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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 Peter and team, could you help with the following question:I recently liquidated TD Canada Trust (CDN Commons) as it appreciated significantly. It was time to cash in. Question is, what in your opinion is the next Canadian financial institution to own for the long term, getting dividends while waiting for capital appreciation. I'm thinking Scotiabank or even a smaller FI like CDN Western Bank but appreciate your opinion. Thx
Read Answer Asked by Harry on December 03, 2013
Q: I currently hold only 6 companies in my TFSA. T.TO, TOG.TO, RFC.V, CSU.TO, STN.TO and BEP-UN.TO. I want to sell off a portion of my gains from this year and also add a bit more capital to add two or three more stocks to this portfolio. My goal is to eventually have 10 good stocks to manage in this portfolio. Do you have any suggestions of stocks to add that would both add diversity and growth potential?

Thanks
Read Answer Asked by Jon on November 11, 2013
Q: ZWB versus Bank of Nova Scotia for my Dad, my kids RESP or myself. The banking portion of a
healthy 90 year old's well balanced successful portfolio, wouldn't mind some cash flow and to maintain initial investment. Well balanced RESP, 1/2 is laddered bonds, will need the funds in 2-7 years, have 12.5% in ZWB, should it change to BNS? For myself, 15 years before I need cash, well balanced portfolio - ZWB vs BNS?
Read Answer Asked by William on July 15, 2013
Q: Hey Peter. Masterful job on MarketCall.

Question on strategy: Seeing the larger discount, than its historical average compared to its peers, I am accumulating a position in National Bank. If I get to a full position (5% of my portfolio) and the large discount remains compared to its peers, would you overweight National Bank or would you start accumulating a second bank, as they also seem to look attractive at these levels. Currently National Bank is my only financial.
Read Answer Asked by john on April 04, 2013