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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: Hello Peter & team,

If a similar question which I missed has already been asked, please ignore this question and point me in the right direction.

The big 5 are reporting over the next few business days. Can you please share with us what we might expect? Good news bad news? Also, please rate each of the 5 in order and whether you think each of the names are a sell, hold or buy at this time and the reasoning for your logic.

Thanks for all you do

gm
Read Answer Asked by Gord on February 28, 2023
Q: Can you rank these banks, best to worst. With a buy sell or hold and an entry price.
How much downside risk is there to the stock price if there is a worse recession than expected? Buy now or wait and see how economy plays out in the next couple of months?

Thanks
Brian
Read Answer Asked by Brian on February 23, 2023
Q: Which Canadian Bank has the best current risk adjusted appeal. 3-5 year hold.
Thanks.
Read Answer Asked by Lawrence on February 10, 2023
Q: Good evening, 5i team

I appreciate having your thoughts on keeping 2 out of these 5 for a pretty condensed portfolio. I sided with BNS & CM among the big 5. Thank you!
Read Answer Asked by Nhung on February 10, 2023
Q: I am looking to put some USD, currently held inside an RSP to work on either of these Cdn banks. Is there a preference, or should I look at buying both? Also, would it be better to buy the US listed stock, as I have USD - or convert to Cdn dollars and buy the Cdn listed stock?
Many thanks!
Dawn
Read Answer Asked by Dawn on February 07, 2023
Q: I own the above Canadian Stocks.

Please rate each of the above as a BUY, HOLD or SELL and the reasons for your rating. Thank You.
Read Answer Asked by ALNOOR on January 20, 2023
Q: Good morning team, BMO, TD and Royal have all announced big acquisitions in the past year. Do you expect each of these to be positive for shareholders in the next 2-4 years. What are some of the individual risks to these deals being accretive? Which of the 3 deals do you expect will provide the best return for investors and why?
Read Answer Asked by Robert on January 20, 2023
Q: I asked this question yesterday but I don't see it in the 'My Questions' section, so I ask again. I want to add a dividend growth company or ETF to my kids RESP with a 5-10 year time horizon. I already have T, BMO, and ABBV in other accounts. What do you recommend from the 5i Research stock and ETF universe as a good buy now with plans to add over time? Thank you.
Read Answer Asked by Zohreh on January 17, 2023
Q: Hi,
In general most of the Cdn banks have turned up lately, some more so than others, but it is the TD that I am most curious about. On Jan 3rd and 4th, there appeared to be very large buying volume, yet by the 5th it started to trend downwards, out of sync to the others. Was there a news item on TD that I've missed? As the Big Six tend to move in the same direction, this caught my attention. So I'm wondering if there is a reason and is it something to be concerned about?
Many thanks!
Dawn
Read Answer Asked by Dawn on January 12, 2023
Q: Last year at about this time I asked you which was the worst perfomrning Canadian bank for 2021. Apparently It was RY and I bought it and it is down 3.3% to this date.

So 2 questions please

1)Which was the best performing Canadian bank stock in 2022 and what was the performance.

2) and which was the worst performing Canadian bank stock for 2022.

I picked up this strategy from your investor Suite article a few years ago and figure I can't go to far wrong following it.

Thanks and Happy New Year


Sheldon
Read Answer Asked by Sheldon on January 03, 2023
Q: I was surprised to see BMO announce a rather large stock issuance after market close today, at about $4 a share below today's closing stock price. They said it was due to the increase in the DSB from 2.5% to 3.0%. I thought all of the big Canadian banks were very well capitalized. Is this going to be an issue for the other big banks? Are we now going to see them all make large stock issuances? Are some more likely than others to need to do this?
Read Answer Asked by Dan on December 14, 2022
Q: Hi, After market close, BMO announced a secondary offering of 11.8 mln shares to public and 14.8 mln shares to CPP, Caisse, OMER etc, by private placement, concurrently, at a price of $118.60. Does it seem like a good deal to buy/add these shares, at this price, despite dilution ? Thanks
Read Answer Asked by rajeev on December 13, 2022
Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria
Read Answer Asked by Anna on December 01, 2022
Q: I may be incorrectly expecting downward pressure on oil prices given the likelihood of reduced demand from recessionary conditions. As a result I plan on exiting my position in Suncor and moving the funds elsewhere in hopes of capital appreciation. I follow the Balanced Portfolio with a few holdings of some other names you like. Wondering if you could provide a couple of Canadian companies you feel are undervalued right now regardless of sector. Don’t need the cash again for 10 years.
Read Answer Asked by Chris on November 22, 2022
Q: The financials segment of my RRIF consists of BMO, BNS, RY with a 25 % total portfolio weighting.
I am looking at selling the 3 and replacing them with HCAL. Believing in the long term growth and security of the Canadian banks , I see this move as providing both higher stock price movement with its 1.25 leverage and higher dividend yield. I see the disadvantages being a nearly 1.00 % MER and greater lose potential in a falling market.
Am I missing any other advantages/ disadvantages ? Would you recommend replacing bank stocks with this ETF and why ?
Thanks
Derek
Read Answer Asked by Derek on November 14, 2022
Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.
Read Answer Asked by HARRY on November 11, 2022
Q: What would be your top picks for Canadian large cap dividend paying stocks that are currently trading at a good entry point?
Read Answer Asked by Tara on November 10, 2022
Q: Which Canadian Banks or near banks have the least exposure to investment banking and other capital markets?
Read Answer Asked by Murray on October 24, 2022
Q: Good Morning,

Thank you for the ongoing sage commentary.

Would you mind providing 3-4 dividend stocks with growth potential that are cheap at the moment?

Thank you
Read Answer Asked by Delbert on October 24, 2022
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