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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: Dear Peter et al:

I understand that JPM won a case against regulators and got their SCB-Stress Capital Buffer reduced from 3.3% to 2.5%. Apparently this frees up 18 B from their reserves and they can invest it wherever they want. I understand that they have announced a share buy back (50 B) AND a dividend hike! (1.50$: 7% increase over the last time).

1. Is this true? If so, is JPM a buy over other banks/Financials? Especially BRK.B?
2. If you don't fancy JPM or BRK.B (you don't like their cash position is what I see in you previous answers), which other large financial would be your pick?

Many thanks.
Read Answer Asked by Savalai on July 05, 2025
Q: For a long time, BAM and BN were relatively close in share price. Why the $10 difference of late ? Does BAM need to catch up or has BN had too good of a run of late (and needs to come down) ? Or is this the new normal and how it should have been all along ?
Read Answer Asked by Thomas on July 04, 2025
Q: I have read your previous responses to this company question and understand recommending for or against will not be answered. I am wanting to know more about the holdings and the make up of this company/fund. Is there an MER? Is the holdings just uranium or am I right that they are moving in rare earths? A general overview of what they do with not recommendation would be appreciated. Thanks
Read Answer Asked by Kolbi on July 03, 2025
Q: For Crypto exposure, I have a 1.5% position in COIN, a 2% position in GLXY (up 25%) and a .5% position in MSTE. I want to invest another 1.5% by either bringing COIN to 3% or investing in HOOD at 1.5%. Would you add to COIN or diversify into HOOD? Would you be comfortable with 5.5% total in diversified Crypto holdings?
Read Answer Asked by Kim on July 02, 2025
Q: I have had EFN on a buy watchlist but always hesitated because CFRA, a firm whose analyses I have found useful and reliable, gave EFN a poor rating. Last week RBC’s Toronto office initiated coverage and rated EFN its ‘top growth stock’. Please give your own analysis and comments on EFN, including possible vulnerability to tariff flip-flops; soundness of business model; competitive position; and strength of management. Share value has risen rapidly and EFN is at 52-week highs. I am tempted to wait for a better price, but good companies have a habit of 'running away' from one.
Read Answer Asked by Adam on July 01, 2025
Q: Have you warmed up to OWL since your March 2025 comment? OWL currently rates a strong buy in the financial sites I have access to. If your views are unchanged, do you have another private equity-cum-asset manager that you favor? OWL seems to have stronger, favorable buy ratings than BX, or CG. If not OWL, would you prefer Apollo and why.
Read Answer Asked by Adam on June 30, 2025
Q: When comparing SAN to JPM, I was surprised to see that SAN-ADR significantly outperformed JPM over 5, 3 , 1 years and YTD. I did not compare appreciation in shares of SAN in €. Notwithstanding remarkable appreciation in share value YTD, SAN still trades at below market multiples in its industry. Having used SAN’s services (business and personal) I find this bank to be well-run, and customer focused, far superior to Barclays , Lloyds et al . Am I missing something that justifies the low valuation? If not, do you think SAN is a good investment that could also be a reasonably good diversifier? .
Read Answer Asked by Adam on June 30, 2025
Q: I have done well with this stock in the last 2 years,even after cutting the dividend by 50 % it still pays 7.2%,for me it’s a great income stock I don’t think I have to worry too much about,your thoughts on the company specifically the dividend and the payout ratio and is it a possible target for acquisition
Thanks
Read Answer Asked by Greg on June 27, 2025
Q: Can you give me your 3 favorite covered call Canadian banks ETFs.

TY
Read Answer Asked by Gerald on June 26, 2025
Q: According to Grok: “Over the past ten years, the technology sector’s share of the S&P 500 has grown from ~18% to ~32% (or ~40% including tech-related firms), driven by the dominance of mega-cap companies and innovation in AI, cloud computing, and software.”

Do you think BRK has a reasonable prospect of outperforming the SPY given that BRK has a low level of tech exposure. I am concerned that BRK will underperform going forward unless they gain greater exposure to the technology sector.

Thanks.
Read Answer Asked by Joel on June 24, 2025
Q: I hold these in roughly equal amounts totalling around 30% of my RRIF where income is more important than growth. Should I consolidate these or just leave alone ? Thanks . Derek.
Read Answer Asked by Derek on June 23, 2025
Q: Everyone, my purchase price was $43.10. Due to the recent changes in cryptocurrency by the US, should I reduce or delete my exposure to Visa and purchase a cryptocurrency stock. If yes to reducing or deleting my exposure to Visa please recommend a cryptocurrency stock(s). Clayton
Read Answer Asked by Clayton on June 23, 2025
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