Q: I note that CITI Group looks cheap with a P/E of 5.7X. It also has a nice yield of 4.16% and a Book Value twice that of it's share price. I would appreciate you opinion of this company as a long term hold. Also, I would appreciate your opinion regarding the significance of P/E and Book Value.
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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: Then it looks as though you lost one; perhaps you could reply to the question I have just framed?
ECN; their role in and the banks difficulties resulting from the rapid rate hikes?
ECN; their role in and the banks difficulties resulting from the rapid rate hikes?
Q: Is not the RY a super buy right now?
Q: Can you give me the risk level of investing in either of these 2 financial products? Should the yields scare me or is this an opportunity? Looking to put in my income portfolio.
TY.
TY.
Q: I would like dividends & preservation of investments for long term
which banks would you recommend?
thanks
which banks would you recommend?
thanks
Q: Risk to reward seems pretty good currently on this one ?
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
Q: Hi 5i,
Pretty sure I know your answer based on past questions, but I have so many questions to use from being a long time satified member.
Would you swap MG for DOO? Please provide some comparison metrics for the next 3 to 5 years to justify switch.
Again, using same question above, compare a BNS to TD switch.
Thanks again for your valuable insights over the past several years!
Pretty sure I know your answer based on past questions, but I have so many questions to use from being a long time satified member.
Would you swap MG for DOO? Please provide some comparison metrics for the next 3 to 5 years to justify switch.
Again, using same question above, compare a BNS to TD switch.
Thanks again for your valuable insights over the past several years!
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Can you clarify the business models of the above for me. I am worried about the prospect of commercial real estate defaults affecting the share prices of the above. I own both.
As I understand it, BN actually owns commercial real estate that could potentially default, whereas BAM doesn’t. Can you confirm this? In the case of BAM, they simply take institutional investor money and invest it for them, in many different asset classes, of which commercial real estate is perhaps 5-15% roughly? And by investing institutional money in this class, they earn fees. So defaults in commercial real estate would probably only somewhat indirectly affect BAM because they might still get institutional investors wanting to allocate money to the class even if prices were low, and they therefore would still earn fees on this? Perhaps BAM would (eventually) earn less ‘carry’ on the commercial real estate investments, down the road in the case of some kind of commercial real estate decline? Thanks.
As I understand it, BN actually owns commercial real estate that could potentially default, whereas BAM doesn’t. Can you confirm this? In the case of BAM, they simply take institutional investor money and invest it for them, in many different asset classes, of which commercial real estate is perhaps 5-15% roughly? And by investing institutional money in this class, they earn fees. So defaults in commercial real estate would probably only somewhat indirectly affect BAM because they might still get institutional investors wanting to allocate money to the class even if prices were low, and they therefore would still earn fees on this? Perhaps BAM would (eventually) earn less ‘carry’ on the commercial real estate investments, down the road in the case of some kind of commercial real estate decline? Thanks.
Q: Goeasy is a disaster post this government decision.At what price level do you consider a very attractive entry point?
Q: With the recent mini-banking crisis and banks restricting their lending; could this not be seen as a growth opportunity for loan generation for GSY? Even if they can't lend at the same higher rates as before they can still obtain higher loan volume growth - or at least that is my thesis.
Conversely, as consumer spending on discretionary items (eg. furniture, electronics) may be decreasing - could this be a head wind for loans related to their EasyHome segment?
If both of these trends are at play - which do you think will play a larger role on the stock if any? Even with the large drop in the share price, it can't be far off from a PEG close to 1 so it seems attractive as well.
Thanks.
Conversely, as consumer spending on discretionary items (eg. furniture, electronics) may be decreasing - could this be a head wind for loans related to their EasyHome segment?
If both of these trends are at play - which do you think will play a larger role on the stock if any? Even with the large drop in the share price, it can't be far off from a PEG close to 1 so it seems attractive as well.
Thanks.
- CME Group Inc. (CME)
- PayPal Holdings Inc. (PYPL)
- JPMorgan Chase & Co. (JPM)
- Charles Schwab Corporation (The) (SCHW)
- Royal Bank of Canada (RY)
- TMX Group Limited (X)
- Block Inc. Class A (SQ)
- OTC Markets Group Inc - Class A (OTCM)
- MarketAxess Holdings Inc. (MKTX)
- Interactive Brokers Group Inc. (IBKR)
Q: Hi, I have a 2.5% position in SCHW (down 25%) and am looking to sell while keeping exposure to the financial sector.
MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.
This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.
This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Montreal (BMO)
- Canadian Imperial Bank Of Commerce (CM)
Q: If I were to buy two bank stocks, which two are better. Thanks a lot.
Q: Good Morning
Noticed a trading halt to ECN yesterday. Any developments?
Noticed a trading halt to ECN yesterday. Any developments?
Q: Hi 5i
A month ago you suggested waiting a few weeks for the turmoil in regional banks to settle down. Are we there yet? I am tempted to buy IAT (35.28) or KRE (42.65), both about 35% off their highs. thoughts?
Greg
A month ago you suggested waiting a few weeks for the turmoil in regional banks to settle down. Are we there yet? I am tempted to buy IAT (35.28) or KRE (42.65), both about 35% off their highs. thoughts?
Greg
Q: Hi 5i team! Brookfield defaulted again yesterday on a dozen office buildings in Washington DC. In February it was on 2 buildings in Los Angeles. Should we be concerned or is this not material? Thanks
- Blackstone Inc. (BX)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What percentage of Brookfield and Blackstone are in office real estate ? Retail real estate?
Q: Hello. With regard to banking regulations in Canada versus regulations in the US, what would be the greatest concerns regarding stability?
Thank You.
Thank You.
Q: With AAPL offering a 4.5% savings account, do you see an affect on banks?
Q: I am an income investor and hold equal weighting in all 5 big banks. I’m looking at the quite larger than normal yield spread between RY and BMO and TD and am thinking of either halving or even fully selling my RY position to add to BMO and TD. Someday when the spreads go back to being much closer, I would likely repurchase RY. Do you see anything wrong with this logic? Would you prefer one of TD or BMO for such a move? Half or full position? I’ve held RY for a long time, thus my little bit of doubt!
Q: How or why do you recommend FSZ.TO Fiera Capital when the payout ratio is 358%
Thats a big number.
Thats a big number.