Investment Q&A

Q: You like the long term prospects for VB. What are your thoughts on their preferred shares:Vb.pr.a or b?

Q: I have a 7% position in MFC. Normally this security would benefit from rising rates. My thoughts on this has changed. Borrowing short term and lending long term doesn’t look that attractive to me at this time as the yield curve is flattering. I’m an income oriented investor are there better opportunities elsewhere.. I’m down about 5%. What are your thoughts on my thesis? Should I sell and move on, reduce my position or hang on? I also have a smal positio in FLI.

Q: Hello Team,
How would you rank this company compared to Visa and Master Card for safety and growth.
Thank You,
Barry

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

Q: With the recent pullback of almost 15% in the last few weeks of this company,would like your thoughts on a possible good time to take a position on this company and what you think of it...thanks for your always professional service. Greg

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?

Q: Hi Ryan, What do you think of the bank for a buy at this time.Thanks for everything,. Cliff

Q: Hello,

How can CBL continue to pay it's dividend? With the public float continuing to shrink, what do you think the companies strategy is?

Cheers,

Robert

Q: This company has a 5 BILLION line of credit in australia pay a good dividend is ijn fleet truck management serves world wide companies EFN trades at $6.38 on TSE

Q: Why has PRU declined so much? Do you think it has much farther to fall? Would you start a position in it today? I’m curious about its prospects, especially in relation to the big US banks. Thanks for your advice.

Q: Hello 5i,

BNS vs TD.
Am considering a switch from BNS to TD for a long term hold in my RRIF.
However, have noticed YTD that BNS is down 8.8% while TD is up 3.3%.
What are your thoughts going forward ?
Appreciate your opinion as always.
Steve

Q: Hello Peter, do you think the bond yield curve could invert within next 6 to 12 months? Which I believe partially explained why the U.S. financial sector has been underperforming recently, due to the worry of flatten yield curve? Thanks.

Q: Which would you prefer at this time? Thanks, Austin

Q: Hi, What are your thoughts on ECN after recent earnings?
Price is moving in the wrong direction and there seem to be little in the way of catalysts here to get the share price moving north.

Thank for your opinion.

Q: In your view why ECN is going down? Fear of slowndown in housing?

Tx

Q: Is the drop on these two companies over done???
What is your assessment for the future?

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.

Q: Hi can I get your current view on cymbria does it still trade at a premium

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?

Q: Since its good results on May 30,VSB has dipped a bit.1)Is this a good entry point 2)I am very overweighted in the big 6 can.banks,so should I buy VB.Thanks for u usual great services & views