Investment Q&A

Q: Does the recent 10% dividend increase signal a strong earnings report is ahead? Some brokers have a $52 price target. good time to add?

Q: After today's earnings call, I'm still down 28% overall on these guys. I don't need the $, happy to let it sit for the long run. My question is, am I better off investing that money somewhere else or do you foresee a future where I stand to benefit by sticking with them. If you do suggest moving on, provide a suggestion pls.

Q: Could you please comment on Intact Financial earnings ? Were there any details about their liability estimates for L.A. wildfires ?

How is the current valuation and would you be comfortable to add some shares at current levels, for 3-5 years hold ?

Thank You

Q: Ethereum has dropped from a high of $4100 to below $2600, could you please explain why, also when Bitcoin has generally stayed in the $100k range? Is this a buying opportunity? If it is, is there a Canadian ETF to put money into? Thanks in advance. Also, many thanks for your answer on my previous question on BTC, it was extremely detailed and well thought out.

Q: Hello

Beside s Grayscales Solana Trust "GSOL "
is 5i aware of other options to gain solana exposure via public equites ?

Q: Hi. What do you think of the NA? I currently have small position. Ok to add more? or to sell

Thanks
Jovan

Q: Good morning,

The US financial sector ( ie JPM, MS, GS...) all weaker today- any reason/ announcements that would help explain?

Thank you.

Q: Good morning 5i,

Thank you for being that "rock." I own BN and KKR. Following earnings and some downward pressure would you consider adding at this time? What would be your top 2 in this sector?

Please provide your comfortable weighting for both and preferred at this time. A good value for adding would be fabulous.

I am a little underweight in this area.
Thank you so much and please deduct accordingly.

Q: What do you think of the news from TD this morning, selling their stake in Schwab and using the money to buy back $5.6 billion of their shares? The market certainly seems to like it

Q: Hi there,

GS has had a nice run up in response to their latest earnings reports.

All things considered do you think it’s still an ADD/BUY at this point?

Ok thanks!

Q: Hi 5i
Can you please elaborate on this company.
It sounds quite interesting as a financial technology company.
I'm unsure how relative this space will be going forward.
Please enlighten.

Thanks
Cal

Q: with all the talk about trump forever talking about that there are no u.s. banks in canada [wrong] do you see that this could stall growth of canadian banks in canada in future. Bns and td have already been hit hard the last couple of years and being a bank holder for the dividends in canada and him always talking about this do you see any merit in this. Sure seems to be picking on canada the last couple of weeks

Q: Hi Peter and Team,

Across all accounts, our holdings in the Financial Sector include BN, FFH, GSY, MFC, SLF, and the CEW ETF. I feel that this is a fairly good representation but realize that the Canadian banking sector is quite low, and the US banking sector is non-existent in our portfolio. Portfolio Analytics indicates that we need more exposure in this sector.

Several questions; please deduct question credits accordingly.

1. TipRanks shows that BN has a P/E ratio of 125.13. Can this be true?

2. A recent question from a 5i member asked about Sagicor SFC, which prompted me to investigate it further. I realize that it’s a small-cap stock, but noticed that for the 3 month, 6 month, and year-to-date periods, it has excellent momentum (which I know you like) and has a really low P/E ratio of 1.51, which I assume to be correct.

3. Because I feel that Trump tariffs are more of a possibility than not, I’m in the process of adjusting some sectors but not all, in case the tariffs don’t happen.

4. Would you endorse a small holding in SFC, (say a half-position) using proceeds from the sale of more tariff-vulnerable stocks?

5. Finally, could you suggest some Canadian-domiciled ETFs that would give us needed exposure to both the Canadian and US banking sector?

As always, thanks for your assistance that helps us to make informed decisions.

Q: If you didn't have a full position in GSY-T, would you add on recent weakness? What is your long term view of this company?

Q: looking for one Canadian Blue chip company to invest $2,000 yearly into a Resp for a 6 old.
Which would you choose of the above or could you suggest something better?

Q: What is the expectation for BAM’s earnings and what growth levels do these represent from last year? Thanks.

Q: What do you expect from Brookfield on Feb 11?

Q: Any news or reason that this has jumped so much recently? I can't seem to find anything...
Thanks!

Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.

Q: Thanks for your response re: First Service. You did not comment on TMX who reported yesterday. Your thoughts please. Market seemed to like the results. What do you think and is it a buy.