Q: With the news of a strategic review at Laurentian Bank would you be a seller on this jump in share price? I just bought a position month ago.
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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: Hi - can you update your thoughts on prognosis for Intact given recent news on high catastrophe losses? Stock is weak of late and wondering if you think that may continue.
Q: Can you provide any sort of update on this company. I understand that the strategic update in August could be interesting, however, what other catalysts could be on the horizon? How do you like the risk/reward scenario? Has there been insider buying? Would you take a starter position here?
Q: I know how positive you are on this stock, many guests on BNN and elsewhere also favour it, and I have done well on it (thanks to you). I also know a great company and a great share price can stay out of sync for awhile. Do you think the share price is languishing solely because of the Fed's legislative changes, and if so, how many "show me" good quarters is it likely to take to approach the old highs? Thanks for your thoughts.
Q: Very concerned about the mortgage issues reported today in the globe and mail
Should this equity be sold?
Thanks
Sheldon
Should this equity be sold?
Thanks
Sheldon
Q: Hello 5i team,
Here is a recent answer you provided on BN: “Given its strong management team and fundamentals, we feel that BN is currently at an attractive level. It appears to have found some support around the low ~$40”. How do you explain that TD’s Webbroker shows a P/E Ratio of 79.1 for BN?
Here is a recent answer you provided on BN: “Given its strong management team and fundamentals, we feel that BN is currently at an attractive level. It appears to have found some support around the low ~$40”. How do you explain that TD’s Webbroker shows a P/E Ratio of 79.1 for BN?
Q: Are you seeing anything news worthy to account for the move last two days?
Q: Your current thought's buy/sell/hold
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- AbbVie Inc. (ABBV)
- Freeport-McMoRan Inc. (FCX)
- Realty Income Corporation (O)
- Royal Bank of Canada (RY)
- Enbridge Inc. (ENB)
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- Trane Technologies plc (TT)
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.
2 nd question
Please give me your top pick in each sector regardless of US or CAD
Thanks for your help with this
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.
2 nd question
Please give me your top pick in each sector regardless of US or CAD
Thanks for your help with this
Q: I've been reading about the different banks and their 30 year mortgages. In terms of risk can one assume that BNS and NA have a safer approach to mortgage lending the other Canadian banks.
I appreciate your input as always. Thank you.
I appreciate your input as always. Thank you.
Q: if you were to add a new insurer today, which one would you prefer Sunlife, Manulife or one of the others?
Q: Recent news is that CDAY is in line for a major role in the replacement to the federal gov't's catastrophic Phoenix pay system. Given the complexity of this area, does this make CDAY a buy or a sell?
Q: What is your opinion on Chubb? Is there growth expected for the next year? Is progress tied a good deal to interest rates? What do you think of management?
Q: Here is a situation which is prevalent in many parts of my portfolio. for example, I have BNS at an average cost on ~$72. It closed yesterday at $64.50. If I go with 'timing the market' I should probably exit the stock. If I go with 'time in the market' I should continue to hold and collect the dividends.
Is there are 'rule' one can use and does that rule vary for large cap stocks like BNS or a small cap stock like PNE which I also own?
Is there are 'rule' one can use and does that rule vary for large cap stocks like BNS or a small cap stock like PNE which I also own?
- Bank of America Corporation (BAC)
- Citigroup Inc. (C)
- Goldman Sachs Group Inc. (The) (GS)
- JPMorgan Chase & Co. (JPM)
- Morgan Stanley (MS)
- Wells Fargo & Company (WFC)
Q: Dear Peter et al:
Thanks to your consistent answers not only to my questions but to other subscribers, I have taken a position in RY, BN and TD. BNS may follow soon.
However having browsed through literally hundreds of questions on US Financial stocks, I don't see the same consistent answers. JPM seems to get your nod mostly. Even that doesn't get the nod with the fervor with which you endorse RY for example. In general you seem to be less enthusiastic about the US big banks.
What are the US banks that you would rank in the same order as you often do in Canadian banks? i.e. equivalent to RY/TD/BNS.
Thank you.
Mano
Thanks to your consistent answers not only to my questions but to other subscribers, I have taken a position in RY, BN and TD. BNS may follow soon.
However having browsed through literally hundreds of questions on US Financial stocks, I don't see the same consistent answers. JPM seems to get your nod mostly. Even that doesn't get the nod with the fervor with which you endorse RY for example. In general you seem to be less enthusiastic about the US big banks.
What are the US banks that you would rank in the same order as you often do in Canadian banks? i.e. equivalent to RY/TD/BNS.
Thank you.
Mano
Q: Hello. Thoughts on this one? Can you comment on its product offerings, growth, value and future prospects? How sustainable is the dividend? Would you buy it?
Q: For a long term investor, say 10 + yrs, are the issues you identified in your dropping coverage notice for Fiera, fatal? In the long term the ups and downs of any company are to be expected, however, there are some risk conditions from which a company may not be able to survive. Do you see Fiera as a going concern 10 yrs from now albeit at a lower price and lower dividend. Or perhaps a lower price and zero dividend?
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- Hydro One Limited (H)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi guys,
I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.
Which 3 would they be and why?
Thanks
Sheldon
I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.
Which 3 would they be and why?
Thanks
Sheldon
- Block Inc. Class A (SQ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Lightspeed Commerce Inc. Subordinate (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Nuvei Corporation (NVEI)
Q: I understand that you are keen on NVEI as a longterm growth story… could you please explain a bit more about where they fit into the fintech space - eg direct competitors, maybe comparative businesses? Thank you.
Q: Prior to the December 2022 distribution of the new BAM, I believe that the old BAM (now BN) was trading with a dividend yield above 1%...perhaps around 1.25% or even 1.5% (?) As of this moment, the "new" BN trades at a 0.91% yield.
I usually use historical yield as a guide for my stock purchases. Am I able to make a direct yield comparison of today's BN vs. the former, or was the dividend affected in any way because of the distribution 6 months ago? If so, by approximately how much ??
I usually use historical yield as a guide for my stock purchases. Am I able to make a direct yield comparison of today's BN vs. the former, or was the dividend affected in any way because of the distribution 6 months ago? If so, by approximately how much ??