Q: May I please have your thoughts on US financials at this time and Visa, Morgan Stanley and JP Morgan in particular? Thank you,
Jason
Jason
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Your thoughts on DFN.to would be most appreciated.
-
Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
-
Gluskin Sheff + Associates Inc. (GS)
-
Crius Energy Trust (KWH.UN)
Q: I'm 75 and sort of religiously line-up my rrsp based on your income model portfolio,granted i dont expect always 2017 performance and i'm ready to surf the wave but in few case a Tsunami hit few holdings at this point i wonder if GS and FSZ will ever recover or end up like KWH . Mandatory disbursement (wich you are not responsible)and losses could seriously jeopardize my capacity to keep the divi/income in line.
Thank You
Daniel
Thank You
Daniel
Q: My wife would like to invest in a Canadian Bank. I know you favor the Bank of Nova Scotia . Question: Is BNS still your favorite at this time. According to my calculations the
Canadian Bank Of Commerce has a slight edge in dividends. Thanks. Ernie
Canadian Bank Of Commerce has a slight edge in dividends. Thanks. Ernie
Q: When I asked about this company in August 2017 (to date I am the only member to ever ask about this company) you were neutral/ambivalent to it as a good investment. YTD the SP up 24% and the dividend, despite the rising share price, is now above a 6.5% annual return. Still neutral?
Q: how is it that only days and weeks before announcing a Dutch auction, management and the company were buying large amounts of shares on the tsx? Is the not a prime example of insider trading before the puclic announcement? No wonder so many will not invest as it is not a level playing field!!!!
Q: I'm not likely to tender my shares into the Dutch auction, would you??
Q: How was results, worth keeping?
Q: Hi, I have a pile of different rate reset preferred shares that have done nothing but lose value, and I am considering ditching some of them and buying bank stocks. Of the choices between the big five Canadian banks which ones would you favour the most, I am looking for steady dividend payers that could go up in value. .........thanks Joseph.
Q: Hi there, which of the 2 names would you prefer in the financial space? Which would do you consider to be less risky of the 2? Thanks!
Q: Appreciate it's a very volatile equity & time. Any news that would account for > 5% hike yesterday?
Q: Your outlook on this stock please
Q: Good morning 5i,
I believe you have said somewhere that you would prefer the American banks at the current moment. I am wondering if I am remembering correctly and if so, would you stand by that, and again if so, would you buy bac now instead of BNS, all things being equal.
thanks as always
I believe you have said somewhere that you would prefer the American banks at the current moment. I am wondering if I am remembering correctly and if so, would you stand by that, and again if so, would you buy bac now instead of BNS, all things being equal.
thanks as always
Q: I would like to increase my exposure to Canadian financials. I have a 2% position in BNS ,a 2.5% in TD. and 2.5% in GSY. I was thinking of making BNS a 5% position to take advantage of the increased yield. Ten year plus timeframe, low to medium risk investor. Good idea or do you suggest other options?
Q: What are your thoughts on buying POW at this time. It is near the 52week low and is trading at below cost with a 5.67% yield. We are interested in the income and some growth. Do you have any concerns on the future of this company? Many thanks, Len
Q: Can I have your comments on BNS's earnings and announcements this morning? At first glance it doesn't seem likely to be well received. Would this be a time to switch into a better performing bank or add to the one that is underperforming? Could you suggest which US bank and which Canadian bank you would switch to? (no problem if this is a multi credit question).
Q: Looking at this, what's your take on it.
Q: Hello 5i team,
Since its inception, your balanced equity portfolio has generated something like 16% compound return pa; it has beaten the other "advisors" hands down and I enjoyed the ride. Congratulations!
Of the 6 major banks, BNS is the worst performer with a 5-year return of 7% compared to TD 47%, RY 35%, BMO 33%, NA 30% and CIBC 24%; and yet BNS is perennially in your BE portfolio. Why?
Thanks,
Antoine
Since its inception, your balanced equity portfolio has generated something like 16% compound return pa; it has beaten the other "advisors" hands down and I enjoyed the ride. Congratulations!
Of the 6 major banks, BNS is the worst performer with a 5-year return of 7% compared to TD 47%, RY 35%, BMO 33%, NA 30% and CIBC 24%; and yet BNS is perennially in your BE portfolio. Why?
Thanks,
Antoine
Q: Odlum Brown has just recommended to sell CME and replace it with BLK. Seems like an odd time to sell CME as my understanding is that the recent increased volatility should be good for it, which is likely why it is actually up over the recent period!!
BLK also looks good, especially after its recent pull back.
I currently have 2% of my portfolio in CME but do not have BLK.
Would 5i support holding CME and initiating in BLK or does it seem reasonable to exit CME on its recent strength and pick up some BLK? I have 15% of my portfolio in financials at the moment.
C.
BLK also looks good, especially after its recent pull back.
I currently have 2% of my portfolio in CME but do not have BLK.
Would 5i support holding CME and initiating in BLK or does it seem reasonable to exit CME on its recent strength and pick up some BLK? I have 15% of my portfolio in financials at the moment.
C.
Q: I am retired and own GMP Capital preferred series B in a non-registered account for income. How safe do you think the dividend is? I was encouraged when they recently re-instated the dividend on the common shares, suggesting management confidence in ongoing profitability, yet the pref B price continues to trend lower. Why?