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: Hi guys,

I want to limit exposure to the financial sector to 20% of my portfolio. I currently own TD and BNS and with the recent pullback in the major CDN banks, I'm thinking of adding 2 additional banks and I'm thinking about BMO and RY. I don't want to invest in an insurance company since no one can be sure when rates go up and I'm not sure about Home Capital Group since it is more concentrated in its business than the major CDN banks and the yield on the major CN banks are twice that of HCG? Your thought? It is risky to hold 4 major CDN banks in my portfolio if overall exposure is capped at 20%?

Thanks,
Jason
Read Answer Asked by Jason on March 16, 2015
Q: hi peter is ffh a buy at the moment thank you.
Read Answer Asked by suzanna on March 15, 2015
Q: What do you think of Callidus and asset-based lending in general? It seems they fill a niche above some of the 'factoring' companies in terms of finance. This seems to be a growth area. Are they fairly valued here? Thx.
Read Answer Asked by Michael on March 13, 2015
Q: Hi team:
the stock jumped up yesterday and now is pulling back
as mentioned NA sold part of her holdings in FSZ
any reason for the volatility ? thanks team!
Read Answer Asked by Michael on March 12, 2015
Q: These stocks are at the low end of my portfolio in terms of asset allocation(<.5%): EGL.un,AR,TBE,AHF,ZAR,IRG,WEQ,S,FC.
Are any worthy of continuing to hold or buy more; or is it time to more on? Thank you for your advice.
Bruce
Read Answer Asked by Bruce on March 12, 2015
Q: hello 5i:
on 2 March, Gary asked the following question:
Question: I am looking to add some of the names that you cover. In your opinion - which 5-10 names offer the best potential for price appreciation over the medium to long term.

As a counter, could I ask for your 5-10 best VALUE picks, that would include stocks with secure dividends for the medium to long term.
thanks
Paul L
Read Answer Asked by Paul on March 09, 2015
Q: Hi Peter and team

I was thinking of purchasing Home Capital after checking it out carefully. However I notice in today's Globe that there has been insider selling to the tune of over 48,000 shares. Do you think this is a cause for concern?

Many thanks, as always.

Joanne
Read Answer Asked by Joanne on March 08, 2015
Q: Chesswood has announced they will issue, 2,871,800 subscription receipts ("Subscription Receipts") at a price of $9.75 and yet the share price today is up some 11% and over $11.00. I would have thought this would have had a negative effect. Can you explain? Thanks John
Read Answer Asked by John on March 05, 2015
Q: Hi Peter & Team
I hold CIC since inception which pays a good
dividend. However; I have not been able to get
information re fees, etc.
Please give me your take on this fund.
Is it worth holding on? I have small weighting.
THANKS AS ALWAYS FOR YOUR GREAT SERVICE!
Patty
Read Answer Asked by Patty on March 04, 2015
Q: is recent share decline due to proposed equity issue?
Read Answer Asked by John on March 03, 2015
Q: several weeks ago there was report I think it was talked about on bnn that ranked Brokerage banks services. Would you know how I could get the link to the report.
Read Answer Asked by Mike on March 03, 2015
Q: I've owned this stock in a LIRA account for a few years and it's done reasonably well but seems to have leveled out over the past year or so. Any thoughts on further growth or should I dump it into something like VUG, Vanguard Growth, or?
Read Answer Asked by Robert on March 02, 2015
Q: Hi peter,
whats your take Guardian earning, 15% dividend increase is great.
Some analyst say Guardian shares are undervalued and could be worth north of 25$ if they decide to sold their bmo shares.
thanks
Read Answer Asked by samuel on March 02, 2015
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!