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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 find it a little odd that these shares are down {(some nearly 30%). It is as if they forgot how to make money. Many voices lining up against them. A couple of independent analysts I use have them top picks. Is it time to start building positions?
Read Answer Asked by Greg on March 26, 2026
Q: Could you please give me your insight for KITS, along with your 1,3and 5 year outlook. As for ZWB and HCAL which one do you prefer today and the reason why.

Thank you
Read Answer Asked by Robert on March 25, 2026
Q: The big 6 Canadian Banks? I do not know why many investors have an aversion to the banks? Over the last 15 years the capital appreciation and dividend compounding have been second to none. I own a good portion in my varied portfolios and all have performed extremely well with the exception of BNS. I have a friend who invested 15 years ago in the banks $1.5 M - now over $8M and generate a lot of income for him. I think he owns now about 40,000 shares. I think most if not all portfolios should contain a good helping of the Canadian banks. He is my age 77 YO.
Read Answer Asked by James on March 25, 2026
Q: I get that Bn doesn’t have same credit risk exposures as many of the private credit providers but I wonder if Bn is effected if these companies such as Apollo, can no longer participate in new projects as their outflows may be too high. I believe Bn doesn’t provide 100% funding for its large investments but comes in as one of a group of players, if other players are stepping back will Bn have to slow its rate of investment?
Read Answer Asked by Greg on March 24, 2026
Q: The current BNS CEO took over in Dec 2022 I believe. I understand that turning around a ship as big as BNS takes time, however, it is now three years later and charting comparative performance over the past three years shows a weak performance in comparison to other banks. In your view is it time to switch to a different choice or should I ride this horse another quarter or two?
Read Answer Asked by Robert on March 24, 2026
Q: I am hearing concerns about private equity. I understand it's mostly about debt concerns. Can you summarize the concerns.

I'm not sure if BN is part of this but have always been a bit concerned with Brookfield's opacity.

BN and its related companies (BEP, BIP, BAM) make up a fairly significant chunk of my portfolio (c.20%) because I've had a lot of faith in them.

I wonder about your level of faith in them or whether concerns over private equity warrants a bit of a pullback.

Kevin
Read Answer Asked by Kevin on March 24, 2026
Q: Hi ,

Do you see the dip in the markets as an opportunity to get into some stocks.

BN is down 16% in past month. How does the war affect BN ?

Could you suggest a few stocks that have come down as a result of this war… and present a good buying opportunity….. I am looking to buy now and hold for at least 5 years.

Thanks
Read Answer Asked by HARRY on March 23, 2026
Q: Which Canadian Bank is your favorite right now, and why ? P/E, loan losses, strengths ?
Read Answer Asked by Mark on March 23, 2026
Q: Please confirm as I could be misremembering: stock market drifting lower is not good for insurance companies. Please provide some context if I am correct. Which insurance company would be less impacted ?
Read Answer Asked by JR on March 20, 2026
Q: I am thinking that TD is getting quite stretched.using traditional metrics. Do you agree? I am not asking for personal advise, rather I am asking if you think selling a May 135 (covered) call would expire worthless or would probably be called away in two months. In other words, do you think TD stock can appreciate much beyond 135 in the next two months.
Read Answer Asked by arnold on March 20, 2026
Q: I hold smaller sized Positions of both of these companies and have had the intention to average into larger Positions as pricing opportunities arise.

Both have pulled back about a third from their highs ( i assume the Private Credit issue is the fear). Does that in fact represent the majority reason for the current pullback and if its the case is the fear as warranted as the relevant price pullback suggests?

Some of the opinions i hear suggest the Private Credit fears are greatly exaggerated .. whats yr take on this issue and if so might companies like BN and BAM be less exposed than the market suggests and might others like Apollo KKR and Blackstone be compelling value at current levels?

Craig
Read Answer Asked by Craig on March 20, 2026
Q: Do you see any compelling investments in these asset managers that have experienced large drawdowns? Currently, I am only holding BN at a 5.3% core holding, big fan of their investment strategy, allocation, themes and Bruce Flatt. Out of the other names listed, they all have strong returns over the long term. Would you be a buyer of any of these currently or should I just stick with BN over the long term? How would you rank them now? What is the max allocation to BN one should have for the long term? I know you are very comfortable with this name. Thanks!
Read Answer Asked by Keith on March 19, 2026
Q: which american large bank do you find the best for a long term hold ? I currently hold jpm. Should I add to that or take a position in another bank.

Great service you provide. Thank you
Read Answer Asked by ric on March 19, 2026
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