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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: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Read Answer Asked by Robert on April 26, 2021
Q: I get why rising rates would help good 'ol fashion bank stocks. While fintech names seem to be considered more growth oriented, wouldn't higher rates ultimately help those stocks as well?

I own the names above. Any issues with any of them?

Thanks

Dave
Read Answer Asked by David on March 22, 2021
Q: I am trying to maximize income In my LIRA before I convert it to a LIF. I hold a good weighting of ZEB from several years back when I was a novice investor. Now I am looking to shed the MER by going with the individual financial stocks. Would you please rank the above financials and others you think are worthy for a hold and forget steady income stream?


Thank you


Steve
Read Answer Asked by Stephen on March 15, 2021
Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks
Read Answer Asked by JOHN on March 12, 2021
Q: Hi 5i: I am presently underweight financials ( TD - 6% ). Which of these would you add BNS, SLF or GSY? Would you add a combination of all? What is the market weight for financials and would now be a suitable time to add?

Thank you for my success!

Tom
Read Answer Asked by Tom on January 22, 2021
Q: good morning,

I have been reading that RY and TD are more full valued at present than are BNS, CM and BMO. I own all five banks and am wondering if its a good idea to sell RY and TD and buy one or more of the other three banks. If this makes sense to you, which bank(s) would I buy, in order of preference.

as always, your advice is appreciated.
Read Answer Asked by alex on September 03, 2020
Q: Hi
If you had to put together a shopping list of solid long term dividend payers that you could pick-up if things went on sale again in the coming quarters, what would you buy? I'd want yields north of 7% so it would have to be a good sale. :)
And if you wanted to do it in one swoop with an ETF, would one of these be suitable: XEI or XDIV?
Thank you.
Read Answer Asked by Carlo on September 01, 2020
Q: top 3 american, top 3 canadian, banks to invest in ?, and a reasonable projection and why, or do you not recommend banks at this time?

thanks
Read Answer Asked by eddie on July 21, 2020
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