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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: BNS, and indeed all the Canadian banks have wealth management units, including brokerage units like Scotia Itrade which generate considerable profit. The announcement by Charles Schwab that it would stop charging commissions on trades seems to have hammered a number of other broker related stocks. Do you see this as putting pressure on BNS to lower or eliminate their commissions? If so would this put downward pressure on the stock?
Read Answer Asked by John on October 01, 2019
Q: Hello 5i,

I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.

Thanks for the assist.
Read Answer Asked by Kelly on September 26, 2019
Q: Now there is talk of negative interest rates eventually coming to Canadian markets. What would be the impact on the banks and financials here?
Read Answer Asked by Dino on September 25, 2019
Q: Hi,

I'm looking for another lo volatility, long term dividend payer with some growth like AQN, which I own. I also own TD and RY. Can you pick two choices for me from the above list? (as there are so many different offerings from BEP and BIP, I hope these are the correct ones? If not please suggest the better choice.)
Read Answer Asked by Graeme on September 19, 2019
Q: There have been a lot of questions about your thoughts on CIBC and whether now is a good time to buy. It seems like you prefer other Canadian banks for their dividends and growth potential. Can you please rank Canadian banks from what you believe is best to worst for a 5 year investment horizon?
Read Answer Asked by David on September 16, 2019
Q: Hi 5i,
Hold the above companies in my TFSA ($30,000). % holdings around 10% for each, except CAE, OSS TRI, AD which are 3% - 5%.

Looking to deploy $5,000. Looking at d-un, dir-un, Telus & Fortis.

Safety and Income preferred, as in mid 60's. I would certainly welcome any other suggestions.

Thank You.


Larry
Read Answer Asked by Larry on September 05, 2019
Q: Good morning, we all know BNS has underperformed. Now it seems like South America is as rocky as ever. Venezuela and now Argentina are economic disasters and Brazil is going through plenty of volatility as Balsanaro implements his agenda. I know BNS is not in the 3 countries mentioned but how impactful could the latest SA economic woes be to BNS?? I would love to buy more shares with the 5% dividend but cautious due to SA exposure.
Read Answer Asked by Robert on August 15, 2019
Q: I own the Canadian bank stocks listed above with BNS, RY and TD each having a 6% weighting and NA 3.5% and BMO about 2%. Overall my Canadian bank weighting is over 20% of my portfolio, mostly a result of inheriting my father's income portfolio. I want to trim my overall weighting, which bank(s) would you trim.
Read Answer Asked by Chris on August 06, 2019
Q: Have been underweight financials for a while. To deploy a bit of cash was thinking of three options: add to BNS or start a position in either GWO or WFC. Am partial to dividends with some growth. Your recommendation please.
Read Answer Asked by Kelly on July 18, 2019
Q: These firms are my top four holdings. Any concerns as we move to a bit more defensive portfolio?
Historically, is their a sector that is the "canary in the mine" that would be a sign of a bear market?
Read Answer Asked by Stephen on July 17, 2019
Q: HI,

I have about a 15% position of TRP in
my RRSP and was thinking of selling and replacing with a non-energy related equivalent dividend stock. I also have large positions of GSY, TD, SHOP, ENB, BNS, AAPL, GOOGL, SPY, V, JPM so would not add to these.

What would you recommend? Thank you.
Read Answer Asked by Mary on July 08, 2019
Q: I have had a held Bank of Nova Scotia for several years. Also held Toronto Dominion for shorter time. , Small holdings in each stock, about 1% in each. Should I sell BNS and replace with TD., or sell BNS and add to TD. Looks like 5 year return on BNS is -1.14%. Looking forward to your comments, thanks
Read Answer Asked by David on July 02, 2019
Q: Hi Peter and Team,
I have held a position on BNS, RBC and TD for about 5 years now. Seeing that BNS has been under performing relative to RBC and TD over the last year and a bit, I was thinking of liquidating my position on BNS and put the proceeds into RBC and TD equally. Just wondering what your thoughts are on this.
Cheers,
Read Answer Asked by Harry on June 19, 2019
Q: Hi Peter, can I get your updated analysis on Steve Eisman's thesis on Canadian banks from today's BNN posts? Do you agree? What is it that he's seeing that we're not seeing (besides him flipping by shorts)? Would you be able to write a 5i blog post on how we can value banks (i.e. key ratios, ROA etc). Thanks.
Read Answer Asked by Michael on June 05, 2019
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