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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: If interest rates and inflation are going to peak, do you think these ETFs (XLF, IAK TLT) have opportunity now? If so which one has most potential right now? Thank you.
Read Answer Asked by David on March 27, 2023
Q: ECN down 17% so far today . After reading your answer to Bradley I have a couple of questions . What does " Finance originations fell 25% " mean ? And what do you attribute the miss in earnings to ? And what is the insider ownership numbers ? . Would you approve of an investor wetting their toes based on the review ?
Read Answer Asked by Garth on March 24, 2023
Q: Hi, We own above Canadian banks, which makes up the financial sector of our portfolio.

On an YTD basis, interestingly, their performance has diverged significantly, with CM +7%, RY +2.5% and TD -9%. During past 30 days (reflecting impact of recent crisis in financial sector SVB/SB), these names have declined as follows : CM -7%, RY -8% and TD -17%. Does it mean that market is assigning higher risk to TD, relative to its peers ? Does it make one name more attractive than others, and if so why, if we wish to take advantage of the sizable decline in their share prices, and add for long term investment ?

Thank You
Read Answer Asked by rajeev on March 23, 2023
Q: Good afternoon, I have a considerable loss in my BBUC holdings (held in an RRSP) and am wondering if I should consolidate into BN. If interest rates peak and the market rebounds, do you see BBUC realizing a significantly higher share price increase, considering their business strategy? Or, does it make sense to consider a consolidation into BN now? Thanks for your thoughts on this.

Brad
Read Answer Asked by Bradley on March 21, 2023
Q: If I look at the top holdings it appears that the fund will still enjoy the previous level of dividends, add to this the funds from the call options.
With that in mind the dividend from the fund should remain approximately the same as now. Thus a decrease in nav but with a higher yield than a few weeks ago. Am I missing something
Read Answer Asked by Leon on March 21, 2023
Q: If forced to give a percentage chance of CWB failing, what would it be. CWB looks like a decent buy to me at the moment. Yield is good, payout ratio is reasonable, last report was okay, they are becoming more widely involved across Canada, etc. However, they are relatively small and by nature more involved with somewhat riskier loans. Is this a bank you would invest in right now?
Read Answer Asked by Donald on March 21, 2023
Q: Can you suggest 5 beaten down, safe financial names with good long term prospects? Please include any relevant US companies that are available as EDRs. Thank-you.
Read Answer Asked by Alex on March 21, 2023
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