skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: i currently have almost $20000 in U.S. cash in my porfolio.
am looking to invest in the U.S. Banks.
would i be better off in investing in a U.S. bank etf or would i benefit more by transferring my U.S. funds to Canadian dollars and using either ZBK or ZUB??
or would you suggest a U.S. Regional bank etf?
these funds are not in a RRIF or other registered retirement account.
ed in Montreal
Read Answer Asked by ed on August 10, 2017
Q: With the latest news about CBL and the big drop in stock price, what do you suggest a shareholder do (if anything)? Can this company be trusted? They report earnings Thursday after the close but can we believe what they say? I stayed "patient" with DH, Concordia, and HCG only to add to the initial losses. Do you think they can recover from this even if it is shown that no fraud has occurred? As usual, your thoughts please.
Thank you
Read Answer Asked by Rudy on August 10, 2017
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
Read Answer Asked by Paul on August 02, 2017
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
Read Answer Asked by Harry on July 27, 2017
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.
Read Answer Asked by Curtis on July 27, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!