in the banks? Perhaps not needed at all? Would appreciate your comments.Thanks.
Read Answer Asked by John on February 11, 2026
Q: What are your current favourite Canadian 'low worry' stocks from any category? Please list as many as you like! Cheers.
Read Answer Asked by Robert on February 09, 2026
Q: Hi 5i Team,

Can you suggest 5 Canadian and 5 US Value stocks that you would buy in order of high to low and the rational behind it. Please also include the entry price.

Thanks
Joe
Read Answer Asked by Joe on February 05, 2026
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