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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: Hi, looking at the financial sector. I have TD and IFC and looking to add another. The options I am looking at is another Canadian bank that benefits from US exposure (RY), a US bank (JPM) or ETF of banks (ZBK), or diversifying away from North America to a major UK (LYG) or European (ING) bank. My objective is downside safety paired with dividend income and some growth. I realize global stocks aren't your focus, but would appreciate any thoughts you might have on relative merits of these stocks.
Read Answer Asked by Benjamin on March 13, 2024
Q: Dear Peter et al:

To a question today on KKR, you had mentioned that you wouldn't be averse to adding to KKR "s position slowly.
Recently Larry Berman one of BNN Bloomberg's regular told the viewers that he has sold his equity and moved all into private equity and private credit lending. He didn't mention which private equity he bought !

BLK,BX,KKR,BN ...which is your favourite now? Anything else that catches your attention?

Many thanks.
Read Answer Asked by Savalai on March 12, 2024
Q: I'm looking at starting a position in OLY. But I saw an update yesterday from an investing site adding a new major risk that earnings are forecast to decline and avg of 6.1% for the foreseeable future. Also a high level of non cash earnings (23% accrual ratio). In the recent ER they stated that expenses had increased due to bonuses etc in their investment arm because of the strong performance of the company. I'm wondering if these things all point to a stock that got so high due to a few great quarters, but is now expected to normalize and pull back as earnings decrease? Which could maybe impact the div down the road also. Is the high performance behind them and the future looks to normalize? Thx
Read Answer Asked by Adam on March 12, 2024
Q: I’ve held TD for many years and the steady dividends are great but it’s sure been floundering as of late in terms of growth. The 50 per cent weighting in the states seems to have dragged it down with the money laundering questions not being adequately addressed. Might a switch to Manulife or Sun Life not be a prudent move at this time??
Read Answer Asked by Dennis on March 12, 2024
Q: Long term dividend growth investor recently retired. Thinking about reducing my position in TD. While the dividend growth has been good, the stock price and earning have not. The consensus earning forecast doesn't look good either. As far as I can tell, the only reason for hope is that the CEO's unofficial 10 yr term is coming to an end. Some say that it will get better once the money laundering matter is behind them, but I'm not so sure. The problem seems to be earnings or lack of them.

Can I get your outlook for TD?
Read Answer Asked by Greg on March 11, 2024
Q: Is this a good long term hold ? I am watching stocks like NVDA and SMCI appreciate while this LTBH stock moves like a snail. Would it be worth it to sell BN and put it into the AI sector or is this still likely going to be a buy and hold forever stock like so many say it is?
Read Answer Asked by tony on March 08, 2024
Q: I was just looking at VBNK. The company's performance data looks extremely compelling, And also company insider buying is extensive ; more than what I ever recall seeing on any of the companies I follow. Could you please provide me with an analysis of the investment merits of the company. Also could you compare this company for potential purchase with EQB. What would be your preference, or would a position in both be advisable? Thanks.
Read Answer Asked by John on March 08, 2024
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