Investment Q&A

Q: Hello all at 5i: Would you consider MSCI a stock worth holding? Thank you. Barbara

Q: If you combine 2 factors : dividends + dividend growth, on a 5 year's timespan, would you favor BN or BAM ?

Q: Thoughts on the current overall market and going forward 1-2 years? I just read Howard Marks latest memo and he is cautious at these levels based on over valuation and many other speculative factors that are often discussed here. I have a very growth weighted portfolio and high embedded gains. I am a long term investor but would like to mitigate any large drawdowns when a correction comes to preserve gains. Currently my more defensive holdings are COST, DOL, ATD, IFC. Currently holding no utilities. I also hold large anchor names such as CSU, LMN, BN, BKNG, AXON, and WSP. What are your top defensive names?

If I trim my tech, I assume adding to DOL, ATD, COST, IFC be more defensive. I know you've mentioned these names as other good defensive names as well, COST, PG, ABBV, L, ATD, FTS, H, ENB, FTS, BEPC, H, SLF, RY, TD, GRT.UN, T, L, BAM.

Or would buying some covered call ETF's that offer some good yield reduce the drawdown.
Which are your top covered call ETF's? Or adding to some of these defensive ETF's would be good too? Defensive US etf'S: VDC, VPU, VHT

Thanks!

Q: Hi 5i,

Thanks for the podcast section on crypto. Very much enjoyed it.

If you could only buy and hold two of these for a med to long term, which would you choose? (Any particular reasons why?)

TIA!

Q: Hi 5i team,

I'm confused about PRL's dividend sustainability due to negative free cash flow (−$57M in 2024 and −$3.7M in Q2 2025) and high leverage (112% D/E). Your March 2024 report assigned a B+ rating and positive outlook might be because of strong revenue growth (38.68%) and high ROI (30.33%), but didn’t address these cash flow issues. What am I missing? Is there something in their business model or cash flow timing that supports dividend sustainability?

Best,
Matt

Q: Canadian life insurance companies versus Canadian banks, which would you consider to be the better investment in the current economic context?

Q: With the stock splitting 3 for 2 is now a good time to add to the stock.

Q: I have been reading about "Stablecoins" in recent articles re Crypto. Do you see Stablecoins replacing cash as official currencies around the world? How much , in your estimation, do you see the Genius Act, the bipartisan bill recently passed in congress, will it effect the financial world as we know it?

Q: In response to Terry's question this morning is it BAM or BN that's splitting 3/2 this October?

Thanks David

Q: Any reason for the repurchase as of $1 billion? Do you think the company is undervalue and causing such action. What is the good price to buy in?

Q: Is Bam being split 3 for 2, if so what is the record date for the split.

Q: Hello Chris/Michael:

Kudos for your YouTube podcast. Great data dense presentation with some actionable ideas! I posed this question on YouTube comments section. Hee it is for all of us, the subscribers.

If 1% position is a reasonable position to take in Cryptos, what would be the "intra group" percentages for ANY investor. I know percentages are personal. Here it is about slicing that 1 % ! More in the ETF than in the "miners?

Also, I remember Peter mentioning that Tom Lee is one of his favourites and he follows him. I don't recall Chris mentioning Tom Lee's Bitmine?

Best wishes to these young men!
Many thanks!

P.S. My Twitter/YouTube handle dovetails nicely with Chris's percentage based approach! My handle is 3P Investor. Investing is P for Personal, P for Percentage based and P for Portfolio/Probability. The three legs of a Financial stool. :)

Q: Can I get your updated opinion on BRO. It has sold off. Can you comment on its earnings and financial position. Also what do you think of there latest deal. Is this a buy?

Q: Just noticed analysts predict 2026 earnings for GSY to increase by 26% over 2025. Increase over previous year was 4.25%. Any thoughts on drivers of the 2026 large increase?

Thanks

Q: What do you make of BNS laying off investment bankers? Time to cash out? Thanks a lot.

Q: My search for XRP returns the following tickers: xrp-cad, xrp-us, xrp.to, xrp-cny, xrp-eur, axrp.sw, xrpp.to.

I think I understand some. I do not understand all.

Please explain ticker symbols, investment thesis for symbols, and your opinion on these investments for a new TFSA account at age 19.


Thank you.

Q: What tailwinds does crcl have ?

Are they strong enough to move the share value up and offset further damage due to interest rate reductions?

Thanks.

Q: This is the fourth straight day this stock is dropping, I thought the quarterly report was quite good, they raised the dividend and they're buying back stock. So why is it dropping, especially in a pretty strong market? Are there any bad omens on the horizon?

Q: Hello,
If interests rates go down in the US, will these speculative stocks get hit hard, especially circle internet group as it makes money on the treasuries? Thanks for your help.

Q: hi,
today BMO Nesbitt burns analyst Etienne Ricard downgraded EQB. can you comment on the report thesis, and give your thoughts on whether it is a buy, sell or hold today?
cheers, Chris