skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Q: Hi, I don't beleive I have seen a question on your view of the Cdn banks and which if any you would recommend at this point. Also, it would be helpful if you would provide the name of the stock in your response in addition to the symbol to avoid most members looking up more obscure names, recent example RME (Rocky Mountain Delaerships). Many thanks, great job!

Read Answer Asked by Gary on August 14, 2012
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!