skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Just wanted to get your current views on SLF in light of last week's earnings. I note RBC's recent comments...

“SLF’s underlying EPS was higher than our estimate and consensus, but the U.S. segment had higher than expected experience losses related to Dental and stop-loss,” he said. “We do not expect material unfavourable stop-loss experience to persist into 2026, but we expect the Dental business to remain challenged throughout our forecast period; we lower our U.S. estimates.”"

I have noticed challenges with the US segment in recent quarters, so wondering if you would ADD or HOLD at current levels.

Thank you for the great service.
Read Answer Asked by Trevor on November 12, 2025
Q: I own all the various Brookfield entities on the US side of my TD Waterhouse accounts. I did this to ensure I receive the USD dividends without paying exchange fees to convert them to CDN. Recent Q&As have confused me:
- are there instances where the currency conversion still happens even though the stocks are held on the USD side?
- if so, how do I avoid that
- can you confirm what the current yield is for each Brookfield entity and if its paid in USD or CDN

Thanks
Read Answer Asked by Scott on November 12, 2025
Q: TLT has recently announced promising results for Rutherin, the molecule it is testing. E.g. "Enhanced Tumor Destruction: Radiation-activated Rutherrin® achieved a 100-fold increase in cancer cell kill versus radiation therapy alone." But it is tiny, with a multi-year path to final results and depends on raising further capital. How can an investor assess companies like this, and what is your opinion of TLT re getting an investment toe in the door?
Read Answer Asked by John on November 12, 2025
Q: Next to "PORTFOLIOS" there is a "new" marking. Please tell me what this refers to.
Thank you
Read Answer Asked by STANLEY on November 11, 2025
Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.

Thanks,
Shane.
Read Answer Asked by Shane on November 11, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!