Investment Q&A

• Intact Financial Corporation (IFC $261.15)
  • $261.15 P/E (TTM): 18.73X Cap: $46.76B
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• goeasy Ltd. (GSY $106.16)
  • $106.16 P/E (TTM): 7.89X Cap: $1.72B
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• EQB Inc. (EQB $115.47)
  • $115.47 P/E (TTM): 17.76X Cap: $4.21B
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• Propel Holdings Inc. (PRL $20.96)
  • $20.96 P/E (TTM): 9.8X Cap: $826M
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Q: If I were to sell EQB which stock would you buy to replace this one ? Currently own TD and X.

Thanks

Upvote 10

Read Answer Asked on September 10, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.39)
  • $64.39 P/E (TTM): 30.6X Cap: $102.58B
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Q: Hello,

Is there a specific reason dragging BAM down in the short term? A good opportunity to complete a position?

Thanks

Upvote 5

Read Answer Asked by Charles on September 09, 2025

• ISHARES BITCOIN TR (IBIT $38.94)
  • $38.94 Cap: $49.96B
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Q: Owning crypto ETF’s vs actual coins: If Bitcoin, for example, goes to $200,000 from its current level would we expect the same Percentage increase in the value of a bitcoin etf?

Thanks.

Upvote 5

Read Answer Asked by Donald on September 09, 2025

• Opendoor Technologies Inc (OPEN $5.01)
  • $5.01 Cap: $5.19B
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Q: Thoughts on this new company, trading in the US at a new high?

Upvote 1

Read Answer Asked by David on September 08, 2025

• Circle Internet Group Inc. Class A (CRCL $95.53)
  • $95.53 Cap: $19.64B
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Q: CIRCLE Group CRCL has declined significantly from its highs. Do you think it's a buying opportunity at current prices? Would you consider it a viable long-term investment? I'd appreciate your analysis. Thank you.

Upvote 1

Read Answer Asked by Esther on September 08, 2025

• goeasy Ltd. (GSY $106.16)
  • $106.16 P/E (TTM): 7.89X Cap: $1.72B
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• EQB Inc. (EQB $115.47)
  • $115.47 P/E (TTM): 17.76X Cap: $4.21B
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• VersaBank (VBNK $23.00)
  • $23.00 P/E (TTM): 25.02X Cap: $736M
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• Propel Holdings Inc. (PRL $20.96)
  • $20.96 P/E (TTM): 9.8X Cap: $826M
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Q: hi folks, thoughts on Q results for Versabank, Vbnk/t & q....stock took big hit on last Q results but recent news/developments seem encouraging??....Chris mentioned stock/liked previously in a podcast....have held for awhile....things look better going forward, or time to cut loose & move on....thx as always, jb

Upvote 7

Read Answer Asked by John on September 05, 2025

• Brookfield Corporation Class A Limited (BN $44.10)
  • $44.10 P/E (TTM): 88.8X Cap: $98.39B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.39)
  • $64.39 P/E (TTM): 30.6X Cap: $102.58B
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Q: Sep 2 morning,Bam announced joint acquistion of Air Lease.Negative response on both Bam & Bn for 2 days,then turned positive today.Any reasons.?Your opinion on the purchase. Are they buyable,& what are good entry price.Txs for u usual great opinion & services

Upvote 10

Read Answer Asked by Peter on September 05, 2025

• JPMorgan Chase & Co. (JPM $297.99)
  • $297.99 P/E (TTM): 14.88X Cap: $809.91B
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• Royal Bank of Canada (RY $230.17)
  • $230.17 P/E (TTM): 16.23X Cap: $318.52B
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• Toronto-Dominion Bank (The) (TD $134.16)
  • $134.16 P/E (TTM): 11.22X Cap: $222.07B
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• Bank of Nova Scotia (The) (BNS $103.22)
  • $103.22 P/E (TTM): 25.56X Cap: $127.56B
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• Canadian Imperial Bank Of Commerce (CM $138.61)
  • $138.61 P/E (TTM): 15.85X Cap: $127.40B
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• Sun Life Financial Inc. (SLF $89.27)
  • $89.27 P/E (TTM): 22.12X Cap: $49.51B
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• Propel Holdings Inc. (PRL $20.96)
  • $20.96 P/E (TTM): 9.8X Cap: $826M
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Q: I am overweight in financials. Can you order the noted stocks in terms top to bottom ranking?

Upvote 10

Read Answer Asked by Judith on September 04, 2025

• Nu Holdings Ltd. Class A (NU $15.18)
  • $15.18 Cap: $72.18B
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Q: hello 5i:
please update your comments on NU. Recent articles indicate they are undervalued compared to peers. Do you agree? Do you see them more favourably than you did in previous answers or are you still cautious?
thanks
Paul L

Upvote 2

Read Answer Asked by Paul on September 03, 2025

• Propel Holdings Inc. (PRL $20.96)
  • $20.96 P/E (TTM): 9.8X Cap: $826M
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Q: Hi 5i
Current thoughts on PRL? Your report was done March 2024 and it has almost doubled. Update soon?

Upvote 9

Read Answer Asked by Greg on September 03, 2025

• Intact Financial Corporation (IFC $261.15)
  • $261.15 P/E (TTM): 18.73X Cap: $46.76B
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• Definity Financial Corporation (DFY $68.26)
  • $68.26 P/E (TTM): 20.42X Cap: $8.30B
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Q: Which company do you favour at this point...please and thank you...cheers

Upvote 6

Read Answer Asked by Cam on September 03, 2025

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.82)
  • $5.82 P/E (TTM): 23.68X Cap: $622M
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Q: With Guardian Capital being bought by Desjardins what might be FSZ fate. I still hold this from the days it was a part of the Income portfolio. Worth hoping for a similar fate.

Thx

Upvote 3

Read Answer Asked by blake on September 03, 2025

• The Westaim Corporation (WED $23.75)
  • $23.75 Cap: $794M
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Q: Not much has happened in short term with respect to share price. Last quarter has seen a small sell off, but I don’t that that was material to longer term plans. Is this a good price to add more significantly

Upvote 2

Read Answer Asked by Jim on September 02, 2025

Q: Just a follow-up to Les’ question about finding total returns for a company. Doesn’t the 5i interactive graph just show the percentage increase in share price, not total returns including dividends?

Upvote 4

Read Answer Asked by Stephen R. on September 02, 2025

• CI Galaxy Bitcoin ETF (BTCX.B $13.75)
  • $13.75 Cap: $726M
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• Fidelity Advantage Bitcoin ETF (FBTC $30.95)
  • $30.95 Cap: $1.11B
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Q: Can you please name your current favourite Canadian-listed bitcoin ETF?

Upvote 4

Read Answer Asked by Chris on September 02, 2025

• Coinbase Global Inc (COIN $183.29)
  • $183.29 P/E (TTM): 36.01X Cap: $46.43B
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Q: Hello Team,
What do you think of Coinbase?
Thanks!

Upvote 2

Read Answer Asked by Issaku on September 02, 2025

• JPMorgan Chase & Co. (JPM $297.99)
  • $297.99 P/E (TTM): 14.88X Cap: $809.91B
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• Royal Bank of Canada (RY $230.17)
  • $230.17 P/E (TTM): 16.23X Cap: $318.52B
  • View RY Profile
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Q: Hello 5i research
Do you think JPM and RY are correlated with the market even that one is in the USA and the other is in Canada?
Thank w

Upvote 4

Read Answer Asked by claudio on September 02, 2025

• Affirm Holdings Inc. (AFRM $46.62)
  • $46.62 P/E (TTM): 56.78X Cap: $15.64B
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Q: Hello, could you comment on most recent Affirms Holdings earnings please?
Thank you

Upvote 4

Read Answer Asked by Stephane on August 29, 2025

• Brookfield Business Partners L.P. (BBU.UN $47.54)
  • $47.54 Cap: $9.78B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $68.61)
  • $68.61 Cap: $8.98B
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• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $47.80)
  • $47.80 Cap: $4.50B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.34)
  • $60.34 P/E (TTM): 88.8X Cap: $134.31B
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Q: Good morning,
I own a 3% position in BIPC and smaller positions in BBUC and BBU.UN. I was thinking of selling all three and adding to BN before the split. I also own BEP.UN.,BAM, BEPC and BN. This is in non -reg account. Since they are relatively small gains, taxes are not an issue. Thanks, Paul

Upvote 6

Read Answer Asked by Paul on August 29, 2025

• HIVE Digital Technologies Ltd. (HIVE $2.95)
  • $2.95 Cap: $732M
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Q: HIVE was decimated earlier in the year and is now showing some real strength. I am still underwater by 25%, do you see much more recovery on the horizon or is it time to cut it loose while the bleeding has stopped. At least temporarily.

Upvote 4

Read Answer Asked by Art on August 29, 2025