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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: One of my largest holdings in my RRSP is Blackstone L.P. Today they announced they are converting to a Corporate structure as at 7.1.19. It appears the market likes it. What effect will this have on the dividends (ie: yield & taxes), the SP now and going forward in your estimation? Should I buy more (to a reasonable % of course), sell or hold?
Read Answer Asked by Barry on April 18, 2019
Q: Relatively balanced portfolio....Analytics shows heavy Canadian financial and need to add US communication and Industrials. Have
BAM 6.25% AD 2.82% FSZ 2.2% GSY 1.9% BNS 1.5% SLF 1.4% ZBK 1.4% ECN .87%
VB .8%. Which would you trim/eliminate and which US communication and industrial would you add. 5 years to retirement.
Thanks
Read Answer Asked by Craig on April 16, 2019
Q: The one-year returns of Canadian life insurance companies over the last 52 weeks have been rather unexciting, but over the last quarter they have suddenly blossomed. What has caused this revival, and can we safely invest in them for the next two to three years? Thank you. Walter
Read Answer Asked by Kurt W on April 15, 2019
Q: According to Portfolio analytics, I own about 7% of my portfolio in 3 Canadian banks and another 7% in 3 US banks. I also own another 25% of my portfolio in BAM, Visa, SLF, BRK.B and GSY which are in the "Financial" sector but are very different from each other as well as different from banks. How concerned should I be with this aspect of my portfolio. I don't need the money for 25 years.
Read Answer Asked by Wes on April 12, 2019
Q: Hi 5i and team
Thanks for your sound advice during this last market correction. It made me finally understand why it's important to concentrate on limiting losses rather than going strictly for gains. I need to eliminate two Financials from portfolio. It is in a RRSP account. I do prefer a combination of income and Growth. Thanks for your help.
Gilles
Read Answer Asked by Gilles on April 12, 2019
Q: Good morning,
Wondering if you could please comment as to Steve Eisman's thesis on Canadian banks ( shorting specifically CM, RY and LB) and the deleterious effects of a shift to positive loan loss provisions for the stage 1 loan book( those loans that are current), where such a shift would, in his words, "crush" earnings( growth?).

Thank you for your insights,
Read Answer Asked by Brad on April 11, 2019
Q: Hi guys , I saw a recent report that Chw was in the the top ten shorted Cdn stocks with 795000 shares short. This is apparently 8.9 % of the public float. I guess the high percentage is due to insider and other significant holders? What may be the thesis behind the dreaded short sellers position? Is Canada just a target in general? Thanks man
Read Answer Asked by Alan on April 11, 2019
Q: How does the Interest rates NOT increasing anymore according to U.S. and Bank of Canada affect the utility and financial sectors. How much volatility should I expect in these sectors over the remainder of 2019.

Ernie
Read Answer Asked by Ernest on April 10, 2019
Q: I have owned this fund for a few years now and enjoy the high percent payout but am concerned as the price I payed is considerablely higher than the present price. are the overnight offerings diluting the funds or is this because the banks are lower right now or perhaps both? some of my costs were over $12.00 a share so is this a good time to cut my losses? Thankx for your great service. gord
Read Answer Asked by GORD on April 09, 2019
Q: Using your portfolio analytics we find we are underweight in Financials and need to add to these stocks. The percentages from highest to lowest are SLF, BNS, TD, GSY, VB. Which ones would you add to first. These are held in a RRSP account with a 5 year timeframe.
Thank You
Read Answer Asked by Louise on April 09, 2019
Q: According to the Asset Allocator, I am considerably underweight in the financial sector. I hold the above stocks, and they are about 3% of my portfolio [balanced income]. I hold a lot of cash at the moment. What would you recommend that I add, to increase my weighting in this sector to the recommended 17%. I am 72 with pensions, and do not need the income.
Kind regards, and thank you for all you do.
Ellen
Read Answer Asked by Ellen on April 08, 2019
Q: I currently own a combined 25% share in Canadian financials. I love the dividend, but I know it is heavy and I am concerned about the negative news I read about the banks. Is the future really that bleak for the banks. Thanks.
Read Answer Asked by JAMES on April 08, 2019
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