Investment Q&A

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.

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?

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

Q: Coyld you comnent on the year over year deposit outflows from Canadian banks vs US banks?
The impression I get is the monopoly situation in Canada will let the banks carry on as usual

Thank you

Q: I think POW owns Wealhsimple. If true, what percentage of their business is it?
Also, Is this where the growth in the company lies?

Q: Hi, Could you please comment on NA earnings. Thank you

Q: Hi, how much of BN's business is roughly in the real estate part of the corp? Can you provide a breakdown of how much of each business line makes up BN?

Also, is it correct that BN invests alongside investors in their funds? Or are they making private investments with just their own capital? If so how do they balance that ?

Q: Hello,

If the market were to turn over, how much lower do you believe BN could trade? Maybe you could provide a low, medium and high point based on hard or soft landing.

I’m hoping most is priced in lol.

Have a good weekend.

Q: This stock I bought at 66.00 is now 40.00 is it a sell , a hold or buy more.

Q: I am absolutely stunned by your constant promotion of BN.Why is this?
The dividend is almost none.
They have a high portion of their investments in commercial real estate,which looks more scary by the day.
The market keep telling us for a long time that BN is overpriced.
So why oh why do you keep mentioning BN in a favorable manner?
I know they are around for a long time,but so was Nortel and GE.

Q: Hello,

Given PayPal's recent price drop, would you consider current price level as a good entry point?

Q: Is POW a good stock to buy now, and why?

Q: Good morning
I would appreciate comments regarding investing in the Canadian financial sector versus US financials. This is in a tax sheltered account and currency volatility is not a concern. Thank you

Q: If you didn't own any banks but are realizing they are getting to attractive price points that have div yields only seen one other time in the last 25 years (covid), and you were considering TD or RY. TD looks attractive because of its bigger pullback due to US M&A mishaps, while RY has not pulled back nearly as much and has been stable. TD having the bigger div but RY outperforming TD by a pretty big margin over every time frame. Which would you chose today, TD for valuation or RY for long term outperformance? This is for a long term hold. Thx

Q: the US banks are beaten up, now that Biden and McCarthy worked out the deal that US would not default
what would be a good entry point for MS?
it is now at 83 US
thanks
Michael

Q: Do you attach any significance to the recent earnings and volatility? Thanks Jim

Q: Buy BN or BAM? why?

Q: What headwinds could these companies face given a higher interest rate scenario and maybe some mismatch L/A..or possible loan loss provisions?

Q: Dear Peter et al!

I am not good in coming up with limericks! If I were, I would somehow use Peter/Ryan and TD/BNS/BN in a limerick ! If I said you folks sound like a broken record it would be rude. May I say you sing that lovely tune that consists of notes TD/BNS/BN/RY always! Faithfully endorsing a buy on the above mentioned stocks.

But here is my question based on my mild bewilderment! On one hand your faith in BN is linked strongly to Mr. Bruce Flatt's managerial skills. But on the other hand BNS's CEO didn't meet your approval and you were at best very tepid in welcoming him! TD's foray into the M&A domain was a disaster!

Having said that my faith in your suggestions is unshakable! With this in mind, can you rank order these stocks in terms of priority of buying at this stage. How long do you think one has to wait for these stocks to return to decent price range. a year or two or three? Your crystal ball is lot clearer than mine!!

These are going to be held in our TFSAs and plan to buy and forget about them for a while! Keepers and not traders!

Mano