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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: All of these stocks have been hammered badly. Could you please provide your perspective on each of the listed financial services companies. Are they a buy, sell or hold? in what order would you buy? or would you not buy any of them and prefer something else in the same space. thanks

Read Answer Asked by Jeff on November 04, 2022

Q: I am doing some investing planning.
Objectives are to reduce risks and to capture more dividend income.

Part of this process entails looking for companies that are ( almost) too big to fail - recognizing that nothing is totally safe. bam.a, bro.b, bx

As a category or label would you:
1. Agree that the companies above are ď conglomerates ď? ( or something else?)
2. Are they ď almost ď too big to fail?
3. Are there others I missed? .. especially something you like better?

Thanks as a for your helpfulness.

Read Answer Asked by Donald on May 24, 2022

Q: Hi
Is there an American stock or 2 that you would consider the same as Bam
I really like Bam but it is starting to take a higher % of my total portfolio.
Thanks Terry

Read Answer Asked by Terry on December 03, 2021

Q: The top ten positions in my equity portfolio represent 30% of the portfolio. Among these top ten are TD, BAM, BAC and JPM. The financial sector represents 27.5% of the equity portfolio and the 5i analysis suggests that this be reduced to 15%. I am a new 5i client and donít disagree with the direction the model is suggesting. Other holdings in the financial sector are: BMO, BNS,CG,C,MFC,PYPL,PNC,RY,SLF,BX,X,V. This is a bit messy but adding to the sector in the spring seemed like and was a good idea but now we need to be more conventional. I may be very wrong but I donít consider BAM and X as financial services, particularly BAM. Looking at the holdings, what would you unload to bring down the financial sector exposure? Obviously a tax filter will be needed at my end. The question for another day will be an ask for recommendations to increase the under-weighted sectors. Having fun with the model and more importantly find it useful.
David

Read Answer Asked by David on February 03, 2021

Q: Which companies are competitors of OTEX ?

Read Answer Asked by Robert on October 26, 2020

Q: how would you value in order of risk these six u.s. div. companies and would you invest funds in these companies in our economically uncertain times....thanks for great service...gene

Read Answer Asked by gene on August 06, 2019