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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 concerned about my allocations to the banking sector. TD accounts for 16% of my portfolio and BAC/WFC combination 7%. All shares were purchased during the financial crisis and I have done extremely well with that move. With TD's US exposure I could pare BAC/WFC or reduce TD or continue to hold them? All shares are in RIFs. I am a conservative investor. Dividend income is good.

Thanks for your advice,

Docsinc
Read Answer Asked by Tom on May 11, 2017
Q: Hi Peter and Ryan, I have held Lloyds and Santander for a long time still down 35%. Should I sell both due to the uncertainty of Briex and buy some more BAC, C, TD, BNS That are also held in equal amounts. US Banks are ADR's.
Do you know when Lloyds will receive the next Dividend and how much it will be ?
Thank you, to you and all your staff for excellent advice, I have all the stocks in your Balanced and Growth Portfolio's and the best performance I've ever had. --- Ian
Read Answer Asked by Ian on March 31, 2017
Q: Peter & Co., I am planning to add to my small positions in one or two of these American banks. I have compared P/E, P/B, ROE and payout ratios and I am in a quandary. Would you please list them in order of your priority for possible purchases.
With great appreciation for your excellent service.
Read Answer Asked by Ed on January 30, 2017
Q: Two part question:
1. Do the large US banks have more room to run or is the expected rate increase pretty much baked in?
2. To buy BAC and C I have to move $Cdn cash to my US$ accnt. Currency conversion can impact outcome. At 75c the $Cdn is up a bit. Should I buy now before the likely US interest rate increase? Or(2A) wait for a possible softening in the market around year end/ new year? Thanks for answering - but more importantly for your integrity, which was on display recently in your answer to the Forge First question.
Read Answer Asked by Mark on December 07, 2016
Q: Hi Team, A number of analysts seem to think that the U.S. financial sector(deregulation) and infrastructure(putting people back to work) are sectors to consider when investing in the U.S. Do you agree with this and if so what would be your top 2/3 stock picks in each sector? If not, what sectors and stock picks would the team suggest.
Read Answer Asked by Chris on December 02, 2016
Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.
Read Answer Asked by daniel on November 24, 2016
Q: I am thinking of adding US financial services to my diversified rsp portfolio. I am ideally looking for a CDN dollar etf that invests in/takes advantage of value priced US financials at close to book. Bank of America, Citigroup are examples. Time frame is 7 to 10 years. Thanks as always
Read Answer Asked by Harry on August 02, 2016
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