Investment Q&A

Q: What is your favourite Canadian bank today and why? Rick

Q: For a speculative position in a Tfsa which would you recommend and reasons for choice? Thank you.

Q: Your thought on buying this for a long term hold. Thanks!

Q: Peter, I am seeing coflicting recomendations on Manulife. I am looking for steady and growing long term dividends. If you would buy Manulife where is a good entry point, Thanks Ken

Q: Hi 5i
You have mentioned in previous responses that REAL should/could be taken private. If this was to happen, what happens to shares holders and what do you think share price could be worth if this was to happen.

What do you think odds are of this happening?

Previous answers you have clearly stated you could not endorse the company heading into earnings....In your opinion at this point, down -68% would you continue to be holders or rushing for exits ?

Thx

Jim

Q: Are there any rumours or indications that TD is preparing to sell its position in Charles Schwab. Also can you tell if the Schwab shares are voting or non voting.
Are you aware of any banks or other financial companies that TD is looking to acquire?

Q: Please give me your opinion of WonderFi considering it’s recent purchase of Bitbuy.

Q: I realize it's difficult to compare a single company to an ETF , but which of these two do you think has the most upside over the next few years or so, thanks?

Q: I bought a full position in CM at $72.70 in 2020 in an unregistered account. I generally look for dividend payers over or near 5%, so I could sell and purchase another company that pays a higher dividend. Today it is at about $165, which means a substantial capital gain.

My concept is to sell and buy something relatively stable like PPL, ENB, BCE and such. I calculate the return on my initial tax cost to be about 13-15% annually in higher dividends, at current pay levels, with what I see as similar risk.
However, I have read that the banks are maybe expected to again have a much higher than normal dividend raise, which might mean CM goes higher (assuming that isn’t already priced in).
I would appreciate your thoughts on this concept, particularly in regards to CM. Is it time to sell and put the funds to work elsewhere? I thought I had asked this question last Friday, by the way, but it is not answered so assume it is lost in the ether.
Thanks! Paul K

Q: Which company would you prefer for a long term hold and why?

Q: at what price would you consider JPM over MS for an immediate buy?
would that also be the technical price for purchase?

Q: Hello Peter,
With rising rates, it seems that banks, commodities and industrials do well. Can you please suggest some etfs in Canada that would take advantage of those sectors? For the banks, i am thinking xfn and zeb but unsure of the others. Also, the US banks are taking small hits. Do you think canadian banks will follow suit or are they very different? Thanks very much.

Q: opinion

Q: May I have your opinion on ROOT?

TD thinks it has been punished too much and could be at a good price now.

Thanks for the excellent service

Q: Hi,
Looking to add a small/mid-cap Cdn insurance company, either pure P&C or a specialty/reinsurer. (already own a lifeco and banks). A 3-4 year hold planned, in my TFSA.
Which do you feel has more promise for growth, and have you been hearing of any potential acquisitions for either?
DFY has no history as a public company, so it's not likely to make it into your Growth portfolio any time soon. TSU is already there.
THX.

Q: Can you recommend Canadian based etfs that tracks American banks and/or insurance companies. Which would you recommend? Any with covered calls? Thank you.

Q: I'm interested to increase my sector weight to financials - and now have BMO,
BAM, MA, and FFH.
Please comment on this mix and whether to add to any of these or add other stocks.

Q: Thoughts on COIN now that the valuation is more reasonable. Please provide pros and cons of this stock and what is the current forward P/E?

Q: Good morning everyone at 5i!
Peter, I would like to compliment you on your National Post article I read this weekend. You are a breath of common sense in this “ the sky is falling” world. I always feel much more optimistic after having read your articles. Thank you. Now to my question. You equated bitcoin to the tulip bubble. I always wondered about bitcoin and the attraction. Should I divest myself of my holding in Coin, if there is no real future in bitcoin?? That, and Square are my only exposure to the bitcoin market. Cheers, Tamara

Q: Your thoughts on today's sell-off.

Thx