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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: Dear 5i team,
Would you have concerns to buy a really small number of any of these, say 50 shares, none are in my portfolio. The prices seem very attractive and I have not sourced key info that would say ‘no’ but I’d like to check in with you in in case I’ve overlooked something.
Which would you say is best, and no worries if you consider them all a ‘no’ right now.

In the energy arena, in light of several posts about bankruptcies, could you enlighten further please:
- are there any that stand out as being at greatest risk of that happening
- for big/medium names like ENB, CNQ, SU, KEY for example, would you consider them solid enough to be ‘immune’ to bankruptcy (assuming they are not in your group of ‘greatest risk’)

As a dividend investor, do you as a team ever produce a list of stocks most at risk/greatest likelihood of cutting dividends? Are most investors surprised by dividend cuts or is there a set of clear indicators that a cut is coming?

Thank you!
Read Answer Asked by Hilary on March 19, 2020
Q: Which Canadian bank looks most attractive right now?
Read Answer Asked by sean on March 17, 2020
Q: Are you aware of any research that provides detailed analysis regarding oil patch exposure of the big 5 banks?
Read Answer Asked by Tom on March 11, 2020
Q: What would be the top 3 Canadian banks have the best/quickest rebound potential ? thanks
Read Answer Asked by Marco on March 11, 2020
Q: Appreciate your report today on recommended stocks to track in this time of turmoil. Above is what additionally interests me and can't believe BMO @ $75.00 Could you review your thoughts for each going forward & thanks!
Read Answer Asked by Bruce on March 11, 2020
Q: Thoughts on the CN banks? Low rate environment; Cdn economy hampered economically due to low oil and lacklustre mtg/productivity . How does this factor for growth in our banking oligopoly? I would think the 4-5% dividend yield is relatively safe but I cannot see where the stock price growth would come from other than wealth management divisions and perhaps trading which is somewhat risky. Thanks.
Read Answer Asked by Richard on March 06, 2020
Q: hello 5i:
recently, I asked a question about WFC. Thanks for your prompt reply. However, it leads to a second part. I already own BNS and BMO in a weighting I'm comfortable with, but do wish to add another financial (not sold on JPM). TD seems to have a large US presence, something I want, while also seeming to find favour with you over the years as a "go to" name in the financial sector. Obviously then (if I have this right), you'd take TD over WFC. But would just adding to BNS or BMO be a viable option? The only factor these banks seem to lack is the larger US presence.
thanks
Paul L
Read Answer Asked by Paul on February 15, 2020
Q: Good day 5i Team,

Would you be able to recommend few tickers for a cover calls strategy? Any suitable companies that are traded on TSE?

Thank you,
Read Answer Asked by Mykola on January 28, 2020
Q: The end of 2018 bmo closed at 89. and bns closed at 68., a difference of about 21.
Last Friday bmo closed at 103.80 and bnn closed at 72.48, a difference of 31.32.
Can you explain the reason for the vast under performance of bns v.s. bmo and do you plan to retain bns in 2 of your portfolios? If so,why ?
Read Answer Asked by Terry on January 21, 2020
Q: I want to get back to just one Canadian bank, planning on 3-5 years. I traded BNS for BMO last fall. BMO is up about 12%, and BNS is back to par. I did not intend to be trading the stocks again, but now I am thinking I should take the 12% BMO profit, and put it in BNS. BNS has a slightly higher dividend, and long-term, both are good, stable stocks. I have about 1% in TD, which I plan to sell. BMO IS about 3% of my portfolio. US banks another 2%.
Is this a good idea, or do you have one Canadian Bank you prefer for 3-5 Year. Thanks
Grant
Read Answer Asked by Grant on January 20, 2020
Q: If you were to pick 1 Canadian bank for a long term hold (10 - 15 years), which one would you choose? Also, what order would you rank these banks?
Read Answer Asked by Zeya on January 16, 2020
Q: I asked a couple weeks ago, but I was too early at that point. My question is on short positions on the Canadian banks: have they moved up measurably since they reported, both on the Canadian and U.S. sides? I'm wondering if the shorts will be out in full force in January again this year, and possibly they're building up positions before they announce.
Read Answer Asked by Warren on December 20, 2019
Q: With most bank results in, just waiting on TD now, and the biggest hits to earnings having been loan-loss provisions and capital markets (in the case of RY) can you see if short interest has again spiked on the backs of these earnings, or has it remained relatively flat since the famous 'big short' trader publicly shorted them in the early part of this year?
Read Answer Asked by Warren on December 04, 2019
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