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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: 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: Boralex BLX Enters into Definitive Agreement to be Acquired by Brookfield, alongside La Caisse for $9 billion

They never say which Brookfield entity will be the owner. Can you please tell me which it is...BIP, BEP, BN, or BAM ?

Thanks........ Paul K
Read Answer Asked by Paul on March 27, 2026
Q: I find it a little odd that these shares are down {(some nearly 30%). It is as if they forgot how to make money. Many voices lining up against them. A couple of independent analysts I use have them top picks. Is it time to start building positions?
Read Answer Asked by Greg on March 26, 2026
Q: Could you please give me your insight for KITS, along with your 1,3and 5 year outlook. As for ZWB and HCAL which one do you prefer today and the reason why.

Thank you
Read Answer Asked by Robert on March 25, 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: I get that Bn doesn’t have same credit risk exposures as many of the private credit providers but I wonder if Bn is effected if these companies such as Apollo, can no longer participate in new projects as their outflows may be too high. I believe Bn doesn’t provide 100% funding for its large investments but comes in as one of a group of players, if other players are stepping back will Bn have to slow its rate of investment?
Read Answer Asked by Greg on March 24, 2026
Q: The current BNS CEO took over in Dec 2022 I believe. I understand that turning around a ship as big as BNS takes time, however, it is now three years later and charting comparative performance over the past three years shows a weak performance in comparison to other banks. In your view is it time to switch to a different choice or should I ride this horse another quarter or two?
Read Answer Asked by Robert on March 24, 2026
Q: I am hearing concerns about private equity. I understand it's mostly about debt concerns. Can you summarize the concerns.

I'm not sure if BN is part of this but have always been a bit concerned with Brookfield's opacity.

BN and its related companies (BEP, BIP, BAM) make up a fairly significant chunk of my portfolio (c.20%) because I've had a lot of faith in them.

I wonder about your level of faith in them or whether concerns over private equity warrants a bit of a pullback.

Kevin
Read Answer Asked by Kevin on March 24, 2026
Q: Hi ,

Do you see the dip in the markets as an opportunity to get into some stocks.

BN is down 16% in past month. How does the war affect BN ?

Could you suggest a few stocks that have come down as a result of this war… and present a good buying opportunity….. I am looking to buy now and hold for at least 5 years.

Thanks
Read Answer Asked by HARRY on March 23, 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: Please confirm as I could be misremembering: stock market drifting lower is not good for insurance companies. Please provide some context if I am correct. Which insurance company would be less impacted ?
Read Answer Asked by JR on March 20, 2026