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: I was just looking at VBNK. The company's performance data looks extremely compelling, And also company insider buying is extensive ; more than what I ever recall seeing on any of the companies I follow. Could you please provide me with an analysis of the investment merits of the company. Also could you compare this company for potential purchase with EQB. What would be your preference, or would a position in both be advisable? Thanks.
Read Answer Asked by John on March 08, 2024
Q: Hi Folks,
I am finally breaking even with BNS. I am thinking of selling it and with the proceeds I will top up RY. That will leave me with RY and TD as my bank holdings with a 15% weighing. With the remaining monies I am thinking of adding one of SLF, MFC or BAM. May I have your opinion as to which one you would recommend. This will be for my RRSP account which is fairly diversified.
Thanks
Read Answer Asked by JOHN on March 06, 2024
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