Investment Q&A

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
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• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.72X Cap: $124.92B
  • View BNS Profile
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  • View Reports on BNS
• Canadian Natural Resources Limited (CNQ $44.62)
  • $44.62 P/E (TTM): 14.08X Cap: $92.94B
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.85X Cap: $48.71B
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  • View Reports on SLF
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.26)
  • $39.26 P/E (TTM): 103.32X Cap: $6.19B
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• Pason Systems Inc. (PSI $11.79)
  • $11.79 P/E (TTM): 15.1X Cap: $919M
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• Granite Real Estate Investment Trust (GRT.UN $86.07)
  • $86.07 P/E (TTM): 42.19X Cap: $5.21B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.12)
  • $13.12 P/E (TTM): 30.51X Cap: $3.85B
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• Plaza Retail REIT (PLZ.UN $4.25)
  • $4.25 P/E (TTM): 60.71X Cap: $474M
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Q: What are your current thoughts regarding plaza reit as an addition to the income side of my portfolio? If negative, do you have any suggestions for stable high-dividend Canadian stocks that I can investigate? thanks, J

Upvote 8

Read Answer Asked by John on December 13, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.72X Cap: $124.92B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Suncor Energy Inc. (SU $65.00)
  • $65.00 P/E (TTM): 15.19X Cap: $78.08B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $63.54)
  • $63.54 P/E (TTM): 24.3X Cap: $138.59B
  • View ENB Profile
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  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $44.62)
  • $44.62 P/E (TTM): 14.08X Cap: $92.94B
  • View CNQ Profile
  • View Questions on CNQ
• Canadian Utilities Limited Class A Non-Voting Shares (CU $43.17)
  • $43.17 P/E (TTM): 21.16X Cap: $11.73B
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• Tourmaline Oil Corp. (TOU $59.53)
  • $59.53 P/E (TTM): 17.06X Cap: $23.03B
  • View TOU Profile
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• Brookfield Infrastructure Partners L.P. (BIP.UN $46.88)
  • $46.88 P/E (TTM): 52.02X Cap: $21.62B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 33.64X Cap: $120.95B
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Q: I have these stocks in my TFSA. How would you rate them for growth and dividend.

Upvote 16

Read Answer Asked by Mike on December 11, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• BCE Inc. (BCE $33.02)
  • $33.02 P/E (TTM): 4.96X Cap: $30.79B
  • View BCE Profile
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Q: Which would you buy today?

Upvote 8

Read Answer Asked by Rick on December 09, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
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Q: Just a comment to a question asked on TD today and you replying about the worst performing bank one year can often be the best the next year.

TD WAS the worst performing bank last year AND this year.

That is pretty rare.

Sheldon

Upvote 7

Read Answer Asked by Sheldon on December 09, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD

Q: Did Td increase their dividend when they reported their Q earnings this week,if so how much is it now?

Upvote 6

Read Answer Asked by Terry on December 06, 2024

• Royal Bank of Canada (RY $235.52)
  • $235.52 P/E (TTM): 16.33X Cap: $329.77B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.72X Cap: $124.92B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

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....

Upvote 8

Read Answer Asked by Claus on December 06, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD

Q: what did you think of results and do you think that the huge drop yesterday was more on the outlook or is there something we dont see .

Upvote 6

Read Answer Asked by hans on December 06, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD

Q: With yesterday’s drubbing following their results release, I have about a $12k capital loss on my TD non-registered holdings. I am an income investor and TD’s next ex-dividend date is Jan 10. If I sold my shares today, I could then repurchase them as early as Jan 6 and not put the loss at risk….correct? I have gains across pretty much all the rest of my holdings so picking up the loss now vs the potential price increase over the next 30 days seems an ok risk….do you agree?

Upvote 6

Read Answer Asked by Mark on December 06, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD

Q: Please let me know your thoughts on the growth recovery in the USA, if any, on TD in 2025. I am considering selling TD for a tax loss and repurchasing it over a few months.
Thank you,

Upvote 3

Read Answer Asked by Roger on December 06, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD

Q: At what price point would you be a buyer of TD for a long term hold? And do you think given the current difficulties, the dividend will hold/grow?

Upvote 7

Read Answer Asked by Mike on December 05, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.72X Cap: $124.92B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $184.56)
  • $184.56 P/E (TTM): 15.2X Cap: $130.83B
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Q: Good Morning

With the banks reporting next week, I have read it may not be so much about actual results but more about future guidance.

Do you have thoughts on which banks(s) will have results that you and/or the market view positively and which ones will be viewed negatively.

Thank you

Ian

Upvote 7

Read Answer Asked by Ian on December 02, 2024

• Mastercard Incorporated (MA $575.54)
  • $575.54 P/E (TTM): 36.8X Cap: $516.83B
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• Visa Inc. (V $349.77)
  • $349.77 P/E (TTM): 34.29X Cap: $673.56B
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• Royal Bank of Canada (RY $235.52)
  • $235.52 P/E (TTM): 16.33X Cap: $329.77B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• National Bank of Canada (NA $173.89)
  • $173.89 P/E (TTM): 17.2X Cap: $67.87B
  • View NA Profile
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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.

Upvote 6

Read Answer Asked by Robbie on December 02, 2024

• Royal Bank of Canada (RY $235.52)
  • $235.52 P/E (TTM): 16.33X Cap: $329.77B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• BCE Inc. (BCE $33.02)
  • $33.02 P/E (TTM): 4.96X Cap: $30.79B
  • View BCE Profile
  • View Questions on BCE
• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.85X Cap: $48.71B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• National Bank of Canada (NA $173.89)
  • $173.89 P/E (TTM): 17.2X Cap: $67.87B
  • View NA Profile
  • View Questions on NA
• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.52X Cap: $36.20B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.44)
  • $37.44 Cap: $24.63B
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• Emera Incorporated (EMA $67.99)
  • $67.99 P/E (TTM): 18.38X Cap: $20.44B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $46.88)
  • $46.88 P/E (TTM): 52.02X Cap: $21.62B
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  • View Questions on BIP.UN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 33.64X Cap: $120.95B
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  • View Questions on 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

Upvote 14

Read Answer Asked by Doug on November 28, 2024

• Royal Bank of Canada (RY $235.52)
  • $235.52 P/E (TTM): 16.33X Cap: $329.77B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• BCE Inc. (BCE $33.02)
  • $33.02 P/E (TTM): 4.96X Cap: $30.79B
  • View BCE Profile
  • View Questions on BCE
• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.85X Cap: $48.71B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• National Bank of Canada (NA $173.89)
  • $173.89 P/E (TTM): 17.2X Cap: $67.87B
  • View NA Profile
  • View Questions on NA
• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.52X Cap: $36.20B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $37.44)
  • $37.44 Cap: $24.63B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Emera Incorporated (EMA $67.99)
  • $67.99 P/E (TTM): 18.38X Cap: $20.44B
  • View EMA Profile
  • View Questions on EMA
• Brookfield Infrastructure Partners L.P. (BIP.UN $46.88)
  • $46.88 P/E (TTM): 52.02X Cap: $21.62B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 33.64X Cap: $120.95B
  • View BAM Profile
  • View Questions on 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

Upvote 16

Read Answer Asked by Doug on November 25, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.32X Cap: $70.45B
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  • View Reports on CSU
• Wheaton Precious Metals Corp. (WPM $173.79)
  • $173.79 P/E (TTM): 56.72X Cap: $78.90B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 144.9X Cap: $298.03B
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• Hydro One Limited (H $53.95)
  • $53.95 P/E (TTM): 24.9X Cap: $32.35B
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• EQB Inc. (EQB $104.52)
  • $104.52 P/E (TTM): 15.76X Cap: $3.92B
  • View EQB Profile
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  • View Reports on EQB
• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.54B
  • View GLXY Profile
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  • View Reports on GLXY
• Propel Holdings Inc. (PRL $24.25)
  • $24.25 P/E (TTM): 11.14X Cap: $954M
  • View PRL Profile
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• A & W Food Services of Canada Inc. (AW $38.41)
  • $38.41 P/E (TTM): 33.11X Cap: $921M
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Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod

Upvote 43

Read Answer Asked by Rod on November 21, 2024

• Royal Bank of Canada (RY $235.52)
  • $235.52 P/E (TTM): 16.33X Cap: $329.77B
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  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.52X Cap: $36.20B
  • View FTS Profile
  • View Questions on FTS
• Nutrien Ltd. (NTR $83.28)
  • $83.28 P/E (TTM): 48.83X Cap: $40.25B
  • View NTR Profile
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $60.21)
  • $60.21 Cap: $7.95B
  • View BIPC Profile
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.90)
  • $52.90 Cap: $19.71B
  • View BEPC Profile
  • View Questions on 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

Upvote 5

Read Answer Asked by Camille on November 20, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.72X Cap: $124.92B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Canadian National Railway Company (CNR $137.69)
  • $137.69 P/E (TTM): 18.68X Cap: $84.74B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $99.56)
  • $99.56 P/E (TTM): 21.64X Cap: $89.68B
  • View CP Profile
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• Sun Life Financial Inc. (SLF $87.40)
  • $87.40 P/E (TTM): 21.85X Cap: $48.71B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.89X Cap: $33.96B
  • View WSP Profile
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  • View Reports on WSP
• TMX Group Limited (X $50.58)
  • $50.58 P/E (TTM): 30.65X Cap: $14.06B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $171.40)
  • $171.40 P/E (TTM): 28.33X Cap: $13.94B
  • View TIH Profile
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  • View Reports on TIH
• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• EQB Inc. (EQB $104.52)
  • $104.52 P/E (TTM): 15.76X Cap: $3.92B
  • View EQB Profile
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  • View Reports on EQB
• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 213.82X Cap: $6.10B
  • View BYD Profile
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  • View Reports on BYD
• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 95.71X Cap: $148.97B
  • View BN Profile
  • View Questions on BN

Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.

Upvote 26

Read Answer Asked by Shane on November 18, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $100.62)
  • $100.62 P/E (TTM): 24.72X Cap: $124.92B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: I am needing to raise some cash and decided to trim my financials. I hold GSY (4.2%), V (5.6%), BNS (3.66%) , TD (3.65%), PRL(3.57%) and RY (2.51%) Total 23.19% My first thought is to eliminate BNS or TD. Alternatively I could eliminate both as I sense I am overweight financials with this basket. Given this mix which Bank would you lean towards eliminating, BNS or TD? Would you be comfortable letting them both go?

Upvote 7

Read Answer Asked by Terry on November 15, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD

Q: The only financial stock I own is TD. I would like to sell this stock and replace it with 3 financial stocks. It is for a RRSP but have 15 years before the money will be used. What 3 financial stocks would you recommend to buy?

Thanks

Upvote 9

Read Answer Asked on November 12, 2024

• Toronto-Dominion Bank (The) (TD $131.17)
  • $131.17 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD

Q: Wondering if there are concerns that other lawsuits or penalties are in the cards for TD. Are there any other pending actions against the company that need resolution, or is this in the final stages with all significant potential liabilities now in the open?

Upvote 5

Read Answer Asked by Robert on November 08, 2024