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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: Whats your current favorite financial in Canada ? 2nd choice ? How does IFC fit in ? Thank you.
Read Answer Asked by Paul on May 15, 2025
Q: Hi Team,
Over the past several years, as a general rule, one of the best buying opportunities seems to be buying quality, best in breed companies while they are down. Stocks such as NVDA, META, SHOP, BN, CRWD come to mind here where in the past we have seen significant sell offs but the quality names always seem to recover. My question is, are we witnessing this type of opportunity right now with UNH? In reality the name has been a steady eddy, reliable grower in the sector for years. Now...it loses over half it's market cap in a month? In my un-professional opinion this seems much too extreme to me for a company of this magnitude, with a long track record of success, and seemingly huge moat in the US. Is it time to start picking away at buying this name, collecting the now near 3% dividend, and sitting on it for the longer term? Collecting the div and having the name recover in say 3 years would calculate to a quite lucrative return. Thoughts?

Thanks,
Shane.
Read Answer Asked by Shane on May 15, 2025
Q: I was under impression from your answers on BN and BAM that BN would outperform BAM in share price since BAM pays a dividend. Looking at both stocks the opposite is happening. BAM is outperforming BN and even more so when the div is included. Could you confirm? If my observation is correct could you explain how this is happening? Again, if i am correct and BN was your holding, would you switch to BAM? At this point i am not looking for a div so i would be fine with dripping. Is there a possibility of this trend reversing? I guess i could own both. what would be the split ratio that would reflect the relationship between BN and BAM that you would suggest?
Read Answer Asked by JR on May 07, 2025
Q: The above private equities companies have taken a significant dive over the last few months, disproportionally volatile coamoted to the SP500. Can you please

1. Comment on the reasons for market underperformance in this sector

2. Are any of these must owns ? (I know BN is a favourite of your’s, I own a 3% position)

3. Can you rank them in terms of preference for total return over 5 to 10 years? I am open to you including onex in the list.

4. if I wanted to increase my exposure to financial (I am underweight financials, and moreso on the US side), would you look to topping Brookfield or adding a second name?

5. How much sector exposure to this sub sector would you recommend in terms of Portolio allocation for a growth invester?

Thank you and please deduct credits as you deem necessary.

Best,
Karim.
Read Answer Asked by Karim on May 07, 2025
Q: What are the street estimates for PRL, WSP, IFC and SHOP ? Thank You
Read Answer Asked by rajeev on May 06, 2025
Q: Considering adding to a small position that I'm even on, according to RBC, there are only 4 analysts covering this stock, 1 sell, 1 hold and 2 buys. I know 5i highly regards this company, in my mind for a good reason, I would have thought it would have more than 4 analysts and would have had a better rating. Curious why someone would rate it a sell?
Read Answer Asked by Charles on May 05, 2025
Q: Please rank following for a long term hold. Thanks
Read Answer Asked by Ben on May 02, 2025
Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?
Read Answer Asked by James on May 01, 2025
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
Read Answer Asked by Art on April 30, 2025
Q: Hello Team,

Can you please rank the above Canadian Equities looking for best possible returns over the next 2-3 years. Thanks again!
Read Answer Asked by Kevin on April 28, 2025
Q: Which tax loss proxies would you suggest for the following companies?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?
Read Answer Asked by Schoombee on April 21, 2025
Q: What would be your best three stocks for a long term hold that have a good combination of dividend yield and modest growth on both the US and Canadian side of the border ?
Read Answer Asked by Robbie on April 21, 2025
Q: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.
Read Answer Asked by Joel on April 16, 2025