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 am hunting for reliable dividend payers - companies likely to be around for the next 20years( highly safe - if not guaranteed safe) for the financial sector of an income portfolio.
These 4 have comparable yields. All are around 6%. I know there are issues with Alaris - so would not likely buy it unless you consider it buyable now.

But how about the others: would you recommend all - 1 - none?

Any guidance would be appreciated.
Read Answer Asked by Donald on March 02, 2017
Q: TD represents 6% BNS 4% and CM 2% of my portfolio with no other banks.
I am considering switching BNS and CM to RY or should I go with ZBK for direct exposure to the US. Objective is growth. Should i increase my financial exposure? Add insurance Co or stick with banks?
Read Answer Asked by JR on March 01, 2017
Q: Last year CM agreed to buy Private Bancorp in the US at a price which is now about 20% less than the current market price of the PB. It appears highly unlikely PB's shareholders would vote to approve the deal. Of course CM could raise their offer. Today's GAM article discusses this deal and a confusing ( to me ) comment about CM having an option to buy 2% of its stock should the deal fail and therefore supporting CM's stock price. I would appreciate your thoughts on this deal as I am currently considering selling the stock at today's levels given the uncertainty about where this stock is going.
Read Answer Asked by angus on February 28, 2017
Q: i currently only hold bns for financials. It has been very good over the last year. I'm thinking about adding slf (to hedge against potential interest rate hikes) and fsz for some extra upswing potential to balance against the security of bns. I'm 31 years old, they're all held in my tfsa, I'm thinking long term and am ok with risk. Do you have issues with either of these two? Is there others you'd prefer to accomplish what I'm looking for? Do you think rate increases will push bns down enough to make it cheaper to add to or is trying to get the timing right with that not worth waiting for?

Thanks!
Read Answer Asked by david on February 21, 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!