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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: You mentioned that investors should consider trimming banks when they push beyond 15X forward earnings. Where do each of the banks trade, ie multiple., at this time?
Read Answer Asked by John on April 17, 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: The big 6 Canadian Banks? I do not know why many investors have an aversion to the banks? Over the last 15 years the capital appreciation and dividend compounding have been second to none. I own a good portion in my varied portfolios and all have performed extremely well with the exception of BNS. I have a friend who invested 15 years ago in the banks $1.5 M - now over $8M and generate a lot of income for him. I think he owns now about 40,000 shares. I think most if not all portfolios should contain a good helping of the Canadian banks. He is my age 77 YO.
Read Answer Asked by James on March 25, 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: Any thoughts on this ETF for income? Nice yield and low fees.
Read Answer Asked by Samir on March 19, 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: I would like to sell one of these bank stocks. In what order would you sell? Are there any of the Cdn banks that you feel are over priced or have less upside potential? Thanks for your exceptional service.
Read Answer Asked by Nancy on February 26, 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: Hi guys,
I have money to add to an RRSP account that currently has CCO, DOL, BN, and L. I’m retired and looking for steady eddys. Each of these has worked well and I will continue to hold. I’d like to add one between MG, NA, CSU, SJ, GRT.UN. Or perhaps something else you would recommend. I understand these are all completely different companies. Sector is unimportant. Just something that is solid as a rock and to hold before converting to RRIF in 5 years
Read Answer Asked by Craig on January 07, 2026
Q: These stocks are held in my wife's RRIF - just turned 71 - start withdrawing 2026. QSR, NTR ,GSY & GRT.UN small positions. GSY added this year. Thinking of selling GRT.UN - stock has not done much & very small dividend increaser, QSR (500 shs) small position - not big dividend grower - thinking of selling, NTR held fora while - up a fair bit 44%, 500 shs - sell? Comments if you agree with my analysis and if so, what should buy or add to this account?
Read Answer Asked by James on December 16, 2025
Q: Could you please rate the Canadian stocks below for total return over the next 5 years.

Perhaps these ratings would work (or other ratings you think are better) ...
F for fair
A for average
G for good
VG for very good
E for excellent

The stocks are:

BAM
BEP.UN
BIP.UN
EMA
FTS
NA
POW
RY
SLF
TD

Thanks.
Read Answer Asked by Doug on October 28, 2025
Q: Hi there: I have been retired for 5 years, in my late 60's. In which order of the above will you buy, given that a few of them are in their all time high. Could u rank them from high (10) to Low (1), and what entry price make sense to you. From a dividend return point of view, and from a Growth point of view. Take as many credit as you see fit. Thank you again
Read Answer Asked by DAVID on October 01, 2025
Q: In your opinion, are Cdn. bank stocks overvalued and is it time to trim. Along with two Cdn insurance companies they currently represent approximately 26% of our portfolio
Read Answer Asked by Donald on September 11, 2025
Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.
Read Answer Asked by Dale on July 08, 2025
Q: When NA took over CWB I was concerned that there may be integration issues given the size of the acquisition, the different geography, and possible corporate cultures. Similar to when Empire took on Safeway in 2013. Are we comfortable that any such issues are well behind NA by now?
Thanks as always.
Ian
Read Answer Asked by Ian on June 30, 2025
Q: Looking for some growth and a good dividend. Which two CDN banks would you go with?
Read Answer Asked by Graeme on June 02, 2025
Q: Planning on setting up an income portfolio of dividend growing equities. Would the above stocks meet this objective. Already own BAM, BNS, CNQ, DIR.UN, ENB, FRU, FTS, IFC, PEY, POW, SLFm TRP and WCP. Are there other equities other than the above list that you would recommend substituting for one or more of them? Thanks for your thoughts.
Read Answer Asked by David on March 25, 2025
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