Investment Q&A

Q: Good morning
Sorry for the error in my previous question for income purposes what would be your choice between Hmax and Bank (evolve) and why .
thanks in advance Georges

Q: Good afternoon,

The class action lawsuits against TD bank may require a very large payout to settle, is it not better to wait until they settle and then buy the stock?. TD has pleaded guilty to all the charges and will have to payout for sure.

Thanks,
George

Q: Good afternoon
As a follow up to your response regarding your preference to purchase BN in a CDN$ Non Registered account would it also be advantageous to journal the BN shares that I currently hold in my US$ Non Registered account to my CDN$ Non Registered account given the relatively low value of the CDN$ and journal them back to the US$ account when the CDN$ regains some of its recent loss in value?
Thank you and I’ll await your sage advice,
Francesco

Q: Hi Team,

What are your thoughts about this company and it's current valuation and growth prospects?

Do you see it facing more competition?


Thanks,

Q: Good morning,

My questions this morning is partly Currency related as it applies to BN in particular and your best idea for a stock to add to the "ALTERNATIVES" portion of my overall family portfolio.

Q1. Would you kindly recommend your best two ideas for a stock to add in the "Alternatives" portion of my overall portfolio.

Q2. For my US$ Non Registered account, I was thinking of adding some BN to the existing holdings by buying BN in CDN$ and journaling the CDN$ stocks over to my US$ Non Registered account as I have done in the past.
That said and given that the CDN$ has dropped significantly of late and with perhaps more to go, would it be preferable at this time to simply purchase BN in my CDN$ account and leave the shares in the CDN$ Non Registered account with no journaling into the US$ account.

Thank you and I'll await your response.
Francesco

Q: Comments on keeping existing holdings in Td versus other banks? Would you rate as a buy, hold or sell?

Q: MFC has just recently surpassed its previous peak in 2007 around $44. This was a long time coming, but it is struggling to stay above this value. Normally I feel that it is a good sign when a company that breaks through a previous high. Can I have your thoughts on MFC at this time, and why it may be a different company than it was 15 years ago.

Q: Here’s why Block (SQ) is a new best stock idea at Bernstein.

What's your opinion?

Buy now?

Thank you.

Q: I am trying to understand tax filing implications if BAM becomes a US domiciled company. If BAM shares with a cost base over 100K were held in a non registered account and BAM became US domiciled, would this holding then need to be declared in a T1153 form?

Q: Hi,

Given the share' s pullback after the annouced departure of Fiserv's President and CEO (he is joining Trump's team), do you see this as a buying opportunity ?

Thanks

Q: Hi there!

Yesterday I saw an analyst had raised his 2025 target price to “outperform” from 3.25 to 5.00 based on strong improvements mostly from the Triad business and recovery of the RV Lending business…what do you think?

Thank you!

Q: This Friday, BAM shareholders (but no other Brookfield entity, correct?) will vote on becoming US-domiciled, and, as-such, eligible for inclusion in US indices.

Assuming approval, (a) should this change catalyze an expansion of its P/E multiple (or is that already priced-in), and (b) should this change catalyze, indirectly, a proportional expansion for BN?

Q: I hold both of these in my TFSA. BN for its growth potential - BAM for both dividend appreciation and some, albeit modest growth. I am uncertain about my options in 2025 if the plans of converting BAM to a U.S. domiciled corp. go through. Should I be transferring BAM to my taxable portfolio? Selling BAM and adding to the BN? or ? ? This somewhat weird query is not so much a question as a request for reasoned tho'ts. on options and their possible implications. Thanks for your help over the past five+ years -- Happiness to all in 2025, Bill

Q: Good morning Team, Regarding the consequences of Trumps threats I read the following (in the Globe): 'Our most sensitive name to Canadian economy and labour markets is Goeasy Ltd' What are your thoughts about that quote in particular and the most exposed Canadian companies in general? Thank you, Adel

Q: I read this morning in the G&M there’s a push by consumer advocates for government legislation to be broadened to include restricting highly profitable credit insurance charges by alternative lenders. To what extent is even the threat of this a headwind for Goeasy and Propel? As as second question, should this restriction find its way into legislation, to what extent would this impact Goeasy and Propel?

Q: To get a well diversified portfolio of value oriented stocks, with a large component of cash, can I do better than simply buying BRK?

Q: Looking at beginning a position in Brookfield, but am hesitant when looking at price relative to 52 week high, yield is low, and P/E is very high. Could you please outline the rational for your support in light of the foregoing which may or may not be relevant. Thanks

Q: We have a 2% ownership. The stock has been drifting lower for a few days and down again, today on no specific news.

Would you be comfortable to add at current levels ( $264 -$265 ) for a long term hold ?

Thank You

Q: Hello 5i
I remember you offering articles on understanding bitcoin. At the time I wasn't interested but am now. But, although I have searched, I cannot find them on the site. I wonder if you could re direct me on that. I think you have also mentionned Biance. Are there some articles on that, as well?
thanks for your help and have a good holiday

Q: I am thinking about selling my TD shares and replacing them with another Canadian bank or financial services company. Do you thinking selling TD is a good idea or should I hold on and wait for a rebound? If I sell what would be your first choice of a Canadian bank or financial serviices company? Looking for growth, yield and stability for total return for a 5 year hold.