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JP Morgan Chase & Co. (JPM)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%
BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%
10 year investment horizon.
Your thoughts are appreciated
Don
Q: Hi guys...great service...any really undervalued stocks you think are fantastic buys at the moment? perhaps 3-5 names on both sides of the border? Perhaps names that have been unfairly punished for any reason. Thanks.
Read Answer Asked by dan on March 14, 2023-
Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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BRP Inc. Subordinate Voting Shares (DOO)
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EQB Inc. (EQB)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?
Read Answer Asked by D on March 14, 2023