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: Hi Peter, interested in your short term and longer term thoughts on BRK since Warren's announcement that he the legend is passing the reins to Greg Abel this year while he (W) will maintain a more advisory role. We all knew it would come but lol though it's still rattling inc making many of us feel older as well. The stock will likely drop on this, especially when combined with the tepid quarter. How much of a premium is built in due to Warren vs if it was just another holding company. Greg Abel (from Edmonton) is obviously extremely capable and we love his humility, energy and endorsement but how will the market see this ? Where would you add ? Thank you.
Read Answer Asked by Paul on May 05, 2025
Q: What is the 5 year return including dividends on Bn,Bam?
I notice their price is only $1. Apart, same year high of $90, yet Bam dividend is $3.75 U.s. while Bn is $.36 U.s.
Would Bam be the better choice for a 5 year total return?
Read Answer Asked by Terry on May 05, 2025
Q: Thank you for the great investing advice 5I provides!

I'm wondering what your thoughts are on purchasing POW, (which is made up of 70% GWO) and pays a higher dividend, rather than purchasing GWO directly, which trades at a higher valuation?
Read Answer Asked by David on May 02, 2025
Q: Hi Peter

Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.
Read Answer Asked by Frank on May 02, 2025
Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?
Read Answer Asked by James on May 01, 2025
Q: Given that they had been put into the penalty box because of past transgressions with account openings, I had a thesis that WFC would benefit significantly from the Trump administration plan to deregulate. Unfortunately, my timing was off, the shares had already increased and dropped after I invested. At this point I wonder if I should abandon my thesis and move to another financial holding. In your view, would GS be a better investment? And why? Alternatively, although Regional banks were hit hard in the past, FITB seems to be favourably viewed; would that be better than WFC or GS? And if so, why? This is in a TFSA and looking for growth, not income. Many thanks for your excellent service.
Read Answer Asked by Leonard on April 29, 2025
Q: Peter and His Wonder Team
SAN has been on a positive run this year hitting a new high. I know you do not follow European Banks. However any info you could provide would be greatly appreciated. Apparently they are selling their Polish Bank. So do you think all the good news has been baked in? Do you think it has any more up side or will it plateau soon and maybe retreat? Thanks for your insights!
Read Answer Asked by Ernest on April 29, 2025
Q: Hi Folks,
For my RRSP account I am looking at adding one of MFC, SLF or GWO. May I have your opinion as to which one you feel would be best taking the dividend and growth in consideration.
Thanks
Read Answer Asked by JOHN on April 29, 2025
Q: Peter and His Wonder Team
I have read that some analysts are predicting a 90% chance of an economic slow down or some type of recession later this year. If this were to occur how do you think it would effect large European banks or insurance companies in general? Thanks for your insights...they always help!
Read Answer Asked by Ernest on April 29, 2025
Q: As a longtime holder of BNS representing 8% of my cash account (4 % total accounts ) with banks representing 30 % of total portfolios, I am getting impatient waiting for the “ new “ President to make his mark. With TFII suffering from tariff malaise and WSP dropping because of a sale of shares by the Caisse , I see this as an opportunity to get into these 2 growthier stocks. I can live with the resulting drop in dividend income. I would have a loss on BNS.

Would you make the trade or hold on to BNS ?
Thanks. Derek


Read Answer Asked by Derek on April 28, 2025
Q: Could you tell us your opinion of the True North cryptocurrency trading site that is promoted by Danielle Smith? It sounds too good to be true.
Read Answer Asked by richard on April 28, 2025
Q: Hi,
What is you insight on TSU-T? Is it a good and better risk and reward pick after it fall from the highs of C$40 in Insurance business? Is there major problem with its business? Will it recover or its better to go with Intact IFC:T or Fairfax FFH-T?
Thanks
Piyush
Read Answer Asked by Piyush on April 28, 2025
Q: Hi,
Company reported Q1-2025 results last week. As per news, it beat earnings on higher revenue and AUM, raised Dividend. GAAP EPS was down. There was some expenses for technological upgrade. The stock was weak. Is this kind of expenses is unnecessary or a mistake or done due to any problem or liabilities? Because some analyst has a sell rating for the stock? I am holding this stock for long time representing my holding in US financial sector. Has there any major changes in the company's working so that I need to replace this holding? Appreciate you insight on this.
Thanks
Piyush
Read Answer Asked by Piyush on April 28, 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!