Investment Q&A

• Brookfield Corporation Class A Limited Voting Shares (BN $62.39)
  • $62.39 P/E (TTM): 91.28X Cap: $140.08B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.28)
  • $73.28 P/E (TTM): 33.39X Cap: $118.03B
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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?

Upvote 8

Read Answer Asked by Jeff on June 04, 2025

• goeasy Ltd. (GSY $123.61)
  • $123.61 P/E (TTM): 8.9X Cap: $1.98B
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Q: Hi Peter, was there an announcement that GSY was going to split or was it something else. I haven't been able to find the news release. Thanks

Upvote 7

Read Answer Asked by Nick on June 03, 2025

• Trisura Group Ltd. (TSU $39.69)
  • $39.69 P/E (TTM): 15.66X Cap: $1.89B
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• Definity Financial Corporation (DFY $74.18)
  • $74.18 P/E (TTM): 22.17X Cap: $9.02B
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Q: Which one for growth emphasis TFSA and why ?
Would you buy now ?
Thanks. Derek

Upvote 11

Read Answer Asked by Derek on June 03, 2025

• Bank of Nova Scotia (The) (BNS $100.55)
  • $100.55 P/E (TTM): 24.61X Cap: $124.84B
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Q: Hello, I have been a long term holder of BNS, as its constantly recommended by analysts. However, its been a constant lagger and doesn't seem to get its act together. What is that analysts see in this stock to recommend it?
Is it time to let it go?
Thank you
Carlo

Upvote 7

Read Answer Asked by Carlo on June 03, 2025

• Intact Financial Corporation (IFC $281.21)
  • $281.21 P/E (TTM): 23.55X Cap: $50B
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• Power Corporation of Canada Subordinate Voting Shares (POW $74.01)
  • $74.01 P/E (TTM): 15.43X Cap: $47.14B
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Q: Hi,
The cix buyout is to close in q3.

I have about $500 of upside remaining.

I plan to sell. Would you list a few low risk, good value businesses available now? I am drawn to rci.b.

Upvote 4

Read Answer Asked by D on June 03, 2025

• JPMorgan Chase & Co. (JPM $320.02)
  • $320.02 P/E (TTM): 15.77X Cap: $871.17B
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• Morgan Stanley (MS $177.79)
  • $177.79 P/E (TTM): 18.28X Cap: $282.56B
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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.

Upvote 3

Read Answer Asked by Barbara on June 03, 2025

• Heritage Insurance Holdings Inc. (HRTG $29.57)
  • $29.57 P/E (TTM): 6.02X Cap: $898M
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Q: I would like you opinion on this company . I am considering a small position

Upvote 4

Read Answer Asked by Leon on June 02, 2025

• Royal Bank of Canada (RY $230.10)
  • $230.10 P/E (TTM): 17.27X Cap: $322.18B
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• Toronto-Dominion Bank (The) (TD $126.75)
  • $126.75 P/E (TTM): 10.62X Cap: $216.38B
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• Bank of Nova Scotia (The) (BNS $100.55)
  • $100.55 P/E (TTM): 24.61X Cap: $124.84B
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• Bank of Montreal (BMO $181.91)
  • $181.91 P/E (TTM): 14.93X Cap: $128.95B
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• National Bank of Canada (NA $173.21)
  • $173.21 P/E (TTM): 16.94X Cap: $67.60B
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Q: Looking for some growth and a good dividend. Which two CDN banks would you go with?

Upvote 7

Read Answer Asked by Graeme on June 02, 2025

• SoFi Technologies Inc. (SOFI $25.82)
  • $25.82 P/E (TTM): 48.71X Cap: $32.51B
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• Definity Financial Corporation (DFY $74.18)
  • $74.18 P/E (TTM): 22.17X Cap: $9.02B
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Q: Do you consider these stocks as Buys at current prices? Which has better appreciation potential? Which is higher risk? Thanks

Upvote 4

Read Answer Asked by Charles on May 30, 2025

• Royal Bank of Canada (RY $230.10)
  • $230.10 P/E (TTM): 17.27X Cap: $322.18B
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Q: Long term holder of Royal Bank. Thoughts on quarter please? I read an early report of how RY beat estimates and was up 6% in the pre-market....now when the market is open it is down 3%. Any thoughts....people expected better? Concern over loan provisions?
Thanks...Steve

Upvote 6

Read Answer Asked by Stephen on May 29, 2025

• EQB Inc. (EQB $98.00)
  • $98.00 P/E (TTM): 14.8X Cap: $3.68B
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Q: Comments on their quarter please.

Upvote 7

Read Answer Asked by David on May 29, 2025

• EQB Inc. (EQB $98.00)
  • $98.00 P/E (TTM): 14.8X Cap: $3.68B
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Q: Is this a good time to buy EQB.? Currently hold some
Thanks

Upvote 8

Read Answer Asked on May 29, 2025

Q: Middle East. Thank you for your answer. This is a follow up to that question,
There appears to be a limited number of opportunities in the ME.
However, I understand that some of the Saudis are enormously wealthy. Given that situation is there a BX, APO, BN or BLK kind of company that would offer a positive risk/ reward?
As usual thank you for your help.

Upvote 1

Read Answer Asked by Donald on May 29, 2025

• Canadian Imperial Bank Of Commerce (CM $128.38)
  • $128.38 P/E (TTM): 15.44X Cap: $118.81B
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Q: Kindly comment on the CM quarterly results just released this morning. Thanks.

Upvote 3

Read Answer Asked by Victor on May 29, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $33.82)
  • $33.82 Cap: $13.21B
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Q: Is today’s dip an opportune time to make an initial purchase or would you prefer to let the dust settle. I tend to be a buy and hold investor and have been waiting to get into this space.
As a second question, what do you think of GLXY’s plans for the money raised.

Upvote 5

Read Answer Asked by Warren on May 28, 2025

• Definity Financial Corporation (DFY $74.18)
  • $74.18 P/E (TTM): 22.17X Cap: $9.02B
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Q: Hello all at 5i: What are your thoughts on Definity's purchase of Travellers? Also who is your preferred company in Insurance? Many thanks as always. Barbara

Upvote 5

Read Answer Asked by Barbara on May 28, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $62.39)
  • $62.39 P/E (TTM): 91.28X Cap: $140.08B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.28)
  • $73.28 P/E (TTM): 33.39X Cap: $118.03B
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Q: Can you please breakdown (in percentage) what BN holds (ie. BAM, BEP, BIP, etc) and what BAM holds?
Thanks!

Upvote 9

Read Answer Asked by Grant on May 28, 2025

• Capital One Financial Corporation (COF $239.81)
  • $239.81 P/E (TTM): 33.04X Cap: $152.45B
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Q: Now that the merger is complete can you please comment on short and long term potential for the combined company.
Thanks, Murray

Upvote 2

Read Answer Asked by Murray on May 28, 2025

• Definity Financial Corporation (DFY $74.18)
  • $74.18 P/E (TTM): 22.17X Cap: $9.02B
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Q: Hi 5i, thoughts on their purchase today? Thx.

Upvote 5

Read Answer Asked by Christopher on May 28, 2025

• Galaxy Digital Inc. (GLXY $24.54)
  • $24.54 Cap: $9.58B
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Q: Do you know is there a time line for their recent share offering,price is unknown,it would be nice to know how much longer we have to wait for some clarity on this issue.
Also with Bitcoin hitting all time highs and the trump family at the crypto trough ,do both of these currencies help GLXY or is one better than the other BTC or crypto…Thanks

Upvote 2

Read Answer Asked by Greg on May 28, 2025