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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: Hello, I own above for my RSP... Obviously, I am disappointed with Telus and BCE and I am down some 25%.. I can understand BCE's poor management, but how about Telus? also in the dumpsters.
If I sell Telus and BCE, do you suggest that I add to one of the above as I want to keep my holdings to 10-12 stocks . Any suggestions?
Thanks
Carlo
Read Answer Asked by Carlo on January 21, 2025
Q: How would you rank BAC vs.C, and then vs a couple of Canadian banks, TD and BMO as examples.
Read Answer Asked by Jim on January 14, 2025
Q: Comments on keeping existing holdings in Td versus other banks? Would you rate as a buy, hold or sell?
Read Answer Asked by Peter on December 19, 2024
Q: Hell 5i I am considering selling BMO shares holdings and RY holdings as they in their higher price range. Sell high buy low! My plan is to reap the profit to buy ZEB. I would appreciate your thoughts on this. Thank you
Read Answer Asked by Yves on December 13, 2024
Q: CM reported a low provision for estimated loan loss, while BMO reported a higher provision. My question is do all Canadian banks follow the same criteria to determine if a specific loan is bad? If not the same criteria, the amount of provision is quite subjective.
Read Answer Asked by Liping on December 11, 2024
Q: Good Morning

With the banks reporting next week, I have read it may not be so much about actual results but more about future guidance.

Do you have thoughts on which banks(s) will have results that you and/or the market view positively and which ones will be viewed negatively.

Thank you

Ian
Read Answer Asked by Ian on December 02, 2024
Q: Portfolio Analytics has suggested I reduce my financials component. Over my several accounts, I own these 6 banks in Canada. What order would you sell them in (ignoring capital gains impact) ?
Read Answer Asked by Mark on October 28, 2024
Q: BMO is getting back up to its 52 week high. However, it has been in this range twice before in this year and then they announce their quarterly results and the stock drops 10%. They will be announcing their results in about 4 weeks. Is it time to reduce my exposure to see what happens with the results?
Read Answer Asked by Ronald on October 21, 2024
Q: As a retired investor relying on dividend income, which of SLF or BMO do you favour for a long-term hold and why?

This investment would be part of and complete my allocation to the financial sector.

Are there other finacial stocks you would recommend ahead of these two?

Thanks for the great service!
Read Answer Asked by Ian on August 29, 2024
Q: I'm going to sell AQN and purchase one of the other three listed for income. Which would you prefer for income, dividend growth and safety and overall growth?
Thanks
Jeff
Read Answer Asked by JEFF on August 28, 2024
Q: As boring as they may be, these six represent a large portion of the income aspect of my portfolio. Any of the six that you would say just sell?
Read Answer Asked by Jim on August 08, 2024
Q: Good Morning,

I was thinking of buying the listed companies for a 6 month hold. What is your opinion on expected total returns. Your suggestions for better total return cdn stocks are welcome. Thank you
Read Answer Asked by David on July 15, 2024
Q: Are any of the other large Canadian Banks similarly exposed to investigation/prosecution in the U.S. for the same activity that TD was convicted? Also, can to tell me what % of each banks total business revenue comes from U.S. sources?
Read Answer Asked by Will on June 14, 2024
Q: Would BMO be a good proxy for TD? Mid and longer term which do you see as more likely to do better? Please explain your reasoning.
Other banks or other high yield suggestions for proxies?
I have lots of BNS.
Thank you.
Read Answer Asked by Tulio on June 12, 2024
Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?
Read Answer Asked by Luc on May 22, 2024
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