Investment Q&A

Q: X-TMX Group,any idea why this company is getting beat up besides the obvious software selloff,i would have thought they would have an impenetrable moat,do you see it rebounding or is their something else going on ...Thanks

Q: Hi Guys what do you think about Goeasy Ltd is it a good buy ?

Q: I asked AI (go figure!) why BX is sliding and if there is lending exposure to AI related software CO’s. Would you agree that this may partially be the reason behind share price declines?

Applicability of your theory: High. Blackstone is a major lender to the software sector. If AI hurts software profitability, Blackstone's loan book takes a hit.
• Downside Risk: Moderate to High. The combination of high valuation, "soft" guidance, and genuine exposure to software disruption makes BX vulnerable in this specific correction.

Q: Would you add/buy crypto ETFs now , Bitcoin and/or Etherum ? In USD or CDN?
I hold a small amount of BTCC.a. I sold my ETHX-U in 2023, close to the actual price.
I also have a new position in GLXY.
Thanks.

Q: The group is sold off approx.20% in 2026 - at these levels are worries over private credit( or other concerns) now becoming priced in the stocks, would you step in ?

Thank you

Q: Hello,
If i decide to sell my PYPL shares, on which i have lost 70% of their value, which stock could i replace them with if i want to increase my chances of recovering my loss ?
Thanks !
Nancy

Q: Your thoughts on BAM's recent quarter and what these results suggest for parent company, BN, which I believe reports next week. Thanks.
Robert

Q: In response to some questions about Brookfield Corp/BAM sharp drop in Tuesday trading, I could add the following.

As per CNBC, there was a report today, related to perceived impact of AI on software Companies, which could seriously result in their profitability/business and eventually valuations ( already seen in publicly listed most software stocks). Most of the Asset Managers, with large books of private credit, having a fair portion of this credit related to start ups or early stage software companies, fell today, due to the fear of resulting losses and declining private valuation of such borrowers.

Most of the big asset managers were painted with the same brush, today, as it was not immediately known or disclosed, as to, which ones have significant exposures to such clients.

It might be helpful if you are able provide some more information about such exposure to the Brookfield group.

Thank You

Q: What are your thoughts on the Santander's $12.3 Bln purchase of Webstar financial group, to expand their US landscape in Mid West ? It's a Cash and stock deal and Bank confirmed that it is committed to the 5% stock buyback plan, recently approved and has surplus capital to fund this.

Santander stock has dropped 7% today, after this news release ( conversely Webstar stock popped 9% ).

How is stock's present valuation and does today's pull back present a buying opportunity, in your view ?

Thank You

Q: Hello,
Why PYPL has dropped so much ? I'm facing a large loss and i can't declare a tax loss. Do you advise buying more to reduce my average cost ,or should i rather sell even if i can't declare my loss?
Thank you !
Nancy

Q: Brookfield Corp is in a downtrend and is down 5% today. Is it a Buy, Sell or a Hold

Q: Thoughts on this company

Q: Are these two companies mostly identical in business model?? Are there differences and if so, can you identify those differences - thanks

Q: Bam is down seriously today. Is it related to today's announced acquisition?

Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.

Q: Please provide a case summary for either investing in FUTU or avoiding it

Q: Hello 5i,
Please tell me the expected growth in SLF for one year and three years periods.
Thank you
Dave

Q: Tom Lee was on CNBC today and stated that Bitcoin may have bottomed this past weekend because it reached technical of US$77,000 and sufficient time has passed since October 10 deleveraging event (time and price have aligned for crypto to be bottoming). If Tom Lee's forecast is correct, what CAD or US stocks would benefit from Bitcoin run past previous highs ? I own GLXY. Is this my horse or are there better stocks ?

Q: Can I get an update please on Etoro in relation to your last comments you made on them last year. At what price point does it get interesting if at all for you?

Q: Why is it falling this much? Is this good buying opportunity?

Thank you.
Milan