Investment Q&A

Q: What is holding Brookfield Corpn from being included in S&P 500 ?

Thanks

Q: BNS, like all the Canadian banks has had a good run. would it be a mistake to cash out and look to some small caps?? Thanks Jim

Q: Hi guys,
I have money to add to an RRSP account that currently has CCO, DOL, BN, and L. I’m retired and looking for steady eddys. Each of these has worked well and I will continue to hold. I’d like to add one between MG, NA, CSU, SJ, GRT.UN. Or perhaps something else you would recommend. I understand these are all completely different companies. Sector is unimportant. Just something that is solid as a rock and to hold before converting to RRIF in 5 years

Q: Happy New Year!
Do you think the current share price of Brookfield (BN) already reflects their push into AI‑related infrastructure — power, land, data‑center buildouts — as well as the upcoming NVIDIA‑aligned chip and data‑center initiatives? I’m also curious whether the recent partnership with Figure, where Brookfield will host and support humanoid robotics training, is meaningfully priced in.
One thing I’ve noticed is that Brookfield’s revenue and EPS seem to jump around — up one year, down the next — even though the company appears to be growing overall. I’m trying to understand whether this volatility is just a function of their business model or something to be more cautious about.
From your perspective, what would be a reasonable entry point for the stock? And if you were to give Brookfield an overall rating (A, A‑, B, etc.), where would you place it? It seems to be a favorite among many investors, so I’d really value your thoughts. Thanks.

Q: What are your thoughts on these for a retired investor looking to enhance yield over standard banking and insurance holdings. I'm thinking to swap part of my banking/ insurance holdings over to enhanced yield.

I see from past questions that you're not fans of split shares. What are the risks, when do these stocks work well, when are they at risk, and are there any of these or others that you think can be bought for a partial position in my banking/ insurance portfolio.

Thanks!

Q: i , long term investor, am down 40%
? too much competition
Is it time to move on or is it a hold
thanks for excellent service

Q: what would your top 5 stocks in order for North America be in the financial catagory

Q: 10 year hold, total return potential. What choice would you make between these 2.

Q: Given that tax loss season has ended, how likely are we to see new 52 week lows on GSY in the first months of 2026?

Thank you!

Q: I have a position in MSTR that is now less than 1%. My cost is $12.80. I'm wondering about averaging down to bring the position to 1-1.5%. What are your thoughts for MSTR in the coming years, and my idea to average down in this case?

Q: What is your favourite Canadian big bank in 2026?

Q: I am a buy-and-hold total return value investor. I have a concentrated portfolio of eleven stocks. I don't worry about asset diversification. I hold FFH and BN in the financial space right now, but I'm considering selling BN and replacing it with a Canadian bank (not an ETF). What do you think of that plan? Which Canadian bank would you think would best fit my strategy? Could you please list three banks, in order of preference?

Thanks.

Q: Do XUSF and ZXLF track the same index in the U.S. ? If a Canadian listed ETF is just owns the US ETF (which actually owns shares), is there a double MER being charged ?

Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.

Q: Bam has dropped from a 52 wk H $90.24 to current $71.90. Dec 30 was last day for tax loss selling in 2025.When is a good time to buy BAM and a good entry price for long term hold? Txs for u usual great services and Views. All the Best for the New Year

Q: Which do you recommend and at what entry price? I assume best in a TFSA?

Q: Why is NGPE declaring such a massive dividend for Dec 2025?

Q: Looks like I should be putting in HOOD and GLXY for a 2-5 year hold in a TFSA. Should I buy the Cdn or US ones? Any advice regarding target prices?

Q: I wanted to buy PRL in USD. I did not realize it was on the pink sheet when purchasing. Is there a concern on this exchange and what are the issues with this, if any?
Happy New Year!

Dave

Q: Over the next six months I am looking to rebuild my preferred share allocation to 8-10% of my investment portfolio. Brookfield Asset Mgmt, Power Financial, Fortis and Intact are of interest. Some perpetual and some rate reset. Any issues with this strategy?