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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: Can i have your perspective on the relative merits ( payoff) of private wealth companies like Blackstone, Carlyle Group as opposed to banks in either Canada or the USA such as a BNS or JPM , for example. ie would you expect better performance from the private wealth management or banks.

Thanks


Read Answer Asked by Donald on February 16, 2024
Q: Hello - I am an income investor. My view has been to construct my portfolio with companies that pay growing dividends as a way to offset inflation. With BCE’s announcement of reduced expected dividend growth in the future I am considering shifting that portion of my portfolio somewhere else. Can you please provide the stated expected ranges of dividend growth (as a %) of these companies? Please take all the credits you wish. Thank you
Read Answer Asked by Mark on February 12, 2024
Q: I am overweight in financials with BNS, TD, SLF, POW, Visa and underweight in Utilities. I was thinking of letting POW go. Thoughts on this?

For Utilities, I looked at TA with its very low P/E but it is still stuck in non-renewables at the moment. Thoughts on this? What utility (ies) would you suggest?

I am just asking for thoughts/suggestions.
Your advice is greatly appreciated.
Read Answer Asked by Danny-boy on January 11, 2024
Q: Have the following in a basket. Closely weighted. Looking to add a new similar weighting equity, want to buy and leave for 10 years. Can you provide top 3 suggestions please. As always, thank you.
Read Answer Asked by Chris on January 08, 2024
Q: Happily I do not hold either BNS or TD.

What I find very shareholder unfriendly is the bank setting aside $2 billion and $4 billion respectively for emplyee bonuses.

That is billion.

YTD BNS stock is down 8% and TD stock is down 6%.

Not sure why shareholders accept this type of expenditure.

If my math is right thats a $44,444 bonus for every one of TD's 90k employees and a $22,222 bonus for everyone of BNS worldwide employees.

Pretty excessive if you ask me, given their stock performance.


Sheldon
Read Answer Asked by Sheldon on December 04, 2023
Q: I seem to recall one of the "Market Masters" saying the time to load up on Financials is after they have been crushed. I know you don't necessarily like the expression "load up" but if you wanted to increase your Cdn bank exposure are there one or two you think stand out as having the biggest bounce potential from here, or would you forget about trying to be right on one or two securities and just buy the ETF if you believe the whole sector might recover from these levels? Thanks for your thoughts.
Read Answer Asked by Stephen R. on December 01, 2023
Q: I am finally going to dump my AQN holdings and would like to redeploy capital to get similar dividend yield. I hold hold postions in all of the other stocks listed. How would you rank order them in terms of value/upside and are there any particular standouts which you would recommend for a buy now. Thanks
Read Answer Asked by Gary on November 28, 2023
Q: hypothetical question on loss provisions: should these provisions that are set aside (or at least a portion of them) ultimately not be necessary in the future, does that mean there is a potential for them to be reflected as revenue on future earnings and thus, result in a seemingly excellent quarter, year, or whenever this situation could happen? How is viewed from an accounting perspective?
Read Answer Asked by Brett on August 29, 2023
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?
Read Answer Asked by Ronald on June 29, 2023
Q: With major concerns over Canadian mortgage debt, how stable are the major banks to mortgage defaults? How will they be able to withstand such losses?
Read Answer Asked by Mary Jean on May 26, 2023
Q: Hi
I'm trying to build a concentrated portfolio of Canadian dividend payers. If I want to add a few more names for diversification and safe/good yield, what others would you recommend?
Thanks,
Carlo
Read Answer Asked by Carlo on March 14, 2023
Q: With whats happening in the markets currently with CM's admission of mortgage issues with SIVB debacle, rising rates, volatility etc could be the beginning of a big mess in the Financial services sector.

Although long term you are bullish on 4 of the 5 names do you think it would be prudent from a risk aversion viewpoint to step aside on these names and wait till things settle?

Can you also please comment especially on EQB and GSY and their outlook/risks in this cyclone.

Thanks

Sheldon

Read Answer Asked by Sheldon on March 13, 2023
Q: In layman's English, could you explain why SVB went under and whether it will cause any lasting damage to Cdn Banks...and are there any Cdn banks you would add to today? Thanks, great service.
Read Answer Asked by Curtis on March 13, 2023
Q: I am a value dividend investor of 77 years, Portfolio analysis says I am over 20% in Financial industry. I hold BAC, BNS, FSZ, JPM, MFC, SLF, TD, X. I am up in all except one and the dividends keep rolling in. I am loath to let any go. If it is needed, please suggest a substitution.
Read Answer Asked by STANLEY on February 13, 2023
Q: Good evening, 5i team

I appreciate having your thoughts on keeping 2 out of these 5 for a pretty condensed portfolio. I sided with BNS & CM among the big 5. Thank you!
Read Answer Asked by Nhung on February 10, 2023
Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
Read Answer Asked by John on January 10, 2023
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