Investment Q&A

• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Hi 5i, I know you don't like to discuss politics, but I'm getting worried that there might be some political risk creeping up on BN. Last night during the LPC debate one of the candidates opening lied about knowing BN's planned move to the US, announced Oct 31st and letter sent to shareholders on Dec 1st, signed by person lying who resigned on Jan 17th from their board. Should I worry about BN's entanglement in this factual matter?

Thx

Upvote 12

Read Answer Asked by Christopher on February 27, 2025

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Your thoughts regarding last report and going forward. Thanks.

Upvote 4

Read Answer Asked by Raymond on February 27, 2025

• National Bank of Canada (NA)
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Q: Hello, with the recent pullback I am thinking about opening up a position in NA, but, I have money in my US brokerage account, it is only available OTC. Do you see any risks with using the OTC network ?

Upvote 2

Read Answer Asked by Robbie on February 27, 2025

• EQB Inc. (EQB)
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Q: Any thoughts on the quarter?

Upvote 6

Read Answer Asked by David on February 27, 2025

• Bank of Nova Scotia (The) (BNS)
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Q: With the recent sale of some of it’s South American assets, what percentage of it’s revenue/market cap would be coming from its non North American positions?

Upvote 3

Read Answer Asked by Donald on February 26, 2025

• Galaxy Digital Inc. Class A common stock (GLXY)
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Q: Hi Guys,

What's your take on GLXY.
Add more here or what is a good entry point.

Upvote 4

Read Answer Asked by Tony on February 26, 2025

• SoFi Technologies Inc. (SOFI)
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Q: I find the pace of disruption and innovation in the fintech space is evolving very rapidly so its hard to pick winners. What do you think of SOFI as a long term position. Quality of management, business moat , growth profile, competition, risk of disruption?

Thanks.

Upvote 2

Read Answer Asked by Joel on February 26, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Which Brookfield would you acquire if only to buy one and what would rationale be? If 2 is more appropriate, which 2. Accounts could be either registered or non. Thank you .

Upvote 7

Read Answer Asked by Steven on February 26, 2025

• Propel Holdings Inc. (PRL)
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Q: I am wondering if staff/exec have vested options, that are currently being sold, and that is accelerating the stock weakness over the past month (roughly from $40 down to $30).
Looking at the INK Insider report for last year, the graph shows substantial insider sales in May 2024, when the price went from $29 down to $19 (and then rebounded). Feb 2025 is exactly 3Q from May 2024, so this could match such a cycle (hypothetically).
I'm unsure how long insiders have, to file their sales, for February.
Any thoughts, or is this pure grasping-at-straws?

Upvote 7

Read Answer Asked by Dave on February 26, 2025

• Block Inc. Class A (XYZ)
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Q: Hi Team,

This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?

Upvote 1

Read Answer Asked by Keith on February 26, 2025

• Propel Holdings Inc. (PRL)
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Q: I see Propel 12 month high & low-$43-$15 and now at $29 is close to where it was On Oct1.
Any idea for the steep decline,? Do you think it may be due to the fact they possibly overpaid for Quidmarket?
Buy more or reduce or sell? Holder of 1500 shares.

Upvote 7

Read Answer Asked by Terry on February 25, 2025

• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: Hello, how do you feel about taking a position in both these stocks for safer compounding places to hide in these volatile markets ? If so, would these prices be fair or would waiting for a larger pullback make more sense ? Thanks.

Upvote 6

Read Answer Asked by Robbie on February 25, 2025

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT)
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Q: Good morning: Which of the brookfield companies you think will be most benefitted in the next 12-18 months. Could u listed them in order of preference?
Secondly, How much does each of these companies contributed into the parent BN's bottom line. Thank you.

Upvote 4

Read Answer Asked by DAVID on February 25, 2025

• Propel Holdings Inc. (PRL)
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Q: Are the statistics on PRL reasonably supportive of their current pricing?

Upvote 4

Read Answer Asked by Mike on February 25, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Peter; Is it just getting thrown out with the baby today - news? Thanks.
Rod

Upvote 4

Read Answer Asked by Rodney on February 25, 2025

• BlackRock Inc. (BLK)
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• KKR & Co. Inc. (KKR)
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• Blackstone Inc. (BX)
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• Apollo Global Management Inc. (APO)
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• Ares Management Corporation Class A (ARES)
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Q: What's going on with these companies? Ever since I bought all of them about a month ago, they are al tanking!!!

Thanks! Austin

Upvote 2

Read Answer Asked by Austin on February 25, 2025

• Robinhood Markets Inc. (HOOD)
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Q: I have two questions on HOOD: first, on the 5i stock profile, HOOD has a PE of 87, while on Yahoo Finance it is listed as 32, which is right?
Second, after the decline from recent highs, is this a buying opportunity or would you wait until it levels out/consolidates?

Upvote 3

Read Answer Asked by Martin on February 25, 2025

• Bank of Nova Scotia (The) (BNS)
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Q: Thoughts on the quarter please?

Thx

Upvote 4

Read Answer Asked by blake on February 25, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Where would you reasonably expect these shares to be in two years. What do the analysts say about the company

Upvote 5

Read Answer Asked by Robert on February 24, 2025

• Propel Holdings Inc. (PRL)
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Q: Why do you think this has dropped $10 from the $40 level? Is this an attractive level or should we wait to add? Thanks.

Upvote 10

Read Answer Asked by Michael on February 24, 2025