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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: 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


Read Answer Asked by Robert on November 29, 2017
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
Read Answer Asked by thambirajah on November 20, 2017
Q: Hi 5i Team.
Please recommend your best non-tech US growth stocks.
Thanks for your time.
Read Answer Asked by David on November 16, 2017
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!
Read Answer Asked by Neeraj on November 08, 2017
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
Read Answer Asked by Heidrun on October 31, 2017
Q: I have BNS, RY, SLF and FSZ in equal amounts in my "Financial" basket and need to add another name to get my financials weighting to 15%. Can you suggest a new stock and/or a etf (CDN or US stock / etf) to compliment my current holdings OR would you just add to the 4 stocks that I have? Thanks
Read Answer Asked by Sandy on September 08, 2017
Q: Could you please rank the following US banks based on valuation in a rising rate environment
And what's your thoughts on the US raising rates going forward until December 2018. How many rate rises do you see by that time
Thank you
Kevin
Read Answer Asked by Kevin on August 29, 2017
Q: Hey 5i folks could you give me your views positive and negative on investing in these six without regard to sector allocation. Looking at a 5 year hold. Perhaps ranking them from most to least favourite. Thanks for your help - Ken
Read Answer Asked by Ken on August 29, 2017
Q: Hi All at 5i! I am thinking of investing in a Us bank. Any suggestions and would now be a good time to buy? Warren Buffett seems to be bullish on Wells Fargo. Cheers, Tamara
Read Answer Asked by Tamara on May 31, 2017
Q: I am planning to add one US bank to my portfolio, which one of the above mentioned banks would you recommend.
Read Answer Asked by Jacob on April 24, 2017
Q: Given the attack by Trump on financial regulation in the US, do you think it is a good time to add companies like goldman sacs and wells fargo or perhaps Jpm to my portfolio. Thanks.
Read Answer Asked by Shyam on February 03, 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: I would like to add another bank to my granddaughter's RESP. She is now 13. Would you recommend a Canadian Bank ETF. A US Bank ETF. Both or just a Canadian bank. Which would be the best choice for a 13 year old. Please provide some name suggestions.
She now has 100 shares of BCE,RY,XSP,XDV.
Thank You
Read Answer Asked by Jean on December 28, 2016
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