Investment Q&A

Q: Good day,

For a long-term horizon including dividends into retirement (about 10 years away), what level of investments in banks, Canadian and foreign, would you consider to be the maximum for an otherwise diversified portfolio? My only foreign bank is ING.

Thanks for the help!

Derek

Q: I hold full positions in Cominar and Sun Life. I do not own any other Canadian financial stocks. Based on Cominar's recent news. Is it a hold or sell ? Should I replace Cominar with a Canadian bank or Manulife ? Thank you for this great service.

Q: Any insight why DF T is down lately given it holds a lot of bank stocks? Would you recommend selling at this point or continuing to hold?

Thanks

Q: Dug back through ETF questions but couldn't seem to find an answer specifically for my question which is: is there an equal weighted ETF that follows the US banking sector?
Thanks

Q: Any thoughts on this company, would you continue to hold?

Q: Could you suggest ways to invest in short duration mortgages
Thanks
CDJ

Q: I have owned MFC for well over 10yrs and have a small profit to show. Should I just take my 2 bits and move on?

Q: Peter and His Wonder Team
This American bank stock is up sharply...any news on the wire? Possible hint of a dividend?
Thanks!

Q: Could your comment on Mogo latest quarter?

Thanks

Q: Add a comment to Mike's Q.GMP was down 0.19 when guest Benji Gallander on Market Call endorsed It stating that it is one of his favourites with huge potential upside.It took off from there.

Q: Any opinions as to why GMP is down so much this week? Would you sell, hold, or buy more at this price?

Thanks!

Q: If Canada adopts nationwide single-payer pharmacare, as the Liberal government says it will study before the next election, what would be the effect on insurers like Manulife and Sun Life?

Q: While beyond your normal scope, I wonder whether you have a view upon IBN as a play upon the Indian market?
Thank you.

Q: Hi Peter and Team
I am retired and have only "passive" income in my company investment portfolio but hold an overweight in financials (>35%) such as GWO
With the new budget proposals, I am considering reducing my high dividend financials and purchasing non dividend companies that have a better growth profile, especially after last month's downturn.
Can you suggest 3 positions that I might consider after trimming the positions in my banks and financials??
Your advice as always appreciated
Peter

Q: Please your opinion on Q results announced on Mar 2 & going forward.It is involved in the capital market especially in cybercurrency & cannabis lately.,plus wealth management.What do you think of rumour that its wealth man. business maybe taken over as BNS recently did one.Is it buyable here? Txs for u normal great services & views.

Q: Hi,
Wondering if you comment on the latest results and outlook.
Thanks

Q: Question about INSR- BMO Global Insurance ETF.
Surprised no one has asked out this one, I do not hold any Canadian Insurers directly but good exposure to Canadian and US banks.

This ETF has 10% exposure to Berkshire/ Buffett who has proven the long term benefits of owning insurance companies. What do you think about owning a product like this for long term growth is it worth it or better to put capital elsewhere-add to ZUB?

My main concerns with the space are: interest rates- how long/ high will they go, geography of the fund is it really better to have exposure to some of these countries, over complicating things in the portfolio- too many ETFs overlapping exposures, over exposure to 'financials' already etc...

Thank you!

Q: Hi 5i, I have TD, DFN and FTN financials in my portfolios, do you think LB has their problems behind, would you buy it this price. Many thanks for your advise. J.P. Burlington

Q: I own BNS, and TD, and would like to add one more Canadian Bank. Which other bank has the highest US exposure. Which other bank has the best dividend growth, and lastly which one would you recommend for a 3rd position.
Thanks

Q: Hello: I currently own BMO, CM and BNS. I’m thinking of switching BMO for TD as BMO did not increase its dividend as TD did. Also I believe TD has more US exposure which should show better growth. Your opinion please.