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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: I am setting up a TFSA for my wife. I have been managing my own TFSA for 7 years but my wife has maintained her account with a BMO investment advisor. We also both have RIFs managed by the same advisor. My TFSA has far outperformed the accounnts managed by the professional (thanks to your advice) but my wife is very risk adverse. She has about $100 K to invest. We are both in our 70s and don't have pressing needs for the cash. Could you. suggest a basket of Canadian/US stocks/etfs that would provide some low risk growth with a 10 year horizon.
Read Answer Asked by Ron on October 16, 2024
Q: Please rank these stocks best to worse regarding potential capital gains from current prices over next 3 to 5 years
Read Answer Asked by Nigel on October 16, 2024
Q: In regards to TD - the issue of accountablity arises. The AML lapses were well known inside the company - judging by the "LOL" internal emails. The CEO has profusely apologized - has he received any kind of consequences? Just generally at what point do the board of directors ever suffer consequnces for these type events - can you cite any examples? Just frustrating that branch managers or tellers might be held to account but not highly paid upper management for their lack of supervision.
Regards
Read Answer Asked by Reg on October 15, 2024
Q: Following up on all the other TD questions today on the US penalties....do you think the future looks more like Wells Fargo when their growth was curbed (and it proceeded to lag for many years)? Or would you be a buyer now based on the recent underperformance and the known outcome (penalties). Bottom line...buy/sell/hold?
Read Answer Asked by Doug on October 11, 2024
Q: Good morning,

Thoughts on TD from here? I had read earlier reports prior to this week’s drop that there was essentially no value being ascribed to the US retail bank. With the asset cap, what is forward PE and revised target price? I would like to think that even with no growth in the US retail bank, there clearly is some value there, and management will ultimately determine other, more strategic, ways to deploy capital that hopefully will be accretive to the stock price.

Thanks
Read Answer Asked by Trevor on October 11, 2024
Q: Hi 5i, I'd like to bring my position in TD to a full weight, and was wondering what your crystal ball shows as a floor. I'm thinking the weak hands will wash themselves of their holdings soon.

Looking at their 10 year CAGR [divi+growth] of approx 10%, a stock yielding 5% with a
5yr DGR of approx 8%, what could go wrong?

Thx
Read Answer Asked by Christopher on October 11, 2024
Q: I am not so sanguine to think all is priced in. The Americans are going to slaughter td and wait for the lawsuits. I have a AUS account. what solid US bank stocks or other decent dividend stocks would you recommend?
Read Answer Asked by Murray on October 11, 2024
Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?
Read Answer Asked by Valerie on October 11, 2024
Q: We are planning to set up a separate investment account for our grandkids. Assume a 10 year hold. There are a few sectors we would want to overweight - 3 stocks, CAD or US, in Financials, Industrials, Technology and 1-2 stocks in the others. What would you look for and how would that translate into individual stock selections.
Read Answer Asked by sam on October 10, 2024
Q: Since the Canadian banks eventually trade in line with each other,would it make sense to sell Royal and buy BNS,TD,etc.?
Read Answer Asked by Allen on October 10, 2024
Q: Would both these 2 ETF fall under Financial services? I have 25% holding in this sector and need to reduce and wonder which ETF would you sell to bring down the weight. Both are 5% weight in my RRSP account. I have also some other financial stocks in a non registered account but reluctant to sell as this would would create a capital gain and I have no loss to offset the gain with.

Thanks
Read Answer Asked on October 01, 2024
Q: Hi All at 5i! I have 44K in CPD in a non registered account which provides me monthly income via dividends. I prefer a stock which pays a decent dividend but also offers some growth. I would like to sell my CPD which has given me no growth and reinvest in better growth/ dividend paying stocks. Could you offer me the names of 5 such stocks?.
Cheers,
Tamara
Read Answer Asked by Tamara on September 27, 2024
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