Investment Q&A

Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo

Q: Do you feel today is a good entry point for the big Canadian banks? Would you please rank them in order of preference at current valuations. Also, please do similarly for US banks. Please deduct question credits at your discretion.

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

Q: Hello 5i,
Would you please set the record straight about wether the Canadian gov. loaned "billions" to our solid Canadian banks during the 2008 financial meltdown.Did the OFSI restrict our banks from raising their dividends and to buy back theirs shares?If the gov.was involved in lending $$$ to the banks it would have been made public and I never heard of such measures.
Many thanks,
Jean

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: whats expected from bns tomorrow?

Q: In my income portfolio, I have held a full position in BNS for some time, benefitting from nice dividends and now an 8% capital gain. I am aim to sell BNS and take a new full position in NA now that its price is weaker. What do you think of this approach? Should I buy a different bank instead?

Q: Hi 5i,
I want to deploy some funds into Financial Services in a registered account for a 3-5 year hold. I know that 5i is bullish on GSY, and I wonder if you would recommend it over BNS for a hold of that length. Today I can buy about 1.85 BNS shares for every GSY share bought, and would thereafter pocket (at present rates) approximately 2.5 times more dividend return from BNS than from GSY for every dollar spent buying in. With the goal being to relatively safely make money over the 3-5 years, and assuming COVID is under control, no other pandemic strikes during the period and only 'normal' market forces prevail, do you see the likely capital appreciation plus dividend of GSY over the period outperforming the likely capital appreciation and higher yield of BNS during that same time? I know that GSY has had a great run over the past year, but now that the world seems to be settling back down I'm having difficulty understanding why I might consider putting money there instead of into something that's many orders of magnitude larger and also less expensive to buy, both in absolute terms and (I think) on most 'price to' metrics .
Thanks for helping me out.
Peter

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: I'm heavy in financial stocks and would like to reduce the number of holdings. In what order from best to least would you rank these companies for a long term hold. I'd like to mention that this question function is a tremendous feature. Thanks for the excellent and speedy answers to my previous questions. I feel very supported.

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: Of these 3 companies, what would the order in which you would invest (as of today)?

Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim

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: 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: 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: Hello, I need to liquidate some of the stocks listed. Disregarding sector diversification, in what order should I do this? Thanks for your help.

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