Investment Q&A

Q: May I have your comments on earnings please. Is it buy here?

Q: Why did dfn drop so much today? Seems like a buy at this price. Banks and pipelines holding up. Cheers

Q: Would you add to a 1/4 position in HOOD today or wait for the smoke to clear?

Q: I'm reading conflicting reports about the dividend payout ratio of this stock. Is the current dividend sustainable?

Q: Hi 5i,

What would be the reason for POW downturn in the last few days? Thanks.

Q: I saw an interview with TomLee who said the cash position of the company makes it profitable no matter how much Bitcoin drops. Does this make sense?

Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:

1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.

2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.

3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.

Thanks

Q: Your response to Denise’s inquiry on crypto was very unsettling to me,

I quote a snippet of your answer: ‘if crypto recovers’

Can you please expand on this? What is your outlooks on bitcoin and ether? Do you estimate there is a market probability that we are entering a long winter, or do you see this as portending something worse; a total value destruction?

Please be as sobering as you feel it necessary.

Thank you.

Q: Hi Team: Bx looks attractive after the recent pullback. Do you like the company?
Is this an opportuity to buy? How does it compare to Brookfield for long term growth and income? Thanks for all you do.
Gary

Q: One of the factors I consider when comparing companies is Debt/Equity. 5i lists SLF as 7.16 and POW as 0.05. Could you please rationalize this difference for me.
Do you have a preference?

Q: X-TMX Group,any idea why this company is getting beat up besides the obvious software selloff,i would have thought they would have an impenetrable moat,do you see it rebounding or is their something else going on ...Thanks

Q: Hi Guys what do you think about Goeasy Ltd is it a good buy ?

Q: I asked AI (go figure!) why BX is sliding and if there is lending exposure to AI related software CO’s. Would you agree that this may partially be the reason behind share price declines?

Applicability of your theory: High. Blackstone is a major lender to the software sector. If AI hurts software profitability, Blackstone's loan book takes a hit.
• Downside Risk: Moderate to High. The combination of high valuation, "soft" guidance, and genuine exposure to software disruption makes BX vulnerable in this specific correction.

Q: Would you add/buy crypto ETFs now , Bitcoin and/or Etherum ? In USD or CDN?
I hold a small amount of BTCC.a. I sold my ETHX-U in 2023, close to the actual price.
I also have a new position in GLXY.
Thanks.

Q: The group is sold off approx.20% in 2026 - at these levels are worries over private credit( or other concerns) now becoming priced in the stocks, would you step in ?

Thank you

Q: Hello,
If i decide to sell my PYPL shares, on which i have lost 70% of their value, which stock could i replace them with if i want to increase my chances of recovering my loss ?
Thanks !
Nancy

Q: Your thoughts on BAM's recent quarter and what these results suggest for parent company, BN, which I believe reports next week. Thanks.
Robert

Q: In response to some questions about Brookfield Corp/BAM sharp drop in Tuesday trading, I could add the following.

As per CNBC, there was a report today, related to perceived impact of AI on software Companies, which could seriously result in their profitability/business and eventually valuations ( already seen in publicly listed most software stocks). Most of the Asset Managers, with large books of private credit, having a fair portion of this credit related to start ups or early stage software companies, fell today, due to the fear of resulting losses and declining private valuation of such borrowers.

Most of the big asset managers were painted with the same brush, today, as it was not immediately known or disclosed, as to, which ones have significant exposures to such clients.

It might be helpful if you are able provide some more information about such exposure to the Brookfield group.

Thank You

Q: What are your thoughts on the Santander's $12.3 Bln purchase of Webstar financial group, to expand their US landscape in Mid West ? It's a Cash and stock deal and Bank confirmed that it is committed to the 5% stock buyback plan, recently approved and has surplus capital to fund this.

Santander stock has dropped 7% today, after this news release ( conversely Webstar stock popped 9% ).

How is stock's present valuation and does today's pull back present a buying opportunity, in your view ?

Thank You

Q: Hello,
Why PYPL has dropped so much ? I'm facing a large loss and i can't declare a tax loss. Do you advise buying more to reduce my average cost ,or should i rather sell even if i can't declare my loss?
Thank you !
Nancy