Q: Can I get your thoughts on EFN going forward.
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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.
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Royal Bank of Canada (RY $215.62)
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Toronto-Dominion Bank (The) (TD $117.28)
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Bank of Nova Scotia (The) (BNS $97.05)
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Bank of Montreal (BMO $176.78)
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Canadian Imperial Bank Of Commerce (CM $120.47)
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National Bank of Canada (NA $168.06)
Q: I am currently way overweight in Canadian banks and would like to gradually cut my overall exposure to about half of my present total value. Would you please rank the above stocks in light of each expected Total Return over the next 3 - 5 years?
Many thanks.
Many thanks.
Q: Further to the OFSI restricting dividend increases for CDN Banks, do we have any idea as to the timing of this restriction being relaxed? Does the OFSI meet regularly to discuss this sort of thing?
Q: Are we starting to see another sector rotation particularly back into tech? What do you see as the best sectors to put money to work in right now?
Thanks!
Thanks!
Q: Hi Peter,
why DPST is down today? Is it a good buy?
Thank you,
KT
why DPST is down today? Is it a good buy?
Thank you,
KT
Q: It seems all the Canadian banks are doing well - huge profits, reversing loan-losses, cash piles and talk of boosting dividends.
Is a lot of this profit due to the increasing real-estate mortgages being issued that have an implicit government backstop? I view this as a form of moral hazard - the banks know the government has their back so continue to lend despite worsening lending metrics like income to home price etc.
Do you see any risk from all the non-house owners in the country putting pressure on the government to reign in bank profits, as it seems only the 'rich' home owners are benefitting? Or would the banks themselves curtail lending as home prices continue to appreciate?
I know that the Canadian residential real estate market if a primary driver of our economic gains nowadays but at some point, the policital winds may shift.
What signals related to Canadian housing would you look for to make you want to reduce your exposure to Canadian banks?
Is a lot of this profit due to the increasing real-estate mortgages being issued that have an implicit government backstop? I view this as a form of moral hazard - the banks know the government has their back so continue to lend despite worsening lending metrics like income to home price etc.
Do you see any risk from all the non-house owners in the country putting pressure on the government to reign in bank profits, as it seems only the 'rich' home owners are benefitting? Or would the banks themselves curtail lending as home prices continue to appreciate?
I know that the Canadian residential real estate market if a primary driver of our economic gains nowadays but at some point, the policital winds may shift.
What signals related to Canadian housing would you look for to make you want to reduce your exposure to Canadian banks?
Q: Last earnings were hampered by an "inverted bond yield curve", which cost $800 M.
Is it reasonable to assume, that they will correct this issue before reporting again ?
Is it reasonable to assume, that they will correct this issue before reporting again ?
Q: I don't see any news that would make Citi drop like a stone today. Any insight?
Q: I recently added TSU to my portfolio and am disappointed to see considerable downward movement in recent days. Could you please comment on why the stock seems to be pulling back. I realize it has done very well since it came to market.
Thank you,
Maria
Thank you,
Maria
Q: Is it a mature company that has a lot upside still ? I find it interesting as I found it is included in 5i growth portfolio model . Thanks a million.
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Purpose Bitcoin ETF (BTCC.B $17.96)
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Evolve Bitcoin ETF (EBIT $45.16)
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CI Galaxy Bitcoin ETF (BTCX.B $18.77)
Q: Would appreciate some guidance re bitcoin, especially the many ads that pop up in email. Is the rags to riches claim legitimate? Do the celebs - Trudeau, Connor MacDavid etc know they are advertising this item? Is bitcoin on the TSX?
Thank you for your insight,
Sharon de Vries
Thank you for your insight,
Sharon de Vries
Q: Today the U.S. 10-year yield is ~1.4585%. If you believe this rate will be 2% by year end, what would be the most direct way to play it?
Q: Could I have some information on this company. What they do and whether the dividend is sustainable, and how much of the dividend is return of capital. Many tnx.
Q: Do you feel today is a good entry point for the big Canadian banks? Would you please rank them in order of preference at current valuations. Also, please do similarly for US banks. Please deduct question credits at your discretion.
Q: Hi there , how safe is FSZ for its dividend and the stability of its share price ? (inverse of volatility) , when compared with a "utility" like BCE. if BCE is 10, in a scale of 1 to 10 , FSZ would be ?
it appears that FSZ has serious prospects of increasing its earnings in the future , why is so ?
thanks
it appears that FSZ has serious prospects of increasing its earnings in the future , why is so ?
thanks
Q: Hi 5i team,
I'm trying to decide between Go Easy (GSY) and ECN Capital, both of which have been on terrific runs. How do you view their current valuations, their prospects for further growth and risks involved with each and how will rising interest rates affect their businesses? Finally, which would prefer currently if you had to make a choice?
Thanks for your great service.
Bob
I'm trying to decide between Go Easy (GSY) and ECN Capital, both of which have been on terrific runs. How do you view their current valuations, their prospects for further growth and risks involved with each and how will rising interest rates affect their businesses? Finally, which would prefer currently if you had to make a choice?
Thanks for your great service.
Bob
Q: If I were to buy a stock today for income and growth , would it be Fiera ?…( NO ! ).
The Schmo of the 5i Income Fund @ 26% down, and stuck in a sideways purgatory. I realize it pays 8% , but we bought high ( you usually warn us against high dividends ) . Are we just parking money here, or do you think we should take a loss and move on ? Thanks .
The Schmo of the 5i Income Fund @ 26% down, and stuck in a sideways purgatory. I realize it pays 8% , but we bought high ( you usually warn us against high dividends ) . Are we just parking money here, or do you think we should take a loss and move on ? Thanks .
Q: At under $25.00 would you purchase shares of MFC -
Q: I perceive a change in Bitcoin/crypto sentiment - El Salvador, other LatAm countries, now India is changing it's tune......
Rather than own cryptocurrencies outright, I'm looking for more torque on their appreciation. Would you consider either of these companies to be a good way to leverage any appreciation of the underlying cryptocurrencies? I understand this is a double-edge sword.
Rather than own cryptocurrencies outright, I'm looking for more torque on their appreciation. Would you consider either of these companies to be a good way to leverage any appreciation of the underlying cryptocurrencies? I understand this is a double-edge sword.
Q: ECN through its subsidiary in the Us has a deal with Sam's Club to help with financing of home repairs & renovations. Is this deal material to ECN or just a small add on? Thanks for your great guidance.
Dave
Dave