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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: In the last few weeks,the big 6 ex BNS generally hit new H after new H.Their CEOs are bankers ex BNS. BNS has been a laggard for 7 years,so the opportunity costs is huge while waiting for it to revert to the mean. So is it worth holding on longer? Chris White on Market Call like the big 6 with his top picks being RY & CM. Txs for u usual great services & opinions
Read Answer Asked by Peter on May 04, 2026
Q: Does the ETF ZWB with its covered call structure have an advantage if banks hold flat or very slow growth? Wondering if trimming my straight Canadian bank stocks and rotating to ZWB should present an advantage.

Am I missing something?
Read Answer Asked by Marilou on April 30, 2026
Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!
Read Answer Asked by Ian on April 29, 2026
Q: Hi 5i
With respect to Johns question today on pe numbers. Where do you find these numbers?
My brokerage on TD show RY's PE at 16.54 and BM's PE at 17.
Wondering why the big difference?

Having read your response to johns question I understand at higher PE they are trading at a little pricey share price.
At these levels it seems prudent to lighten holdings?
However do you have any insight into who is majority buyers at these levels, is it institutional buyers or mainstreet action?
thx
Read Answer Asked by jim on April 20, 2026
Q: Hello:

Canadian banks have had a great run. Valuations have markedly changed more than I would have predicted. At what valuation might you trim into this strength? What headwinds could be foreseen?

Many thanks.
Read Answer Asked by Marilou on April 15, 2026
Q: Good Morning, I’m looking to round out my TFSA. Excluding Celestica, Shop, BN and Kraken what Canadian company would you recommend for a 3 year hold.
Thank you
Read Answer Asked by Marty on April 14, 2026
Q: Hello,
I wish to reduce my number of holdings in my financial sector.  Feeling what I have has some overlapping.  Which 2 or more of my lists would you recommend to trim?  I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
Read Answer Asked by Roger on April 10, 2026
Q: Which of the Big Six banks will you purchase now if no exposure to any?

Thanks!
Read Answer Asked by Jacquelyn on April 03, 2026
Q: Which Canadian Bank is your favorite right now, and why ? P/E, loan losses, strengths ?
Read Answer Asked by Mark on March 23, 2026
Q: Hi, I am wondering about the Cdn bank ETF offering a bit of leverage through loans called HCAL. It sounds like a reasonable way to execute a bit of leverage, but I have to wonder if it is better than owning some of, or all six of the Cdn banks. Would you recommend the ETF, or just owning some combination of the banks directly. If owning the banks directly could you offer an opinion on which ones you prefer and how many? Would you overweight one over others, or stick with an equal weight ownership? As always, your insight is very much appreciated - thanks!
D
Read Answer Asked by Dawn on March 02, 2026
Q: Have an RRSP currently holding 2 bank positions (BMO and NA) that represent 11% of the portfolio Also hold XIU and XIC that total 15 percent of the portfolio and CDZ that is roughly 10 % of the portfolio.
Thinking of adding BNS or selling the two banks and buying ZEB. Which is better option given the other ETF’s ?What percentage holding in the banks would be appropriate?
Also should portfolio hold both XIU and XIC or should they be combined into one of the two. And if so how does this affect the direct holding in the banks? Perhaps not needed at all? Would appreciate your comments.Thanks.
Read Answer Asked by John on February 11, 2026
Q: What are your current favourite Canadian 'low worry' stocks from any category? Please list as many as you like! Cheers.
Read Answer Asked by Robert on February 09, 2026
Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.
Read Answer Asked by Stephen on February 03, 2026
Q: Why do companies do a stock split and do you think any of the banks will do a stock split in 2026.
Read Answer Asked by Ernest on January 27, 2026
Q: Between the big 5 banks, please rank in order of
a. biggest dividend increases average over the last 5 years.
b. your impression of most likely to perform in the next 5 years
c. least likely to be affected by american geopolitics
Read Answer Asked by Ernest on January 26, 2026
Q: My daughter is starting her TFSA. I have suggested a couch potato strategy to start - can you recommend a good all in one ETF that rebalances and any suggestions for 1-2 buy and hold Canadian stocks if she wants to try that out too.
Read Answer Asked by Graham on January 18, 2026
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