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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: Please recommend one of the financial companies to be added in my portfolio.
Read Answer Asked by Dev on January 09, 2019
Q: Hi Guys. BNP Paribas
I think its one of Frances largest publicly traded banks. It has a pretty good track record of being profitable, has a pretty broad product line, Insurance, wealth management etc, pays a good dividend, looks reasonably valued.
Would you feel this is a safe investment at this price for a long term hold, and is there a risk of it getting hammered even more like the U.S. banks did in 2008.
thanks Gord
Read Answer Asked by Gordon on January 07, 2019
Q: Hello,
i have little exposure to financials in my TFSA. What would be your top 3 ideas in order of preference at this time I could consider? I plan to own for the next 10 to 15 years if possible.
I was looking at GS and FSZ given the yield and they are trading near their lows. I guess the sub-sector they operate in makes me a bit cautious.
I own full positions of BNS and SLF in my RRSP.
Thanks,
Dan
Read Answer Asked by Daniel on January 07, 2019
Q: Q: As part of the financial sector of an income portfolio of a retiree would prefer POW or LB for "reliable" income with some (inflation) growth? Thanks.

Asked by David on September 10, 2018
5I RESEARCH ANSWER:
We would far prefer POW here.

Regarding the above question, I would to understand the business fundamentals for why you answered as strongly about LB vs POW.

The purpose of the question is improving my investor education / smarts.

To the naive / superficial investor; they look like stable financial sector businesses with strong track records at paying their dividends.

thanks for trying to educate me;)

Ernie
Read Answer Asked by Ernest on January 02, 2019
Q: Peter,

I am confused. The major banks have a year end of October 31st. I can go to Morningstar and the financial statements are already posted. Are these tentative numbers? It would take a lot longer than two months to have final numbers Taxes are not even due until 180 days after year end. As a general rule, how many months after corporate year end do companies release their final financial statements?

Happy New Year and many thanks for all the work this year !

Paul
Read Answer Asked by paul on December 31, 2018
Q: Dec 21- Bad day for US & Can markets 2) Triple Witching Day & maybe Mo/yr end port. rebalancing. 3)Tax loss selling The big 6 can banks especially BNS dropped sharply on above average volume & near/at 1 yr low.Your take please on BNS.Txs for u usual great services & views.Merry X'mas & All the Best for the New Year
Read Answer Asked by Peter on December 27, 2018
Q: Can you please provide analysis on TD, RY, and CM in the current economic /political environment, and your recommendation of which Canadian Bank would be best to purchase at this time based on price, dividend and opportunity?
Read Answer Asked by Linda on December 24, 2018
Q: I am looking for a sanity check. I am a retired income investor so I like covered calls like BMO's ZW series. However I believe the market is at or near a bottom so owning covered calls ETFs is significantly less appealing than owning the underlying stocks, especially since I can claim some capital losses. So, for example, yesterday I sold ZWB and bought RY. Am I making sense? I do realize I am a bit less diversified and I realize I would need to buy a few companies to replace say ZWC.
Thanks
don
Read Answer Asked by Don on December 19, 2018
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