Investment Q&A

• SoFi Technologies Inc. (SOFI)
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Q: Hi, Could you please comment on SOFI earnings. Thank you

Upvote 7

Read Answer Asked by francis on July 31, 2024

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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• Altus Group Limited (AIF)
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• CBRE Group Inc Class A (CBRE)
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• AppFolio Inc. (APPF)
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Q: Your comments please on recent M&A announcement to sell its global property tax business for $700M.

Do you like the sector right now? Please rank AIF, CIGI, APPF, CBRE in order of preference. Thanks!

Upvote 2

Read Answer Asked by Adam on July 30, 2024

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: Hi, have you heard any news on GLXY's US listing? I've been wondering why it's taking so long.

Upvote 6

Read Answer Asked by Collin on July 30, 2024

• Block Inc. Class A (SQ)
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Q: Hi Guyz, can I get an update on Block, its been taking another hit lately and your insight will help me make a decision on whether to hold or sell.
Thanks.

Upvote 3

Read Answer Asked by Christopher on July 30, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: I'm confused about the different Brookfield group of companies (I may not have them all listed), namely, which one should be held under which circumstance (income, growth, registered, unregistered etc) and is it beneficial to hold multiple, and if so which and why. Thanks!

Upvote 6

Read Answer Asked by Kim on July 30, 2024

• Jackson Financial Inc. Class A (JXN)
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Q: The last commentary on this company by 5i was in Sept 2022. I would appreciate if you could provide an update
Thank you

Upvote 2

Read Answer Asked by angus on July 29, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Hello,

Any reason for the drop in FSZ today? Thanks

Dave

Upvote 2

Read Answer Asked by David on July 29, 2024

• Toronto-Dominion Bank (The) (TD)
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• Enbridge Inc. (ENB)
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• iShares S&P/TSX 60 Index ETF (XIU)
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Q: Tough question for you guys. Can you give some stocks on either Canadian and/or US exchanges that are reasonable TotalReturn proxies for XIU over a 1, 3, 5, 10 and 15 years or more time horizon.

Upvote 5

Read Answer Asked by Ian on July 29, 2024

• Bank of Nova Scotia (The) (BNS)
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Q: Shocking how this bank keeps underperforming its peers. As of this writing the only big Canadian bank in the red. Any cause for concern here? I like the dividend. But not if my capital erodes… I own this along with EQB and RY which have done fantastic so it’s not to bad. What is the payout ratio on BNS relative to its peers in Canada? Thanks.

Upvote 8

Read Answer Asked by Scott on July 26, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Anything you see popping this on higher volume?

Thx

Upvote 1

Read Answer Asked by blake on July 25, 2024

• Propel Holdings Inc. (PRL)
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Q: There have been increasingly persistent reports of provisions for consumer loan default by the banking industry; PRL is in the business. I doubt PRL earnings for the quarter just past - statement due shortly – will be affected but it might affect their outlook for the coming quarter(s). I think GSY found a way to deal with the issue although it had a very significant run down in ‘21/’22 and wondered if it was related and what PRL had or could do to address the issue and what you could bring to the table on that score. I look forward to your reply. Thank you.

Upvote 7

Read Answer Asked by Mike on July 23, 2024

• BMO Covered Call US Banks ETF (ZWK)
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Q: I am still down on this ETF. Do you see USA Banks recovering in the short term or should I move on.? It has a good Dividend but I can get that anywhere.

Upvote 2

Read Answer Asked by John on July 23, 2024

• goeasy Ltd. (GSY)
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Q: What’s the purpose of the announcement on July 22?

Upvote 4

Read Answer Asked by JR on July 22, 2024

• Canadian Western Bank (CWB)
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Q: i have a few thousand shares of cwb.would like to know whether to sell them before the take over or hold them until the takeover date,

Upvote 1

Read Answer Asked by judy on July 22, 2024

• goeasy Ltd. (GSY)
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• EQB Inc. (EQB)
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• ECN Capital Corp. (ECN)
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• Propel Holdings Inc. (PRL)
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Q: Hello; Could you please provide some insight on ECN, I own the
stock, is it a buy, sell or old.
Thanks for your great service.

Upvote 4

Read Answer Asked by Tino on July 22, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: In response to Keith's question today you listed:
BAM: 28.0x
BN: 13.5x

And yet you picked BAM stock. Why is that?

Upvote 3

Read Answer Asked by JR on July 19, 2024

• Charles Schwab Corporation (The) (SCHW)
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• Interactive Brokers Group Inc. (IBKR)
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Q: What do you think of Schwab now after its stock price haircut?

Earnings weren’t good but they just got a lot of new clients with their latest acquisition.

Upvote 3

Read Answer Asked by David on July 18, 2024

• BlackRock Inc. (BLK)
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• Blackstone Inc. (BX)
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• Apollo Global Management Inc. (APO)
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• Ares Management Corporation Class A (ARES)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Hello,

Can you please compare each of these companies using the valuation metric you believe to be the most appropriate given their business models?

Thank you

Upvote 3

Read Answer Asked by Keith on July 18, 2024

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: I was reading online about potential/pending lawsuit against Galaxy Digital. Any comments or concerns?

Upvote 3

Read Answer Asked by Jerry on July 16, 2024

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: What has been popping this so nicely?

Thx

Upvote 6

Read Answer Asked by blake on July 15, 2024