Q: Bought a position in TD at this level. Want to add a half size position in one of the smaller banks. Looking at LB or CWB. Would you have a preference at the current prices levels of the two?
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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: what is your outlook?
Q: Saferbankingresearch is ringing the alarm bells on the safety of the Big Six Canadian banks - link below.
Is EQ Bank the best choice in Canada or depositors / investors ?
https://seekingalpha.com/article/4610001-big-banks-have-massive-exposure-a-look-at-canadian-banks?mailingid=31732263&messageid=2850&serial=31732263.18809&utm_campaign=rta-author-article&utm_medium=email&utm_source=seeking_alpha&utm_term=31732263.18809
Is EQ Bank the best choice in Canada or depositors / investors ?
https://seekingalpha.com/article/4610001-big-banks-have-massive-exposure-a-look-at-canadian-banks?mailingid=31732263&messageid=2850&serial=31732263.18809&utm_campaign=rta-author-article&utm_medium=email&utm_source=seeking_alpha&utm_term=31732263.18809
Q: What is your opinion on MKTX?
It has done terrible in a rising rate environment. Can it return to form once rated peak?
Thanks Leo
It has done terrible in a rising rate environment. Can it return to form once rated peak?
Thanks Leo
Q: In a previous answer on UPST it was said that UPST isn’t the AI play that everyone thinks. Could you elaborate on this?
Thanks Leo
Thanks Leo
Q: Now that US Banking "Crisis" appears to be out of the press, if not completely over, how do you view one of the most beat up Regional Banking names, PACW? Is it a buy at less than one half tangible book value?
Q: Hi,
We’ve held the FINX on/off for many years. In the past it has served us well, I had unfortunate timing on out last purchase and we are down 35% (in registered account no tax benefit for loss). What’s your current opinion on the Fintech space going forward….. do you seeing it doing well over the next 3- 5 years?Any major concerns with averaging down on this one?
Thanks for all that you do!
Kerri
We’ve held the FINX on/off for many years. In the past it has served us well, I had unfortunate timing on out last purchase and we are down 35% (in registered account no tax benefit for loss). What’s your current opinion on the Fintech space going forward….. do you seeing it doing well over the next 3- 5 years?Any major concerns with averaging down on this one?
Thanks for all that you do!
Kerri
Q: I have previously asked about VBNK and you were cautious. Can you update the November 2022 remarks based on its latest Q release, which to my non-financial training looked very strong. Thanks for all you do
Q: what is your opinion on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
Q: Fairfax's share price broke the $1000 mark today. Seems to be due to some announcements made in the last couple of days. Can you explain what FFH has done and whether you like it?
Q: I was under the impression that this company was suppose to have a stock split. Is this still happening or was I just dreaming. Tnx
Q: US banks have been struggling for a while now. What needs to happen to change investors’ sentiment towards the US banking sector?
Q: Hi Guys
I know you don't really follow non North American stocks closely but wonder if you have any thoughts on the Swedish bank Svenska Handelsbanken and its valuation right now? It seems to near a 5 year low in terms of stock price yet seems to a conservative bank with a decent yield.
Thanks
Stuart
I know you don't really follow non North American stocks closely but wonder if you have any thoughts on the Swedish bank Svenska Handelsbanken and its valuation right now? It seems to near a 5 year low in terms of stock price yet seems to a conservative bank with a decent yield.
Thanks
Stuart
Q: Hi All at 5i!!
I was reading an article in the National Post by Barbara Shecter and it made me a little uneasy. The article was about Shadow Banking and its potential risks. She mentioned Blackstone and Brookfield. My question... I own both, but I am more concerned about Blackstone and its exposure to poor corporate loans and office real estate , among other things it dabbles in. I am up in the stock and wondering if I should take a profit. Is the company in for some trouble ?
Thanks,
Tamara
I was reading an article in the National Post by Barbara Shecter and it made me a little uneasy. The article was about Shadow Banking and its potential risks. She mentioned Blackstone and Brookfield. My question... I own both, but I am more concerned about Blackstone and its exposure to poor corporate loans and office real estate , among other things it dabbles in. I am up in the stock and wondering if I should take a profit. Is the company in for some trouble ?
Thanks,
Tamara
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Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hello,
I have a sense of how you will answer this question but I hope you can elaborate a provide a bit more of your thought process.
Both BN and bbu are “holdcos” and have a holdco discount. Which do you think is cheaper? And if BBU is significantly cheaper why not give that a bit more of a closer look as an investment? Even though BN has the Asset Manager ownership, which is the holly grail (and some ownerships in the other spins and real estate).
I have a sense of how you will answer this question but I hope you can elaborate a provide a bit more of your thought process.
Both BN and bbu are “holdcos” and have a holdco discount. Which do you think is cheaper? And if BBU is significantly cheaper why not give that a bit more of a closer look as an investment? Even though BN has the Asset Manager ownership, which is the holly grail (and some ownerships in the other spins and real estate).
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Manulife Financial Corporation (MFC)
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Great-West Lifeco Inc. (GWO)
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Sun Life Financial Inc. (SLF)
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Power Corporation of Canada Subordinate Voting Shares (POW)
Q: Which ONE of the 4 stocks above would you suggest purchasing for a combination of dividend and capital appreciation over the next 12 months?
Q: Due to interest rates, both GSY, AFRM and UPSThave taken a beating.
However you seem optimistic about GSY but not AFRM and UPST. What's the reason?
Do you see GSY doubling over the next 12 months.
I am thinking to sell my AFRM and UPST and buy GSY i stead.
However you seem optimistic about GSY but not AFRM and UPST. What's the reason?
Do you see GSY doubling over the next 12 months.
I am thinking to sell my AFRM and UPST and buy GSY i stead.
Q: Hi- would welcome your take on the recent outperformance- it has announced a deal to "off load" some of its loans. It also is an AI play and this is apparently gaining traction.
Q: You recently said that BN has more upside potential than the Canadian banks. However, I can't bring myself to trust BN management for a number of reasons, including opaque financials, constant shuffling of assets, too many interrelated corporate entities and emphasis on non-GAAP measures rather than good old-fashioned earnings. What gives you confidence that BN is a better long term investment than the Canadian banks?
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Canadian Imperial Bank Of Commerce (CM)
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National Bank of Canada (NA)
Q: I am looking to add exposure to Canadian Banks. Given current pricing it seems like a good time to add exposure. Can you rank your favourite banks at this time. Do you have a preferred Bank ETF that could also provide good Canadain Banking exposure.
Thanks
Tim
Thanks
Tim