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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: You discussed micro-lending by saying

"Micro lending is fine for those that want to provide some capital for a social impact. But we would be very cautious seeing it as an 'investment' altnerative."

I could not agree more and I have found a lot of satisfaction lending through KIVA at https://www.kiva.org/
Read Answer Asked by David on April 22, 2024
Q: Hi, What is your current opinion on EQB ? Stock had a strong run, but if I remember correctly, their most recent results were not and encouraging and stock took a hit. Do you think, the issues with the last quarter were only temporary and EQB is buyable today for a new position at current levels ? EQB was recommended by at least a couple of brokerages, recently ( Including CIBC), as the Best Growth story among Canadian banks. Do you agree ?

Thank You
Read Answer Asked by rajeev on April 19, 2024
Q: Please explain the difference of the business aspect between BN & BAM. As well, how do BEPC and BIPC related to either BN or BAM.

If I wanted to trim the number of Brookfield investments by owing one or two, which one would you recommend and reasons please.

Thank you,
Read Answer Asked by Roger on April 19, 2024
Q: Thank you for the great explanation on bitcoin and the upcoming halving a few days ago. I have owned a few bitcoin mining companies for sometime, definitely been going up and down over the years but recently they have gone below 30%. Would I be better off selling the mining companies and putting my money into the bitcoin ETFs?
Read Answer Asked by Marjorie on April 19, 2024
Q: I listened to positivitilending on MoneyShow Canada yesterday and seems that it would be a good diversifier for my portfolio. What do you know about micro lending? Is this a legitimate company? What are your thoughts?
Read Answer Asked by Steven on April 19, 2024
Q: I know it's not your focus but can you commend on Nubank- last question was asked about it in 2021 -
Read Answer Asked by Ashleigh on April 18, 2024
Q: I have had GSY in my TFSA for a number of years and am pleased with the performance. For this year’s TFSA contribution I am torn between adding to GSY or starting a new position in PRL. I’m concerned about PRL’s steep runup recently and the potential for a sharp decline once I buy (of course!). I actually don’t mind a short term decline as I am intending this as a longterm hold but I do have concerns about catching the PRL wave as it crests. Given the metrics between these two and the current buy price, what are your thoughts on these two - GSY for it’s stellar track record or PRL for outperformance in growth. Thanks for your thoughts!
Read Answer Asked by Warren on April 16, 2024
Q: I hold Upstart Holdings. It is down 80% from when I bought it. I have continued to hold it as I am hoping it may bounce when rates go down. And with its AI model, am hoping it could do quite well when lending picks up. But I see you really like Propel Holdings and, while a Canadian company, it sounds like most of its business is in the US. Could you compare and contrast the two companies? Would you favor a swap from Upstart to Propel? I also hold Goeasy in the space. Thank you.
Read Answer Asked by Kim on April 16, 2024
Q: Hi 5i
Current shareholder 2% position...Rather shocked by the 50% sp drop when i checked Friday Apr 12. As far as I can tell there is a short report released by fuzzy panda ..... Is there any validity to the fraud claims being made and how should one react to this news.... The share price drop seems rather extreme, however at this point what line of action should one take.....sell, hold, buy.
Generally i would expect a "wait and see what happens in the short term" as a reasonable action..... however i would appreciate your opinion on the situation. How do you see this playing out and what would 5I do.

Thx
Read Answer Asked by jim on April 15, 2024
Q: Hello, What is the reason for the generally tame performance of these two stocks? Is this mainly interest rate related. Can you please let me know on your thoughts and discuss the reasons to hold or not hold them for the long term. Thanks.

Shyam
Read Answer Asked by Shyam on April 13, 2024
Q: Good morning Peter, Ryan, and 5i Team,

How significant is the ESG backlash in many US states to Canadian banks that have large US operations?

A recent article in the Globe & Mail “Canadian banks caught in ESG backlash from U.S. state officials” outlines this unfortunate (in my opinion) trend.

The article refers to TD in particular, but lists large US banks that have also been impacted by this anti-ESG stance.

Thanks for your insight.
Read Answer Asked by Jerry on April 12, 2024
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