Investment Q&A

Q: The USA banks have reported excelling results this week.

Do you expect the same from the Canadian banks?

And given that I am adding to my financial holdings is the risk reward better with US banks or Canadian banks?

Finally where would you place BLK and BLX in terms of potential upside in the next few years?

Q: Are you able to provide comparable alternatives in the US. Your top 3, ranked for long term return . (10 year hold)

Q: Thoughts on this stock for the next 2 years?

Thnx 5I

Q: In researching the Swedish company EQT, a global powerhouse in finance (listed as EQT on the Stockholm exchange ) I found that EQT.st is the largest holding in PSP, the US-listed ETF that holds alternative asset managers and private equity companies. Many of the businesses held by PSP look attractive, including for example: KKR, OWL, APO, CG and BX. Do you think PSP the ETF is an attractive buy currently over EQT.st? I much prefer EQT.st but I ask you whether you would rather hold one or more of the individual constituents of PSP? If the latter, which companies, if any, do you think have good financial prospects and are at reasonably good prices to buy now?

Q: Good afternoon,

My question relates to the above three stocks that are currently held in my US$ Non Registered Account but that could easily be held in my CDN$ Non Registered Account.

Q1. What are you thoughts on the direction of the US$ value vis a vis the CDN$ value in the short and medium term given the current Tariff situation and president Trump's strong and consistent pressure on the Chairman of the Federal Reserve to immediately lower interest rates by a substantial rate?

Q2. If our view is that the CDN$ may well increase in value when compared to the US$, does it make sense to journal these three stocks from a US$ Non Registered account to a CDN$ Non Registered account?

Thank you and I'll await your sage advice.

Q: Having bough BX at its lows of this April in the low $120's, I am debating trimming and re deploying. Based on metrics; P/S, P/B, P/B and other relevant measures; is there still potential for a higher run up. Analysts have a slight downside rating.

Q: Have you warmed up to OWL since your March 2025 comment? OWL currently rates a strong buy in the financial sites I have access to. If your views are unchanged, do you have another private equity-cum-asset manager that you favor? OWL seems to have stronger, favorable buy ratings than BX, or CG. If not OWL, would you prefer Apollo and why.

Q: The above private equities companies have taken a significant dive over the last few months, disproportionally volatile coamoted to the SP500. Can you please

1. Comment on the reasons for market underperformance in this sector

2. Are any of these must owns ? (I know BN is a favourite of your’s, I own a 3% position)

3. Can you rank them in terms of preference for total return over 5 to 10 years? I am open to you including onex in the list.

4. if I wanted to increase my exposure to financial (I am underweight financials, and moreso on the US side), would you look to topping Brookfield or adding a second name?

5. How much sector exposure to this sub sector would you recommend in terms of Portolio allocation for a growth invester?

Thank you and please deduct credits as you deem necessary.

Best,
Karim.

Q: For ethical reasons I wish to no longer invest in this company
This company is part of your Balanced Portfolio.
I wish to keep my balanced portfolio balanced across the different sectors.
Please suggest an alternative stock keeping in mind the balanced nature of this portfolio

Q: I plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks

Q: I hold BX in my RRIF for growth and income. Acknowledging no one has a cystal ball. Is it and opportunity to buy on days like this or is more patience required?

Q: Which tax loss proxies would you suggest for the following companies?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?

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

Q: Hi 5i team,

What are your thoughts and do you have suggestions (names) on investing in a Public private equity company as a means to curb some of the volatility. Thank you as always.

Q: I would like to narrow this list down to the best 10 to hold in a long term taxable portfolio. What would you suggest be the top 10 stocks? I currently hold all of them but would like to sell this down to 10. I like holding 10 stocks with about 10% in each as a risk/reward balance. Thank you - and thanks for some of these names which came from you! I am only down on Amazon and BN at this time.

Jason

Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?

Q: Greetings. Are there any attractive US dividend-paying stocks (3.5%+) that currently appear on your radar? I'm looking for an alternative to US$ GICS or fixed income. Thanks.

Q: Hello 5i Team
Blackstone price has been weak lately, would you recommend buying at these prices or wait until after the tariff are in effect . Please provide your comment .
Thank you

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

Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry