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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: Peter and His Wonder Team
I know this is not a fair question but I would appreciate your opinion which is always helpful. I have held this stock for several years and am even. I will spare you of all the metrics...Please.. just your over view will suffice. Is this large bank a legitimate long term contrarian hold, a value trap or just "dead-money"? HA! HA! Thanks as usual!
Read Answer Asked by Ernest on November 13, 2023
Q: Hi, We have above banks with some losses in our portfolio and overall large capital gains already booked, from other stocks. In absence of any other Tax Loss candidates, Would you be fine selling Canadian Banks to book a Capital Loss, for 2023 and buy back after 30 days ? If so, would it be prudent to initiate the Sell, now and buy back after results, Or, sell after results and Buy back in January, 2024 ? Thank You
Read Answer Asked by rajeev on November 13, 2023
Q: The shares set a new all time high after recent Q results. Please go over the results and add insight as to whether or not the acceleration in the earnings over the last several Q's is sustainable or a one off associated with the spike in interest rates. Analysts average of price targets is $1534 implying 20% further price appreciation. Is it a buy, sell or hold at this time? Thank you.
Read Answer Asked by John on November 11, 2023
Q: This company pays a nice dividend and apparently provides short term mortgage financing to corporations. It seems like a "Steady-Eddie" holder of share value since 2012. I'd like to reduce equity risk in a portion of my portfolio, not add to my money market holdings and collect the 8%. Does this equity likely achieve those goals, does the dividend seem secure, has it ever been curtailed, does it's business model carry a higher degree or lower degree of risk in your view? Many thanks for providing your thesis on this one.
Read Answer Asked by Ken on November 10, 2023
Q: Hi

Is KKR like a mini BRK.B?

We presently own BRK.B at about 5,5% of our holdings.

Would you suggest adding to BRK.B or start a small position in KKR.

I understand you can not mention position sizes, but also respect your suggestions.

Thank you

Mike
.
Read Answer Asked by Mike on November 09, 2023
Q: time to shine your crystal ball. Do you think canadian banks will raise dividends in a few weeks when they report 4th quarter results for the start of next year and if yes what percentage do you think each bank will raise?
Read Answer Asked by hans on November 08, 2023
Q: Could you please discuss the significance of the following:
American Express announces it has selected Nuvei Corporation as its first acquirer authorised to promote and sell PwBt's Open Banking-enabled payment method.
I realize this is only for the UK but could you please explain what this might mean going forward for other geographic areas the 2 companies operate in. In other words, is this the start of a partnership that might provide strong tailwinds for Nuvei.
Read Answer Asked by Warren on November 07, 2023
Q: You’ve picked and stuck with some real winners in the past. You were upbeat on nividia well before it jumped in price as an example! Do you think BN will be a longer term winner? You likely address this in a prior question (in which case please feel free to direct me to your answer), but I am wondering if can briefly give me your top reasons why one may want to buy and hold BN. Thanks.
Read Answer Asked by Jason on November 07, 2023
Q: Hi,

Total return, long term investor with a diversified portfolio. I have a tiny position in BAM that I either want to add to or sell. If I sell, I could put the proceeds into BN.

Does it make sense to consolidate into BN or to build a bigger position in BAM? Which is likely to have the best total return over the next few years?

Thank you, Michael
Read Answer Asked by Michael on November 06, 2023
Q: Considering the important number of mortgage renewals ( including many "variable rate" mortgages.. ) that are projected during the next 1-3 years,what is your point of vue about the safety of canadian banks and insurance Cies stocks during this period ? a word on US financials shall be also appreciated, .
Read Answer Asked by Jean-Yves on November 03, 2023
Q: "Green" energy comprises only small part of total energy needs. It stands & falls with government (taxpayer's) subsidies, which are here today and (possibly) gone tomorrow.
Infrastructure needs, on the other hand, will only grow. I'd appreciate your take on this.
Also, would you say that one is "better" than the other on fundamentals?
thanks jerry
Read Answer Asked by jery on November 02, 2023
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