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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: My question is about Banks. Now that the Bank of Canada has paused interest rate but do you think that it will not change the profitability of banks for at least on or two quarters (Net Interest Margins)? Now banks are paying 4.5% plus on GICs so their borrowing cost is not cheap. Your view on banks earnings what will be in this quarter (Net Interest Margin)?
Read Answer Asked by Piyush on November 24, 2023
Q: I own BEP and BIP. I am tying to understand their relationship to BAM and BN. The BAM website mentions their investments in renewables and infrastructure amongst other investments withut specifically mentioning BEP or BIP. Are these investments a reference to BEP and BIP or do they have additional investments in these areas?. Does BAM manage these investments by managing BEP and BIP while BN owns them? In which case, one can own both BEP and BIP by simply owning BAM or BN. Or are BEP and BIP separate companies that simply pay dividends to BAM or BN based on their percentage of ownership? I'd really appreciate if you could sort this out for me. Thanks.
Read Answer Asked by Ken on November 22, 2023
Q: Morning
For safety of dividend, and potential upside which is your preferred bank stock and why
Cibc
BNS
TD or
Royal?
Thank you
Read Answer Asked by Michael on November 21, 2023
Q: Good Morning
4 bank stocks
Royal, TD, BNS, and CIBC
Which one would you get rid of, and why?
Thank .you
Read Answer Asked by Michael on November 20, 2023
Q: Good Day,

I hold TD and RY in my RRIF and was thinking of switching one for BNS for a higher yield and the "buy the poorest

performing bank" theory. Is this a logical approach and which would you switch.

Thanks Tom
Read Answer Asked by Tom on November 20, 2023
Q: Can you please comment on ECN's recent quarter which the market does not seem to like. Are you still positive on the name, and if so why and if not, why not. Finally, on a scale of 1-10, (10 being your top picks) for small cap Cnd growth names, where in the pack would ECN fall. They treated me very well for the first few years but have struggled after the special dividend and I am now worried that my expectation that they repeat their previous performance may be ill placed.

Thanks for the objective view

Scott
Read Answer Asked by Scott on November 16, 2023
Q: Hi There, regarding ECN and your recent comments, so I take it you are willing to hang on for a few more quarters then? I know you’ve always spoken highly of Steve Hudson and his abilities. Also didn’t they give notice earlier this year about a “Special Review” or has this come and gone with no results?

Ok thanks!
Read Answer Asked by Robert on November 16, 2023
Q: The following stocks have fallen below 1% in my portfolio.

From your previous answers/responses I assume it is best not to add to these?

Since they are under 1% is it best to sell, or is it best to stay the course and see if they recover over time.

They are all in registered accounts so no tax losses.

As well I have very small position in BAM due to the split. I have added to BN. Should I just let the small position ride or is it best to sell and add to BN or something else?

Thanks.
Read Answer Asked by Colin on November 16, 2023
Q: I asked a question on Brookfield Property a couple days ago...thank you for the reply...In it you said BPY files its own financials...I have looked high and low for them (obviously , in the wrong places )...would you be kind enough to post a link to where I could view them or give me the name of the website where I could find them...please and thank you
Read Answer Asked by Cam on November 14, 2023
Q: Hi team,
What do you think of Gsy’s note offering priced at 9.25%. This is a shocker rate to me. Is this why the stock is down on a great market day today ? Despite this, Mr. Mullens did add that this was already priced in their future outlook in regards to growth targets. If all their debt is going to go from 5%-9% range though this sounds concerning does it not ?

Thanks ,
Shane
Read Answer Asked by Shane on November 14, 2023
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