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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: All the Best for 2024 Peter and Team and thanks for another year of great service! For some smaller cap financial diversification pls give your thoughts on the above selections and take as many credits as needed; While COIN is the largest component of ARKF it has a unique picks and shovel position if/as Crypto Mania picks up again; ARKF also has a healthy position in SHOP held seperately; KRE & BR will both benefit if/as rates come down and BR appears to have a moat in its services and the chart looks good.
Read Answer Asked by Paul on January 03, 2024
Q: I hold TD in my portfolio. I've read a couple articles recently highlighting that RY has performed much better than TD in recent years, pointing to RY's higher ROI investments (i.e. focusing on Canadian operations and US Wealth Management) relative to TD (i.e. focusing on US Retail banking, and their recent failed acquisition).

What are your general views on this comparison from an investing perspective and would you replace TD for another Canadian bank such as RY? Which of the Canadian banks would you select as a long-term "set it and forget it" investment based on sound management and, of course, expected stock returns.

Read Answer Asked by Al on January 02, 2024
Q: I have partial psitions in these Financial stocks. Would you add to the Financial sector at this stage? I have full positions in large Canadian banks. Which from my list or any others that you like would you be comfortable adding to full positions. Please rank those that you would be comfortable adding to full positiond today and target buy prices for any others that you still like.
Happy New Year and thanks.
.
Read Answer Asked by sam on January 01, 2024
Q: It seems like everyone is positive on TD's future prospects. Yet no one mentions the potential monetary fines that could be levied against TD associated with money laundering. Why is that? Everyone appears to be very complacent about the probe over anti-money laundering. If the fines were substantial, could TD shares not take a hit? Your comments would be appreciated.
Read Answer Asked by John on December 28, 2023
Q: I was fortunate to buy into this stock and thanks for your recommendation by way of including it in your model portfolio. My position has now grown to 7%. I have a high risk tolerance , do not need the proceeds for personal cash flow. Given the momentum I am targeting a 10% position at which time I will trim back to likely 7%. Is my thinking ok or am I being overly agressive. Thanks John
Read Answer Asked by John on December 22, 2023
Q: Hi,
I am looking for your opinion on this stock and ETF. The stock is listed as the 11th holding in the ETF for regional banks, KRE. It caught my attention as it seems to be breaking out of a long term base. Also is JNK a good ETF, and if not what alternatives would you suggest that pay a decent dividend. Would I be right is thinking JNK will be negatively affected if interest rates begin to drop? Deduct credits as you feel appropriate. Thanks - your advice and insight is always appreciated!
Dawn
Read Answer Asked by Dawn on December 18, 2023
Q: Greetings:
It has been considerable time since a question has been asked about Timbercreek Financial, formerly Timbercreek Mortgage Investment Corporation. Interest rate now almost 10%-- Was higher in Oct, 23 when price fell badly. I have owned it for years. Apparently they are finishing settling a big bad loan- I have no idea how much they lost and would like to know. Could you please provide as much info about this MIC as possible. Would you buy more or sell? I believe it is back on the road to recovery, or would you buy something like Atrium. or sell both.

Thanks very much for your speedy replies. Wonderful.
Ben.
Read Answer Asked by BEN on December 18, 2023
Q: A few days ago you were talking that you were replacing some of Sun Life with IFC. I acted on this, but so far I wish I had not have made the move. IFC has been selling some of their animal products to a UK firm from what I have read and I get the impression that does not sit well with investors. Is there anything you know about this situation that I am unaware of? Thank you.
Read Answer Asked by Dennis on December 15, 2023
Q: I bought them all last April and the draw down got as low as 15%--they have all made a comeback now except BNS still down 8%----Do you think this resurgence is sustainable and a good time to add to my holdings?
Thanks
Peter
Read Answer Asked by peter on December 15, 2023
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