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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: As I read the charts CM - and others but particularly CM - had two periods of significant improvement beginning in Oct '23 and then Apl '25, peaking in recent weeks around 115, well above historic levels. There are three questions here - how stretched are the current valuation, what further progress might one expect, and what caused the value to rise so substantially? I am assume that AI prospects had something to do with the rise in valuation as other Canadian Banks have done well but have no info to support that idea or what might have made CM so outstanding. Look forward to your response.
Read Answer Asked by Mike on October 22, 2025
Q: Bitdeer Technologies Group NASDAQ: BTDR

Buy or?

Thank you.
Read Answer Asked by Ross on October 21, 2025
Q: I have been asked by a 23 year old to provide suggestions for when she initiates her FHSA.

I immediately thought of the banks , which I believe is the premium Canadian sector for long term growth, growing dividends , and safety. I would also recommend a more Canadian diversified security (UMAX ) for her next purchase. Of the above banking securities ( all owned between my cash, tax free, and registered accounts ), which would you start with ? Would you be comfortable with UMAX as second pick ( admittedly hasn’t done much but provides diversification into large cap companies and a good distribution yield). I am only interested in Canadian securities at this point. Should I be comfortable with this approach? Any thoughts would be appreciated.
Thanks. Derek .
Any

Read Answer Asked by Derek on October 21, 2025
Q: Hello Peter and team,
What do you think of Sagicor Financial and Aritzia? Also, the banks PE seem to be high in comparison to the past. Do you feel it is time to trim the positions in the index? Appreciated.
Read Answer Asked by umedali on October 21, 2025
Q: Hi! Insurance brokers have taken a hit recently. Its seems the insurance cycle is against them for the foreseeable future. Companies like PGR have also taken a hit and seems' to be out of favor in the market, although the results did not seem alarming.

They, as well as the brokers I have listed, have a reputation to be be well managed and efficient and have had great returns historically. They do not reach these valuation levels often.

What are your views on the sector going forward and which companies would you recommend, if any?

Thank you!
Read Answer Asked by Pierre-Charles on October 17, 2025
Q: The USA banks have reported excelling results this week.

Do you expect the same from the Canadian banks?

And given that I am adding to my financial holdings is the risk reward better with US banks or Canadian banks?

Finally where would you place BLK and BLX in terms of potential upside in the next few years?

Read Answer Asked by Donald on October 17, 2025
Q: Hi

I was wondering your thoughts on BMO and its sale of branches to First Citizens Bank. What do you think of the transaction, any issues with BMO's credit quality (does this improve), is there an overhang on the stock with the pending deal and timing of the close. Overall - is BMO more attractive after this announcement and do you view it as a buy, sell or hold.
Read Answer Asked by Frank on October 17, 2025
Q: Are you able to provide comparable alternatives in the US. Your top 3, ranked for long term return . (10 year hold)
Read Answer Asked by Chris on October 15, 2025
Q: I am thinking of starting a new position amount these three, which one has more upside? Will this sector be negatively impacted by AI or Crypto adoption? Your guidance is greatly appreciated as always, thank you.
Read Answer Asked by Lin on October 15, 2025
Q: Like Herm asked yesterday. It seems PRL and GSY are moving in tandem towards year lows. At some point and tax loss cannot be utilized in TFSA would you consider a swap or better to hold? Can you suggest at what price this would make sense or do you think PRL will eventually have more growth potential? Thanks Larry
Read Answer Asked by Larry on October 15, 2025
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