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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: I know that ranking banks often is like picking shades of the same colour. At this point in time do you feel there is any "clear" division amongst any of the banks for investing purposes? Can you give your order of preference and the magnitude of the gap between each choice.
Thanks,
Terry

Read Answer Asked by Terry on September 07, 2021

Q: I hold the Canadian banks in my dividend portfolio and they have served me well over the years as a core hold.
Should I reconsider these holdings in light of new taxation rules being suggested?

Read Answer Asked by Denis on August 26, 2021

Q: I would like to add a few (2-4) financial companies to my non-registered investment portfolio. Would appreciate 5i's help in ranking the above names based on total return potential for a 3-5 year hold. Please add any names you feel belong to the lineup, ranked appropriately, Thank you.

Read Answer Asked by Pradeep on August 18, 2021

Q: I am currently way overweight in Canadian banks and would like to gradually cut my overall exposure to about half of my present total value. Would you please rank the above stocks in light of each expected Total Return over the next 3 - 5 years?
Many thanks.

Read Answer Asked by David on June 24, 2021

Q: Good morning,
Q1. Is it reasonable to assume that ZEB ETF's total return would be the same as that of holding each of the individual bank stocks in the exact same proportion as in the ZEB ETF minus the MER (0.60%) + or - the tracking error?
Q2. Given, that the relatively high MER (0.60%) of holding ZEB, would it be better over the long run to simply own 2 or three of the best big banks and if so which two or three banks would you recommend buying and holding for ever.

Read Answer Asked by Francesco on June 07, 2021

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?

Read Answer Asked by Jean on May 31, 2021

Q: Considering investing in these six companies equally. Is there any you would not recommend? Please list in order of preference.

Read Answer Asked by ed on April 23, 2021

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!

Read Answer Asked by Heather on April 07, 2021

Q: I am trying to maximize income In my LIRA before I convert it to a LIF. I hold a good weighting of ZEB from several years back when I was a novice investor. Now I am looking to shed the MER by going with the individual financial stocks. Would you please rank the above financials and others you think are worthy for a hold and forget steady income stream?


Thank you


Steve

Read Answer Asked by Stephen on March 15, 2021

Q: For new money to top up my income portfolio holdings per above. How would you rank if buying today based on valuation and future growth (revenue, earnings,dividends)
Please also rank the sectors (banks, insurance, utilities, telecom ). Thank-you.

Read Answer Asked by Albert on March 08, 2021

Q: All the big banks have had very encouraging financial results. Is now a good time to add in preparation for big dividend increases once the regulatory hold comes off.

Thanks.

Read Answer Asked by Dave on March 01, 2021

Q: Hello:

Doing a little cleanup and wondering if NA, BCE, SJR.B or HPQ are worth holding. For sure I have plenty of Canadian financial exposure without NA. I also hold Telus but wondering about dropping Shaw and/or BCE. HP seems to be on the upswing with COVID but is it a long-term keeper?

And then, if you think some can go, what might I substitute? NVDA for HPQ? Would US telcom companies be attractive?

These are held in RRSP, 20 year horizon.

Thanks for your excellent service.

Read Answer Asked by Marilou on February 09, 2021

Q: Is the financial sector good value at these levels ?
I'm a little concerned investing new money in the banks as rising prices have brought valuations to pre-pandemic levels. Insurance companies not yet there, may be the better value.
Thank-you.

Read Answer Asked by Albert on January 18, 2021

Q: I am looking to "trim the fat" from my TFSA, which currently holds 20 stocks: ATD, BCE, BMO, BNS, CCO, CM, ENB, FFH, PDYPF, INO.UN, LAS, NXE, NWC, NA, NTR, PEY, PZA, MJJ, TRP, WELL. Are there any positions that raise red flags with you? In addition, could you suggest 3 or 4 value picks suitable for a long-term hold (20 years plus)?
Thank you!

Read Answer Asked by Sarah on January 14, 2021

Q: For my financial sector I currently hold ZEB and while the monthly dividends are nice on a timely basis, the MER is relatively high. So I am looking at breaking in down into 3 or 4 individual stocks. Would please rank the financial companies listed above for performance. Please include others I may have missed.


Thank you


Steve

Read Answer Asked by Stephen on December 16, 2020