Q: I do have a sizeable chunk of TD and am just wondering if y'all think a different bank is better suited for upside over the next 4 years or so....
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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: Hello team,
What is your view on Canadian Banks at this point? The PE ratios seem to be on the high side according to yahoo.. Also, can you comment on Descartes Systems earnings .. the outlook does not seem to be positive given potential tariffs that could be slapped on with new administration.. is it still a buy? Thanks very much
What is your view on Canadian Banks at this point? The PE ratios seem to be on the high side according to yahoo.. Also, can you comment on Descartes Systems earnings .. the outlook does not seem to be positive given potential tariffs that could be slapped on with new administration.. is it still a buy? Thanks very much
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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National Bank of Canada (NA)
Q: Hello, I am looking to buy one of these stocks for a 5+ year term. Which order would you buy (most conviction to least) and at what entry point ?
I have funds in both US and CA TFSA accounts, so, it is not a big consideration.
I have funds in both US and CA TFSA accounts, so, it is not a big consideration.
Q: What odds would you place on a potential stock split announcement coming when they report this week?
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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National Bank of Canada (NA)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Emera Incorporated (EMA)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Yesterday I asked you about a group of stocks with respect to trimming our positions to reduce our overall stock exposure.
Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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National Bank of Canada (NA)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Emera Incorporated (EMA)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: My wife and I are mainly dividend investors. We tend to hold our stocks for many years. Due to the significant increase in the value of our stocks this year, we are considering reducing the percentage of some stocks in our portfolio by about 10%.
Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Fortis Inc. (FTS)
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Nutrien Ltd. (NTR)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi,
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG
Q: I'm rebalancing stocks on my registered accounts and nearing the ex date for the dividends. Should I wait until after the ex date or sell now? The dividends that would be payable if I sell before is not substantial. Thanks David
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JPMorgan Chase & Co. (JPM)
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Royal Bank of Canada (RY)
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goeasy Ltd. (GSY)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I am currently holding BN, GSY, JPM, and RY in the financials sector and am considering selling GSY and buying BRK.B. I've held GSY for a number of years so have had a nice gain but wonder if BRK.B wouldn't be a more consistent mover?
Thank you
Thank you
Q: Royal has significantly outperformed all other major Canadian banks. Is it too late to purchase or will Royal continue outperforming the others?
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Canadian Imperial Bank Of Commerce (CM)
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National Bank of Canada (NA)
Q: Portfolio Analytics has suggested I reduce my financials component. Over my several accounts, I own these 6 banks in Canada. What order would you sell them in (ignoring capital gains impact) ?
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Booking Holdings Inc. (BKNG)
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NextEra Energy Inc. (NEE)
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Realty Income Corporation (O)
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Prologis Inc. (PLD)
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Williams Companies Inc. (The) (WMB)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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goeasy Ltd. (GSY)
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Hilton Worldwide Holdings Inc. (HLT)
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Constellation Energy Corporation (CEG)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi,
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities
Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities
Thank you.
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities
Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities
Thank you.
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Royal Bank of Canada (RY)
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Canadian National Railway Company (CNR)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Fortis Inc. (FTS)
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Toromont Industries Ltd. (TIH)
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Alimentation Couche-Tard Inc. (ATD)
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iShares Core Balanced ETF Portfolio (XBAL)
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Topicus.com Inc. (TOI)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: For my 6yr old daughter's RESP I hold 50% in XBAL and ~12.5% in the 4 securities listed. When I make my next contribution I am looking to add another position.
Given a 10 year timeframe before the funds are needed what are some names that you would consider to complement the existing holdings?
Given a 10 year timeframe before the funds are needed what are some names that you would consider to complement the existing holdings?
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Hamilton Canadian Bank Mean Reversion Index ETF (HCA)
Q: Since the Canadian banks eventually trade in line with each other,would it make sense to sell Royal and buy BNS,TD,etc.?
Q: Which Canadian bank would you buy today? I already own RY.
Q: Royal seems to continuously march forward. Does the valuation seem a little stretched at this point? I'm seeing a P/E of 14.55. I think I have read that the banks typically trade at a 8.5 to 12 PE.
If the Canadian consumer is likely to to be challenged over the next 24 months and US banks (like JP Morgan) trade at 12.2 PE there seems to be a disconnect. I'm not sure what their revenue is in Canada Vs US.
Thoughts?
If the Canadian consumer is likely to to be challenged over the next 24 months and US banks (like JP Morgan) trade at 12.2 PE there seems to be a disconnect. I'm not sure what their revenue is in Canada Vs US.
Thoughts?
Q: As Royal Bank approaches 160, do you see a stock split anytime soon
Thank you
Thank you
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian Imperial Bank Of Commerce (CM)
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Bank Of Montreal (BMO)
Q: I want to buy one of the big banks for a 10 year hold and I'm leaning toward BNS. I'm dependent upon some fixed income so need either the yield, or combo of yield/growth. Which bank would you suggest. Thanks.
Q: Royal Bank seems to significantly outperforming the other canadian banks and I'm asking why? If I want to hold a canadian bank, should it be RBC or another bank?
Q: Hi gang,
I have BNS. I would Like to add one more bank . Any suggestions. ?
Thanks. Alnoor
I have BNS. I would Like to add one more bank . Any suggestions. ?
Thanks. Alnoor