Q: Good day may I have your thoughts on NRIM
thanks again
thanks again
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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: Thoughts on Mastercard? I've had a "medium"-size position for several years and treated it more as a "buy-and-forget" stock. I'm thinking the recent 10% cap proposed in the US is likely just noise, but made me look at Mastercard again.
Do you think this is a good time to add to a long-term position in Mastercard or better to wait for a larger potential pullback?
Do you think this is a good time to add to a long-term position in Mastercard or better to wait for a larger potential pullback?
Q: What are your thoughts on Visa and JP Morgan - are these a buy on weakness due to rate cap announcement ( selling overdone?) or should positions be paired back?
Thank you.
Thank you.
Q: Hi Peter & Team,
My observations are that, at the present, owning BNS is much better than being a client of BNS.
I've noticed, for example, that the customer service at Scotia iTrade, which incidentally has among the highest commission rates in the online broker category, has recently deteriorated to the point where they don't acknowledge that 'they'll get back to (me) within several days' or a similar phrase and response used by most other organizations. Indeed, with some issues I raised with them via a secure message and/or the 'service @' email, they don't respond at all.
They recently let go 3000 employees.
https://financialpost.com/fp-finance/banking/scotiabank-laid-off-3000-people-2025
In my view, going forward, their client base will drop over time unless their customer service improves, making BNS less of a viable investment.
My observations are that, at the present, owning BNS is much better than being a client of BNS.
I've noticed, for example, that the customer service at Scotia iTrade, which incidentally has among the highest commission rates in the online broker category, has recently deteriorated to the point where they don't acknowledge that 'they'll get back to (me) within several days' or a similar phrase and response used by most other organizations. Indeed, with some issues I raised with them via a secure message and/or the 'service @' email, they don't respond at all.
They recently let go 3000 employees.
https://financialpost.com/fp-finance/banking/scotiabank-laid-off-3000-people-2025
In my view, going forward, their client base will drop over time unless their customer service improves, making BNS less of a viable investment.
Q: In your Jan 8th answer to Jeff you quoted TD as having 14x earnings. What is that number exactly and where did you get it please.
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Q: Fairfax Financial is up about 100% in two years. I see that Orla Mining Ltd. is 29.6% of the FFH portfolio, and is up about 350% in two years. Can you calculate how FFH would have performed without OLA in the portfolio?
Q: Hi 5i Team; Would you continue to hold AXP or shift the funds in an area with less noise ? Thank you.
Q: Is it time to switch from PRL over to TSU? TSU looks to be getting close to breaking out to an all time high and a trading range that its been in since 2021.
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Bank of Nova Scotia (The) (BNS $94.26)
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Manulife Financial Corporation (MFC $46.74)
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Power Corporation of Canada Subordinate Voting Shares (POW $63.58)
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goeasy Ltd. (GSY $35.79)
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Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK $9.20)
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Toronto Dominion Bank (The) (TD $93.41)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.38)
Q: I'm thinking to rotate some profits in BNS, MFC, POW & TD into GSY for a long term value/income and BANK or HMAX to add some extra income.
What do you think of the move and how would you rank BNS, MFC, POW & TD, are all worth keeping a position in?
Of BANK/ HMAX which would you prefer or is there a better name for a banking & insurance extra yield ETF.
What do you think of the move and how would you rank BNS, MFC, POW & TD, are all worth keeping a position in?
Of BANK/ HMAX which would you prefer or is there a better name for a banking & insurance extra yield ETF.
Q: Hi guys,
In a balanced portfolio, when would you trim Brookfield (Bn) above 8%, 7%???
Thanks
Jim
In a balanced portfolio, when would you trim Brookfield (Bn) above 8%, 7%???
Thanks
Jim
Q: Can I please get your current opinion on glad? Do you feel its dividend is safe?
Q: A question regarding portfolio construction.
Currently, my RSP portfolio includes 25% CAD financials, including (in roughly equal amounts) BAM, BNS, CIBC, GSY, POW, and SLF.
The balance of my portfolio is pretty well diversified and includes both CAD and US equities and ETFs, with no one sector accounting for more than 15% of the total and no one holding being worth more than 5%.
My question ... would you consider my financial sector concentration too high (even though it consists of a variety of types of companies) and, if so, in what order would you reduce holdings?
What general guidelines can you recommend?
Thanks for the help. Rick
Currently, my RSP portfolio includes 25% CAD financials, including (in roughly equal amounts) BAM, BNS, CIBC, GSY, POW, and SLF.
The balance of my portfolio is pretty well diversified and includes both CAD and US equities and ETFs, with no one sector accounting for more than 15% of the total and no one holding being worth more than 5%.
My question ... would you consider my financial sector concentration too high (even though it consists of a variety of types of companies) and, if so, in what order would you reduce holdings?
What general guidelines can you recommend?
Thanks for the help. Rick
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Toronto-Dominion Bank (The) (TD $128.27)
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Power Corporation of Canada Subordinate Voting Shares (POW $63.58)
Q: Which one would you choose today? Thank You
Q: What are your thoughts on this ETF ? Good investment if one feels banks are quite highly priced at this point ? Are there other similar ETFs out there ?
Thanks,
Mark
Thanks,
Mark
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Coinbase Global Inc (COIN $204.31)
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Propel Holdings Inc. (PRL $18.05)
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Galaxy Digital Inc. (GLXY $21.47)
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Robinhood CDR (CAD Hedged) (HOOD $12.35)
Q: Your thoughts on these stocks:buy/hold/wait?Entry points?
Thank you
Thank you
Q: Can I get your opinion on the better buy.. thanks
Q: What's a good 3-5 year hold in a TFSA, Canadian funds only. Looking for capital appreciation. for young adults who will use the money beyond this holding period, likely.
Q: Hi, looking at the 5 and 10 year charts as well as the current price targets it looks like TD is overvalued. Despite being a solid company should I stick with it and it's solid dividend or consider moving to another stock. Please recommend some from your dividend or balanced portfolios? Thanks.
Q: Citigroup or JP Morgan? C has the higher yield and the better six and twelve month performance so I am leaning that way. Valuations are similar. Your views?
Q: What is holding Brookfield Corpn from being included in S&P 500 ?
Thanks
Thanks