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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: Hi Team,

What are you thoughts about Financial data and stock exchanges stocks. They are holding up quite well and will have less impact from the interest rate cuts and financial meltdowns. Which one would you recommend from the 4 companies listed at current valuation.

Thanks
Read Answer Asked by Ninad on March 11, 2020
Q: Good morning,

Can you quickly remind me how low (or declining) interest rates effect these companies? I'm curious if they, generally speaking, are positively or negatively impacted. I feel like they all benefit (money is cheaper for them to borrow for acquisitions - BAM, or loans - GSY), but I'm not too sure, especially with ECN.

Thx,
Read Answer Asked by Cameron on March 11, 2020
Q: Was thinking of buying GSY in TFSA now that it has dropped to the 53$ mark. My only real concern is that we go into a recession and loan losses increase. Seems that their loans go towards higher risk borrowers and with possible job losses / lay-offs during a recession the ability to repay these loans decreases. Am I thinking correctly?
Read Answer Asked by Rudy on March 09, 2020
Q: I currently own BNS, BAM and GSY in my Canadian equity portfolio for a total weight in the financial space of about 12%. I am wondering if you would currently favour a switch to SLF from BNS, especially if I could crystallize a taxable loss?

Also a comment about the questions on market timing that you have recently received. If you are reacting to volatile markets it may simply be that you are not as risk tolerant as you believe!
Read Answer Asked by Paul on March 06, 2020
Q: Thoughts on the CN banks? Low rate environment; Cdn economy hampered economically due to low oil and lacklustre mtg/productivity . How does this factor for growth in our banking oligopoly? I would think the 4-5% dividend yield is relatively safe but I cannot see where the stock price growth would come from other than wealth management divisions and perhaps trading which is somewhat risky. Thanks.
Read Answer Asked by Richard on March 06, 2020
Q: I know you really like BNS but with TD at a 52 weeks low, would you pick it over BNS for a long term holding. (Building a position for dividend income)

Also, can you explain me if there is an advantage to own 2 full positions of banks vs 1 of bank and 1 of SLF (knowing that its your top insurance company pick)
Read Answer Asked by Olivier on March 06, 2020
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