Top 10 Finance Stocks To Watch in 2021

Opinion about MA-N: Likes the long-term secular growth. 50% of world's transactions are still in cash. Seeing more cross-border transactions and leisure travel. Few competitors. Always trades at a bit of a premium. Still likes.

Opinion about C-N: Projected 28% earnings growth in 2026, yet trades at only 10.5x PE 2026. Despite a huge run, up 66.5% this year, it remains the cheapest big US bank.

Opinion about MS-N: In terms of quality, hard to argue against JPM -- best of breed. GS is tops on the investment banking side. He's overweight US banks.

Opinion about TD-T: In the cash account of a retired senior, picked it up at $79. Hold or take profits? Some are concerned about growth cap in US. He likes it for the amount of cash on balance sheet, so it can withstand any weakness in the Canadian economy. Grows its dividend. Hold on, don't…

Opinion about V-N: (A Top Pick Oct 22/24, Up 22%) Hasn't trimmed. In a portfolio, not all stocks move at the same time. Some take leadership, while others take a breather. Visa's been successful at gaining market share, inflation also helps. Trades just south of 30x PE, and analysts give it 13% growth. A stable…

Opinion about BNS-T: Outlook in Canada is a bit rosier than it was 6 or 12 months ago. He'd continue to hold the banks.It's performing well because everything else is performing well. Should do fine as it goes through an operational turnaround, and this could lead to more upside. Instead he holds RY for almost…

Opinion about IFC-T: P&C insurance tends to be more counter-cyclical. People tend to rush in when the rest of the market isn't flying. Now a very reasonable valuation. Hang-up for him is the growth outlook. Largest market share in Canada, so has to go to international markets (which are less certain). Very well run.If you…

Opinion about RY-T: Outlook in Canada is a bit rosier than it was 6 or 12 months ago. He'd continue to hold the banks. Holds this name for almost all clients, and hasn't trimmed that position in many years. In fact, he adds when it sells off. It's his preference to own the highest-quality bank…

Opinion about CM-T: You could add to this one here. 

Opinion about BAC-N: In the middle tier you have money-centre banks like BAC. It's not as inexpensive as Citi, and doesn't have quite the pedigree of JPM, but positioned well to do very good things on earnings with a steepening of the yield curve. He's overweight the banks.