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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: Good Day Please rate in order for dividend safety, dividend growth and stock growth. I have no life insurers in my portfolio. Looking for an 8 year hold
Read Answer Asked by Gordon on February 05, 2018
Q: I would like to combine JPM with two new other US positions in a US$ portfolio to achieve a good mix in the financial sector. Wondering what your thoughts are about adding an investment company like SCHB or AMTD or is there another entity that you suggest?....and also an insurance company that you would suggest that would benefit from rising US interest rates? (I currently hold SLF in a Cdn$ portfolio.)....Thanks
Read Answer Asked by Tom on February 02, 2018
Q: Banks-increase in interest rates, no increase in savings rates, spread widening.
Insurance Co’s-increase in yield on long term bonds,thus spreads widening.
What is your opinion on owning the above securities. I currently own all except FLI. Thinking of buyingFLI to diversify into insurance Co’s. Thank you for your help
Read Answer Asked by Roy on February 02, 2018
Q: Hi 5i:
I have too many finance stocks in my RIF account and would appreciate your advice on how to reduce. I want to maintain some US banking exposure, but otherwise I am open to your suggestions I have: RY; SLF; JPM; BAC; V. Thanks Roland
Read Answer Asked by Roland on January 31, 2018
Q: In the response to a question on Jan 17th, you said that EFN was buying back shares. I can't see anything like this on Canadian Insider except back in September. Did you mean ECN? I'm down around 40% over the last year and you keep saying to hold. As of today, would you still hold? This one is very frustrating.
Read Answer Asked by Darcy on January 27, 2018
Q: Hi. Most of my US exposure is in tech. Am looking for some Financial exposure in the US. Considering JPM so would like your thought on that as well as a couple other suggestions.

Thanks
Bryan
Read Answer Asked by Bryan on January 26, 2018
Q: Hi,
I live in Ontario and we have private medical benefits through my husbands employer that cover 80% (to a limit) of our medication costs. I recently refilled my son's asthma inhalers. The government covered the entire cost and our private coverage (which we pay a portion for) now pays nothing. The government / tax payer now pays the entire amount and private insurance now pays nothing even when the customer has coverage. Do you think this will have a significant impact on any health insurance share prices/earnings? If so what companies would benefit the most by having a large client base in Ontario?
Thanks,
Kerri
Read Answer Asked by KERRI on January 24, 2018
Q: I understand that due to the new US Tax bill, US banks as well as Cdn Banks with US operations such as TD will take a charge in the 1st quarter. Do you think these bank stocks will take a hit this quarter as a result of this charge and thus I should delay investing in TD and US banks.
Read Answer Asked by John on January 22, 2018
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