skip to content
  1. Home
  2. >
  3. Investment Q&A
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.

Q: Hi I’ve held BN for some time. I feel it’s an exceptional business with little price action. Are my expectations too high? fundamental concern?

Buy/hold/sell?

If selling is an option, what would you purchase as a replacement? Thanks
Read Answer Asked by Nick on March 05, 2024
Q: Hello Peter,
While Bitcoin has been on a tear the past week, stocks like MARA,RIOT,CLSK,IREN have been trending down. When one looks at the graph, the negative co-relation is baffling.
What in your opinion is going on? Is this a buying opportunity or there will be better one when Bitcoin takes a pause and consolidates.
You do not think the stocks are a sell do you?
Regards.
Rajiv
Read Answer Asked by Rajiv on March 05, 2024
Q: Thoughts on the Canadian Banking sector and specifically CIBC. Seems like the banks are fairly 'flexible' in what they choose to include in there Adjusted Earnings.

Generally Loan Loss provisions have increased? That would seem to suggest they seem storm clouds on the horizon -Mortgage debt renewal pulling money out of the economy is obvious headwind. Were they bailed out by strong capital markets?
Read Answer Asked by Steve on March 05, 2024
Q: Hi, I'm light on financials holding a full position in TD. I was wondering if you could give me a few picks with safety, dividends and some growth being the parameters for a retiree's income portfolio? Would now be a good time to add another bank or would you lean into an insurance name at this time? Or something else? I look forward to your response. Thank you.
Read Answer Asked by Harry on March 04, 2024
Q: I agree the quarter looked fine on the surface with most numbers up but I think the change in yearend but what's being compared is a 4 month final quarter and 10 month year. Also net impaired loans are ramping up big time.

Could this be what is spooking trading in the stock today? Perhaps you could take a closer look at the numbers.
Read Answer Asked by Jeff on March 04, 2024
Q: From your point of view, what are the pros and cons of Buffett's preferred ''operating earnings'' metric versus industry-conventionn ''net earnings''?

Thanks
Read Answer Asked by Daniel on March 01, 2024
Q: Hi. Follow-up on your previous EQB good results quarter question. Being a rookie investor I just don’t understand after such a good quarterly report why the stock went on sale down $9.99 at one time today. Can you explain in plain layman’s term why or at least give a guess why such a big drop? If this report would have been horrible does that mean the price would have jumped? Just when I thought I knew how the game worked this change has added some confusion to my thought process. Thanks again for all that you’se guys do for us amateurs. Ken. :-)
Read Answer Asked by Ken on March 01, 2024
Q: Hi Team,
Can you give a brief lowdown of EQB please. What is the bullish story with them? Strengths, risks etc. Do you see more upside in them compared to the traditional big banks? Also; looking back at a 10 yr chart on eqb they seemed to have struggled in the past to maintain any sort of uptrend. I see they had a big run up in 2019 and 2021 but only to have a drastic crash back down again. What caused the last crash in 2021 from the mid 150's to 75 range? And is this issue resolved? Is this a comeback story? I don't really know the history of the bank. Thanks

Shane.
Read Answer Asked by Shane on February 28, 2024