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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 there. As always, we really appreciate your insight into the markets and your thoughts on the evolving landscape. We have held Royal Bank for many years in a portfolio for our grandchildren and it has done well on an annualized return basis. It is a core holding but would you suggest going into a basket possibly being the better move going forward as market uncertainty seems to be growing? Do you have any names we can explore that might better capture future growth and allow a bit more diversification? Do you see Canada as an index finally outperforming the US this year with the sky-high valuations of the Mag 7? Thank-you!
Please take as many credits as needed
Read Answer Asked by Lesley on January 13, 2025
Q: Hi!

Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.

Ok thanks!
Read Answer Asked by Robert on January 13, 2025
Q: BNS has been trending down since the new year and more so recently since their announcement of divestitures of more Latin American holdings to Colombian bank Davivienda for a 20 percent equity position in the bank. They are also booking impairments of 1.7 billion on this deal. All that being said, would you consider this recent drop a buying opportunity? Also, BNS did not raise its dividend in 2024. Do you see the bank raising its dividend in 2025 and going forward on regular basis like all other Canadian banks. Thanks.
Read Answer Asked by Anthony on January 10, 2025
Q: Just reading about this company and they are buying back 2.3 million shares for the purpose of “cancellation”Could you explain to me what this means other than the obvious of helping their EPS and not having to pay those dividends,am I missing anything here I e just never heard that term before.Also what would be a good entry point for this stock for a 1-3 year hold. Thanks
Read Answer Asked by Greg on January 10, 2025
Q: I have been building my position in BN and now sit at 2.63% position size. I am holding a 1.72% position size in BAM in a taxable account. I am thinking of selling BAM and adding the proceeds to BN. Is this wise? In taxable accounts I am more focused on future gains than on dividend return. Currently my BAM position has a gain of 107%. I have ample capital loss reserves to cover any capital gains incurred from selling BAM.

I also hold BEP.UN (1.24% position) and BIP.UN (3.47% position) in registered accounts for diversity and income. No plans to change those.

What do you think about consolidating BAM holdings into BN?
Read Answer Asked by Maureen on January 10, 2025
Q: BN got a nice bump today, about 2.6%, and the only news I could find was about their sale of some Transalta shares. Is that the reason for the jump in the share price? Do you know how much profit BN made on the sale of those shares? Do you have an idea what they plan to do with the funds? Or is there some other reason the stock jumped?
Read Answer Asked by arnold on January 10, 2025
Q: I am considering writing covered call options on Canadian banks inside a RRIF, as part of an income-generating strategy. All of the Canadian banks trade in the US as well as Canada. Would you write call options on the Canadian exchange or on the US exchange? Presumably the latter is more liquid and pricing would be better? Or would it make no difference? Is any Canadian bank better than any other for covered call writing?
Read Answer Asked by David on January 10, 2025
Q: I have owned Chubb for a few years and have done well. Lately the price has been declining. What is the reason for this and is this opportunity to add more to my position.
Read Answer Asked by Geoff on January 09, 2025
Q: I'm over allocated in Financials at 23%. Recognizing BN represents a diversified holding and Visa could be considered Consumer. What changes would you make if this was your account. Most of the 1% holdings are in my unregistered accounts with BN, Visa, JPM, BAM are split RRSP/TSFA. Long term investments +10 years with a tilt to risk/growth. Retirement in 2035.

BN 11%
BAM 2%
Visa 3.6%
JPM 2%
GSY 1.6%
PRL 1%
TD .8%
BNS .8%

Happy New Year and thanks for all the help in 2024!

Don
Read Answer Asked by Don on January 08, 2025
Q: You recently said that TSU has been frustrating and is a Hold. How would you rate holding it vs exchanging for EQB? Or maybe there is a better financial? There are no tax implications.

Thanks.
Read Answer Asked by Alan on January 07, 2025
Q: Hello.

What are your thoughts on Citi these days? It seems to be getting a lot of positive attention following the restructuring(s) from last year, and seems to be a large US bank favourite for many well known analysts.

Any concerns if one was to consider initiating a 2% position?

Thanks as always.
Read Answer Asked by Trevor on January 07, 2025
Q: I am considering the NASDAQ stock (NDAQ).

It has a consistent record of solid earnings. With the new U.S. Administration easing up on regulations there is the potential of an increase in M&A and IPO activity for the markets this year. If so, NASDAQ could be well positioned.

What would your advice be?

Thank you
Read Answer Asked by kim on January 06, 2025
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