Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.
Q: Thanks for your response re: First Service. You did not comment on TMX who reported yesterday. Your thoughts please. Market seemed to like the results. What do you think and is it a buy.
Q: Hi, how do you see Brookfield's valuation right now? Is it still fairly priced? What would be a good entry price given the very reasons and likely upcoming volatility? Thank you
Q: Hello
two part question. First, If you were to choose between CM ot TD . Which one would you prefer? Is there a better bank you prefer? TD has a higher yield and has exposure to US markets
Secondly, do you think Financials will be hit further. . If so, do we stay put ?
Q: I read one of the questions pertaining to GoEasy which talked about them being resilient during the 2008 financial crisis. In 2008, were companies such as GoEasy really impacted here in Canada ,as the banking regulations are different in Canada and the crisis was much more prevalent in the US. But this time around, if the tariff's kick in and a recession hits Canada, do you believe that GoEasy will still be able to weather the storm in a similar fashion, as I feel that there has been a very huge selloff of GoEasy in recent months. Do you think it may be overdone?
Q: I figured it was coming sooner or later. What are your thoughts on the donalds latest blathering about allowing US banks in to Canada. I can not see them being interested as the market is well served now. With the current sentiment towards America it would be tough to gain any foothold in Canada. Your thoughts please.
Q: Can you speculate what might be in the minds of those who have been selling off goeasy very hard over the last couple weeks, presumably over the tariff situation? I stuggle to see the connection.
Q: FOUR has bounced back. I sold it when Trump tapped Isaacman as head of NASA because of uncertainty. Is there more certainty that the stock can survive his exit intact, or is it rising on speculation of selling the co?
I have no insurance position currently. I am familiar that 5i prefers Sun Life vs. Manulife. Where would TSU plug into the equation for an investor with a growth-oriented portfolio and with a long runway ahead?
Q: Peter and His Wonder Team
I have held this stock for years and am down a ton. Recently it has moved up. Any thoughts on why it has a little life? Thanks!
Q: Please explain how those Brookfield entities and others fit in a balance portfolio of stocks in terms of growth and income. What would be your ranking preference long term? Would you suggest other Brookfield companies to complete the picture?
Q: Seems like the stock dropped due to the earnings but based on what the CEO said some big things will be happening in 2026 and forward, good time to buy the dip?