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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: In March of 2020 BMO traded at 56 C$ and BNS at 46 C$ a difference of $10..

Fast Forward to today BMO $122 and BNS $65 a difference of $57. To say

BMO has outperformed would be an understatement.When I look at forward PE BMO still looks better. Time to move on from BNS and buy the bank that executes better.

THX


Read Answer Asked by blake on October 20, 2022
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?
Read Answer Asked by Chris on September 26, 2022
Q: I currently own the following banks (weightings): TD (5%), BNS (5%), BMO (2%). I'm assuming that swapping BMO (and its 2% weighting) for GSY would be better diversification, correct ?

Would this move create a big exchange of risk ?

Could GSY survive a prolonged economic downturn - eg. is the housing bubble a risk ?

Is today's valuation already pricing in a potential "tough lending environment" ?

In that scenario, would they have an adequate balance sheet survive ?
Read Answer Asked by James on September 13, 2022
Q: When looking at historical Canadian bank returns, BNS has lagged significantly. I didn't isolate too many periods, but the longer term you go, the more consistent the underperforming becomes. I understand the past isn't an indication of the future, but perhaps their approach to international exposure just isn't the way to go? There appears to be a lot of conviction for BNS relative to others, does it's poor stock growth relatively not concern 5i? What keeps you the most confident on BNS? If you jumped ship on BNS, which would be the next on that would be in your model portfolios?
Read Answer Asked by Jordan on September 02, 2022
Q: B of M is trading at a PE of below 8 with a decent yield. Why is trading at a relatively low PE ? Is it more financially exposed to the a recession? Were you you rank it amongst the Cdn banks ?

Thank you
Read Answer Asked by Mario on August 18, 2022
Q: TD and BMO recently issued preferred shares. TD 5 Year Rate Reset Series 28 yielding 7.232%, reset 4.2%. BMO 5 Year Rate Reset Series 50 yielding 7.376%, reset 4.25.
Both press releases both include the line "will issue to certain institutional investors"
Can retail investors purchase these? The rate and reset seem fantastic based on the quality of the issuers.
Read Answer Asked by Stewart on August 09, 2022
Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara
Read Answer Asked by Tamara on July 25, 2022
Q: With the ongoing price swings and volatility, I am looking to add a couple good dividend stocks with a 3-5 year time frame. Can you suggest 5 Canadian stocks with decent dividends, and good upside price potential? Thank you.
Grant
Read Answer Asked by Grant on July 19, 2022
Q: I live in a city where every other car seems to be a Tesla. I noticed on teslas loan page that they only deal with the three banks mentioned above when it comes to financing.

Will this materially move the needle for any of these institutions in the long run?

Thanks
Read Answer Asked by dan on July 06, 2022
Q: Earlier today you replied to a question with: "We are not big fans of averaging down, but if we were to do it BAM.A would likely be near the top of the list. When 'the market' brings down all stocks we are more comfortable buying more as opposed to when a company in isolation declines. We are not worrried about BAM getting through this market and/or upcoming recession. "

Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.

Thx.
Read Answer Asked by Christopher on June 20, 2022
Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!
Read Answer Asked by Duane on June 20, 2022
Q: Can you please provide your top 10 canadian dividend stocks which can also provide some capital growth. Time frame is 5 years. Is now a good time to start buying or should I wait?
Thank you
Read Answer Asked by Vineet on June 15, 2022
Q: I noticed that ZEB..holds the six major banks. However, its dividend distribution is 3.33%. The lowest of the dividend from TD and RY are 3.8/ 3.9. and the others are 4%+ . Any reason for that? May be a good reason to switch over?
Read Answer Asked by DAVID on June 13, 2022
Q: I have 1400 BMO shares in Rrsp, I want to sell them and buy tech stocks, looks like tech stocks are hit bottom, this is the list that I want to buy Lspd, Nvei, Toi, shop, Cts, Eglx, At , Goog, Amzn, Upst and Apps, your thoughts please, thanks always.
Read Answer Asked by Hue on June 07, 2022
Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.
Read Answer Asked by Gurdeep on May 27, 2022
Q: Results in recent 1/4 looked good, what is your outlook for next 12 months. screaming buy at these levels? Please rank above list. Thankyou
Read Answer Asked by Albert on May 26, 2022
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