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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 5i:
I have too many finance stocks in my RIF account and would appreciate your advice on how to reduce. I want to maintain some US banking exposure, but otherwise I am open to your suggestions I have: RY; SLF; JPM; BAC; V. Thanks Roland
Read Answer Asked by Roland on January 31, 2018
Q: I am having a hard time deciding if I should add to my financials with individual stocks or buy an ETF. XLF and MTUM have holdings that I already own and am ok with adding to these via the ETF and they also hold BAC and JPM which I do not own. Can you please give me your opinion. Sectors and weightings are fine. Thank you.
Read Answer Asked by Gayle on January 17, 2018
Q: Good afternoon 5i. I own the following stocks. Today there`s been talk about possible sector rotation of funds going from tech to financials. The Nasdaq is down 1.3% today. My portfolio stands as of right now at 22% tech and 15% financials. Would you recommend I leave my portfolio as is or should I lean more towards financials going forward?

Thx/Rob


Read Answer Asked by Robert on November 29, 2017
Q: Hello

I have been holding on to Wells Fargo for the last few years and unfortunately have missed the run up with the other US banks. Its currently in my TFSA, I've been considering selling and purchasing BAC or JPM. Which one would you recommend, is there still some upside? Etrade Financial (although more online trading platform) is another option, what are your thoughts?

Thanks!
Read Answer Asked by Neeraj on November 08, 2017
Q: I have about 35 % in the above stocks in my TFSA and they have gone up nicely. The rest of my TFSA portfolio is following loosely your income portfolio ( + ZPW, ZWE, ZWH etc). My question is whether I should lower my exposure to the financial sector above?
Do you have some suggestions as to which US companies I could buy were I to sell some of the banks. I bought the US banks for growth as the rest of the stocks on the Can. side are mostly income producers.I already own Alphabet, Apple, Microsoft and Visa in my RRSP.
Thank you for your answer.
Heidi
Read Answer Asked by Heidrun on October 31, 2017
Q: I currently own WFC but am thinking of trading it for either of V or BAC. Would you have a preference? Secondly, with earning season coming on, if one is thinking of doing some trading is it best to wait for all the dust to settle to make the trades you were going to make without regard to timing the quarterly report? Any trades I would do would be with a view to holding the stock long term.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 12, 2017
Q: Hello 5i :

I current own Wellsfargo shares and they are not doing much. Do you think I should sell them and buy Banc shares instead? Please compare the two and provide your expert advice regarding the future earnings, cash flow, dividend growth, debt and multiple expansion in the next few years!

Thank you as always,
Read Answer Asked by Rossana on October 04, 2017
Q: Good morning Peter
In the next month I will receive US$50,000 which is available for investment. I would like to keep these funds in low risk but growing investments. I have considered putting half into each of BRK.B ( currently own 250 shares ) and BAC ( currently own 1,000 shares ). Another consideration is a broad based US ETF, such as VTI. I would very much appreciate your thoughts.
Read Answer Asked by doug on September 21, 2017
Q: Could you please rank the following US banks based on valuation in a rising rate environment
And what's your thoughts on the US raising rates going forward until December 2018. How many rate rises do you see by that time
Thank you
Kevin
Read Answer Asked by Kevin on August 29, 2017
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