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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: Hello,
I wish to reduce my number of holdings in my financial sector.  Feeling what I have has some overlapping.  Which 2 or more of my lists would you recommend to trim?  I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
Read Answer Asked by Roger on April 10, 2026
Q: I understand you like BN .It has been weak.Would you still hold this name or is the private credit sentiment likely to keep this space under pressure for some time?
Read Answer Asked by Kim on April 10, 2026
Q: You have provided many insights with respect to GoEasy and its recent issues.

Given that PRL is involved in a similar credit market, do you consider PRL a Sell at this point? What is your view on PRL?

Thanks
Tim
Read Answer Asked by Timothy on April 09, 2026
Q: Which of the Big Six banks will you purchase now if no exposure to any?

Thanks!
Read Answer Asked by Jacquelyn on April 03, 2026
Q: Boralex BLX Enters into Definitive Agreement to be Acquired by Brookfield, alongside La Caisse for $9 billion

They never say which Brookfield entity will be the owner. Can you please tell me which it is...BIP, BEP, BN, or BAM ?

Thanks........ Paul K
Read Answer Asked by Paul on March 27, 2026
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