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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: I like BN and have owned for a while mostly on the idea that they are smarter than me and doing things with money I could never do. But, how do you evaluate a company like BN? What objective metrics would I use? Regular financial like PE and ROE don't seem to fit per se...so when do I know I could sell for instance or buy some more as it's a 'bargain'?
Read Answer Asked by Allan on October 21, 2024
Q: Portfolio Analytics has suggested I reduce of my exposure in the Financial Services sector. My holdings consist of ACGL and BN at a full position plus AD.UN, BNS, and TD at a 1/2 position each.

My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold

Is a full position of ACGL too high?

Is there a suggested balance amongst the subsectors?

Any other comments would be appreciated.

Thank you
Read Answer Asked by J Stephen on October 17, 2024
Q: In the coming years, GIC rates will likely return to their previous norms, making it rare to find a GIC offering 5% or higher. I am considering increasing my holdings of TD shares in my non registered income portfolio instead of keeping too much cash. My theory is that TD has always been, and continues to be, a reputable bank that generates good profits. I believe TD shares are currently at a relatively low point, and I am thinking of giving them a heavier weighting in my portfolio. Do you agree? Thanks for your insights.
Read Answer Asked by Esther on October 17, 2024
Q: good morning. just read your report on bns and was hoping to hear what you thought of the dividend in the future. To be short it has been very disapointing in growth over many years and just wondering what were your thoughts going into the future.
I realize it has a good dividend now but as a dividend growth investor i also want some growth. Do you see any in the future?
Read Answer Asked by hans on October 16, 2024
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