Investment Q&A

Q: An advisor at RBC recently recommended a new ETF offered by RBC as a good for income investment . The brochure says : RBC Target Maturity Bond ETFs (RBC TMB ETFs) are an innovative suite of fixed income investment solutions designed to meet the evolving needs of today’s investors. RBC TMB ETFs combine the defined maturity and regular income characteristics of individual bonds with the transparency, diversification, and tradability of an exchange traded fund.
Would you consider this a good alternative to holding a GIC?

Upvote 3

Read Answer Asked by shirley on September 12, 2025

• KKR & Co. Inc. (KKR $143.34)
  • $143.34 P/E (TTM): 66.33X Cap: $127.70B
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• Blackstone Inc. (BX $181.35)
  • $181.35 P/E (TTM): 48.04X Cap: $133.67B
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• Apollo Global Management Inc. (APO $138.03)
  • $138.03 P/E (TTM): 24.89X Cap: $78.95B
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• Invesco Global Listed Private Equity ETF (PSP $71.95)
  • $71.95 P/E (TTM): 30.45X Cap: $336M
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• Carlyle Group Inc (The) - Ordinary Shares (CG $66.60)
  • $66.60 P/E (TTM): 19.18X Cap: $24.08B
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• Blue Owl Capital Inc. Class A (OWL $18.75)
  • $18.75 P/E (TTM): 143.15X Cap: $29.05B
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Q: In researching the Swedish company EQT, a global powerhouse in finance (listed as EQT on the Stockholm exchange ) I found that EQT.st is the largest holding in PSP, the US-listed ETF that holds alternative asset managers and private equity companies. Many of the businesses held by PSP look attractive, including for example: KKR, OWL, APO, CG and BX. Do you think PSP the ETF is an attractive buy currently over EQT.st? I much prefer EQT.st but I ask you whether you would rather hold one or more of the individual constituents of PSP? If the latter, which companies, if any, do you think have good financial prospects and are at reasonably good prices to buy now?

Upvote 1

Read Answer Asked by Adam on September 12, 2025

• Royal Bank of Canada (RY $199.63)
  • $199.63 P/E (TTM): 20.18X Cap: $280.47B
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• Toronto-Dominion Bank (The) (TD $106.32)
  • $106.32 P/E (TTM): 8.88X Cap: $181.50B
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• Bank of Nova Scotia (The) (BNS $87.74)
  • $87.74 P/E (TTM): 17.03X Cap: $108.93B
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• Bank of Montreal (BMO $174.93)
  • $174.93 P/E (TTM): 14.56X Cap: $125.30B
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• Canadian Imperial Bank Of Commerce (CM $109.59)
  • $109.59 P/E (TTM): 17.35X Cap: $101.85B
  • View CM Profile
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• National Bank of Canada (NA $149.45)
  • $149.45 P/E (TTM): 14.12X Cap: $58.57B
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Q: In your opinion, are Cdn. bank stocks overvalued and is it time to trim. Along with two Cdn insurance companies they currently represent approximately 26% of our portfolio

Upvote 7

Read Answer Asked by Donald on September 11, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $41.14)
  • $41.14 Cap: $15.48B
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Q: Hi 5i
Do have any insight into what has been driving glxy today...any news available...
would you continue to hold ?
thx

Upvote 2

Read Answer Asked by jim on September 11, 2025

• Invesco Global Listed Private Equity ETF (PSP $71.95)
  • $71.95 P/E (TTM): 30.45X Cap: $336M
  • View PSP Profile
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Q: Best alternative asset managers ETF?
Thank you!

Upvote 1

Read Answer Asked by Carlos on September 11, 2025

• Intact Financial Corporation (IFC $277.97)
  • $277.97 P/E (TTM): 22.41X Cap: $50.01B
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Q: Would you consider right now a good buy opportunity for IFC for a medium term hold (+/- 5 years)?

Upvote 7

Read Answer Asked by Rob on September 11, 2025

• Thomson Reuters Corporation (TRI $239.50)
  • $239.50 P/E (TTM): 47.52X Cap: $107.93B
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• Thomson Reuters Corp (TRI $172.99)
  • $172.99 P/E (TTM): 47.52X Cap: $78.02B
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Q: TRI has had a noticeable selloff over the last few months. Any specific company reasons?

Upvote 5

Read Answer Asked by Bill on September 11, 2025

• Intact Financial Corporation (IFC $277.97)
  • $277.97 P/E (TTM): 22.41X Cap: $50.01B
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• goeasy Ltd. (GSY $207.45)
  • $207.45 P/E (TTM): 12.59X Cap: $3.33B
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• EQB Inc. (EQB $91.23)
  • $91.23 P/E (TTM): 10.6X Cap: $3.49B
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• Propel Holdings Inc. (PRL $31.80)
  • $31.80 P/E (TTM): 16.33X Cap: $1.24B
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Q: If I were to sell EQB which stock would you buy to replace this one ? Currently own TD and X.

Thanks

Upvote 9

Read Answer Asked on September 10, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
  • $78.35 P/E (TTM): 38.11X Cap: $126.38B
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Q: Hello,

Is there a specific reason dragging BAM down in the short term? A good opportunity to complete a position?

Thanks

Upvote 5

Read Answer Asked by Charles on September 09, 2025

• ISHARES BITCOIN TR (IBIT $66.38)
  • $66.38 Cap: $87.82B
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Q: Owning crypto ETF’s vs actual coins: If Bitcoin, for example, goes to $200,000 from its current level would we expect the same Percentage increase in the value of a bitcoin etf?

Thanks.

Upvote 4

Read Answer Asked by Donald on September 09, 2025

• Opendoor Technologies Inc (OPEN $9.07)
  • $9.07 Cap: $6.67B
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Q: Thoughts on this new company, trading in the US at a new high?

Upvote 1

Read Answer Asked by David on September 08, 2025

• Circle Internet Group Inc. Class A (CRCL $125.32)
  • $125.32 Cap: $28.75B
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Q: CIRCLE Group CRCL has declined significantly from its highs. Do you think it's a buying opportunity at current prices? Would you consider it a viable long-term investment? I'd appreciate your analysis. Thank you.

Upvote 1

Read Answer Asked by Esther on September 08, 2025

• goeasy Ltd. (GSY $207.45)
  • $207.45 P/E (TTM): 12.59X Cap: $3.33B
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• EQB Inc. (EQB $91.23)
  • $91.23 P/E (TTM): 10.6X Cap: $3.49B
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• VersaBank (VBNK $16.44)
  • $16.44 P/E (TTM): 15.57X Cap: $539M
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• Propel Holdings Inc. (PRL $31.80)
  • $31.80 P/E (TTM): 16.33X Cap: $1.24B
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Q: hi folks, thoughts on Q results for Versabank, Vbnk/t & q....stock took big hit on last Q results but recent news/developments seem encouraging??....Chris mentioned stock/liked previously in a podcast....have held for awhile....things look better going forward, or time to cut loose & move on....thx as always, jb

Upvote 6

Read Answer Asked by John on September 05, 2025

• Brookfield Corporation Class A Limited (BN $67.80)
  • $67.80 P/E (TTM): 157.0X Cap: $102.47B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
  • $78.35 P/E (TTM): 38.11X Cap: $126.38B
  • View BAM Profile
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Q: Sep 2 morning,Bam announced joint acquistion of Air Lease.Negative response on both Bam & Bn for 2 days,then turned positive today.Any reasons.?Your opinion on the purchase. Are they buyable,& what are good entry price.Txs for u usual great opinion & services

Upvote 10

Read Answer Asked by Peter on September 05, 2025

• JPMorgan Chase & Co. (JPM $306.91)
  • $306.91 P/E (TTM): 14.75X Cap: $843.92B
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• Royal Bank of Canada (RY $199.63)
  • $199.63 P/E (TTM): 20.18X Cap: $280.47B
  • View RY Profile
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• Toronto-Dominion Bank (The) (TD $106.32)
  • $106.32 P/E (TTM): 8.88X Cap: $181.50B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $87.74)
  • $87.74 P/E (TTM): 17.03X Cap: $108.93B
  • View BNS Profile
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  • View Reports on BNS
• Canadian Imperial Bank Of Commerce (CM $109.59)
  • $109.59 P/E (TTM): 17.35X Cap: $101.85B
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• Sun Life Financial Inc. (SLF $82.06)
  • $82.06 P/E (TTM): 14.88X Cap: $46.64B
  • View SLF Profile
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  • View Reports on SLF
• Propel Holdings Inc. (PRL $31.80)
  • $31.80 P/E (TTM): 16.33X Cap: $1.24B
  • View PRL Profile
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  • View Reports on PRL

Q: I am overweight in financials. Can you order the noted stocks in terms top to bottom ranking?

Upvote 9

Read Answer Asked by Judith on September 04, 2025

• Nu Holdings Ltd. Class A (NU $15.69)
  • $15.69 Cap: $75.60B
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Q: hello 5i:
please update your comments on NU. Recent articles indicate they are undervalued compared to peers. Do you agree? Do you see them more favourably than you did in previous answers or are you still cautious?
thanks
Paul L

Upvote 2

Read Answer Asked by Paul on September 03, 2025

• Propel Holdings Inc. (PRL $31.80)
  • $31.80 P/E (TTM): 16.33X Cap: $1.24B
  • View PRL Profile
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Q: Hi 5i
Current thoughts on PRL? Your report was done March 2024 and it has almost doubled. Update soon?

Upvote 9

Read Answer Asked by Greg on September 03, 2025

• Intact Financial Corporation (IFC $277.97)
  • $277.97 P/E (TTM): 22.41X Cap: $50.01B
  • View IFC Profile
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• Definity Financial Corporation (DFY $73.72)
  • $73.72 P/E (TTM): 22.1X Cap: $8.53B
  • View DFY Profile
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Q: Which company do you favour at this point...please and thank you...cheers

Upvote 4

Read Answer Asked by Cam on September 03, 2025

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.93)
  • $6.93 P/E (TTM): 21.81X Cap: $738M
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Q: With Guardian Capital being bought by Desjardins what might be FSZ fate. I still hold this from the days it was a part of the Income portfolio. Worth hoping for a similar fate.

Thx

Upvote 2

Read Answer Asked by blake on September 03, 2025

• The Westaim Corporation (WED $28.97)
  • $28.97 Cap: $971M
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Q: Not much has happened in short term with respect to share price. Last quarter has seen a small sell off, but I don’t that that was material to longer term plans. Is this a good price to add more significantly

Upvote 1

Read Answer Asked by Jim on September 02, 2025