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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: This weekend's Barrons magazine mentnioned Fairfax as a successful company that emulate's Berkshire's strategy and secret to success—and investor returns—combining investments and aquiring insurance businesses.
“It’s a three-engine strategy,” says TD Cowen analyst Andrew Kligerman, commenting on what Berkshire has done right. He ticks off insurance, investments, and wholly owned businesses. “You need to fire on each cylinder to make it work.”
Read Answer Asked by Murray on June 11, 2025
Q: In a recent question on conviction for a 3-5 year hold in the 5i model portfolios you recently ranked these 3 financials lowest. Do you see problems on the horizon that would limit your enthusiasm for ranking them higher?
Read Answer Asked by Jeff on June 11, 2025
Q: I hold both GSY and BAM, and I'm considering increasing my stake. Historically, BAM has outperformed GSY over the past few years. Both stocks have similar dividend yields. Which one would you recommend I prioritize, or should I consider adding to both? I'd appreciate your insights. Thanks
Read Answer Asked by Esther on June 11, 2025
Q: Do you predict much growth for EQB in the next year or two? Would you lump GSY into the same growth projectory? Would you expect PRL to provide better long-term growth than either of these?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 09, 2025
Q: Any thoughts on etoro? I know it is still relatively new and you like for a few quarters before investing in new IPOs. HOOD has done really well, could etoro follow in the same path? Would you be a buyer currently in hood or etoro? Also, do you like NBIS after this recent jump in price? Thanks!
Read Answer Asked by Keith on June 09, 2025
Q: seeing that you own some crypto I'm thinking I may get my toes wet, so to speak. At current prices, which one ETF would you favor of the above?
Also, I have more Canadian money available than US, is there disadvantage to IBIT.CA?
Should these be purchased in a Cash account, self directed RSP or TFSA?
Deduct as many questions as you need. I'll never get through these credits!
Read Answer Asked by Brenda on June 06, 2025
Q: Hello 5i
Seems this company is having trouble regaining its money making status despite showing growth in assets.

Consolidated Net Income is way below prior year and barely dribbling higher quarter over quarter. Are they poor operators and more of this can be expected?

What are your thoughts on this investment and how much more time do you think is required until they can get it in gear?

Thanks
Read Answer Asked by David on June 05, 2025
Q: A Market Call guest stated Brookfield's annualized return was 18% over 30 years leading me to wonder if there was a way to calculate such a number by including the number of spinoffs which have been many. Can you confirm or deny the 18% claim?
Read Answer Asked by Jeff on June 04, 2025
Q: Greetings 5i, I own both of these companies and both have done well, although JPM has significantly outperformed. Would you sell MS and consolidate the position in JPM or would you continue to hold both? Please provide primary reasons. Thank you.
Read Answer Asked by Barbara on June 03, 2025