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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 am a value dividend investor of 77 years, Portfolio analysis says I am over 20% in Financial industry. I hold BAC, BNS, FSZ, JPM, MFC, SLF, TD, X. I am up in all except one and the dividends keep rolling in. I am loath to let any go. If it is needed, please suggest a substitution.
Read Answer Asked by STANLEY on February 13, 2023
Q: Hi Folks,
I am looking to add one of EIF, BAM or AD.UN to my diversified RRSP portfolio. Looking for a safe yield with a little growth. Is there one that stands out for your suggestion?
Thanks
Read Answer Asked by JOHN on February 13, 2023
Q: Too good to be true alert: Can HMAX consistently deliver a 13% return using call options? This is near triple the yield on some of the big six bank stocks. It's hard to believe that a 13% return can be consistently delivered. Doesn't seem real. What might the downside be to owning this vehicle? Thank you!
Read Answer Asked by Kim on February 13, 2023
Q: Which Canadian Bank has the best current risk adjusted appeal. 3-5 year hold.
Thanks.
Read Answer Asked by Lawrence on February 10, 2023
Q: Good evening, 5i team

I appreciate having your thoughts on keeping 2 out of these 5 for a pretty condensed portfolio. I sided with BNS & CM among the big 5. Thank you!
Read Answer Asked by Nhung on February 10, 2023
Q: Peter and His Wonder Team
I have owned this bank for several years and am aware of all their problems. I know they are in transition and restructuring. I realize they are at risk but am wondering if at this point it could be viewed as a possible contrarian play. It seems so cheap to what I paid in the past that I am thinking that maybe I have nothing to loose in buying more and at least recovering some of my money back. Of course that means that they will survive and not go bankrupt...even a take over might lift the value. Or do you think I am just in dream land? Thanks for your opinion as usual.
Read Answer Asked by Ernest on February 10, 2023
Q: "Thomson intends to return "at least $2 billion, which will be combined with a share consolidation or reverse stock split", to be funded by proceeds of the sale of LSEG shares later in 2023."

Do you have more information about this reverse stock split and how it might affect investors who currently hold the stock. Is it in an investors best interest to purchase more shares or wait to see what the actual transaction will be.

Thanks for your usual great service, Len
Read Answer Asked by Leonard on February 09, 2023
Q: HI guys

Wondering if you were looking at buying an insurance stock today and hold over 5 years looking at some dividends but mostly total returns would you buy Intact or Sunlife? Do you see a stronger management team at either?

Thanks

Stuart
Read Answer Asked by Stuart on February 09, 2023
Q: I hold these three and I'm wondering about consolidating into one. What would be your pick or is it a reasonable strategy to hold all three for diversification?
Read Answer Asked by Jacques on February 08, 2023
Q: Hi Team, my entire portfolio is in stocks(no ETF's) but i am intrigued by HMAX. I am thinking of replacing my two bank holdings (RBC,TD) with HMAX.
Is this basic understanding correct: If Canadian bank share prices decline HMAX unit price will do slightly better than bank index. In a steady share price enviornment for the banks HMAX will be about the same as the bank index. If the banks rise significantly HMAX will go up but will lag the index. All the while HMAX will yield approx. 13% while the individual banks will pay 4-5%.
My current view on the banks is cautious (hold) and I do not want to abadon the sector as it is such a significant part of the TSX and long-term they do well.
A 13% return with minimal volatility (arguably less volatility than holding an individual bank) seems pretty good for the banking allocation of a portfolio. Am I missing something?
Read Answer Asked by Robert on February 08, 2023
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