Investment Q&A

• Royal Bank of Canada (RY $244.20)
  • $244.20 P/E (TTM): 16.38X Cap: $341.03B
  • View RY Profile
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• Toronto-Dominion Bank (The) (TD $145.84)
  • $145.84 P/E (TTM): 11.68X Cap: $243.38B
  • View TD Profile
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• Sun Life Financial Inc. (SLF $98.27)
  • $98.27 P/E (TTM): 15.98X Cap: $54.44B
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Q: I am currently underweight in bank stocks... about 8 percent of my equity portfolio. I'd like to increase them... to what % do you recommend? I currently own RY, TD and SLF. Would you just add to these to bring them up to the new weighting or would you add other banks and if so what?

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Read Answer Asked by Carla on March 03, 2021

• TMX Group Limited (X $55.48)
  • $55.48 P/E (TTM): 37.23X Cap: $15.43B
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Q: Hi,
Any idea why X keeps drifting downward and can it be considered cheap at the present level ?
Thanks

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Read Answer Asked by Guy on March 02, 2021

• ONEX Corporation Subordinate Voting Shares (ONEX $115.58)
  • $115.58 P/E (TTM): 9.51X Cap: $8.80B
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Q: Would you continue to hold Onex and what are the prospects for the company, please?

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Read Answer Asked by james on March 02, 2021

• Purpose Bitcoin ETF (BTCC.B $14.84)
  • $14.84 Cap: $950M
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Q: Bitcoin is up 11.2 percent in the last 24 hours. Could you tell me why hasn't the BTCC .B gone up the same percentage. Thanks.
Joe

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Read Answer Asked by Joe on March 01, 2021

• Cryptostar Corp. (CSTR $0.01)
  • $0.01 Cap: $4M
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Q: Please comment on this stock. Thanks!

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Read Answer Asked by Austin on March 01, 2021

• Rocket Companies Inc. Class A (RKT $14.64)
  • $14.64 Cap: $41.41B
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• Airbnb Inc. (ABNB $141.66)
  • $141.66 P/E (TTM): 35.15X Cap: $84.22B
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Q: Hi, Could you please comment on RKT and ABNB earnings. Thank you

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Read Answer Asked by francis on March 01, 2021

• Royal Bank of Canada (RY $244.20)
  • $244.20 P/E (TTM): 16.38X Cap: $341.03B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $145.84)
  • $145.84 P/E (TTM): 11.68X Cap: $243.38B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $106.05)
  • $106.05 P/E (TTM): 20.63X Cap: $130.70B
  • View BNS Profile
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  • View Reports on BNS
• Bank of Montreal (BMO $207.41)
  • $207.41 P/E (TTM): 16.33X Cap: $146.20B
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• Canadian Imperial Bank Of Commerce (CM $152.50)
  • $152.50 P/E (TTM): 15.89X Cap: $140.38B
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• National Bank of Canada (NA $205.21)
  • $205.21 P/E (TTM): 19.71X Cap: $79.44B
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Q: All the big banks have had very encouraging financial results. Is now a good time to add in preparation for big dividend increases once the regulatory hold comes off.

Thanks.

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Read Answer Asked by Dave on March 01, 2021

• Toronto-Dominion Bank (The) (TD $145.84)
  • $145.84 P/E (TTM): 11.68X Cap: $243.38B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $106.05)
  • $106.05 P/E (TTM): 20.63X Cap: $130.70B
  • View BNS Profile
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  • View Reports on BNS

Q: I hold TD and BNS, and want to add more of the bank with the best current value. Can you please tell me which of the 2 banks represents the better value? Would appreciate knowing what metrics you use to determine bank stock value. EV values in the minus range make it confusing.
Thanks!

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Read Answer Asked by Grant on March 01, 2021

• MCAN Mortgage Corporation (MKP $25.65)
  • $25.65 P/E (TTM): 13.5X Cap: $1.04B
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Q: Your thoughts on MKP’s latest results and the 8% div yield.. The results are good but not quite as good as last year. Why would they declare a special dividend verses just raising their quarterly dividend?
Thanks
Gord

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Read Answer Asked by Gordon on February 26, 2021

• State Street Financial Select Sector SPDR ETF (XLF $51.92)
  • $51.92 P/E (TTM): 16.77X Cap: $51.47B
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• State Street SPDR S&P Regional Banking ETF (KRE $69.82)
  • $69.82 P/E (TTM): 13.17X Cap: $3.77B
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• iShares U.S. Financials ETF (IYF $123.88)
  • $123.88 P/E (TTM): 14.92X Cap: $3.39B
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• Vanguard Financials ETF (VFH $127.66)
  • $127.66 P/E (TTM): 16.37X Cap: $12.80B
  • View VFH Profile
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Q: Hello 5i team,
I am interested in acquiring a US financial ETF with a decent payout. Do you have a top 5 list on the US side.
Thank You,
Andrew

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Read Answer Asked by Andrew on February 26, 2021

• ECN Capital Corp. (ECN $3.10)
  • $3.10 P/E (TTM): 37.21X Cap: $873M
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Q: Please comment on earnings

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Read Answer Asked by Ken on February 26, 2021

• Laurentian Bank of Canada (LB $40.35)
  • $40.35 P/E (TTM): 26.9X Cap: $1.80B
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Q: Hi 5i,
Banks reporting positive news and share prices are moving up.
Do you expect Laurentian's upcoming earnings to be positive and hopefully also a positive catalyst for share price?
Thx
Jim

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Read Answer Asked by jim on February 26, 2021

• VersaBank (VBNK $24.55)
  • $24.55 P/E (TTM): 25.31X Cap: $787M
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Q: VB on a bit of a tear the last few months. I’m at 1/2 position and can’t decide whether to hold for overall financial sector diversification (also hold BNS, TD, SUnlife, MFC) or sell and add to one or all four of these large caps. Given VB’s valuation has now caught up to the sector, my thinking is it only now moves with the sector on go forward basis, so why not play that game with a safer large cap financial name? Does this make sense?

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Read Answer Asked by Tony on February 26, 2021

• Rocket Companies Inc. Class A (RKT $14.64)
  • $14.64 Cap: $41.41B
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Q: Fairly new company(1 year publicly traded). Could I have your view of its growth and profit potential. Do you like it’s future prospects. Thx.

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Read Answer Asked by Chris on February 26, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.65)
  • $5.65 P/E (TTM): 18.83X Cap: $602M
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Q: Knowing that Bam is much bigger then Fsz, can you still compare them. They are both asset management companies one much bigger than the other. One has a dividend of 1.19%, the other smaller one has a dividend of 7.81%.Why such a difference.

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Read Answer Asked by David on February 25, 2021

• Keel Infrastructure Corp (BITF)
  • Cap: $1.66B
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Q: Could you please explain the impact of their new announcement. I don’t understand what 1.18 EH/s and hash rate means. How do they compare to other Bitcoin type investments

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Read Answer Asked by mike on February 25, 2021

• Bank of Nova Scotia (The) (BNS $106.05)
  • $106.05 P/E (TTM): 20.63X Cap: $130.70B
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on February 25, 2021

• Lloyds Banking Group Plc American Depositary Shares (LYG $5.36)
  • $5.36 P/E (TTM): 49.12X Cap: $79.07B
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Q: Do you have an opinion today on Lloyds Banking Group?

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Read Answer Asked by chris on February 25, 2021

• Verisk Analytics Inc. (VRSK $181.11)
  • $181.11 P/E (TTM): 27.91X Cap: $23.72B
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Q: Can you provide your view on this stock.

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Read Answer Asked by Nick on February 25, 2021

• Trupanion Inc. (TRUP $24.33)
  • $24.33 P/E (TTM): 54.07X Cap: $1.06B
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Q: Do you have a pet related security you can recommend?
IMN

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Read Answer Asked by Irv on February 25, 2021