skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I believe JPM is your preferred US bank based on a prior question. I'm wondering if you can compare and contrast it to Wells Fargo and make the case for one over the other? I'm curious as P/E difference seems insignificant between the two. The Buffet backing of Wells Fargo is interesting as well. Can you comment on why he prefers it? Take 2-3 credits as needed! Thanks
Read Answer Asked by Tim on December 17, 2018
Q: May I please have your thoughts on US financials at this time and Visa, Morgan Stanley and JP Morgan in particular? Thank you,

Jason
Read Answer Asked by Jason on December 07, 2018
Q: Can I have your comments on BNS's earnings and announcements this morning? At first glance it doesn't seem likely to be well received. Would this be a time to switch into a better performing bank or add to the one that is underperforming? Could you suggest which US bank and which Canadian bank you would switch to? (no problem if this is a multi credit question).
Read Answer Asked by Tim on November 27, 2018
Q: Hi,

Does JPM, BLK offer better value as compared to BNS, TD. Do we need to diversify in to US Banks or Canadian banks and insurance companies are a good diversification for the Financials sector allocation.

Thanks
Ninad
Read Answer Asked by Ninad on November 02, 2018
Q: Hello 5i,
I am up $3000 to $4000 on JPM, MMM, PEP and others. I am down $3000 on KWH, RME, TCL.A. and others. I do not need money and can stay invested in all. I am retired, 72, with good pensions. I am inclined to just stay put and collect dividends. Should I sell and apply the losses to the gains or just stay put as I am inclined to do?
Thanx,
Stanley
Read Answer Asked by STANLEY on October 30, 2018
Q: Lads the above are my US dollar income tilt portfolio holdings. My goal is to add some US cash to stable dividend payers (some of these and perhaps some others you can suggest). Two questions I have - first, could you possibly rank these 9 from most stable to least so I can consider which ones are the most stable to add to my current holding and second, can you recommend some other US equities providing a minimum 3% dividend that you view as stable holdings. Thanks as always for your guidance.
Read Answer Asked by Ken on October 03, 2018
Q: Looking to add some US companies to my non-registered portfolio. Can you suggest 5 US companies that you consider to have some Growth and Value. No Tech companies.
Thanks
Read Answer Asked by JOHN on September 18, 2018
Q: my portfolio is 80 %growth 20 @% income and growth. wihtout adding new money I want to prune 20 % from growth stocks that have done well for me eg cgi.

as a first step I thought of financials I have full opposition in bof America, td and half in JPMorgan.

so should I add to JPMORGAN or create new in bANK OF NOVA SCOTIAOR MANULIFE.
NEXT when I release more from growthi ilke to consider adding to my half position in fortis or new in Algonquin and other growth and income stocks like pembina pipeline

hope the phrasing makes sense
Read Answer Asked by thambirajah on August 24, 2018
Q: Hi guys, I'm looking to reduce the number of holdings to 2 or 3 US financials. Please let me which names you like most from the following: BRK.B, C, JPM, ING, MET,V.

Thanks for your help!
Read Answer Asked by Brent on August 23, 2018
Q: Thanks for my div. answer. Now with US Cash from my netflix sale to increase my div. income would you agree that buying some US div.payers would be wise. If so please advise some worthy candidates or div. ETF, to stay in the stronger US market. Thanks.
Read Answer Asked by Peter on August 14, 2018
Q: Hi group...I own JPM + BOA in the US and BNS+ RBC +TD In Canada- Looking like US banks are under more pressure on the last few days (Turkey situation worsens +JPM + BOA down close to 5%) - why are US banks getting hit so hard / going fwd do you like US banks are would you stick to Canadian banks ? - Your comments re appreciated
Read Answer Asked by Terence on August 13, 2018
Q: Good Afternoon,
I don't follow the US market that closely, I'm looking for a handful of safer blue chip dividend payers ? Such as AT&T , perhaps you can list a few other names in various sectors you feel are well managed companies with good yield.
Thank-you
Read Answer Asked by Chris on July 30, 2018
Q: hi Peter, In my previous question, regarding good candidates for covered call strategy. I forgot to mention that interested in US stocks due to better option premium. Can you please provide 5-6 names . dividend payment would be bonus. Thanks
Read Answer Asked by RUPINDER on July 27, 2018
Q: I understand that US companies are not your focus but am looking for some advice on these companies. I hold the above companies in the US side of my RSP account and am wondering about holding both JPM and BAC. Would you recommend dropping one of these US banks and if so which one? If yes, what would you replace it with?

Thanks Ken
Read Answer Asked by Ken on July 06, 2018
Q: Hello Peter, do you think the bond yield curve could invert within next 6 to 12 months? Which I believe partially explained why the U.S. financial sector has been underperforming recently, due to the worry of flatten yield curve? Thanks.
Read Answer Asked by yun on July 03, 2018
Q: I have owned and added to these three US banks over the past 12 months. I'm down on Citigroup and have done well with JPM and BAC. I have 25 years before I need the money, should I sell Citigroup and add to the other two or keep all three.
Read Answer Asked by Wes on June 13, 2018
Q: Hi Group - looking at buying a stock in the financial sector looking for most growth with lease risk. Also div would be good but not imperative. Presently own both TD + Nova Scotia. Also BOA + C in the US. I was thinking that JP Morgan or Visa would be good choices Canadian banks are not acting well even after their recent stellar earning. The us appears to be a better choice. Maybe an insurance company works here ? Than for your advise
Read Answer Asked by Terence on June 06, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!