Q: Cash flow this time last year was 52 million and is now 162 million according to 5i. Dividends account for 90 million. What position size would you be comfortable with ?
Thx
Thx
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Toronto-Dominion Bank (The) (TD)
-
Bank of Nova Scotia (The) (BNS)
-
Alaris Equity Partners Income Trust (AD.UN)
-
Arch Capital Group Ltd. (ACGL)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Portfolio Analytics has suggested I reduce of my exposure in the Financial Services sector. My holdings consist of ACGL and BN at a full position plus AD.UN, BNS, and TD at a 1/2 position each.
My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold
Is a full position of ACGL too high?
Is there a suggested balance amongst the subsectors?
Any other comments would be appreciated.
Thank you
My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold
Is a full position of ACGL too high?
Is there a suggested balance amongst the subsectors?
Any other comments would be appreciated.
Thank you
Q: Hello,
It has been some time since you remarked on CVG - could you provide current comments.
Thank you
It has been some time since you remarked on CVG - could you provide current comments.
Thank you
-
Eli Lilly and Company (LLY)
-
Mastercard Incorporated (MA)
-
Visa Inc. (V)
-
Berkshire Hathaway Inc. (BRK.A)
Q: What are your top three non-tech CDR Stocks to invest for the long-term?
Q: Good morning,
Does TD have insurance to cover some of the 3.1 B fine ?
Thanks,
George
Does TD have insurance to cover some of the 3.1 B fine ?
Thanks,
George
Q: In response to a question on Oct 10 regarding your top 10 Cdn stocks you did not include BN. Has your enthusiasm on BN faded?
Q: Is there any other potential fines for TD like in Canada or Europe ? Do you think TD will do a financing to raise cash to pay for the fines in the US? Will Td's capital ratio still be in acceptable range after the fines are paid? Thanks
Q: In the coming years, GIC rates will likely return to their previous norms, making it rare to find a GIC offering 5% or higher. I am considering increasing my holdings of TD shares in my non registered income portfolio instead of keeping too much cash. My theory is that TD has always been, and continues to be, a reputable bank that generates good profits. I believe TD shares are currently at a relatively low point, and I am thinking of giving them a heavier weighting in my portfolio. Do you agree? Thanks for your insights.
Q: How much impact do you expect the US asset cap to have on future growth of TD and as a result it's share price?
Do you have any confidence that the TD Board will make good decisions re management positions?
You can log me for two questions.
Do you have any confidence that the TD Board will make good decisions re management positions?
You can log me for two questions.
Q: Re PRL earnings. Strange?
Yahoo lists 2023 earnings as $1.35
2024 Est. $2.19
2025 Est. $3.28
Yahoo lists 2023 earnings as $1.35
2024 Est. $2.19
2025 Est. $3.28
Q: I want to build a position in Sofi, is now a good buying point or would you recommend a price to buy at?
Q: good morning. just read your report on bns and was hoping to hear what you thought of the dividend in the future. To be short it has been very disapointing in growth over many years and just wondering what were your thoughts going into the future.
I realize it has a good dividend now but as a dividend growth investor i also want some growth. Do you see any in the future?
I realize it has a good dividend now but as a dividend growth investor i also want some growth. Do you see any in the future?
Q: Could you compare MFC and Power Co?
Q: Are Propel Holdings' charges on loans and the analysis of those charges correct in the Propel Holdings question asked on Oct. 12?
Thank you.
Howard
Thank you.
Howard
Q: ECN seems to be slowly rising from the ashes. Given that 🇨🇦 is now on a downward interest rate cycle, do you see good potential for them going forward? I know you used to think their management team was top notch.
Q: In your opinion. Do you think there might be tax loss selling pressure on TD stock from now to year-end?
Q: Any news on whats happening with Versabank?
Thanks for all the good work.
Cheers, Chris
Thanks for all the good work.
Cheers, Chris
Q: Is there any concern at this point around the deal closing? Can you assign your estimate of a probability? thx
Q: I own PRL shares and am happy with their performance. The shares have risen rapidly over the past year and I wonder if shares, either a partial or full position, should be sold. I have seen some data that shows very rapid growth in EPS over the next couple of years .Can you provide key metrics over the next two years that would support your position on this company. Also over this period what would be a reasonable multiple of earnings for the shares? If possible could you factor in its recent acquisition. Thanks.
Q: What can you tell is about this stock. Dropped from over $100 to $14.00 in last ten years yet pays an outsized dividend. Is it a buying opportunity?