Investment Q&A

Q: Hello, I'd be curious to hear your views on DEFI (trades on the Neo Exchange), which has been on a bit of a tear the past month, after a previous six-month slump. I have a small position, and am wondering whether this a potential long-term hold in the decentralized finance space. It is currently approaching a $900m CAD market cap. Many thanks as ever! Aaron

Upvote 0

Read Answer Asked by Aaron on November 11, 2021

• SoFi Technologies Inc. (SOFI $26.13)
  • $26.13 P/E (TTM): 46.66X Cap: $32.90B
  • View SOFI Profile
  • View Questions on SOFI

Q: Hi, Could you please comment on SOFI results and forward guidance ? Thank you

Upvote 0

Read Answer Asked by Luc on November 11, 2021

• Rocket Companies Inc. Class A (RKT $23.24)
  • $23.24 Cap: $65.44B
  • View RKT Profile
  • View Questions on RKT

Q: Could you provide thoughts on RKT. It seems incredibly cheap after posting what seems to be a monster quarter. What do you attribute the weakness to? They’ve doubled the business in about 2, have added new lines of business and have a ton of cash. What’s the other side here?

Upvote 0

Read Answer Asked by Brian on November 11, 2021

• Amazon.com Inc. (AMZN $239.12)
  • $239.12 P/E (TTM): 33.77X Cap: $2.55T
  • View AMZN Profile
  • View Questions on AMZN
• Affirm Holdings Inc. (AFRM $74.76)
  • $74.76 P/E (TTM): 113.27X Cap: $24.67B
  • View AFRM Profile
  • View Questions on AFRM

Q: Hi, Could you please comment on AFRM results and forward guidance ? Thank you

Upvote 0

Read Answer Asked by Luc on November 11, 2021

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
  • View CIX Profile
  • View Questions on CIX

Q: With the recent buying spree of CIX should we expect a stock issue ?

Upvote 0

Read Answer Asked by terrance on November 10, 2021

• goeasy Ltd. (GSY $134.29)
  • $134.29 P/E (TTM): 9.78X Cap: $2.15B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Upstart Holdings Inc. (UPST $48.12)
  • $48.12 P/E (TTM): 200.5X Cap: $4.68B
  • View UPST Profile
  • View Questions on UPST

Q: I know you like those 2 companies and if I am not mistaken are in the same type of business, the major difference being the markets they are in. Which one would you side for a long term investment and do you have a preference ? Thank you

Upvote 0

Read Answer Asked by jean on November 10, 2021

• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.47X Cap: $850.62B
  • View JPM Profile
  • View Questions on JPM

Q: I think I know the answer to this already, but would you be comfortable with a full position in JPM? How would it do in a rising interest rate environment?

Upvote 0

Read Answer Asked by Mike on November 10, 2021

• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
  • View SIVB Profile
  • View Questions on SIVB

Q: Hi. What is your opinion of this US Bank?

Upvote 0

Read Answer Asked by Rachel on November 10, 2021

• TMX Group Limited (X $51.59)
  • $51.59 P/E (TTM): 31.27X Cap: $14.35B
  • View X Profile
  • View Questions on X
  • View Reports on X

Q: Hello. Can you please comment on the TMX Group results released last night. Do you think it is a good time to buy?

You guys do great work! Thanks

Upvote 0

Read Answer Asked by Todd on November 10, 2021

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 110.32X Cap: $864M
  • View ECN Profile
  • View Questions on ECN

Q: What is the case for buying ECN? It hasn't done much since the announcement. You will get a whopping big dividend eventually but that's basically just being chopped off the value of the company so the stock value will plunge by around the same amount. Maybe the new remaining company will be worth more - or maybe not. But you can buy that after the split anyway if things are positive. Am I wrong here? Why should I buy ECN as opposed to something else which has strong momentum and performance?

Upvote 0

Read Answer Asked by John on November 10, 2021

• SATO Technologies Corp. (SATO $0.12)
  • $0.12 Cap: $8M
  • View SATO Profile
  • View Questions on SATO

Q: Please comment on this company.

Upvote 0

Read Answer Asked by John on November 09, 2021

• Royal Bank of Canada (RY $235.42)
  • $235.42 P/E (TTM): 16.33X Cap: $329.63B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $130.55)
  • $130.55 P/E (TTM): 11.16X Cap: $222.87B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $102.18)
  • $102.18 P/E (TTM): 25.11X Cap: $126.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $189.81)
  • $189.81 P/E (TTM): 15.64X Cap: $134.55B
  • View BMO Profile
  • View Questions on BMO
• National Bank of Canada (NA $169.39)
  • $169.39 P/E (TTM): 16.75X Cap: $66.11B
  • View NA Profile
  • View Questions on NA

Q: How would you rate the following Canadian
banks for investing new money at the moment?

TD, BNS, RY, BMO, NA

Thank you so much,
Rita

Upvote 0

Read Answer Asked by Rita on November 09, 2021

• Trisura Group Ltd. (TSU $45.38)
  • $45.38 P/E (TTM): 17.8X Cap: $2.15B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Can you detail Trisura’s valuation ratios that matter? And then explain why exactly you consider the shares to be undervalued relative to the company’s growth? Thx.

Upvote 0

Read Answer Asked by Michael on November 08, 2021

• Sun Life Financial Inc. (SLF $87.47)
  • $87.47 P/E (TTM): 21.87X Cap: $48.75B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Finning International Inc. (FTT $85.71)
  • $85.71 P/E (TTM): 16.87X Cap: $11.25B
  • View FTT Profile
  • View Questions on FTT

Q: Good morning. Can you please clarify the dividend increase forSun Life. I assume the supplement is one time only?. May I have your comments on Finning too please

Upvote 0

Read Answer Asked by Margot on November 08, 2021

• BMO Equal Weight Banks Index ETF (ZEB $59.43)
  • $59.43 P/E (TTM): 11.77X Cap: $5.57B
  • View ZEB Profile
  • View Questions on ZEB

Q: Hi 5i
As the banks increase their dividends will ZEB automatically increase the monthly payout? Thanks

Upvote 0

Read Answer Asked by Gordon on November 06, 2021

• Trisura Group Ltd. (TSU $45.38)
  • $45.38 P/E (TTM): 17.8X Cap: $2.15B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Good Morning 5i
Would appreciate your analysis of Trisura Results please.
Thanks

Upvote 0

Read Answer Asked by Gordon on November 05, 2021

• Trisura Group Ltd. (TSU $45.38)
  • $45.38 P/E (TTM): 17.8X Cap: $2.15B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: The quarter looks like a blowout to me with 147% rise in earnings! Thanks for this pick and well done again. Your thoughts on the quarter and a question: does Brookfield have anything to do with this anymore in terms of management? I know it was spun out but I wonder if Brookfield still makes up a good part of the board.

Upvote 0

Read Answer Asked by Michael on November 05, 2021

• goeasy Ltd. (GSY $134.29)
  • $134.29 P/E (TTM): 9.78X Cap: $2.15B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: With all the talk about banks raising their interest rates and given GSYs recent pullback would this be a good entry point and does the bank dividend hikes help or hinder GSY.
Thanks

Upvote 0

Read Answer Asked by Greg on November 04, 2021

• iShares Canadian Financial Monthly Income ETF (FIE $10.08)
  • $10.08 P/E (TTM): 11.36X Cap: $1.29B
  • View FIE Profile
  • View Questions on FIE

Q: with the financial institutions now able to raise their dividends, would a etf such as FIE raise their dividend

Thanks Gary

Upvote 0

Read Answer Asked by gary on November 04, 2021

• Morgan Stanley (MS $189.09)
  • $189.09 P/E (TTM): 19.37X Cap: $300.52B
  • View MS Profile
  • View Questions on MS
• Blackstone Inc. (BX $163.50)
  • $163.50 P/E (TTM): 46.85X Cap: $120.73B
  • View BX Profile
  • View Questions on BX

Q: With a bit of extra cash, where would you put it today, and why? Blackstone, Morgan Stanley, or Canadian banks?

Thank you

Upvote 0

Read Answer Asked by Mark on November 04, 2021