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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: I am trying to decide which of these financial companies to invest in. Which has the best growth outlook for the next one to two years? Or would recommend another company.
Read Answer Asked by Paul on November 30, 2017
Q: Greetings. CBL, MKP, FC all pay a great dividend, but have lost Cap value over the past year or so. Forward trending does not indicate much value appreciation. Should I be concerned with this sector of altrenative lenders to the major banks. Sell or hold ? Other options to consider. ie some growth expectation and a reasonable div or say +4%
Thanks
Read Answer Asked by Ed on November 24, 2017
Q: My portfolio is light in the financial sector (CXI) and and I was thinking of adding GS at about half position (25K) to my RRSP and/or cash account for at least a 5 year hold, likely much longer. Although the yield is very attractive, I would prefer more growth. I am about 5 years from retirement and will be fully funded from other sources. I have slightly above moderate risk tolerance. Please suggest 2-3 stocks from each Canada and US, and if possible provide a rating. Thanks.
Al
Read Answer Asked by Alvin on November 24, 2017
Q: Hello 5i, Thanks for your comment on Fiera and Gluskin Sheff , I notice the P/E for Fiera is approx 72 is this correct. Is this a negative for Fiera. The P/E for Gluskin Sheff is approx 12 is this a plus for GS. Could you state the correct P/E and payout ratio for FSZ and GS,
Thanks
Read Answer Asked by Michael on November 16, 2017
Q: Hello 5i, I have to many energy company's and would like to diversify and am looking at Fiera or Gluskin Shelf as I am closing in on retirement I would like
to be conservative could you compare these 2 companies and in your opinion which one would be better and if you have a better company to recommend could you include this name. Thanks
Read Answer Asked by Michael on November 16, 2017
Q: In the financial sector, specifically banks, what dividend stocks do you prospect to have higher growth rates in the long run. Narrow down on a few stable growth stocks in the sector.
Thank You!
Read Answer Asked by James on September 22, 2017
Q: I have BNS, RY, SLF and FSZ in equal amounts in my "Financial" basket and need to add another name to get my financials weighting to 15%. Can you suggest a new stock and/or a etf (CDN or US stock / etf) to compliment my current holdings OR would you just add to the 4 stocks that I have? Thanks
Read Answer Asked by Sandy on September 08, 2017
Q: Thoughts on FSZ earnings and valuation?

Considering starting a position in my income portfolio, but FSZ seems to be rangebound the past few years between 12-14. Would it be better just to stick to bank stocks for the financial sector as the banks have a lower beta and better capital appreciation, which more than makes up for the 1% greater yield of FSZ?
Read Answer Asked by Curtis on August 17, 2017
Q: Hi, my only financial exposure is bns. With rising rates I know you recommend insurance companies such as sun life. I have a long time to invest as I'm only 31. What would you recommend for best upside potential to get some more financial exposure? I worry that the big insurance companies might be more for security and income providing less total return than some smaller growth oriented names. Could you recommend a few names and give my your thoughts on my ideas?

Thanks
Read Answer Asked by david on July 24, 2017
Q: I am very impressed with your ability to limit your balanced portfolio to 25 stocks. Currently I hold the above six stocks in the financial sector whereas you hold three. The only one with large imbedded gains is REF.UN which I have held for over twenty years. one third of our total portfolio follows your balanced portfolio. The other 2/3s is managed for us and includes a large allocation to canadian banks. I am willing to sacrifice some stability for more growth. Would you consolidate any of the above stocks to simplify the portfolio? Below is my current allocations. My bias is to keeping REF, GSY and ECN.
2.23% aif
3.16% ref
2.36% ecn
1.90% fsz
2.54% gsy
1.86% slf
Read Answer Asked by Paul on June 08, 2017
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