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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 have a roughly equal weighting in BNS, LB, RY, TD and POW with no single stock much over 3% of my portfolio. With POW getting swept up in some euphoria over anticipated future improvement in its management, would it be wise to exit now on the wave and reinvest the proceeds in one or two of the financial stocks that I already hold?
Read Answer Asked by Geoffrey on December 16, 2019
Q: On Dec 13 Credit Sussie downgraded BNS to Neutral (from Outperform),$75 TP, Av TP$78.92 It dropped $0.89 to $73.82 on above av. vol of 5.2m shares.Note that there was a purchase of 2m shares @ the close.Apparently there was above average vol. for the other big 4 banks. Your comment please. Txs for u usual great services & views
Read Answer Asked by Peter on December 16, 2019
Q: Bbt has become Truist financial
Surprise to me
Apparently bbt has been downgraded by some analysts after this happening
Please comment if you can; what happens to my shares? I am up by almost 50% with this investment since purchased. ? Time to get out
Many thanks
Peter
Read Answer Asked by Peter on December 13, 2019
Q: Hi, I have had fsz for approximately 3 years, b.e is 13.74 and have been thinking if it has dropped about $4 in this market , what will happen in a down market?
My other option was NA bank which has been a lost opportunity. Should i sell fsz (7%) and buy na, or sell half and buy half na. Or just stay the course?
I think fsz is ok, for dividend but getting a little worried with where it’s at after such a great market the last 3 years. I do like to keep a stock 3+ years to give it a chance to work. With a good market and good management I find it usually works out. In a poor or flat market of course all bets are off. also I do have TD in my financial sector which has done well.
Thanks


Read Answer Asked by Brad on December 11, 2019
Q: Between SLF, MFC and GWO, which one of these three has the best potential to provide the best combined return (growth plus yield) in a five year time span?

Past 10 year history has SLF way ahead of the other two at practically all annual intervals, but can this past history trend be continued? Thanks for your insight.
Read Answer Asked by Victor on December 10, 2019
Q: I need to increase my allocation to financials.
Should I go with the US banks which currently have "Momentum" on their side .... plus great new jobs numbers in the US.

Or the Canadian banks which have been hurting and the only "M" seems to be down .... or are they in Value territory? (of course we in Canada just saw 70K jobs disappear).

Or is there a third option?

Thanks for your help in sorting this out?
Read Answer Asked by Donald on December 09, 2019
Q: Would it be a good time to invest in American banks and financial institutions for a 2 to 3 year hold? If so,can you recommend a Canadian etf that you like and hedged or unhedged? Thank you.
Read Answer Asked by Steve on December 09, 2019
Q: I'm interested in researching US financial institutions for new investment ideas. Could you provide me with a shortlist of 4 to 5 US companies (e.g., chartered banks and any other financial institutions) that I might consider. Many thanks.
Read Answer Asked by RANDALL on December 09, 2019
Q: Hello,could you recommend some ETFs that hold US financials(banks) ?
Thanks
Read Answer Asked by Sergio on December 09, 2019
Q: How seriously should we take the Canadian banks when they all increase their year-end loan loss provisions significantly? Is this really a harbinger of a slowing economy or am I being too cynical to think that this is a good way for management to build in some "wiggle room" going into the new year? Loan loss provisions are the one area management can use to massage headline numbers and perhaps boost profits next year if results are not so good.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 09, 2019
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