Investment Q&A

• Bank of America Corporation (BAC $49.83)
  • $49.83 P/E (TTM): 13.95X Cap: $357.61B
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• JPMorgan Chase & Co. (JPM $300.30)
  • $300.30 P/E (TTM): 14.88X Cap: $809.91B
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• Prudential Financial Inc. (PRU $98.38)
  • $98.38 P/E (TTM): 10.1X Cap: $34.23B
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• UnitedHealth Group Incorporated (DE) (UNH $293.27)
  • $293.27 P/E (TTM): 14.73X Cap: $265.65B
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• Intact Financial Corporation (IFC $263.35)
  • $263.35 P/E (TTM): 18.73X Cap: $46.76B
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• BMO Covered Call Canadian Banks ETF (ZWB $26.16)
  • $26.16 P/E (TTM): 11.7X
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• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $37.42)
  • $37.42 P/E (TTM): 12.07X Cap: $377M
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• EQB Inc. (EQB $115.32)
  • $115.32 P/E (TTM): 17.76X Cap: $4.21B
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• Royal Bank Of Canada (RY $167.23)
  • $167.23 P/E (TTM): 16.23X Cap: $232.89B
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Q: hi group light on both Canadian and Us banks. what ETFs in Canada and the US make most sense in the present environment or should i go with induvial names like JPM in US and RY in Canada IFC and EQB are also attractive . Also is UNH a screaming buy or should i wait for the dust to settle

Upvote 6

Read Answer Asked by Terence on May 21, 2025

• Royal Bank of Canada (RY $228.07)
  • $228.07 P/E (TTM): 16.23X Cap: $318.52B
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Q: RY has had a nice run over the last month. When you look at its fundamentals, will it continue to run a bit more? Would you buy now, at its current price?

Upvote 5

Read Answer Asked by Greg on May 20, 2025

• Guardian Capital Group Limited (GCG $67.22)
  • $67.22 P/E (TTM): 8.89X Cap: $1.65B
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Q: Thoughts on Guardian Capital as it was mentioned in a Globe Advisor article as trading at a 23% discount to cash and securities held, and pays a 4% dividend.

Upvote 4

Read Answer Asked by Craig on May 20, 2025

• WonderFi Technologies Inc. (WNDR $0.32)
  • $0.32 Cap: $212M
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Q: Last week Robinhood announced they will be acquiring Wonderfi Technologies for $0.36 per share. Do you believe there could be any meaningful risk of this deal not closing or the potential for the company to receive a competing offer?

Upvote 1

Read Answer Asked by Bryan on May 20, 2025

• Arch Capital Group Ltd. (ACGL $100.15)
  • $100.15 P/E (TTM): 9.24X Cap: $35.63B
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Q: To Follow up on my previous question about the company’s earning report, would you still feel comfortable holding it for the long term?

Upvote 3

Read Answer Asked by Schoombee on May 16, 2025

• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: Fiserv has slid approximately 15% today. All I see in the news reports is 3 upgrades to "buy", so I am interested to know if you have any insights that may cause such a precipitous drop in price. Did I miss a share split or something?

Upvote 2

Read Answer Asked by Dave on May 16, 2025

• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $826M
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Q: First…. Thanks for getting me into this stock. I am currently looking to add to it at around $33. On my Direct Investing site PRL is considered to be undervalued with a FAIR VALUE of $222. Would you please clarify what this means. I gather it is based on earnings growth. But does this mean $222 TODAY? Or $222 in the future for example 1 year,3 years, 5 years? Thanks.

Upvote 6

Read Answer Asked by Donald on May 16, 2025

• Sun Life Financial Inc. (SLF $89.40)
  • $89.40 P/E (TTM): 22.12X Cap: $49.51B
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• Lloyds Banking Group Plc American Depositary Shares (LYG $5.55)
  • $5.55 P/E (TTM): 52.08X Cap: $81.93B
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• ING Group N.V. (ING $28.77)
  • $28.77 P/E (TTM): 15.21X Cap: $83.50B
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• HSBC Holdings plc. (HSBC $93.16)
  • $93.16 P/E (TTM): 14.17X Cap: $322.90B
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• Royal Bank Of Canada (RY $167.23)
  • $167.23 P/E (TTM): 16.23X Cap: $232.89B
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• NatWest Group plc American Depositary Shares (NWG $16.60)
  • $16.60 P/E (TTM): 11.62X Cap: $33.66B
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Q: Hi, I'm looking for a financial company with a significant dividend (above 3%) for a long term stable hold with some growth. I already own MS, JPM, XLF, and RY (CDN). Which of my choices (ING, HSBC, RY (US), LYG, NWG would you choose? Do you have any better alternatives?

Upvote 4

Read Answer Asked by Graeme on May 16, 2025

Q: Hi 5i!

Can you list 5 undervalued or beaten up Canadian stocks you feel are poised for growth in the next 2-3 years?
Also, RBC has had a real run, is it a good time to step in or would you wait? For a bank would you consider RBC’s stock price expensive?
Thanks for all you do!

Upvote 17

Read Answer Asked by Josh on May 15, 2025

• Royal Bank of Canada (RY $228.07)
  • $228.07 P/E (TTM): 16.23X Cap: $318.52B
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• Toronto-Dominion Bank (The) (TD $132.88)
  • $132.88 P/E (TTM): 11.22X Cap: $222.07B
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• Bank of Nova Scotia (The) (BNS $103.48)
  • $103.48 P/E (TTM): 25.56X Cap: $127.56B
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• Sun Life Financial Inc. (SLF $89.40)
  • $89.40 P/E (TTM): 22.12X Cap: $49.51B
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• Intact Financial Corporation (IFC $263.35)
  • $263.35 P/E (TTM): 18.73X Cap: $46.76B
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.82)
  • $59.82 P/E (TTM): 88.8X Cap: $134.31B
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Q: Whats your current favorite financial in Canada ? 2nd choice ? How does IFC fit in ? Thank you.

Upvote 16

Read Answer Asked by Paul on May 15, 2025

• Power Corporation of Canada Subordinate Voting Shares (POW $68.52)
  • $68.52 P/E (TTM): 14.11X Cap: $43.65B
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Q: What do you think of their latest quarter.

Upvote 3

Read Answer Asked by don on May 15, 2025

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.84)
  • $5.84 P/E (TTM): 23.68X Cap: $622M
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Q: Would like your opinion on the new debenture issue -is this a reasonable risk
for fixed income (5% max) or is the rate a red flag? How is the debt /cash flow ?

Upvote 3

Read Answer Asked by Scott on May 15, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Your thoughts on DEFI's earnings that were reported this morning and outlook for the stock going forward?

Thanks

Phil

Upvote 1

Read Answer Asked by philip on May 14, 2025

• Arch Capital Group Ltd. (ACGL $100.15)
  • $100.15 P/E (TTM): 9.24X Cap: $35.63B
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Q: Can you report on their latest earnings? Was it affected by the California fires?
What is the expected growth going forward?
Would you continue to hold this company?

Upvote 3

Read Answer Asked by Schoombee on May 14, 2025

• JPMorgan Chase & Co. (JPM $300.30)
  • $300.30 P/E (TTM): 14.88X Cap: $809.91B
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• Purpose Bitcoin ETF (BTCC $11.69)
  • $11.69 Cap: $581M
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• Coinbase Global Inc (COIN $175.85)
  • $175.85 P/E (TTM): 36.01X Cap: $46.43B
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Q: What is the difference between owing a bitcoin company like COIN or a bitcoin ETF? Which is riskier and which would you prefer?

Upvote 5

Read Answer Asked by Carla on May 14, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Please may I have your decision on why you sold DEFI. Thanks

Upvote 2

Read Answer Asked by Richard on May 14, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.06)
  • $28.06 Cap: $10.96B
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Q: Hi 5i
How were Glxy earnings today? Do you have any concerns going forward and do you expect the Nasdaq listing to be a big positive or maybe neutral for company shares ....
Would 5i continue to buy at these prices in the current market environment or wait ? 1 - 2 yr time frame?
thx

Upvote 4

Read Answer Asked by jim on May 13, 2025

• Propel Holdings Inc. (PRL $21.01)
  • $21.01 P/E (TTM): 9.8X Cap: $826M
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Q: Hi there, I currently have half a position in PRL. Would you suggest topping it up to a full position at today's price? Thanks!

Upvote 9

Read Answer Asked by Michael on May 13, 2025

• Blue Owl Capital Corporation (OBDC $11.29)
  • $11.29 P/E (TTM): 8.16X Cap: $5.63B
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Q: Is this company investable at this time?
Thank you
Miroslaw

Upvote 3

Read Answer Asked by Miroslaw on May 13, 2025

• DeFi Technologies Inc. (DEFI)
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Q: What is the expectation on growth and share price with the Nasdaq news? What would be a good entry point?

Upvote 2

Read Answer Asked by Stephen on May 13, 2025