Toronto-Dominion Bank (TD.TO)

One of the best Canadian banks. Their strong Canadian retail business has been their traditional strength, and now their US retail side is paying off with US growth. Has a decent dividend. Good to own.

Very well-run bank with US operations. He prefers to buy US banks as opposed to Canadian Banks with US representations. This week three major organizations put up warnings signs about the growing consumer debt and how might affect Banks in the future. Something to worry about.Dividend yield is 3.5%. He prefers Bank of Nova Scotia (BNS-T) for Canadian Bank because of its international exposure.

(A Top Pick Jun 27/16, Up 18.98%) Last summer Canadian banks all got hit. The reason was silly then. There was a 10% dividend increase last month. He would buy on weakness.

(A Top Pick January 5/17, Up 17%) Have great domestic retail operations, and more branches in the U.S. than Canada--and still growing. Increased their dividend which has risen 20% over the past five years. A steady-as-she goes story.

Likes it for dividend growth higher than the other Canadian banks, and it has big U.S. exposure. Will benefit from higher interest rates and a growing U.S. economy. (Analysts' price target is $81.91)

The Canadian banking sector is doing well overall but TD and Royal are his two top picks. They have great U.S. exposure, which provides great opportunities for growth.

He likes this and RBC over other Canadian banks. They have more branches now in the US than in Canada. They earn huge profits from Canadian retail banking, but their growth is coming from the U.S. The direct brokerage business is important to them, but primarily in the US with TD Ameritrade.

Foreign exposure is essential. Scotiabank is in Latin America, and yes, TD operates in the U.S. but those numbers haven't been blown her away.

Banks as a group are cheaper than a year ago. Rich dividends. A cozy sector to be benefiting from. TD would be a favorite in the group. (Analysts’ price target is $80)

Banks in general have done well in Canada but not as well as in the US. CM-T had good results this morning. It is not reacting as well as it should do. Banks should do well into mid-April. If we get a couple of good earnings this season it will be quite positive for the banks. Banks are okay to get into now but he is not a big fan because of the level of indebtedness in Canada.

26% of its business is US retail and they own 41% of Ameritrade, which offers strength as well. It has pulled back, like all Canadian banks, and it is well-valued at this level. She expects TD to increase its dividend around the end of February, as they typically do in the the first quarter each year. (Analysts' price target is $79.78).

Buy at $69 200-day moving average, if TSX drops and holds at 14,500 (200-week moving average)? Yes, it's a good spot to buy.

One of the best run banks in Canada. If they owned banks (typically his funds don’t invest in them) this probably would be the one. They are a dominant player in Canada. And also, they did a good job growing in the US. Tax reform in the US benefits them.

(A Top Pick March 3/17 - Up 6.2%.) Still like it. Like the US operations. They have more branches down in the US than they have in Canada. The Canadian Banking system is more organized than the US. He thinks better results from the US operations with the US economy growing

One of his favourite. The better investment timing is when yields are closer to 5%. Don’t chase yield, however. He is looking more to US banks right now.