Investment Q&A

• Royal Bank of Canada (RY $230.10)
  • $230.10 P/E (TTM): 17.27X Cap: $319.65B
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• Toronto-Dominion Bank (The) (TD $126.75)
  • $126.75 P/E (TTM): 10.62X Cap: $214.76B
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• Bank of Nova Scotia (The) (BNS $100.55)
  • $100.55 P/E (TTM): 24.61X Cap: $124.36B
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• Bank of Montreal (BMO $181.91)
  • $181.91 P/E (TTM): 14.93X Cap: $128.52B
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• Canadian Imperial Bank Of Commerce (CM $128.38)
  • $128.38 P/E (TTM): 15.44X Cap: $118.31B
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• National Bank of Canada (NA $173.21)
  • $173.21 P/E (TTM): 16.94X Cap: $67.37B
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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 8

Read Answer Asked by Donald on September 11, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $33.82)
  • $33.82 Cap: $13.21B
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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 4

Read Answer Asked by jim on September 11, 2025

• Invesco Global Listed Private Equity ETF (PSP $67.76)
  • $67.76 P/E (TTM): 22.85X Cap: $311M
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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 $281.21)
  • $281.21 P/E (TTM): 23.55X Cap: $50.23B
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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 $181.64)
  • $181.64 P/E (TTM): 33.57X Cap: $80.02B
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• Thomson Reuters Corp (TRI $131.80)
  • $131.80 P/E (TTM): 33.57X Cap: $58.06B
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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 $281.21)
  • $281.21 P/E (TTM): 23.55X Cap: $50.23B
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• goeasy Ltd. (GSY $123.61)
  • $123.61 P/E (TTM): 8.9X Cap: $1.96B
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• EQB Inc. (EQB $98.00)
  • $98.00 P/E (TTM): 14.8X Cap: $3.68B
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• Propel Holdings Inc. (PRL $24.08)
  • $24.08 P/E (TTM): 11.33X Cap: $964M
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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 10

Read Answer Asked on September 10, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.28)
  • $73.28 P/E (TTM): 33.39X Cap: $119.29B
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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 $48.66)
  • $48.66 Cap: $70.04B
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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 5

Read Answer Asked by Donald on September 09, 2025

• Opendoor Technologies Inc (OPEN $6.47)
  • $6.47 Cap: $6.25B
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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 $75.46)
  • $75.46 Cap: $19.65B
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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 $123.61)
  • $123.61 P/E (TTM): 8.9X Cap: $1.96B
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• EQB Inc. (EQB $98.00)
  • $98.00 P/E (TTM): 14.8X Cap: $3.68B
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• VersaBank (VBNK $19.59)
  • $19.59 P/E (TTM): 21.63X Cap: $647M
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• Propel Holdings Inc. (PRL $24.08)
  • $24.08 P/E (TTM): 11.33X Cap: $964M
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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 7

Read Answer Asked by John on September 05, 2025

• Brookfield Corporation Class A Limited (BN $45.31)
  • $45.31 P/E (TTM): 91.28X Cap: $102.42B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.28)
  • $73.28 P/E (TTM): 33.39X Cap: $119.29B
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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 $320.02)
  • $320.02 P/E (TTM): 15.77X Cap: $867.09B
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• Royal Bank of Canada (RY $230.10)
  • $230.10 P/E (TTM): 17.27X Cap: $319.65B
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• Toronto-Dominion Bank (The) (TD $126.75)
  • $126.75 P/E (TTM): 10.62X Cap: $214.76B
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• Bank of Nova Scotia (The) (BNS $100.55)
  • $100.55 P/E (TTM): 24.61X Cap: $124.36B
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• Canadian Imperial Bank Of Commerce (CM $128.38)
  • $128.38 P/E (TTM): 15.44X Cap: $118.31B
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• Sun Life Financial Inc. (SLF $83.75)
  • $83.75 P/E (TTM): 20.79X Cap: $46.35B
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• Propel Holdings Inc. (PRL $24.08)
  • $24.08 P/E (TTM): 11.33X Cap: $964M
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Q: I am overweight in financials. Can you order the noted stocks in terms top to bottom ranking?

Upvote 10

Read Answer Asked by Judith on September 04, 2025

• Nu Holdings Ltd. Class A (NU $16.65)
  • $16.65 Cap: $81.43B
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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 $24.08)
  • $24.08 P/E (TTM): 11.33X Cap: $964M
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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 $281.21)
  • $281.21 P/E (TTM): 23.55X Cap: $50.23B
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• Definity Financial Corporation (DFY $74.18)
  • $74.18 P/E (TTM): 22.17X Cap: $8.97B
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Q: Which company do you favour at this point...please and thank you...cheers

Upvote 6

Read Answer Asked by Cam on September 03, 2025

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.97)
  • $5.97 P/E (TTM): 23.72X Cap: $632M
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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 3

Read Answer Asked by blake on September 03, 2025

• The Westaim Corporation (WED $26.01)
  • $26.01 Cap: $870M
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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 2

Read Answer Asked by Jim on September 02, 2025

Q: Just a follow-up to Les’ question about finding total returns for a company. Doesn’t the 5i interactive graph just show the percentage increase in share price, not total returns including dividends?

Upvote 4

Read Answer Asked by Stephen R. on September 02, 2025

• CI Galaxy Bitcoin ETF (BTCX.B $17.27)
  • $17.27 Cap: $1.05B
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• Fidelity Advantage Bitcoin ETF (FBTC $38.98)
  • $38.98 Cap: $1.31B
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• Ishares Bitcoin ETF (IBIT)
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Q: Can you please name your current favourite Canadian-listed bitcoin ETF?

Upvote 4

Read Answer Asked by Chris on September 02, 2025