Q: Which is your favorite US Bank and why would you buy it today?
Thank you.
Thank you.
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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: Given Mr. Morneau's neglect to place his assets into a blind trust as he was instructed to do, what effect, if any, do you believe this could have on MSI?
Thanks, as always.
Joanne
Thanks, as always.
Joanne
Q: Hello - I have been following TSU with interest since it's IPO in late June. It's had a nice run over the past 4 months. I'd like to know what your take is on: (1) the recent announcement that the company is hoping to have a 1 for 10 share consolidation followed by a 10 to 1 share split, and (2) whether you think it has potential as a good growth stock. Thanks
Q: Thanks for all you do to help us in the market. Presently I have the following exposure to both Canadian + US financials
- US:PYPL, BAC,C,
- Canadian: BND ,RY,TD.
My exposure to this sector in total is 22% of my US + Canadian Portfolio. I would like to purchase another $100,000 (Cad) in Canadian banks to take advantage of the Dividends. PS the funds are presently in a bank account that collects very low reruns. Should I wait for a pullback? or go ahead without trying to time the market also what is the risk of my exposure being so heavily weighted to US + Canadian Financials? PS Interesting that PYPL has returned 40% in the last 14 mths + BNS just over 30%. Thanks
- US:PYPL, BAC,C,
- Canadian: BND ,RY,TD.
My exposure to this sector in total is 22% of my US + Canadian Portfolio. I would like to purchase another $100,000 (Cad) in Canadian banks to take advantage of the Dividends. PS the funds are presently in a bank account that collects very low reruns. Should I wait for a pullback? or go ahead without trying to time the market also what is the risk of my exposure being so heavily weighted to US + Canadian Financials? PS Interesting that PYPL has returned 40% in the last 14 mths + BNS just over 30%. Thanks
Q: Hello Team,
What is your response to the latest press release and stock move on XAU? When might it merit detailed coverage?
What is your response to the latest press release and stock move on XAU? When might it merit detailed coverage?
Q: the Company seems cheap especially when you consider it holds approx. $600M of marketable securities (approx. 1/2 being BMO shares). When i factor this out of the market cap (value) of the company and then just look at the fund management business, this is valued at a very low value and does not seem to be given credit in the market cap. Am i missing something or is the business just not doing very well.
thanks Ken
thanks Ken
Q: Product: TD Split share Preferred (xtd.pr.a)
Hello 5i
Thanks for the excellent investment coverage.
I have been utilizing this structured pref share as part of stable income portion of Portfolio for many years. Receiving over 5% dividend yield with a stable stock price has been helpful.
With interest rates potentially movin up over the next few years, this fixed rate product will begin to look less attractive.
If by Dec 2019 (termination date) an investor would like to terminate the holding and receive cash for shares, do you see this transaction being as simple as checking a box and waiting for cash to arrive from Quadravest? Near term Price has been $10.06 but may possibly drop below the $10.00/ share if investors want higher yield.
Do you see any risks associated with being paid out the full $10.00/ Pref share ...... on or about Dec 2019?
Any comment on what this transaction would look like?
Thanks
Dave
Hello 5i
Thanks for the excellent investment coverage.
I have been utilizing this structured pref share as part of stable income portion of Portfolio for many years. Receiving over 5% dividend yield with a stable stock price has been helpful.
With interest rates potentially movin up over the next few years, this fixed rate product will begin to look less attractive.
If by Dec 2019 (termination date) an investor would like to terminate the holding and receive cash for shares, do you see this transaction being as simple as checking a box and waiting for cash to arrive from Quadravest? Near term Price has been $10.06 but may possibly drop below the $10.00/ share if investors want higher yield.
Do you see any risks associated with being paid out the full $10.00/ Pref share ...... on or about Dec 2019?
Any comment on what this transaction would look like?
Thanks
Dave
Q: I am retired living on dividend income. I just sold my EFN as it hasn't really done anything the past two years. I have a small position of ECN from the spinoff and am wondering if I should add my EFN proceeds to ECN?
I am ok with the 1% yield as an income investor if you expect above average capital gains over the next 2-3 vs bank stocks (TD or BNS).
Or if ECN returns will be similar to TD or BNS, then I will sell ECN also and just invest the proceeds into the bank stocks.
I am ok with the 1% yield as an income investor if you expect above average capital gains over the next 2-3 vs bank stocks (TD or BNS).
Or if ECN returns will be similar to TD or BNS, then I will sell ECN also and just invest the proceeds into the bank stocks.
Q: It seems like a 9% drop today in share price is a little excessive in response to a fund manager moving on ( at the end of the year). Are there other factors in play here or just an over-reaction?
It seems like a nice buying opportunity. Many thanks for your comments.
It seems like a nice buying opportunity. Many thanks for your comments.
Q: I have invested in AI and holding it for close to 1 year. I like this purely for income/dividend yield and stability of capital.
Recently there was a news that they are filing a base shelf prospectus.
Im concerned if this will dilute the value of my shares and dilute the dividend. How much of an impact will this have on the MIC price and the dividend earned? Please advise. Thank you.
Recently there was a news that they are filing a base shelf prospectus.
Im concerned if this will dilute the value of my shares and dilute the dividend. How much of an impact will this have on the MIC price and the dividend earned? Please advise. Thank you.
Q: Hi,
Can you recommend a couple CDN ETFS that focus on US bank stocks? Do you recommend hedging?
Can you recommend a couple CDN ETFS that focus on US bank stocks? Do you recommend hedging?
Q: Hi 5i,
Do you think it’s ok to buy CBL shares with hope of a
a buyout. Is the dividend safe at this point?
Thanks
Rick
Do you think it’s ok to buy CBL shares with hope of a
a buyout. Is the dividend safe at this point?
Thanks
Rick
Q: Happy Thanksgiving. What do you think about a switch from PKI to LB? Can you give me some pro's and con's for LB please. It would be a 2% position and it is held within a RRSP. I am down 11% on PKI right now. Thank You J
Q: TD along with the financial sector has displayed an unusual upward trend since the first week of September. Now it, along with the entire sector, is rolling over. Do you know why?
Q: If the Canadian banks can ( total) return 13-14% consistently why wouldn't an investor just target them and leave the rest of the market alone? Your thoughts please.
“In fact, Canadian banks are the only sector/subsector in North America to generate a better total return than Warren Buffet’s Berkshire Hathaway over the past 20- and 25-years, which in our view speaks to the powerful and consistent compounding mechanisms they have been… In other words, based on their history of success, we have a high degree of confidence that they will manage their way through current headwinds,” Barasch said in the note.
https://www.msn.com/en-ca/money/topstories/canadian-banks-can-support-higher-multiples-rbc-capital-markets-says/ar-BByT3ZU
https://beta.theglobeandmail.com/globe-investor/as-long-term-investments-the-big-5-banks-are-hard-to-beat/article4506573/?ref=http://www.theglobeandmail.com&
“In fact, Canadian banks are the only sector/subsector in North America to generate a better total return than Warren Buffet’s Berkshire Hathaway over the past 20- and 25-years, which in our view speaks to the powerful and consistent compounding mechanisms they have been… In other words, based on their history of success, we have a high degree of confidence that they will manage their way through current headwinds,” Barasch said in the note.
https://www.msn.com/en-ca/money/topstories/canadian-banks-can-support-higher-multiples-rbc-capital-markets-says/ar-BByT3ZU
https://beta.theglobeandmail.com/globe-investor/as-long-term-investments-the-big-5-banks-are-hard-to-beat/article4506573/?ref=http://www.theglobeandmail.com&
Q: Re: your response to Peter
You mentioned that EFN was up 4% on US trading today. The only ticker I find for EFN in the US is ELEEF, and according to both iTrade and otcmarkets.com, there was no trading volume today. Is there another EFN-equivalent ticker outside of Canada?
You mentioned that EFN was up 4% on US trading today. The only ticker I find for EFN in the US is ELEEF, and according to both iTrade and otcmarkets.com, there was no trading volume today. Is there another EFN-equivalent ticker outside of Canada?
Q: Re Peter's q earlier today,after market closed,there was market talk of activist investors agitating for changes.
Q: Ross Healy has made Home Capital a top pick. What are your thoughts on this stock? Things seemed to have calmed down. If things returned to "normal" what would the target price be? Thanks
Derek
Derek
Q: i own two prefs...gwo.pr.T bmo.pr B...great life has dropped in price and bmo is steady..the yield on gwo is attractive..
has the say 5 yr bond spread or the pref yield spread between lifeco's vs banks widened? also your thoughts on gwo thanks as always..
has the say 5 yr bond spread or the pref yield spread between lifeco's vs banks widened? also your thoughts on gwo thanks as always..
Q: I see PIC.A has extended the term of these units but that there is a redemption option available for those who do not wish to continue and a potential 10% gain with that. I am interested in making a purchase now/soon - what would be your advice ???