Investment Q&A

• Prudential Financial Inc. (PRU $116.96)
  • $116.96 P/E (TTM): 16.0X Cap: $45.58B
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• Great-West Lifeco Inc. (GWO $66.80)
  • $66.80 P/E (TTM): 15.25X Cap: $61.70B
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Q: Hi Folks,
Looking to add PRU or GWO to my RRSP account. Looking for income, a little growth and a safe dividend. May I have your opinion as to which one you feel would be best to add today.
Thanks

Upvote 2

Read Answer Asked by JOHN on April 17, 2025

• Hamilton Insurance Group Ltd. Class B (HG $28.14)
  • $28.14 P/E (TTM): 6.65X Cap: $1.81B
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Q: Thought on Hamilton Insurance Group Ltd ?

Upvote 2

Read Answer Asked by Craig on April 16, 2025

• Mulvihill Canadian Bank Enhanced Yield ETF (CBNK $11.86)
  • $11.86 P/E (TTM): 7.3X Cap: $130M
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.21)
  • $16.21 P/E (TTM): 9.31X Cap: $1.78B
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Q: Please give me your opinion about this AND an alternative Bank ETF. Thanks!

Upvote 2

Read Answer Asked by Austin on April 16, 2025

• Royal Bank of Canada (RY $228.29)
  • $228.29 P/E (TTM): 17.27X Cap: $319.65B
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• Toronto-Dominion Bank (The) (TD $125.80)
  • $125.80 P/E (TTM): 10.62X Cap: $214.76B
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Q: Thinking of switching from TD to RY since RY has dropped recently. The EPS and PE looks much better. The dividend pays out on April 24. When would I have to buy the stock to get the dividend. Cheers Steve

Upvote 5

Read Answer Asked by Stephen on April 16, 2025

• Propel Holdings Inc. (PRL $24.51)
  • $24.51 P/E (TTM): 11.33X Cap: $964M
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Q: Can you provide expectations for Propels upcoming earnings

Upvote 4

Read Answer Asked by Kim on April 16, 2025

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,449.71)
  • $2,449.71 P/E (TTM): 8.25X Cap: $52.24B
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• Power Corporation of Canada Subordinate Voting Shares (POW $73.12)
  • $73.12 P/E (TTM): 15.43X Cap: $46.58B
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Q: Hello Team,
Which of these two would you prefer for total return going forward and why?
Thank You,
Barry

Upvote 8

Read Answer Asked by Barry on April 16, 2025

• CME Group Inc. (CME $273.55)
  • $273.55 P/E (TTM): 26.51X Cap: $98.64B
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• TMX Group Limited (X $51.43)
  • $51.43 P/E (TTM): 31.17X Cap: $14.30B
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• Cboe Global Markets Inc. (CBOE $253.02)
  • $253.02 P/E (TTM): 27.21X Cap: $26.47B
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Q: I am considering investing in these various exchanges. Could you rank them 1-3 with 1 being your preferred choice and reasons why for each?

Thank you

Upvote 5

Read Answer Asked by kim on April 16, 2025

• SoFi Technologies Inc. (SOFI $27.28)
  • $27.28 P/E (TTM): 48.71X Cap: $34.34B
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Q: Can you update your opinion on SOFI please? I know it was spoken of positively and rose near $18. How does it look to you at $10+? What would cause you to start a position and at what price? What do you consider to be fair value?

Upvote 3

Read Answer Asked by Tim on April 15, 2025

• goeasy Ltd. (GSY $122.28)
  • $122.28 P/E (TTM): 8.9X Cap: $1.96B
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Q: Is Goeasy a buy at today’s price? It seems like a very generous dividend. Is it safe?

Upvote 8

Read Answer Asked by Margot on April 15, 2025

• Manulife Financial Corporation (MFC $48.85)
  • $48.85 P/E (TTM): 15.34X Cap: $82.31B
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• Power Corporation of Canada Subordinate Voting Shares (POW $73.12)
  • $73.12 P/E (TTM): 15.43X Cap: $46.58B
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Q: Today's guest on BNN mentioned that MLF has exposure to China and posable head winds and prefers PWO with a higher div. your view please.

Upvote 5

Read Answer Asked by dennis on April 15, 2025

• Bank of America Corporation (BAC $55.14)
  • $55.14 P/E (TTM): 15.07X Cap: $402.65B
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• JPMorgan Chase & Co. (JPM $318.52)
  • $318.52 P/E (TTM): 15.77X Cap: $867.09B
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Q: Hello,

Do you see any opportunities in big US banks? If so, which ones, and what entry prices would you see as attractive?

Thanks.

Upvote 4

Read Answer Asked by Satish on April 14, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $62.87)
  • $62.87 P/E (TTM): 91.28X Cap: $141.16B
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Q: do you think the whole brookfield group, bn, bam, bip.un, bep.un are dropping like crazy because the bad press getting lately with mark carney etc. or is it just because market on whole. They have all taken a good kicking the last two months or more.

Upvote 8

Read Answer Asked by hans on April 11, 2025

• Toronto-Dominion Bank (The) (TD $125.80)
  • $125.80 P/E (TTM): 10.62X Cap: $214.76B
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Q: Hi Peter. TD has been fined $3 billion by US authorities for their drug related money laundering transgressions (vs only $9 million in Canada). TD remains exposed to potentially an unlimited number of class action suits from the families of fentanyl victims, both in the US and Canada.

Do you believe that this class action exposure, as well as the potential for additional fines from Canadian authorities, to be a credible risk that may not be reflected in the current share price? I am concerned that this may be a drag on the stock for a lengthy period and am contemplating swapping my TD holdings for other Canadian banks. Your thoughts?

Upvote 6

Read Answer Asked by Glenn on April 09, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $62.87)
  • $62.87 P/E (TTM): 91.28X Cap: $141.16B
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Q: Greetings,

With respect, why do you think so highly of BN?

MarketGrader.com (supplied through BMO) concludes the following:

1. Poor fundamentals
2. Growth = C
3. Profitability = D
4. Value = B
5. Cashflow = B

The yield at 0.8% is inconsequential .

I look forward to your comments.

Cheers

Upvote 11

Read Answer Asked by Arzoo on April 09, 2025

• Marex Group plc (MRX $38.78)
  • $38.78 Cap: $2.72B
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Q: What are your thoughts on Marex Group, please, thanks.

Upvote 2

Read Answer Asked by MG on April 09, 2025

• Mosaic Capital Corporation (M $5.50)
  • $5.50 Cap: $58M
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• Propel Holdings Inc. (PRL $24.51)
  • $24.51 P/E (TTM): 11.33X Cap: $964M
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Q: What is the approximate insider ownership levels at Propel

Upvote 4

Read Answer Asked by Kim on April 09, 2025

• Goldman Sachs Group Inc. (The) (GS $887.96)
  • $887.96 P/E (TTM): 18.04X Cap: $266.32B
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Q: Hello, Can you please let me know the historic average PE for Goldman. I see its trading just over 9x earnings and would like to compare that to the avg. thanks

Upvote 1

Read Answer Asked by David on April 09, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $62.87)
  • $62.87 P/E (TTM): 91.28X Cap: $141.16B
  • View BN Profile
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Q: How will BN be affected by tariffs?

Is it a good buy at these levels..

If the trade war calms down….. which companies will gain the most.

Upvote 9

Read Answer Asked by HARRY on April 09, 2025

• KKR & Co. Inc. (KKR $136.60)
  • $136.60 P/E (TTM): 57.88X Cap: $121.75B
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• Blackstone Inc. (BX $151.18)
  • $151.18 P/E (TTM): 43.32X Cap: $111.63B
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• Apollo Global Management Inc. (APO $148.05)
  • $148.05 P/E (TTM): 21.58X Cap: $85.93B
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• Ares Management Corporation Class A (ARES $173.78)
  • $173.78 P/E (TTM): 74.78X Cap: $56.80B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.87)
  • $62.87 P/E (TTM): 91.28X Cap: $141.16B
  • View BN Profile
  • View Questions on BN

Q: Hello 5i Team,

I have read your previous responses on Alternative Asset Management providers and particularly your thoughts on BN.

The above list of companies are likely to fall significantly in this down market and I was wondering at what prices would you buy and which are your favorites now.

Cheers and thank you in advance.

PK

Upvote 11

Read Answer Asked by Peter on April 08, 2025

• Toronto-Dominion Bank (The) (TD $125.80)
  • $125.80 P/E (TTM): 10.62X Cap: $214.76B
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• Bank of Nova Scotia (The) (BNS $100.17)
  • $100.17 P/E (TTM): 24.61X Cap: $124.36B
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Q: Hello 5i,

Thanks for the detailed and quality answers during these "interesting" times. I know predictions are pretty much "off the table", but ... I wonder if you could ponder the chance over the next few years of a dividend cut at the Banks. (1 = impossible, 10 = possible if things get really bad).
Knowing that such an action would be a very tuff call for the banks to make. All Canadian banks in general, but specifically TD and BNS (which are some of my TSFA holdings and used to generate retirement dividend revenue.

Upvote 3

Read Answer Asked by Jim on April 07, 2025