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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: Hi 5i
Current holder of LB...They just reported earnings today and I see stock price is up.
How did their results stack up compared to other banks and does this improve your opinion of them?
What does there future look like moving forward? That is, would you expect them to continue to move more or less in lock step with the sector?

Finally...Would you continue to hold or sell?

Thx
Jim
Read Answer Asked by jim on March 03, 2021
Q: I am currently underweight in bank stocks... about 8 percent of my equity portfolio. I'd like to increase them... to what % do you recommend? I currently own RY, TD and SLF. Would you just add to these to bring them up to the new weighting or would you add other banks and if so what?
Read Answer Asked by Carla on March 03, 2021
Q: All the big banks have had very encouraging financial results. Is now a good time to add in preparation for big dividend increases once the regulatory hold comes off.

Thanks.
Read Answer Asked by Dave on March 01, 2021
Q: I hold TD and BNS, and want to add more of the bank with the best current value. Can you please tell me which of the 2 banks represents the better value? Would appreciate knowing what metrics you use to determine bank stock value. EV values in the minus range make it confusing.
Thanks!
Read Answer Asked by Grant on March 01, 2021
Q: Hello 5i team,
I am interested in acquiring a US financial ETF with a decent payout. Do you have a top 5 list on the US side.
Thank You,
Andrew
Read Answer Asked by Andrew on February 26, 2021
Q: VB on a bit of a tear the last few months. I’m at 1/2 position and can’t decide whether to hold for overall financial sector diversification (also hold BNS, TD, SUnlife, MFC) or sell and add to one or all four of these large caps. Given VB’s valuation has now caught up to the sector, my thinking is it only now moves with the sector on go forward basis, so why not play that game with a safer large cap financial name? Does this make sense?
Read Answer Asked by Tony on February 26, 2021
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