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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: Thoughts on the CN banks? Low rate environment; Cdn economy hampered economically due to low oil and lacklustre mtg/productivity . How does this factor for growth in our banking oligopoly? I would think the 4-5% dividend yield is relatively safe but I cannot see where the stock price growth would come from other than wealth management divisions and perhaps trading which is somewhat risky. Thanks.
Read Answer Asked by Richard on March 06, 2020
Q: Assuming we get a rate cut of 0.5% by Poloz tomorrow, or, over the next few months, how bad will that impact CIBC's NIM and can we estimate the hit on their earnings? Is one bank more exposed to NIM than others? Regional banks are not reacting well right now. Thank you.
Read Answer Asked by Matt on March 04, 2020
Q: Good day 5i Team,

Would you be able to recommend few tickers for a cover calls strategy? Any suitable companies that are traded on TSE?

Thank you,
Read Answer Asked by Nick on January 28, 2020
Q: Wajax and Transcontinental have several things in common : mid single digit p/e, moderately high yield, relatively safe pay-out ratio, and a turnaround in earnings seems possible. Can you think of any other companies whose profile hits the 4 previously mentioned criteria. Thank you.
Read Answer Asked by JACK on January 22, 2020
Q: These canadian banks represent 20% of my portfolio, I would like to sell CM as it consists of 25% of the financials and is mostly in Canada . Your thoughts please.
Read Answer Asked by nick on January 21, 2020
Q: Good morning- two questions. Last year, with your guidance, I invested in Gild and it, like many other non-growth stocks in the US, has languished. I noted a comment you made recently that GILD would have to wait and hope for another day in the sun. Is it time to sell GILD and move into a different health care in the US, and where do you suggest I go?
Second, after reading a dogs of the banks analysis, I thought that CM shares would likely have a robust end to 2020. So far I’m down 5%. Your thoughts on CM these days as far as the coming year is concerned. I’m a very patient investor with a twenty year horizon and bank dividends do look solid. Thankks
Read Answer Asked by alex on January 20, 2020
Q: If you were to pick 1 Canadian bank for a long term hold (10 - 15 years), which one would you choose? Also, what order would you rank these banks?
Read Answer Asked by Zeya on January 16, 2020
Q: I own 3 banks: CM:CA, BMO:CA and BNS:CA. I am thinking of selling CM:CA and split the proceeds to buy 2 Brookfield positions. What would you recommend between BIP.UN, BPY.UN, BIP.UN? Thank you
Read Answer Asked by Kimberley on November 28, 2019
Q: Hi
I hold all these stocks in a non registered account, to take advantage of their dripping and tax advantages. I have the $ to buy another holding. What top 3 companies do you suggest to add to this mix for a long term hold, my goal is the highest dividend possible, with as little risk as possible. Also, do you have any issues with the compaies already held? I also have other growthier holdings in my tfsa as well as etfs for US and International exposure in my RRSP.
thank you
Michele
Read Answer Asked by Michele on November 05, 2019
Q: Which of the following bank stocks are most susceptible to a price decrease if a recession was to occur in the near future. Please list as least susceptible to most susceptible. The stocks are RY, BMO, BNS, TD, CM, NA. Thanks … Cal
Read Answer Asked by cal on October 22, 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: 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
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