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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 hold both these companies.

Mastercard has been pretty flat for the last 12 months. Do you see things picking up significantly for them when people start booking tickets for flights, hotels, concerts and Disney Land or will papal process more of these payments as well. PayPal has grown to a size in my portfolio that I wouldn't want to add to it. I know Mastercard isn't a "weed" but can't decide if it's a "flower" that could use some water ;)

Would you add to Mastercard (or maybe start a position in Visa) today or look for something else? (In the payments space I also have a full position in SQ)

....PayPal passed Mastercard in market cap today. (mind blown emoji)

Cheers
Read Answer Asked by Dennis on February 17, 2021
Q: Do you have a preference of one over the other. Also, First National pays a dividend. Firm Capital pays out interest. Wondering about FC's structure and any shareholder liability.
Tx in advance.
Read Answer Asked by Ken on February 16, 2021
Q: Can you please comment on these 3 companies and their prospects going forward. On on their recent earnings/conference calls that happened this week. Pros and cons. Thanks.
Read Answer Asked by James on February 16, 2021
Q: I do not understand, and wonder if you can explain, the difference between the new Purpose Investment ETF way to buy bitcoin versus the Wealthsimple way to buy bitcoin?
Read Answer Asked by David on February 16, 2021
Q: Could you please rank these financial stocks? Is there another one you would throw in there that may be better? Thanks
Read Answer Asked by Neil on February 16, 2021
Q: I know that Square, Paypal and MicroStrategy have Bitcoin on their balance sheets. How much of an influence do you think this is having on each companies share price? What is the per share value of the Bitcoin that each company holds? Thank you.
Read Answer Asked by Glenn on February 16, 2021
Q: I have an unregistered cdn div payer account, which has about 20% financial sector weighting. This is probably a little high for this account, but overall portfolio diversification including other accounts levels this out much better.

I'm happy to stay with 20% financial in this account, and this is currently achieved via equal weights of BNS, RY and SLF. In pursuit of higher yield, I am considering replacing RY (4%) with FSZ (7%) and looking for your comments on this idea.

Account objective is retirement income for next 10 to 20.

Thanks,

Jim
Read Answer Asked by Jim on February 16, 2021
Q: In the 5i blog of Feb.9 detailing quality stocks the lifecos are listed. It seems to me that IAG stands out as having better past growth & fwd p/e numbers than SLF with way less debt. Has 5i changed its tepid opinion on IAG, particularly considering the stock price is still well off its 2020 peak compared to SLF's though IAG has been on a bit of a tear lately?
Read Answer Asked by Jeff on February 16, 2021
Q: I hold a 4.1% weight in Manulife in a diversified portfolio. Given the recent quarterly results and growth forecasts for Manulife and Sunlife, would you recommend selling my Manulife position and purchasing Sunlife? Please provide a rationale for your answer.
Read Answer Asked by Robert on February 12, 2021
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