Q: This company price is heading lower yet their earnings are almost $10.00 for the year .they do not seem to have the same problems as Home capital.What is your opinion on this stock.
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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: Hello Peter.......... I have a question about 1228
Could you please comment on Gluskin Sheff about it's suitability for a 2% position in an retirement income portfolio. I have larger positions in BNS, and in CM.
Is the payout ratio reasonable and is the dividend sustainable and do they carry a lot of debt?
It doesn't seem to have done anything except drift further down since the legal settlement and you had said you expected a pop of as much as $3 or $4! Am I missing something?
Are there other Financials that you would prefer with similar dividends? How about Olympia OLY, or TF?
Thank you............. Paul K
Could you please comment on Gluskin Sheff about it's suitability for a 2% position in an retirement income portfolio. I have larger positions in BNS, and in CM.
Is the payout ratio reasonable and is the dividend sustainable and do they carry a lot of debt?
It doesn't seem to have done anything except drift further down since the legal settlement and you had said you expected a pop of as much as $3 or $4! Am I missing something?
Are there other Financials that you would prefer with similar dividends? How about Olympia OLY, or TF?
Thank you............. Paul K
Q: What is 5i's opinion on Chesswood Group, earlier last week market call had it as a top pick; a great dividend. Does it have capital appreciation potential. Great Service....Wayne
Q: Hi, thinking of buying a bank stock and would like your opinion on the better one at this time.
I'am thinking they are much the same,so would like your opinion on the cheapest valuation and best growth going forward for next 3-5 years.
Do not hear much of CM ,what are your thoughts?
Thanks,Brad
I'am thinking they are much the same,so would like your opinion on the cheapest valuation and best growth going forward for next 3-5 years.
Do not hear much of CM ,what are your thoughts?
Thanks,Brad
Q: Hi 5i Team, Can you please provide analysis on valuation and growth outlook for Laurentian Bank of Canada. Also please comment on US acquisition. Please advise if current valuation presents good buying opportunity. Thank you, Linda
Q: I am thinking of getting exposure to the US regional Banks by way of MBK.UN. I could do the same thru an ETF, what would be your recommendation?
Thanks
Thanks
Q: Hi Peter and Company,
I currently have a position on RY, TD and BNS and I am thinking of moving some money from Canadian banks to US banks. So of the three aforementioned banks that I currently hold, which one would you take off the table and is there a U.S. bank that you can recommend?
Cheers,
Harry
I currently have a position on RY, TD and BNS and I am thinking of moving some money from Canadian banks to US banks. So of the three aforementioned banks that I currently hold, which one would you take off the table and is there a U.S. bank that you can recommend?
Cheers,
Harry
Q: Why is BNS and the other banks shares price decreasing lately? With the positive economic news and increase of interest rates, I would have thought that the bank shares would be moving higher.
With increasing interest rates and banks at attractive valuations, would it be a good time to go overweight in banks for an income investor who is attracted to the 3.7%+ yields and possible capital gains.
With increasing interest rates and banks at attractive valuations, would it be a good time to go overweight in banks for an income investor who is attracted to the 3.7%+ yields and possible capital gains.
Q: 8:53 AM 7/26/2017
Hello Peter
Is there any reason to avoid Bank of Commerce? It has a trailing P/E of 8.96, dividend of 4.52%, is by far the cheapest of all the Canadian Banks and would seem to be a best buy. Are there any problems anticipated with the new US acquisition? Anything I am missing? Is a 6% position in CM ok for income added to existing positions in RY 4%, BNS 3%, and TD 2%?
Thank you......... Paul K
Hello Peter
Is there any reason to avoid Bank of Commerce? It has a trailing P/E of 8.96, dividend of 4.52%, is by far the cheapest of all the Canadian Banks and would seem to be a best buy. Are there any problems anticipated with the new US acquisition? Anything I am missing? Is a 6% position in CM ok for income added to existing positions in RY 4%, BNS 3%, and TD 2%?
Thank you......... Paul K
Q: Would you sell USB.us if you held it and replace it with Goldman Sachs GS.us instead? OR would you keep USB (assuming your allocation allowed) and simply ADD Goldman? I’d appreciate some SUBSTANTIVE reasoning , would really apreciate that. Many thanks.
(PS: I reviewed your previous comments on Goldman Sachs and was baffled by your responses. Goldman a target for takeover given anti-trust rules & regs? And: Goldman I could not see where made the acquisitionist you referred to; nor does Goldman pay the dividend amounts you mentioned. Nevertheless , I defer to your expertise)
I have a question about 854
(PS: I reviewed your previous comments on Goldman Sachs and was baffled by your responses. Goldman a target for takeover given anti-trust rules & regs? And: Goldman I could not see where made the acquisitionist you referred to; nor does Goldman pay the dividend amounts you mentioned. Nevertheless , I defer to your expertise)
I have a question about 854
Q: All seems well here? I've let it run to an overweight position, especially for the size of company, whats the biggest company risk you see going forward?
Q: Was interested in this mainly for the dividend at 6% could be nice for a 2-3 year hold as well as 4-6% growth possibly what do you think of this company(brexit concerns)and how safe is the dividend thanks a bunch
Q: I have a small investment in HCG around $40.Is now a good time to average down, after their August 2nd meeting?
Thank you!
Thank you!
Q: Hi. I am currently in process of reorganizing. I am overweight in financials. Would like to sell all of my position in POW or else SLF which would reduce position from 15% in financials to 10% (Currently have 5% in each of BNS, POW, SLF). Alternatively I could sell half of each POW and SLF to get the same result. Thoughts?
Q: Can you please give me your current thoughts on LYG.
Regards,
Regards,
Q: Hi, my only financial exposure is bns. With rising rates I know you recommend insurance companies such as sun life. I have a long time to invest as I'm only 31. What would you recommend for best upside potential to get some more financial exposure? I worry that the big insurance companies might be more for security and income providing less total return than some smaller growth oriented names. Could you recommend a few names and give my your thoughts on my ideas?
Thanks
Thanks
Q: Hi 5i,
I don’t think you have ever been asked about this one and it isn’t a name that comes up every day in the media but how do you think Markel Corp (MKL) looks right now? Aside from it being beaten down like everything else in the financial crisis, a very long term chart shows it to have been a remarkably good buy & hold stock up to this point. Thanks!
I don’t think you have ever been asked about this one and it isn’t a name that comes up every day in the media but how do you think Markel Corp (MKL) looks right now? Aside from it being beaten down like everything else in the financial crisis, a very long term chart shows it to have been a remarkably good buy & hold stock up to this point. Thanks!
Q: I need to add to the financial sector of my portfolio. I own 3 stocks in this sector, a full position in BNS and would like to add to SLF or ECN. I was going to add to ECN but began to wonder if ECN would be negatively impacted by rising interest rates especially with their debt being over 2x or would they simply pass on their increased expenses to their customer? Not sure how much competition they have in that space. Thank you in advance for your expertise.
Q: Good Morning;
I have sold a put at $15 on HCG maturing to-day. Do you think it is wiser to buy back the position to close the contract or to accept the assignment? The key consideration, of course, is whether the recent decline in HCG, in spite of Buffet's intervention, is likely to reverse any time soon (say in the next 6 months). I would appreciate your crystal ball reading here! Thanks for this excellent service you are providing.
Bob.
I have sold a put at $15 on HCG maturing to-day. Do you think it is wiser to buy back the position to close the contract or to accept the assignment? The key consideration, of course, is whether the recent decline in HCG, in spite of Buffet's intervention, is likely to reverse any time soon (say in the next 6 months). I would appreciate your crystal ball reading here! Thanks for this excellent service you are providing.
Bob.
Q: I am curious. As I write this TD is trading at 25.08 USD with an overbought RSI of 74.45 in NY and 65.45 with a much lower but nice RSI of 56 in the TSX. This equates to an exchange of 79.5 cents and the dirrerence in RSI is significant. I was always under the impression that these things track. I would appreciate your take on this.
Thanks
Don
Thanks
Don