Investment Q&A

Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!

Q: AFRM has made a big move in the last 6 months. What has changed?
Thank you.
Stephane

Q: Your general thoughts on this company in general and is this a buying opportunity at under$40 Thanks

Q: Hi 5i,
I have to sell something in my RRIF to raise cash for my annual payment out, and can't decide between selling a portion of GSY or a portion of PRL or a combination of the two.
They're currently of roughly equal value in my RRIF, but only because PRL has gained far more than GSY since each was bought (PRL- 125% to GSY - 24%).
I'm not too concerned about losing the dividends either of them pay, and want to keep the one most likely to produce the most capital appreciation over the next year or two. And I'm not adverse to selling some of each to raise the required cash if that 'diversification' seems wise in the circumstances.
Any advice?
Thanks,
Peter

Q: Good morning,

I'm looking to add an asset manager on the US side. Or possibly adding to BN as well in my non registered.

With a bit of a pullback do you have a preferred company in that space at current valuation and future prospects.

With a possible buy range as well please.

Thank you!

Q: Good morning,

I hold BN in my non-registered account for my canadian side of my portfolio.

I've been looking to add to my TFSA on the US side in the same sector.

I see some of the notable ones are pulling back a hair.
From APO, BX, KKR could you please give me your pick. And if it's different than those proposed please put it forward as well.

Along with a value range to add. This will be longterm full position.

Thank you very much.

Q: Private Equity seems to be taking off and I want to protect my Tech gains. I still hold the Mag 7 but getting rid of others. Do you agree with this strategy, and can you recommend others? Thanks!

Q: What are your thoughts on these two, what do you think of how management have handled the company in the last few years? Are these companies (overly?) reliant on interest rates?

Q: Good morning
Sorry for the error in my previous question for income purposes what would be your choice between Hmax and Bank (evolve) and why .
thanks in advance Georges

Q: Good afternoon,

The class action lawsuits against TD bank may require a very large payout to settle, is it not better to wait until they settle and then buy the stock?. TD has pleaded guilty to all the charges and will have to payout for sure.

Thanks,
George

Q: Good afternoon
As a follow up to your response regarding your preference to purchase BN in a CDN$ Non Registered account would it also be advantageous to journal the BN shares that I currently hold in my US$ Non Registered account to my CDN$ Non Registered account given the relatively low value of the CDN$ and journal them back to the US$ account when the CDN$ regains some of its recent loss in value?
Thank you and I’ll await your sage advice,
Francesco

Q: Hi Team,

What are your thoughts about this company and it's current valuation and growth prospects?

Do you see it facing more competition?


Thanks,

Q: Good morning,

My questions this morning is partly Currency related as it applies to BN in particular and your best idea for a stock to add to the "ALTERNATIVES" portion of my overall family portfolio.

Q1. Would you kindly recommend your best two ideas for a stock to add in the "Alternatives" portion of my overall portfolio.

Q2. For my US$ Non Registered account, I was thinking of adding some BN to the existing holdings by buying BN in CDN$ and journaling the CDN$ stocks over to my US$ Non Registered account as I have done in the past.
That said and given that the CDN$ has dropped significantly of late and with perhaps more to go, would it be preferable at this time to simply purchase BN in my CDN$ account and leave the shares in the CDN$ Non Registered account with no journaling into the US$ account.

Thank you and I'll await your response.
Francesco

Q: Comments on keeping existing holdings in Td versus other banks? Would you rate as a buy, hold or sell?

Q: MFC has just recently surpassed its previous peak in 2007 around $44. This was a long time coming, but it is struggling to stay above this value. Normally I feel that it is a good sign when a company that breaks through a previous high. Can I have your thoughts on MFC at this time, and why it may be a different company than it was 15 years ago.

Q: Here’s why Block (SQ) is a new best stock idea at Bernstein.

What's your opinion?

Buy now?

Thank you.

Q: I am trying to understand tax filing implications if BAM becomes a US domiciled company. If BAM shares with a cost base over 100K were held in a non registered account and BAM became US domiciled, would this holding then need to be declared in a T1153 form?

Q: Hi,

Given the share' s pullback after the annouced departure of Fiserv's President and CEO (he is joining Trump's team), do you see this as a buying opportunity ?

Thanks

Q: Hi there!

Yesterday I saw an analyst had raised his 2025 target price to “outperform” from 3.25 to 5.00 based on strong improvements mostly from the Triad business and recovery of the RV Lending business…what do you think?

Thank you!

Q: This Friday, BAM shareholders (but no other Brookfield entity, correct?) will vote on becoming US-domiciled, and, as-such, eligible for inclusion in US indices.

Assuming approval, (a) should this change catalyze an expansion of its P/E multiple (or is that already priced-in), and (b) should this change catalyze, indirectly, a proportional expansion for BN?