Investment Q&A

• JPMorgan Chase & Co. (JPM)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: Dear Peter et al:

I understand that JPM won a case against regulators and got their SCB-Stress Capital Buffer reduced from 3.3% to 2.5%. Apparently this frees up 18 B from their reserves and they can invest it wherever they want. I understand that they have announced a share buy back (50 B) AND a dividend hike! (1.50$: 7% increase over the last time).

1. Is this true? If so, is JPM a buy over other banks/Financials? Especially BRK.B?
2. If you don't fancy JPM or BRK.B (you don't like their cash position is what I see in you previous answers), which other large financial would be your pick?

Many thanks.

Upvote 5

Read Answer Asked by Savalai on July 05, 2025

• Dollarama Inc. (DOL)
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Q: I have been wanting to start a position in Dollarama, and it just seems to keep going up. With the TSX at an all-time high, would you start a position here? If not at what price is a good entry point?

Upvote 5

Read Answer Asked by Merrilyn on July 05, 2025

• Mattr Corp. (MATR)
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Q: Peter and His Wonder Team
When you look at geopolitics, international tariffs and the companies strength do you think it is a buy at this level? If not what is it's biggest risk? Thanks for your professional opinion.

Upvote 1

Read Answer Asked by Ernest on July 05, 2025

• Gatekeeper Systems Inc. (GSI)
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Q: Hello 5i Could you comment on Gatekeeper as a company to invest in and why the recent spike in the share price

Upvote 1

Read Answer Asked by Michael on July 05, 2025

• H&R Real Estate Investment Trust (HR.UN)
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Q: H&R Real Estate Investment Trust is reviewing potential takeover offers. Any idea on what a reasonable take over price would be based on the current market and their assets?. Please provide a range. Thanks.

Upvote 2

Read Answer Asked by Mark on July 05, 2025

• Harvest Low Volatility Canadian Equity Income ETF (HVOI)
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Q: I respect this ETF is very new but what are your thoughts overall for a retiree seeking income (seeking income vehicles with limited chances of capital depreciation )?

Upvote 2

Read Answer Asked by Randy on July 05, 2025

Q: I am retiring in 6 months, I have cash to invest but want something that pays a descent dividend, do you have any suggestions

Upvote 5

Read Answer Asked by Brian on July 05, 2025

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B)
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Q: I've held a small position in bbd for almost 10 yrs and have seen a lot of peaks and valleys. Is it different this time or would you take the money and move on?

Upvote 3

Read Answer Asked by Ken on July 04, 2025

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B)
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Q: Please...may we have your analysis of BBD.B ? Going forward, what would be a good entry point?

Grazzia

Upvote 2

Read Answer Asked by Franklin on July 04, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Q: WHICH ACCOUNT SHOULD VIU BE HELD IN?
Thanks.

Upvote 4

Read Answer Asked by Serge on July 04, 2025

• Cellebrite DI Ltd. (CLBT)
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Q: The stock price of CLBT has been weak and has fallen lower from the February high in the past months. Any specific reasons the down turn ? Please kindly advise if I should continue to hold or sell for tax loss harvesting ? Thank you. Bill.

Upvote 4

Read Answer Asked by Bill on July 04, 2025

• Atrium Mortgage Investment Corporation (AI)
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Q: Should there be any concern with the news release on June 30 of Audit Remediation needs of the stock? Stock dropped and a large holding of mine, was considering increasing my position, hold, sell?

Thank-you

Upvote 1

Read Answer Asked by Kim on July 04, 2025

• H&R Real Estate Investment Trust (HR.UN)
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Q: I just sold one of my long term holdings..H&R after it popped on the special committee news. It’s been a so so performer for me over the years, but has done nicely this year. Do you have a favourite REIT recommendation to replace it? I presently hold CAR.UN and DIR.UN. Thanks

Upvote 2

Read Answer Asked by Scott on July 04, 2025

• Apple Inc. (AAPL)
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• Netflix Inc. (NFLX)
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• Spotify Technology S.A. (SPOT)
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• Axon Enterprise Inc. (AXON)
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Q: Lately, these 3 stocks have performed well (exceptionally well). Sometimes it is said, "let your winners run" or "don't be afraid of new highs", however I wonder if they are becoming overvalued or extended beyond what is appropriate. Do you think P/Es of AXON @ 199; SPOT @ 129; or NFLX @ 63 show they are overvalued and it is time to sell? If you think otherwise please explain why they continue good investments and should continue to be held. Many thanks for your excellent service.

Upvote 5

Read Answer Asked by Leonard on July 04, 2025

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Good morning,

Is AC still a buy at $22.00 and what is your target price for its fair value.

Thanks,

George

Upvote 2

Read Answer Asked by George on July 04, 2025

• Royal Bank of Canada (RY)
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• Constellation Software Inc. (CSU)
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• goeasy Ltd. (GSY)
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• Propel Holdings Inc. (PRL)
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• Lumine Group Inc. (LMN)
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Q: I hold these equities in my grandson's RESP. He will need to access funds in 2 years. He will enter grade 11 this September. I just sold half of the CLS holdings at 120% gain. Above % represents post sale. I am thinking of putting cash into BEP.UN or BIP.UN. what additional adjustments would you make at this time?

Thanks for all your help.

Mike

Upvote 6

Read Answer Asked by Michael on July 04, 2025

• UnitedHealth Group Incorporated (DE) (UNH)
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• Molina Healthcare Inc (MOH)
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• Centene Corporation (CNC)
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• Oscar Health Inc. Class A (OSCR)
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• Elevance Health Inc. (ELV)
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Q: Hi 5i
Current holder of CNC .It and these other big health care companies have really tanked today, Whats happening and would you continue to hold or sell.
How do you view the outlook going forward for this sector?
Any best of breeds selection here.....
Trying to decide how to proceed with this one.
thx

Upvote 1

Read Answer Asked by jim on July 04, 2025

• CAE Inc. (CAE)
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Q: What are views of this company? Any future in the increasing Canadian defence spending?

Upvote 3

Read Answer Asked by Rachel on July 04, 2025

• INVESCO QQQ Trust (QQQ)
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• NEOS Nasdaq 100 High Income ETF (QQQI)
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Q: What are your thoughts on this? How does it work and what are the risks?

Upvote 5

Read Answer Asked by Max on July 04, 2025

• Constellation Software Inc. (CSU)
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• Intact Financial Corporation (IFC)
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• BMO S&P 500 Index ETF (ZSP)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• SPDR S&P 500 ETF Trust (SPY)
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• INVESCO QQQ Trust (QQQ)
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• BMO Nasdaq 100 Equity Index ETF (ZNQ)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.

Upvote 23

Read Answer Asked by Cheryl on July 04, 2025