Investment Q&A

Q: I know you've said in the past that one could replicate FIE relatively easy by owning say 3-4 bank stocks and an insurance company - but I don't think you could get the same yield as FIE, which is close to 8%. Even after subtracting the MER, I don't think you can match the yield (which is somewhat confusing to me).
Can you? If not, would you see a benefit in owning FIE?

Thanks
Robert

Q: These are all down about 40% from their recent highs. Do you have any concerns with the sector in general? Which two would you pick for bounce back potential?

Q: Hi 5i
Inside my RRSP I have CBO, and I like to sell and buy JPM and BNS, is this good move at this point in time.
Thanks

Q: top 3 american, top 3 canadian, banks to invest in ?, and a reasonable projection and why, or do you not recommend banks at this time?

thanks

Q: Can you give me your opinion on this company and if it’s a buy right now please?

Q: Do you feel there is a need to go into the US to get additional financial exposure, into something like GS or JPM? Or would RY be sufficiently diversified given its size, and international diversification.

Q: What are your thoughts on the rather sudden change of top management atChesswood? Would you sell the stock if you owned it?

Q: My understanding is that higher interest rates would help ECN (please correct me if I'm wrong). If so, I'm trying to understand why it has rebounded as much as it has since March. Can you comment?

Q: Peter, can you shed any light on the dramatic price action following MOGO's financial release. It shot up from 1.25 to 3.45 following the release (175%+) and has now settled back to around 1.70 as I write this. The trader in me would expect some gap filling here, but I have no idea why the stock spiked as sharply as it did.

Q: Could you tell me the difference between JPM and MS.Thanks Phil.

Q: Any ideas what is mving this today? Thx

Q: Good Morning peter & Team

High trading volume today and it's been treading water since March with lower highs and lower lows for the past month. Any explanation for the high volume and what do you think about TD moving forward?

Thanks for all you do

gm

Q: Is this a good time to be investing in banks? Any preference between TD and Royal?

Q: What circumstances are most likely to move GSY both in the short and longer term?
Thanks.

Q: Will comercial real estate and in particular mall real estate keep Brookfield in the penalty box for the forseeable future.This name does not respond when the markets are buoyant ...but has. No problem falling with the general mkt.Are there better sectors to be deployed in until we get some Covid clarity?

Q: Hello 5i Team:

Thank you for your answer about DGRC today. With hindsight, I shouldn't have included VCIP in the same question! Here it is again as a separate question:

I know from your answers to other members that weighting is personal/that bonds despite all the bad news still play a role in one's portfolio/Short bonds are probably better than long bonds.
I have your Portfolio Analytics service and my input suggests 60 40 split. (Inputting data in PA is a work in progress!!)

With this mind, may I ask this question?

What would your suggestions be for retirees: 40% Fixed income .
All in something like VCIP. Or divide them into different boxes? VSB/VAB/VSC etc., Or some other ETFS?

40% is a lot of money to be in one ETF, no? Or these multi layered ETFs offer enough diversification?

Thanks.

Q: On a scale of 1 - 10 (1 low 10 high) what do you think are the probabilities of the Canadian major banks cutting dividends within the next year ?

Q: Can you please provide your outlook on the company? I’m at at 15% loss on a 2% position. I averaged down this morning and bumped it up to a 3% position. Why is it idling while the payment space in is on fire ?
Do you think it’s worth exercising a bit of patience with this one?
Thanks

Q: Can you give me your opinion on this company?

Q: Pow never seems to get much traction-pays a good dividend-why so not liked