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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 understand that US companies are not your focus but am looking for some advice on these companies. I hold the above companies in the US side of my RSP account and am wondering about holding both JPM and BAC. Would you recommend dropping one of these US banks and if so which one? If yes, what would you replace it with?

Thanks Ken
Read Answer Asked by Ken on July 06, 2018
Q: What comments do you have about KBWD - Invesco KBW High Dividend Yield Financial ETF? On the surface this Powershares US ETF seems too good to be true with an average dividend of 9% and share price growth from $12.00 USD since inception in December 2010 to a current price of $23.34 USD on July 3rd with a 200 day MA of 22.46. Other than a 25% correction in early 2016, the share price growth has been steadily upward since inception. It has a very high MER of 2.4% but the PE ratio is 9.1, PB ratio 1.04 and beta is 0.754. Are there any reasons to avoid this ETF?
Read Answer Asked by Norman on July 05, 2018
Q: Hi, I am a dividend growth investor and looking to build a stream om passive income through dividends. I am 40 and have a long horizon (20+ yrs) so I'm not so worried about current income as I am about future dividend income and total return. I invest a part of my income every month. My current portfolio consists of mainly large cap dividend growth stocks in diversified industries in Canada, US and Europe. Mastercard and Visa look like great companies to me, high ROIC, high growth on all fronts, favorable developments that will benefit their business etc. They would also complement my portfolio well as I have no holdings from that industry yet. The only thing I am concerned about is their high valuations at this point.
So my question is, is this a good time to add MA (and perhaps V) to my portfolio? Or is it wise to wait for a pull back? Do you have a price point for entry? Your advice is appreciated.
Read Answer Asked by Jeroen on June 26, 2018
Q: Hello 5i team. I own TD and BNS. I'm up over 20% on TD this year while I'm generally flat on BNS. Should I rotate out of TD to another bank or does it have more legs to run. I also own a half position in VB and own BAC and C in the US. Thoughts?
Read Answer Asked by David on June 22, 2018
Q: I have this name from previous investment letter that I used to follow, and I don't anymore. It has run up quite nicely in the last little bit. It is US Bank, I know that isn't your specialty. Is there a compelling reason to hold longer or is it time to take some profits.

I believe that my Allocation to financials will be fine if I sell. Any particular area in US except Tech that you would put money towards. I can just do a broad market ETF as well.

As always thanks for the great advice.

Read Answer Asked by Colin on June 14, 2018