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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: Please compare the first two with BAM. Seems they have much higher dividends, and lower valuation. Would you comfortable to pick one today for a long term investing? Thank you!
Read Answer Asked by David on January 24, 2024
Q: One of the more recent questions by Kel was for 5i to rank the 11 sectors in 2024. I noticed that real estate was ranked last.

I've also noticed that 5i seems like to like stocks like BN (Brookfield Corp)

Can you advise how these two views compare?
Read Answer Asked by Mike on January 22, 2024
Q: I've owned SLF for a number of years. I'm considering the switch to IFC as done in the balanced portfolio. I get a DRIP from SLF each quarter. With the amount of money i have invested i would not get a DRIP from IFC. How much weight would you put on this to favour staying with SLF?
Read Answer Asked by Matthew on January 18, 2024
Q: I am down $3,800.00 on ZWB (15% of portfolio) and down $9,600.00 on ZWK (2% of portfolio).
What is your view on the banking sector. Do you see a full recovery or is it going to take a while? Should I hold or cut back?
Read Answer Asked by John on January 17, 2024
Q: Expanding on my recent question about my desire to reduce exposure in the Financial Services sector, today's article in the Globe & Mail is of concern:

"Non-prime lenders warn thousands of borrowers they could be cut off because of new maximum interest rates"

Should this cause me to rethink my strategy to reduce TD to raise the cash? As you pointed out in your answer, GSY is significantly riskier than the our other holdings in this sector.

We are seniors (75 & 80) and the stocks referred to are in a RRIF.

Your thoughts? Thanks!
Read Answer Asked by Jerry on January 15, 2024
Q: At what price does Laurentian Bank become interesting? Yeah, they've had problems but the dividend is pretty high and a while ago you though it was somewhat secure. It is trading at a ten year low price. Plus, if I have the right book value, we have a bank selling well below book value.

Don Coxe used to like quoting Stein's law which says "that which cannot continue will cease." Any thoughts as to how that might play out for this bank? (sell to somebody or eventual price rise or quietly disappearing...)
Read Answer Asked by David on January 15, 2024
Q: Portfolio Analytics indicates that across our accounts, we are overweight in the Financial Services sector. In order to free up some cash for under=represented sectors, my thinking is to reduce TD enough to achieve the target amount. I'm a bit uneasy with some of the recent negative issues with TD, but still would like to keep some due to its wide moat and 5i's opinion that perhaps its "problems" have been overplayed. Would you concur with my strategy? Thanks.
Read Answer Asked by Jerry on January 15, 2024
Q: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.

Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.

That’s 245 basis points lower than what they are make on their trading fees.

What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.

Thank you.
Read Answer Asked by Karim on January 12, 2024
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