Investment Q&A

Q: I would like to combine JPM with two new other US positions in a US$ portfolio to achieve a good mix in the financial sector. Wondering what your thoughts are about adding an investment company like SCHB or AMTD or is there another entity that you suggest?....and also an insurance company that you would suggest that would benefit from rising US interest rates? (I currently hold SLF in a Cdn$ portfolio.)....Thanks

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

Q: I have held FSV for several years and it has done very well. Is it still a good hold?
I want to add two U.S. Banks to my portfolio. Your suggestions, please.
Thank yoy for four very good years!
Audrey

Q: Hi. Most of my US exposure is in tech. Am looking for some Financial exposure in the US. Considering JPM so would like your thought on that as well as a couple other suggestions.

Thanks
Bryan

Q: I would like to buy a US stock for my son’s RRSP account. I am considering BAC Bank of America. With current value of CAD/US is it a good time to buy into US market using CDn dollars or should I just stay in the Canadian stocks. Any other US stock suggestions ?
Thanks Kathy

Q: I have some U S Dollars to invest. What 5 U S Companies would you recommend for Capital Appreciation over next two years. ?
RAK

Q: Hello Team,
Do you feel US banks have substantially more growth potential at this time than the big Canadian banks given Nafta risks and the state of the current state of the two economies?
Kind Regards,
Barry

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.

Q: Interested in a large cap US financial stock. Which would you prefer, BAC or C or JPM or MS, or do you have another option.

Many thanks.

Clayton

Q: With JP Morgan giving their earnings report tomorrow, do you think the tax changes in the United States are reflected in the current pricing? Also do you think at current pricing that it is a good entry point (new record high)? Would you recommend starting a position today before the report or waiting? Would you recommend this being added to an RRSP (no-withholding tax)?

Finally, I have tried to find that blog post that was written a while ago about what account is best to put certain securities (CDN vs. US vs. Dividend (CDN/US)) but I cannot seem to find it. If you would be so kind to provide a link to it I would greatly appreciate it as I find its a great guide for new investors like myself.

Thanks so much for all your advice and great service! I cannot say how much I learn on a daily basis thanks to you and your team!

Q: I currently hold Bank of America and would like to add a second US Bank. What would be your recommendations?

Q: Good Morning,
I currently own equal amounts of BMO, NA, & RY. I am considering selling one of the three and replacing it with JPM. Do you think this strategy makes sense, and if so, which one of the Canadian Banks would you let go.
Thank you for this great service and all the best to you and your families for the holidays!

Q: Dear Gentlemen,
My Financial sector (including REIT) is 13% actualy.
After selling PWF, CUF.un I want to add 5%
Actual holding : SLF 3%. BNS 2.5%, TD 2.2%, GS 1.8%, BAM.A, 0.7%, PWF 1%, CUF.un 1.1%,
Please suggest 2 Can or US stocks and 1 US/Global ETF for long term (don't need income).
Thank You.
Best Regards

Q: Hi Team
What are your top american banks
Will this new tax bill help them

Thanks Mike B

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

Q: Big mistake I made and it seems to be dead money in a RRSP. If you have any sggestions. Hold or Sell. What would you replace it in USD.
Thank you.

Q: i currently hold ba and td . i alike them both esp td as my dtr works there!
assuming financials will do well over next few years i like to add another. i gather JPM is good (how diff are they from BA? ) Or an insurance like Manu for their asian exposure.
i am open to other suggestiins

Q: Hi 5i Team.
Please recommend your best non-tech US growth stocks.
Thanks for your time.

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!

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