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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: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?
Read Answer Asked by Mary Ann on September 28, 2017
Q: In the financial sector, specifically banks, what dividend stocks do you prospect to have higher growth rates in the long run. Narrow down on a few stable growth stocks in the sector.
Thank You!
Read Answer Asked by James on September 22, 2017
Q: I am retired and living on dividend income. I would like to invest 10% of my portfolio in 4 stocks from your growth and balanced portfolios for capital appreciation. Which 4 stocks would you recommend that are at the best valuation, offer a margin of safety, and offer the best growth potential for a 3-5 year hold?
Read Answer Asked by Curtis on September 15, 2017
Q: I currently own TD and SLF in financials. I am very dissapointed in SLF's performance. I thought it would do well when interest rates increased. We've had two rate increases and I'm down 5%. I was thinking of replacing it with BNS. That means I'd have two banks, one with US exposure and the other with international exposure. What are your thoughts on this?
Read Answer Asked by Carla on September 13, 2017
Q: How do you think the hurricane destruction of the Caribbean will affect BNS? I know that they have operations there but how much revenue/business comes from that area of the world? Do you think it is worth holding off buying for the moment or do you expect the hurricane to not have a material impact?
Read Answer Asked by Arthur on September 13, 2017
Q: I have BNS, RY, SLF and FSZ in equal amounts in my "Financial" basket and need to add another name to get my financials weighting to 15%. Can you suggest a new stock and/or a etf (CDN or US stock / etf) to compliment my current holdings OR would you just add to the 4 stocks that I have? Thanks
Read Answer Asked by Sandy on September 08, 2017
Q: Increase in interest rate due to strong economic growth(latest GDP 4.50%) is normally beneficial to financials( esp.Banks & lifcos)Yet TTFS(capped financial index)is down 0.68%,BNS 0.76% & SLF 1.13%.Please help me to understand.Thanks for u great services & views
Read Answer Asked by Peter on September 08, 2017
Q: Hi Peter, Would you advise on to buying more of BNS/TD ( recent strength) or pick up BMO instead to take advantage of its price as it lagged recently ( Yield @4%). I am more inclined towards BMO as they perform similarly over the longer term. Please advise.
Thanks.
Read Answer Asked by RUPINDER on September 01, 2017
Q: Hi Guys, I'm looking to add several large cap stocks to my portfolio. Can you please name 5 which represent a good buy at this time.

Thanks

Dave
Read Answer Asked by David on August 31, 2017
Q: Greetings 5i,

I currently hold positions (slightly more than a half position each) in both TD and BNS (TD for their American exposure and BNS for their international exposure). In your opinion, is it necessary to own two Canadian banks? Do they complement each other well, or is there too much redundancy? If the latter, would you recommend one over the other?

I have a long term horizon (I am 35), am fairly conservative, and prefer long-term holds. In the Canadian financial sector, I also hold SLF and BAM.A.

Thank you.
Read Answer Asked by Lucas on August 28, 2017
Q: Please advise what is the effect of strong Can.$ on the aforementioned stocks.Thanks for u usual great services & views
Read Answer Asked by Peter on August 02, 2017
Q: Goodmorning My wife has approximately 50k in cash in her rrsp that she would like to put to work she is looking for 5 investment ideas for a conservative investor be they ETF or individual companies that pay a 3 to 4 % dividend. She is currently well diversified over all sectors
Thks
Marcel
Read Answer Asked by Marcel on August 01, 2017
Q: Hi Peter and Company,

I currently have a position on RY, TD and BNS and I am thinking of moving some money from Canadian banks to US banks. So of the three aforementioned banks that I currently hold, which one would you take off the table and is there a U.S. bank that you can recommend?
Cheers,
Harry
Read Answer Asked by Harry on July 27, 2017
Q: Why is BNS and the other banks shares price decreasing lately? With the positive economic news and increase of interest rates, I would have thought that the bank shares would be moving higher.
With increasing interest rates and banks at attractive valuations, would it be a good time to go overweight in banks for an income investor who is attracted to the 3.7%+ yields and possible capital gains.
Read Answer Asked by Curtis on July 27, 2017
Q: Morning-I am a retiree whom is dependent on monthly income to survive.I have 60K to invest in my cash account hoping to create some income. I am thinking of T,BNS,and ENB (alternating 4% monthly returns)...or would 5i think that monthly incomes from CSH.UN , AD and EIF (better tax break) be an OK strategy. I have both BE and Income portfolios covered in registered accounts , full up in TFSA ... what to do with cash??? Thanks for all you do.
Read Answer Asked by Alan on July 21, 2017
Q: I'm looking to free up some cash and among other things own the 5 big banks. They comprise 20.5% of my total portfolio, as follows: BMO 6%, RY 4.4%, BNS 3.7%, CM 3.3% and TD 3.1%. Should I focus on reducing my BMO exposure?
Read Answer Asked by Chris on July 07, 2017
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