Investment Q&A

Q: Hello, CDN Banks are trading at or near their 52 week lows. BNS and CM have a dividend yield of over 5% now. Do you believe, their valuations have reached close to or near their bottom and it makes sense to add, for income and growth, with a time horizon of 5-10 years. If so, what will be your preferred order for these names ? Thanks

Q: In my non registered account for financials I own BNS, TD, and GSY. With them all down would you top them up or buy CM instead as an additional holding? The focus of the accounts is high quality dividends as I plan to only use the dividends in retirement. I have growth stocks in my TFSA.

Q: Why were CDN banks down 3%, today, Stress Test results for US banks also came strong. One damper, as I learned was Deutsche Bank down 11% in Europe Trading. Is there a contagion effect ? CDN Banks are now down 20% YTD. Should we worry ? Thanks

Q: Earlier today you replied to a question with: "We are not big fans of averaging down, but if we were to do it BAM.A would likely be near the top of the list. When 'the market' brings down all stocks we are more comfortable buying more as opposed to when a company in isolation declines. We are not worrried about BAM getting through this market and/or upcoming recession. "

Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.

Thx.

Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!

Q: Can you please provide your top 10 canadian dividend stocks which can also provide some capital growth. Time frame is 5 years. Is now a good time to start buying or should I wait?
Thank you

Q: Hi! I’m evaluating the Canadian banks and I’m trying to find historical averages for price to book and price to earnings ratios. Can you outline historical ranges where Canadian banks were cheap and why Canadian banks trade higher than u.s. banks on price to book? Is it due to their oligopoly status?

Thanks,
Jason

Q: I noticed that ZEB..holds the six major banks. However, its dividend distribution is 3.33%. The lowest of the dividend from TD and RY are 3.8/ 3.9. and the others are 4%+ . Any reason for that? May be a good reason to switch over?

Q: Results in recent 1/4 looked good, what is your outlook for next 12 months. screaming buy at these levels? Please rank above list. Thankyou

Q: 5I team: Is this bank a good buy at the under 69$ range and does the split have a negative effect? Would you consider it a good buy or prefer an alternative? Tks. Larry

Q: Could you advise when each the above banks are expected to increase their dividends.

Thx

Q: Seems like there is some indiscriminate selling of rate reset prefs
last few days. Not sure this makes sense.
What are your three top rate reset ideas at the moment, that are NOT in the energy/pipeline sector
Thanks

Q: The above stocks have declined significantly from 2021 highs. I would like to make 2 or 3 purchases from this list. Please remove any you think are unlikely to resume upwards momentum over next 12 months and show the rest in a priority list for purchase consideration from highest priority to lowest for growth or growth/dividend return. Many thanks. Jane Norton

Q: I am overweight in BNS but not in banks and financials, would you suggest another financial stock with safety and decent/stable yield to replace some BNS .

Q: How much business exposure does RY have to China? How does this compare to BNS and CM when viewed as a percentage of company overall operations?

Q: I have no experience in purchasing stocks during a war & high inflation.

Could you suggest 5 Canadian company's you would buy in todays world situations?

Or would you recommend doing nothing right now?

Thank you.

Q: Hi Peter, I have 300 shares of CM in a margin account and 20 in my TFSA since they are splitting I thought it would be a good idea to transfer some (what I can contribute) into my TFSA, 1. Your thought on that and 2. Is there a way to do this rather than selling them in one and buying them back in the other and when is it better, before or after the split. Please take as many credits for this question as needed. Thanks for your valued opinion. Nick

Q: Hi 5i Team - Could you provide an estimate on when Shopify, Google and Amazon might do their stock splits. Also do you know of any other quality companies planning a share split. Thanks.

Q: For a very long term hold which do you prefer and why? Thank you!

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks