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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'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 Peter and 5iResearch Team,
Can you please provide your short to medium term outlook for National Bank, NA. It is down significantly from its highs. Do you see this as a buying opportunity. I know they are different company's would you buy National Bank or Stantec at this time.
Thank you. Linda
Read Answer Asked by Linda on December 18, 2014
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
Q: CIBC [CM]. I've heard it said banks tend to revert to the mean over time, so that those that are under performing tend to 'pull up their socks'. With CM and National Bank [NA] having yields over 4% would they be good banks to build/expand a portfolio of banks around assuming that, over time, their yields will come down?
Thanks for your thoughts on this.
Ron
Read Answer Asked by Ronald on August 31, 2013
Q: Hi Peter
NA National Bank is off its years high by close to 10%. I started initiating a position yesterday and am considering adding the rest today or tomorrow. { currently down $1.06 today } Is there any reason for this drop in price other than the market pullback ? Just want to make sure before I pull the trigger. This will bring my portfolio financial sector to a little under 10% when the additional buy is made.
Read Answer Asked by Garth on April 17, 2013
Q: Hey, Peter.

I'm thinking about starting a position in National Bank (NA). It looks like it is by far the "cheapest" of the Canadian banks. I see that it is expected to make $8.61 per share in 2014. It is unrealistic to expect it to trade at a 9.5 2014 p/e multiple giving it a rough share price of $81.80 (representing a 10%+ capital gain)?
Read Answer Asked by john on March 27, 2013
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