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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: I have a very large position in the 5 big Canadian Banks. How can I hedge my position in the event of a decline this year (and longer). Thanks.
Read Answer Asked by Murray on January 18, 2026
Q: Sold my full position in RY in open div account in Nov to ink some nice gains over several years.

Of course, this timing was perfect to miss the nice Dec bump. Out at 213, now around 235.

I also have BNS in this account of 10 or so holdings and was planning to get right back in to RY after the 30 day period. Now have sellers remorse. What to do?

Thanks

Jim
Read Answer Asked by Jim on January 17, 2026
Q: Good morning, Goats!

JPM is a favourite. With its cheaper valuation and current rate outlook it will benefit more on broad banking and scale. Is it landing on the higher valuation side of things now?

A crypto recovery, IPO’s, M&A activity, strong markets continuing. Garp and other metrics would favour GS.

What say you? Does GS actually pull away here on another steady run? Or would you still pick the more conservative and diverse JPM. If there is an alternative winner please share.

Thanks for all the continued work this incredible team does.
Read Answer Asked by Adam on January 17, 2026
Q: After a quiet year, P&C Insurance stocks are showing some buyers' interest, over past 2 months. We sold IFC and FFH positions, late last year. Do you think, the sector is showing some strength and it is a good time to re enter ?

If Yes, what would be your preferred route- Fairfax or Intact and why ?

In my personal view, Fairfax stock has shown remarkable resilience vis-a-vis Intact and Co is more diversified, with several interesting investments like Foran mining, Orla mining etc and potential for more similar investments. ( They sold their position in Eurobank ).

Thank You
Read Answer Asked by rajeev on January 14, 2026
Q: Thoughts on Mastercard? I've had a "medium"-size position for several years and treated it more as a "buy-and-forget" stock. I'm thinking the recent 10% cap proposed in the US is likely just noise, but made me look at Mastercard again.

Do you think this is a good time to add to a long-term position in Mastercard or better to wait for a larger potential pullback?
Read Answer Asked by Patrick on January 13, 2026