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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: How much would National Bank have to fall for you to consider it an overreaction to the Oct 1 news?

Knocking off 19 cents for the restructuring charge and taking off a little more for the dilution still has the shares trading below 10x earnings. Also, the Maple Financial Group, as ugly as those headlines are, only represents less than 1% of net income. Is the news as bad as it initially appears?

Your insights would be appreciated.

John
Read Answer Asked by john on October 02, 2015
Q: Hi

Just my 2 cents on "Josh" and when to sell. I believe this service, while one of the better ones, does not distinguish between a good company and a good stock price to buy that company.

If you could sharpen your pencil to tell members if the stock is attractively priced at the moment, Josh may not have purchased when he did.

Regards
John
Read Answer Asked by John on September 29, 2015
Q: I'm 66 w a blessed portfolio from years of investing and using 5i(thank you).
To preserve retirement capital would you:
1) Take 1/2 & buy 5 laddered bonds w 1-5 yr maturities,hold to maturity and replace as they mature annually?
2) Take 1/2 and buy a bond ETF? - recommendation?
3) Take 1/2 and buy a bond mutual fund? - recommendation?
4) Leave the rest in a well diversified portfolio(growth, dividends)?
Thank you.
Read Answer Asked by George on February 17, 2015
Q: My wife will be retiring later this year and will depend on her investments to generate her retirement income. While she owns many of the securities in your income portfolio she would like to add a couple of balanced funds to further diversify her investment portfolio. I reviewed all your previous responses to fund related questions and concluded that Mawer would likely be your top pick as a balanced fund manager. Based on your experience in the industry are there one or two other managers that you would recommend for our consideration. Thanks.
Read Answer Asked by John on January 26, 2015
Q: Hi Peter and 5i folks,

Love this service. I especially like the questions database which I consult on a regular basis. I also the quick return on questions asked in an often rapidly changing environment overlappded with long term "sage" advice. And I also think the new rules on question limits to be most fair.

It is now 2015 and it is time to add to my TSFA account. I am growth oriented now but will rotate to income in about 5-7 years. I am wondering if you could recommend 3-4 equities that have been over-punished (providing a good entry point) with the recent market pull back.

Pats on the back for a unique and valuable service !
Read Answer Asked by Jim on January 07, 2015
Q: Hi 5i Team,
In your response to Monika, you mention that National Bank (NA) is usually discounted because of its size and Quebec base. Is there something they could do to unlock value and get a higher multiple? In other words, what could management do to get them priced more like the other major Canadian banks?
Read Answer Asked by Mike on August 05, 2014
Q: Hi Peter:

I have owned shares of National Bank for about 2 years, it pays a 4% nice dividend and the stock is slowly edging up near a 52 week high, knowing that Sept and Oct months are usually not kind to the stock market, I wonder if selling half of the position and re-investing it when the market corrected would be a good move ? Thanks
Read Answer Asked by Michael on September 12, 2013
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