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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: With regards to your response to Member Brian Oct 20, 2020. Which bank stock to buy? National maybe small and regional, but the growth of the bank has been far superior to the other Canadian banks.
Dating from Dec 31, 2015, National stock is up 65%, the nearest rival Royal is up 30% and BNS has grown .02%. Since March 23, 2020 National is up 75%. Far ahead of rivals. National pays 4.3% dividend and BNS is 6.5%. However which one would you prefer to own. Many seem to forget this company and I don't know why. Just my observation, love your site, and you've made me a ton since I joined. Thanks to your Team PS even XFN ranks third in returns
Read Answer Asked by David on October 20, 2020
Q: I hold TD and RY in my portfolio and I am considering adding another Canadian bank. I have narrowed my search to BNS and National. Can I have your thoughts on both and which one you prefer at this time. Thank You.
Read Answer Asked by Brian on October 20, 2020
Q: I am looking to alter my financial holdings into November and currently hold. 1 % position in WFC, BMO, BNS, FSZ, and SLF. I am considering replacing BMO and BNS after/before month end respectively and taking up positions in IVZ and JPM on any pull back.
What would your advice be, and/or do you have any more preferred suggestions?

Thank you in advance

Peter
Read Answer Asked by Peter on October 19, 2020
Q: I am looking to invest in one of these two companies. as a way to play the real estate market other than through the banks. They both seem to have good management. How secure is their dividend and who would have stronger growth prospects? Any other comments greatly appreciated and do you have a preference? Thanks. Derek
Read Answer Asked by Derek on October 16, 2020
Q: Hello, a new ETF (stock symbol: HCAL Hamilton Canadian bank 1.25 x leverage ETF) is going to be released in the market soon. At the moment, I don't have too many Canadian bank stocks in my portfolio. The 1.25x leverage and 6% yield seems interesting, especially as the price of Canadian bank stocks are quite low now. What are your thoughts on this ETF? Thanks
Read Answer Asked by Esther on October 14, 2020
Q: I have been following 5i advice for a few years now and it has served me well. Thanks! However, this is the first time I have had a question that I haven't seen an answer too in the forum; I some capital that I need to invest shorter term 1 - 1.5 years. Everything fixed pays next to nothing, so where should I be looking at this time? Bank stocks with a safe dividend? Other high dividend slow growth companies? If so, which would you recommend? Thanks, Dan
Read Answer Asked by Dan on October 13, 2020
Q: I just read this article in the G&M and was wondering your thoughts - “ The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL) invests in all Big Six bank stocks.

But what’s novel here is that the fund employs 25-per-cent leverage. For every $100 invested you will get $125 worth of exposure to the Big Six. The sweetener: Leverage will boost the dividend, to more than 6 per cent based on current bank stock prices.
Read Answer Asked by Cam on October 13, 2020
Q: Another question regarding sector allocation. I am overweight in Financials (20%), but would like to add either SLF or TRI. The Financials I currently hold are: BAM, BIPC, X and VISA. Are the economic drivers sufficiently different for either SLF or TRI that I could justify further overweighting this sector? Thank you.
Read Answer Asked by Maureen on October 08, 2020
Q: I have accumulated far to many Insurance stocks over the years and need to trim a couple. Which of the above companies do you think offer the best capital appreciation over the long term?
Thanks
Read Answer Asked by Curtis on October 08, 2020
Q: I have a question or perhaps it is a comment on the TMX group. It is a stock that in my opinion flies under the radar, it is not often mentioned in the media that I read or watch yet it has outperformed good companies such as CNR in the past 5 and 10 year periods. I would like to add to my position and would appreciate your thoughts and comments. Thank You.
Read Answer Asked by Brian on October 06, 2020
Q: Dear 5i team,
NA, CM and RY have seen recovery to an encouraging extent.
BNS, TD and BMO much less so.

I do bear in mind that not all banks were/are uniformly exposed to risks precipitated by the virus; those that needed to increase reserves against losses have done so I believe. I’ve not sourced reports indicating any bank is not prudently shored up with loss provisions.

Would it be too soon to start a monthly purchase of BNS, TD, and/or BMO - small amounts, say $1k?
If it is too soon, what are you looking to hear, read about, or see happen that would tell you buying can begin?

Thank you so much!
Read Answer Asked by Hilary on October 05, 2020
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