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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: From a value perspective, what are your top two non-bank financial stocks these days?
Read Answer Asked by David on January 16, 2025
Q: Hi there,
Thanks for your past assistance.
I've done well with PRL and I'm wondering if Upstart has the same kind of trajectory.
Do you like this stock short and long term?
If not, can you please recommend an alternative?
Thanks!
Read Answer Asked by Robin on January 16, 2025
Q: What are the metrics you focus on when evaluating asset managers?
In response to a question on Dec 20 you indicated BN is trading at a significant discount - could you pls. elaborate?
Thanks Hugh
Read Answer Asked by Hugh on January 15, 2025
Q: I own APO, BX and KKR in TFSA & Cash accounts = Mistake??? Should be in RIF??? Thinking of selling all and buying BIZD in my RIF. Does this make sense? Thanks!
Read Answer Asked by Austin on January 15, 2025
Q: Can I have your thoughts in putting some TFSA money into MKP, for a couple years, thinking it might be a place to invest while the world figures out where things are going. It pays good dividends, and lower interest rates, with increased construction, should provide some stability. Or, please suggest an alternative idea. Thank you
Read Answer Asked by Grant on January 15, 2025
Q: Hello 5i,


What would be your top 3 US Finance picks (best being 1st) in light of Trump's incoming presidency with reasons on your proposed selections. Thanks as always!

j,
Read Answer Asked by Julie on January 15, 2025
Q: How would you rank BAC vs.C, and then vs a couple of Canadian banks, TD and BMO as examples.
Read Answer Asked by Jim on January 14, 2025
Q: Are the California wildfire losses expected to have any impact on Canadian insurers, possibly as reinsurance partners?
Read Answer Asked by Jeff on January 13, 2025
Q: Can you explain what a MIC is? what are the benefits and risks? How do you buy them? Any you would recommend?
Read Answer Asked by Carla on January 13, 2025
Q: Hi there. As always, we really appreciate your insight into the markets and your thoughts on the evolving landscape. We have held Royal Bank for many years in a portfolio for our grandchildren and it has done well on an annualized return basis. It is a core holding but would you suggest going into a basket possibly being the better move going forward as market uncertainty seems to be growing? Do you have any names we can explore that might better capture future growth and allow a bit more diversification? Do you see Canada as an index finally outperforming the US this year with the sky-high valuations of the Mag 7? Thank-you!
Please take as many credits as needed
Read Answer Asked by Lesley on January 13, 2025
Q: Hi!

Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.

Ok thanks!
Read Answer Asked by Robert on January 13, 2025
Q: BNS has been trending down since the new year and more so recently since their announcement of divestitures of more Latin American holdings to Colombian bank Davivienda for a 20 percent equity position in the bank. They are also booking impairments of 1.7 billion on this deal. All that being said, would you consider this recent drop a buying opportunity? Also, BNS did not raise its dividend in 2024. Do you see the bank raising its dividend in 2025 and going forward on regular basis like all other Canadian banks. Thanks.
Read Answer Asked by Anthony on January 10, 2025
Q: Just reading about this company and they are buying back 2.3 million shares for the purpose of “cancellation”Could you explain to me what this means other than the obvious of helping their EPS and not having to pay those dividends,am I missing anything here I e just never heard that term before.Also what would be a good entry point for this stock for a 1-3 year hold. Thanks
Read Answer Asked by Greg on January 10, 2025
Q: I have been building my position in BN and now sit at 2.63% position size. I am holding a 1.72% position size in BAM in a taxable account. I am thinking of selling BAM and adding the proceeds to BN. Is this wise? In taxable accounts I am more focused on future gains than on dividend return. Currently my BAM position has a gain of 107%. I have ample capital loss reserves to cover any capital gains incurred from selling BAM.

I also hold BEP.UN (1.24% position) and BIP.UN (3.47% position) in registered accounts for diversity and income. No plans to change those.

What do you think about consolidating BAM holdings into BN?
Read Answer Asked by Maureen on January 10, 2025
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