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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: Merchants are now allowed to charge customers a fee if they pay by Mastercard or Visa. I own shares of Mastercard and had been hoping Mastercard would comment on this in their most recent earnings but do not think there was any mention of it. I have already heard from friends opting to pay cash or by debit card to avoid the fee at some fast-food restaurants that have already starting charging. Now I see bigger companies like Telus have announced they will start charging a fee for anyone paying by credit card, so wonder if more people may decide to switch to alternate payment methods. Could you please comment on this. Do you think this could have a significant impact on Mastercard’s business? Thank you.
Read Answer Asked by Kim on November 01, 2022
Q: I am down on Block and was looking to tax loss before year end. That said:
1) Would it be worthwhile to wait for earnings? I thought perhaps a good report might help improve this situation. 2) Is Block worthwhile to buy back after 30 days or move the funds to my 1/2 position in Visa?
Read Answer Asked by Dean on October 28, 2022
Q: Hi Team,
This is more of a general/ speculative question on Go Easy. What do you see as the "end game", or ultimate goal of this company? Do you see them as continuing to keep growing the company, as they been doing indefinitely. Expanding into the US possibly? Or do you see them being acquired by a larger entity eventually? Right now, their market cap is still only showing 1.6 billion. Pretty small relatively speaking in the banking world. What potential do you see them having over the next say 10-15yrs? 5,10,20-billion-dollar company? Just trying to gauge the potential over the long term here. Thanks!
Read Answer Asked by Shane on October 26, 2022
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.
Read Answer Asked by Nancy on October 24, 2022
Q: Which Canadian Banks or near banks have the least exposure to investment banking and other capital markets?
Read Answer Asked by Murray on October 24, 2022
Q: Further to Blake’s question today regarding other banks out performing Bns, I has charted Bns vs the other big banks and Bns underperforms over 1, 3, 5, and 10 years. I’ve held Bns for 6 yrs waiting the reversion to mean to happen and Bns to outperform. When is it time to accept that their Latin America and Asia higher growth profile will always be dragged down by economic or political turmoil in one of their markets? I moved on last month.
Read Answer Asked by Greg on October 23, 2022
Q: In reading your previous answers, you indicate that BAM has 100B in capital to deploy. I don't see that figure anywhere. Can you confirm that number and if it includes unused credit and just mention where you see it? Thank-you
Read Answer Asked by Alex on October 22, 2022
Q: What would be your top pick for the Canadian bank sector as an add today for long term hold (RRSP- 10+ year hold). Looking to only hold one bank in this account.

Thank you!
Read Answer Asked by Kyle on October 22, 2022
Q: My wife's Cash account. As funds become available, I plan to initiate a position in NRGI and top up 3 existing positions = BNS, FTS, NWC.

Due to the war, NRGI could be a good addition if the war carries on, or possibly negative if the war ends (I'd gladly lose some money if it helped end the war). NWC has had a good run lately, so my thought was to do it last if at all. I currently have a large paper loss on BNS and a large paper gain on FTS. With interest rates still probably rising, that might help BNS and hurt FTS, but the market might be looking past the remaining interest rate hikes.

My thoughts on the sequence of buying when funds are available are = NRGI, BNS, FTS, NWC.

Your thoughts on sequence and why please...thanks.
Steve
Read Answer Asked by Stephen on October 20, 2022
Q: In March of 2020 BMO traded at 56 C$ and BNS at 46 C$ a difference of $10..

Fast Forward to today BMO $122 and BNS $65 a difference of $57. To say

BMO has outperformed would be an understatement.When I look at forward PE BMO still looks better. Time to move on from BNS and buy the bank that executes better.

THX


Read Answer Asked by blake on October 20, 2022
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