Investment Q&A

• StoneCo Ltd. (STNE $18.29)
  • $18.29 Cap: $4.96B
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Q: Hi,

Do you consider STNE cheap at the present level ?

Thanks

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Read Answer Asked by Guy on November 22, 2021

• Apollo Global Management Inc. (APO $138.03)
  • $138.03 P/E (TTM): 25.4X Cap: $78.95B
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Q: Hello your thoughts on APO

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Read Answer Asked by George on November 22, 2021

• Intact Financial Corporation (IFC $277.97)
  • $277.97 P/E (TTM): 22.67X Cap: $50.01B
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• Definity Financial Corporation (DFY $73.72)
  • $73.72 P/E (TTM): 22.31X Cap: $8.53B
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Q: With the major flooding in BC, are there Canadian Insurance companies that will take a hit because of this?

thanks,

Paul

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Read Answer Asked by Paul on November 22, 2021

• Definity Financial Corporation (DFY $73.72)
  • $73.72 P/E (TTM): 22.31X Cap: $8.53B
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Q: what is your opinion of this new IPO? is it projected to be profitable in the first year of public trading on the TSE.? who are DFY's major competitors ? thanks Richard

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Read Answer Asked by richard on November 20, 2021

• Miscellaneous (MISC)
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Q: Hello Peter,

If one wants to own just one North American stock in the digital payment space, which one would you recommend? And if two, which would be the other one? Would there be enough differentiation or a low correlation to justify having two stocks in a portfolio?
In a similar vein, could you give me your recommendations (excluding GSY) in the lending/credit space?
Thank you in advance.
Regards
Rajiv

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Read Answer Asked by Rajiv on November 19, 2021

• eBay Inc. (EBAY $90.80)
  • $90.80 P/E (TTM): 20.59X Cap: $41.49B
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• PayPal Holdings Inc. (PYPL $66.89)
  • $66.89 P/E (TTM): 14.44X Cap: $63.90B
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• Affirm Holdings Inc. (AFRM $83.08)
  • $83.08 P/E (TTM): 678.42X Cap: $27.05B
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Q: Is there an underlying reason for Paypals continuing slide? I was thinking it would be a good long term hold, but now having second thoughts
Thanks as always

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Read Answer Asked by steve on November 19, 2021

• Blackstone Inc. (BX $181.35)
  • $181.35 P/E (TTM): 49.57X Cap: $133.67B
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• Carlyle Group Inc (The) - Ordinary Shares (CG $66.60)
  • $66.60 P/E (TTM): 19.71X Cap: $24.08B
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Q: Considering taking a position in one of these two companies would appreciate your opinion on both and why you would choose one over the other.
Thanks John

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Read Answer Asked by John on November 19, 2021

• MarketAxess Holdings Inc. (MKTX $184.85)
  • $184.85 P/E (TTM): 31.67X Cap: $6.90B
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Q: MKTX has an attractive long term performance.
Why has MKTX gone down so much in 2021? In what market condition does it do well.
Thanks
Nick

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Read Answer Asked by Nick on November 19, 2021

• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.05X Cap: $2.43T
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• Mastercard Incorporated (MA $580.41)
  • $580.41 P/E (TTM): 39.7X Cap: $524.69B
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• Visa Inc. (V $339.43)
  • $339.43 P/E (TTM): 33.54X Cap: $658.47B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.42)
  • $16.42 Cap: $2.26B
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• Celsius Holdings Inc. (CELH $57.82)
  • $57.82 P/E (TTM): 175.52X Cap: $14.91B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Upstart Holdings Inc. (UPST $63.08)
  • $63.08 Cap: $6.06B
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• Affirm Holdings Inc. (AFRM $83.08)
  • $83.08 P/E (TTM): 678.42X Cap: $27.05B
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• Topicus.com Inc. (TOI $165.45)
  • $165.45 P/E (TTM): 81.12X Cap: $13.80B
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Q: Fire sale - V - 13 month low; MA just as bad; along with the rest of these. Do you think the people selling them have knowledge that we do not have and that is why they are selling these stocks. What is your take on what is happening? Thanks

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Read Answer Asked by Dennis on November 19, 2021

Q: What are you hearing, if anything, about other discounters dropping commission now that National Bank is offering zero commission trades?

I'd hate to go thru the hassle of transferring my account then have my existing broker change. Right now I'm with BMO and Questrade.

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Read Answer Asked by Rob on November 19, 2021

• HIVE Digital Technologies Ltd. (HIVE $5.25)
  • $5.25 P/E (TTM): 26.14X Cap: $1.21B
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• Hut 8 Corp. (HUT $44.92)
  • $44.92 Cap: $4.74B
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• MARA Holdings Inc. (MARA $16.31)
  • $16.31 P/E (TTM): 10.69X Cap: $6.04B
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Q: I was wondering if you could comment on the latest earnings of Hive. To me it looked like it was better than Mara and HUT. Also two new facilities also should be commissioned soon. Should be able to increase their mining?

Your thoughts please.

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Read Answer Asked by Jimmy on November 18, 2021

• Citigroup Inc. (C $99.44)
  • $99.44 P/E (TTM): 14.62X Cap: $183.05B
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Q: I don't understand why this bank is such a poor performer relative to its peers. It is understood that their ROA is low relative to other banks but this metric continues to improve. Is it time to give up on this stock?

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Read Answer Asked by Paul on November 18, 2021

Q: Is it time to buy the banks now, before the government imposes new taxes on the banks in Jan 2022? Also is it time to buy the banks now, before they increase their dividends?

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Read Answer Asked by Ron on November 18, 2021

• ECN Capital Corp. (ECN $3.06)
  • $3.06 Cap: $861M
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Q: Hi 5i Team - My apologies if this question on ECN overlaps some of the others. I hold shares in both a TFSA and non-registered account and am considering moving the non-registered shares into the TFSA. I have capital losses to declare against the capital gains. First of all what do you think of this strategy. Secondly by what date would I need to do this in order not to lose the dividend since the move will trigger a sale in the non-registered account and a purchase in the TFSA both on the same day.
Thanks.

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Read Answer Asked by Rob on November 17, 2021

• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.05X Cap: $2.43T
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• Mastercard Incorporated (MA $580.41)
  • $580.41 P/E (TTM): 39.7X Cap: $524.69B
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• Visa Inc. (V $339.43)
  • $339.43 P/E (TTM): 33.54X Cap: $658.47B
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Q: Poor Visa! What are your thoughts? Will other big companies or Amazon North America etc start rejecting visa too? I have been eyeing Visa and Mastercard for a while now. Is this a good time to buy Visa or wait and see if it falls through $190/200? Buy visa or mastercard, or both, or neither?

Upvote 0

Read Answer Asked by Connie on November 17, 2021

• Manulife Financial Corporation (MFC $44.14)
  • $44.14 P/E (TTM): 13.89X Cap: $74.97B
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• Sun Life Financial Inc. (SLF $82.06)
  • $82.06 P/E (TTM): 15.07X Cap: $46.64B
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• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • P/E (TTM): 3.7X Cap: $2.09B
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Q: Hi, for an rrsp acct. who do like for 4years+ . I think maybe MFC and SLF would be similar, but not sure about BAMR? Would it be the better choice for growth? Dividend is always nice but not necessary.
Thanks

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Read Answer Asked by Brad on November 17, 2021

• Manulife Financial Corporation (MFC $44.14)
  • $44.14 P/E (TTM): 13.89X Cap: $74.97B
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Q: What is your take on Manulife’s recent announcement that it will shed $2B of its US variable annuity business and using the majority of the proceeds for share buybacks? It seems the markets are pleased but is this a good business decision for the long term? I am concerned that by prioritizing share buybacks management is taking a shortcut to earnings growth rather than actually growing revenues and profits. I guess your preference to SLF’s management in the past has me extra cautious.

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Read Answer Asked by Matthew on November 17, 2021

• Miscellaneous (MISC)
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Q: 5i, good morning
My question is on the new 3% surtax on big banks, insurance proposed by the current government, how (if any) would affect to investors holding banks/insurers stocks, or even a simple saving account!
Is it time to move away from Bank/Insurance investments?
Thank you!

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Read Answer Asked by Fernando on November 16, 2021

• Brompton Lifeco Split Corp. Class A Shares (LCS $8.64)
  • $8.64 P/E (TTM): 80.2X Cap: $77M
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Q: Could you please comment on Lifeco Split Corp. How high risk is this.

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Read Answer Asked by John on November 16, 2021

• ECN Capital Corp. (ECN $3.06)
  • $3.06 Cap: $861M
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Q: Not a Q. As I recall with Hudson's interview on BNN he said that the interest rate would be adjusted after the transaction.

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Read Answer Asked by Gerald on November 16, 2021