Investment Q&A

• SoFi Technologies Inc. (SOFI)
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Q: I find the pace of disruption and innovation in the fintech space is evolving very rapidly so its hard to pick winners. What do you think of SOFI as a long term position. Quality of management, business moat , growth profile, competition, risk of disruption?

Thanks.

Upvote 2

Read Answer Asked by Joel on February 26, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Which Brookfield would you acquire if only to buy one and what would rationale be? If 2 is more appropriate, which 2. Accounts could be either registered or non. Thank you .

Upvote 7

Read Answer Asked by Steven on February 26, 2025

• Propel Holdings Inc. (PRL)
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Q: I am wondering if staff/exec have vested options, that are currently being sold, and that is accelerating the stock weakness over the past month (roughly from $40 down to $30).
Looking at the INK Insider report for last year, the graph shows substantial insider sales in May 2024, when the price went from $29 down to $19 (and then rebounded). Feb 2025 is exactly 3Q from May 2024, so this could match such a cycle (hypothetically).
I'm unsure how long insiders have, to file their sales, for February.
Any thoughts, or is this pure grasping-at-straws?

Upvote 7

Read Answer Asked by Dave on February 26, 2025

• Block Inc. Class A (XYZ)
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Q: Hi Team,

This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?

Upvote 1

Read Answer Asked by Keith on February 26, 2025

• Propel Holdings Inc. (PRL)
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Q: I see Propel 12 month high & low-$43-$15 and now at $29 is close to where it was On Oct1.
Any idea for the steep decline,? Do you think it may be due to the fact they possibly overpaid for Quidmarket?
Buy more or reduce or sell? Holder of 1500 shares.

Upvote 7

Read Answer Asked by Terry on February 25, 2025

• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: Hello, how do you feel about taking a position in both these stocks for safer compounding places to hide in these volatile markets ? If so, would these prices be fair or would waiting for a larger pullback make more sense ? Thanks.

Upvote 6

Read Answer Asked by Robbie on February 25, 2025

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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• Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT)
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Q: Good morning: Which of the brookfield companies you think will be most benefitted in the next 12-18 months. Could u listed them in order of preference?
Secondly, How much does each of these companies contributed into the parent BN's bottom line. Thank you.

Upvote 4

Read Answer Asked by DAVID on February 25, 2025

• Propel Holdings Inc. (PRL)
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Q: Are the statistics on PRL reasonably supportive of their current pricing?

Upvote 4

Read Answer Asked by Mike on February 25, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Peter; Is it just getting thrown out with the baby today - news? Thanks.
Rod

Upvote 4

Read Answer Asked by Rodney on February 25, 2025

• BlackRock Inc. (BLK)
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• KKR & Co. Inc. (KKR)
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• Blackstone Inc. (BX)
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• Apollo Global Management Inc. (APO)
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• Ares Management Corporation Class A (ARES)
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Q: What's going on with these companies? Ever since I bought all of them about a month ago, they are al tanking!!!

Thanks! Austin

Upvote 2

Read Answer Asked by Austin on February 25, 2025

• Robinhood Markets Inc. (HOOD)
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Q: I have two questions on HOOD: first, on the 5i stock profile, HOOD has a PE of 87, while on Yahoo Finance it is listed as 32, which is right?
Second, after the decline from recent highs, is this a buying opportunity or would you wait until it levels out/consolidates?

Upvote 3

Read Answer Asked by Martin on February 25, 2025

• Bank of Nova Scotia (The) (BNS)
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Q: Thoughts on the quarter please?

Thx

Upvote 4

Read Answer Asked by blake on February 25, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Where would you reasonably expect these shares to be in two years. What do the analysts say about the company

Upvote 5

Read Answer Asked by Robert on February 24, 2025

• Propel Holdings Inc. (PRL)
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Q: Why do you think this has dropped $10 from the $40 level? Is this an attractive level or should we wait to add? Thanks.

Upvote 10

Read Answer Asked by Michael on February 24, 2025

• Propel Holdings Inc. (PRL)
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Q: The support is break any new that a big drop in 1 week .

Thank for your advice.

Upvote 2

Read Answer Asked by Francis on February 24, 2025

• goeasy Ltd. (GSY)
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• Propel Holdings Inc. (PRL)
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Q: is this an opportunity to add on weakness or is it a HOLD?

Upvote 6

Read Answer Asked by JR on February 24, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Hi - you have often commented that you see BN as a better growth stock than BAM, and yet BN doesn't seem to be yielding a lot more growth.... How long do you think until it truly overshadows BAM?

Upvote 6

Read Answer Asked by Judith on February 24, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Do you have data on their current sector allocations? I have tried text searching and reviewing the Q&As for the past many months but cannot find anything. I also have positions in BEP, BIP and BIPC but I believe they are more narrowly focused on their sectors from what I read.

Upvote 4

Read Answer Asked by William Ross on February 23, 2025

• Citigroup Inc. (C)
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• Toronto Dominion Bank (The) (TD)
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Q: Need to raise some USD. Do you think city group will still appreciate or should i sell part or all now. Same goes for TD.

Upvote 4

Read Answer Asked by Howie on February 21, 2025

• Manulife Financial Corporation (MFC)
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• Sun Life Financial Inc. (SLF)
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Q: Read u latest comments on SLF.How did it do in Asia?Do u think that MFC will continue its strong performance in Asia in the forthcominq Q on Feb 19. Is it buyable and a good entry price?.Thanks for u usual great services & views

Upvote 4

Read Answer Asked by Peter on February 21, 2025