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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 have some fund from RRIF that I would like put into a TFSA and was just reading the latest issue of your ETF & Mutual Fund Update report. I am thinking of the above three ETFs and one stock. What are your thoughts. As a perspective, I would include some i2i fund if it was allowed in a TFSA.
Read Answer Asked by Danny-boy on January 10, 2025
Q: Could you please comment on the quarter - markets have reacted very positively. Given that strong jobs data should bolster consumer spending could you comment future prospects for Aritzia. I have a half position and am considering adding for my TFSA. It’s my only consumer position and am looking for growth with a multi-year horizon.
Thanks!
Read Answer Asked by Warren on January 10, 2025
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
Read Answer Asked by Kevin on January 10, 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: Could you please tell me what the average P/E is for the 11 sectors of the TSX?

Thanks in advance, Carl
Read Answer Asked by Carl 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: Would you please rank the 3 stocks in order of total return going forward. IFC has the best 10year return, but not so more recently. I currently own IFC and I am concerned about the effects of global warming on future performance. I am leaning toward MFC because of its recovered mojo. I sense that MFC is the most conservative play in the group. Thank you
Read Answer Asked by Richard on January 10, 2025
Q: Follow-up to my question about CIB238 and PSA. Thanks for the explanation. You indicated that CIB238 pays a yield of 4.8% while PSA pays 3.4%. Are these current comparable yields? CIB238 seems high. Could the CIB238 be the yield over the past year while PSA is the current yield? If it was your $100k, which would you invest in to park money?


Read Answer Asked 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
Q: Hi Folks,

With some uncertainty in the future, including possible US tariffs and reaction tariffs, I curious if you have any thoughts on what those actions might mean for the short and medium term. I assume they would be withdrawn at some point (so not asking long term). Specifically, how banking (TD, BNS), and companies CSU and DSG and the overall TSX. Please free free to deduct 5 questions.
Read Answer Asked by Jim on January 10, 2025
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