Investment Q&A

• Zions Bancorporation N.A. (ZION $54.26)
  • $54.26 P/E (TTM): 8.73X Cap: $8.11B
  • View ZION Profile
  • View Questions on ZION
• Cullen/Frost Bankers Inc. (CFR $130.91)
  • $130.91 P/E (TTM): 13.32X Cap: $8.35B
  • View CFR Profile
  • View Questions on CFR
• Prosperity Bancshares Inc. (PB $64.96)
  • $64.96 P/E (TTM): 11.24X Cap: $6.57B
  • View PB Profile
  • View Questions on PB

Q: Texas is doing very well - do you have 2 or 3 recommendations for banks/financial institutions centered there? Thanks

Upvote 1

Read Answer Asked by Michael on May 07, 2025

• Propel Holdings Inc. (PRL $19.05)
  • $19.05 P/E (TTM): 9.11X Cap: $723M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Could you please comments on the results and dividend raise.

Do you think, this earnings report is good enough to remove the recent overhang on the stock ?

Thank You

Upvote 22

Read Answer Asked by rajeev on May 07, 2025

• Intact Financial Corporation (IFC $257.92)
  • $257.92 P/E (TTM): 13.93X Cap: $46B
  • View IFC Profile
  • View Questions on IFC

Q: Please comments on the Intact Financial earnings.

Are you concerned about the performance in UK&I ?

Stock has been very strong, going into earnings. Do you see more room to run ?

Thank You

Upvote 12

Read Answer Asked by rajeev on May 07, 2025

• Brookfield Asset Management Inc Class A Limited (BAM $44.58)
  • $44.58 P/E (TTM): 28.87X Cap: $71.42B
  • View BAM Profile
  • View Questions on BAM
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.06)
  • $61.06 P/E (TTM): 28.87X Cap: $97.94B
  • View BAM Profile
  • View Questions on BAM

Q: What’s your opinion of BAM’s result of Q1FY25 published this morning? What’s your opinion of the outlook? How can they invest, build and grow the business when, as I understand it, BAM’s strategy is to return most of the FFO generated to shareholders?

Upvote 10

Read Answer Asked by André on May 06, 2025

• Intact Financial Corporation (IFC $257.92)
  • $257.92 P/E (TTM): 13.93X Cap: $46B
  • View IFC Profile
  • View Questions on IFC

Q: Could you please provide street estimates for IFC. Thank You

Upvote 4

Read Answer Asked by rajeev on May 06, 2025

• TMX Group Limited (X $49.66)
  • $49.66 P/E (TTM): 32.94X Cap: $13.63B
  • View X Profile
  • View Questions on X
  • View Reports on X

Q: Your comments on earnings (X) please

Upvote 3

Read Answer Asked by Margot on May 06, 2025

• PayPal Holdings Inc. (PYPL $46.39)
  • $46.39 P/E (TTM): 8.3X Cap: $41.81B
  • View PYPL Profile
  • View Questions on PYPL

Q: Could you please give me your thoughts on PayPal? I know you have said before you prefer other names in the space. PayPal reported earnings last week and revenue is still falling. Unbranded TPV is really dropping. But growth in branded experiences and Venmo are accelerating. Management is trying hard and am wondering if I should give them a few more quarters. Thanks.

Upvote 2

Read Answer Asked by Kim on May 05, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $54.69)
  • $54.69 P/E (TTM): 77.5X Cap: $120.35B
  • View BN Profile
  • View Questions on BN

Q: Considering adding to a small position that I'm even on, according to RBC, there are only 4 analysts covering this stock, 1 sell, 1 hold and 2 buys. I know 5i highly regards this company, in my mind for a good reason, I would have thought it would have more than 4 analysts and would have had a better rating. Curious why someone would rate it a sell?

Upvote 10

Read Answer Asked by Charles on May 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $42.99)
  • $42.99 Cap: $28.52B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Business Partners L.P. (BBU.UN $42.75)
  • $42.75 Cap: $8.78B
  • View BBU.UN Profile
  • View Questions on BBU.UN
• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $36.74)
  • $36.74 P/E (TTM): 102.86X Cap: $17.44B
  • View BIP Profile
  • View Questions on BIP

Q: May I have your comments on earnings please

Upvote 2

Read Answer Asked by Margot on May 05, 2025

• Berkshire Hathaway Inc. (BRK.B $492.99)
  • $492.99 P/E (TTM): 0.04X Cap: $1.06T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: What a big drop today, any reason? Is that because the earning missing or Buffett is stepping down? What your advise for the future of Brk.B? Do you think Brk.b still go for buying or holding? Many thanks.

Upvote 4

Read Answer Asked by kwokwai on May 05, 2025

• Intuitive Surgical Inc. (ISRG $484.27)
  • $484.27 P/E (TTM): 59.99X Cap: $171.69B
  • View ISRG Profile
  • View Questions on ISRG
• JPMorgan Chase & Co. (JPM $286.77)
  • $286.77 P/E (TTM): 14.16X Cap: $771.78B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $926.23)
  • $926.23 P/E (TTM): 42.92X Cap: $934.53B
  • View LLY Profile
  • View Questions on LLY
• UnitedHealth Group Incorporated (DE) (UNH $286.96)
  • $286.96 P/E (TTM): 21.32X Cap: $259.13B
  • View UNH Profile
  • View Questions on UNH
• Intact Financial Corporation (IFC $257.92)
  • $257.92 P/E (TTM): 13.93X Cap: $46B
  • View IFC Profile
  • View Questions on IFC
• Royal Bank Of Canada (RY $164.52)
  • $164.52 P/E (TTM): 14.85X Cap: $228.33B
  • View RY Profile
  • View Questions on RY

Q: Hi group am short on healthcare and financials'.

Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?

Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help

Upvote 3

Read Answer Asked by Terence on May 05, 2025

• BlackRock Inc. (BLK $972.62)
  • $972.62 P/E (TTM): 26.17X Cap: $146.71B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $111.70)
  • $111.70 P/E (TTM): 27.52X Cap: $79.50B
  • View BX Profile
  • View Questions on BX
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.06)
  • $61.06 P/E (TTM): 28.87X Cap: $97.94B
  • View BAM Profile
  • View Questions on BAM

Q: For ethical reasons I wish to no longer invest in this company
This company is part of your Balanced Portfolio.
I wish to keep my balanced portfolio balanced across the different sectors.
Please suggest an alternative stock keeping in mind the balanced nature of this portfolio

Upvote 5

Read Answer Asked by John on May 05, 2025

• Thomson Reuters Corporation (TRI $131.12)
  • $131.12 P/E (TTM): 29.2X Cap: $58.34B
  • View TRI Profile
  • View Questions on TRI
• S&P/TSX Composite Index (TSX $32,876.65)
  • View TSX Profile
  • View Questions on TSX

Q: I would like to add to both positions. They are performing very well. I wonder if I should wait for a pull-back. Both equities are for long term hold. Please advise.
Thank you!

Upvote 7

Read Answer Asked by ALBERT on May 05, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $54.69)
  • $54.69 P/E (TTM): 77.5X Cap: $120.35B
  • View BN Profile
  • View Questions on BN

Q: Could you comment on acceptable position size range for BN?

Upvote 5

Read Answer Asked by Shelley on May 05, 2025

• Berkshire Hathaway Inc. (BRK.B $492.99)
  • $492.99 P/E (TTM): 0.04X Cap: $1.06T
  • View BRK.B Profile
  • View Questions on BRK.B

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.

Upvote 8

Read Answer Asked by Paul on May 05, 2025

• Brookfield Corporation Class A Limited Voting Shares (BN $54.69)
  • $54.69 P/E (TTM): 77.5X Cap: $120.35B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.06)
  • $61.06 P/E (TTM): 28.87X Cap: $97.94B
  • View BAM Profile
  • View Questions on BAM

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?

Upvote 2

Read Answer Asked by Terry on May 05, 2025

• Great-West Lifeco Inc. (GWO $64.37)
  • $64.37 P/E (TTM): 14.64X Cap: $58B
  • View GWO Profile
  • View Questions on GWO
• Power Corporation of Canada Subordinate Voting Shares (POW $66.79)
  • $66.79 P/E (TTM): 13.98X Cap: $42.69B
  • View POW Profile
  • View Questions on POW

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?

Upvote 7

Read Answer Asked by David on May 02, 2025

• American Express Company (AXP $301.93)
  • $301.93 P/E (TTM): 19.27X Cap: $204.74B
  • View AXP Profile
  • View Questions on AXP
• Mastercard Incorporated (MA $508.72)
  • $508.72 P/E (TTM): 30.14X Cap: $453.48B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $308.55)
  • $308.55 P/E (TTM): 28.84X Cap: $594.17B
  • View V Profile
  • View Questions on V

Q: Why do you feel that AXP has fallin more off it highs than the V and MA, which one is the buy today?
Thanks Again

Upvote 4

Read Answer Asked by eugene on May 02, 2025

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
  • View FN Profile
  • View Questions on FN

Q: May I have your comments on FN’s earnings please

Upvote 2

Read Answer Asked by Margot 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.

Upvote 1

Read Answer Asked by Frank on May 02, 2025