Investment Q&A

Q: Bam is down seriously today. Is it related to today's announced acquisition?

Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.

Q: Please provide a case summary for either investing in FUTU or avoiding it

Q: Hello 5i,
Please tell me the expected growth in SLF for one year and three years periods.
Thank you
Dave

Q: Tom Lee was on CNBC today and stated that Bitcoin may have bottomed this past weekend because it reached technical of US$77,000 and sufficient time has passed since October 10 deleveraging event (time and price have aligned for crypto to be bottoming). If Tom Lee's forecast is correct, what CAD or US stocks would benefit from Bitcoin run past previous highs ? I own GLXY. Is this my horse or are there better stocks ?

Q: Can I get an update please on Etoro in relation to your last comments you made on them last year. At what price point does it get interesting if at all for you?

Q: Why is it falling this much? Is this good buying opportunity?

Thank you.
Milan

Q: It seems to me that the big Canadian banks are high. Could you please tell me how current P/Es compare with historical averages ?? Thanks Jim

Q: In a question answered with MSTR at 200$ I sold half as we discussed.

what would you do with the balance given the waterfall decline in BTC?

Would you hold wishing for a rebound or would you sell the rest?

Sheldon

Q: Looking at some of my big losers. I see that Upstart is reporting for the year Feb 10th. Should I wait for the results or cut my losses now? I see that the analysts are mixed on this one. What is your opinion on the stock?

Q: I would like to know your thoughts/ impressions on Visa's recent quarter. Thanks.
robert

Q: Is there any reason for RY to be dropping , should I sell while I still have gains or hold.

Q: Hi 5i,
My CM holding in my RRIF has appreciated in value by approximately 125% (not including dividends) and my dividend yield on the invested funds brings a healthy return of 7.5%.
Without consideration for CM's weight in my portfolio, do you think it would it be wise to capitalize on some of the appreciation in value though offloading some and putting the money to work elsewhere?
The factors to consider in thinking about this question that I'm aware of are:
1.) whether CM is currently overvalued to the extent that de-risking is advisable (i.e.: is it in danger of a significant decrease that would deprive me of some of the nice profit I've made so far);
2.) whether there are suitable alternatives for deployment of the funds that will provide sufficient yield and capital appreciation over time to justify the reduction in risk that selling some CM would bring; and
3.) what those alternatives might be. (I'm well invested in O&G, pipelines, tech and financial names other than CM, but light in industrials, materials, consumer discretionary and just about everything else.)
I would greatly appreciate your thoughts regarding my CM conundrum and what to do about it.
Thanks 5i !
Peter

Q: Automatic Data Processing(ADP), just came out with their earnings report can you comment quickly on how you think that went? But more importantly can you tell me how changes in interest rates affect this companies profits and what you think of this company long term in the portfolio. For the most part it looks like a great company long term can you comment on the pros and cons and WHY did it have a correction of roughly -23% since it's all time high June 6th/2025? This a screaming buy now?

Q: Fairfax along with many other insurers have been dropping in price. Could the reason be due to the anticipated decline in interest rates in the months to come. Would you consider the recent recent in the share price of FFH an opportunity to buy?
Thank you.

Q: GSY has been described as in the penalty box most recently. It seems the company continues to perform well fundamentally and sentiment rules the price movement of the stock more frequently and and with greater volatility as time goes on. Can you explain why it is in the penalty box? I understand that its 2nd mortgage business is increasing loan losses as are auto loans but I have been unable to verify if this is accurate or significant. Please comment. Thank you.
John

Q: Please comment on why you think IFC has been weak lately. The sector overall has been poor with FFH & BRK'B falling as well. Are folks concerned that insurance premiums are at risk?

Q: Your thoughts please on the quarter just released. Thx

Q: Capital One just announced that it will acquire the fintech company Brex for $5.15 billion. My understanding is that this price is significantly lower than Brex’s valuation about a year ago.
1. Does this acquisition make COF shares more or less attractive as a buy right now?
2. How would you rate COF following this announcement and after it missed expectations in its January 23 earnings report?
3. What do you see as the key risks to the stock beyond political noise?
4. If you would rate COF a buy after all the recent updates, your rationale please?
5. How do you view COF’s business model and competitive moat relative to peers, such as American Express (AXP)?
6. What do you have for *current* (post earnings. release today) for forward P/E and PEG? Debt levesl if acquisition goes through ?

Your thoughts on COF in light of the latest news would be much appreciated, thank you. :ao: .

Q: IFC: I own 1700 shs - for a very long time. Dividend grower - dividends reinvested based on best opportunity at the time. Off it's high on $317 and still going down. What are the reasons for this? Secondly, should I buy more at some point?