Investment Q&A

Q: Any reason you see for this pullback below its low price post earnings.I thought they were excellent with strong guidance also.

Q: Why such a big downward move last week over 2.00 down.Did I miss a report and big amount of shares were sold.Tks 5i

Q: With regard to the money laundering attibuted to TD in their US branches. The media reports referenced "duffel bags" of cash presented to tellers for deposit.
Is there not a rule or regulation that any cash transactions over $10,000 as being required to be investigated. or is that in Canada only Also would not the other tellers/manger not see this happening? Sounds crazy.

Q: Just read the earnings report for ECN . Looks like they had earning of zero per share which the market appears to like .... Could 5i give an analysis and opinion on the two businesses and thoughts for a catalyst going forward ? Also comment on the management changes. I believe management was a large part of the company's original attraction . I also received the " Management Information Circular " in the mail which has comments on the strategic review. It mentions someone called " Skyline " . Could 5i explain who they are,what they do, and translate the explanation of the strategic review from " Business gobbleygook " to " Business for dumbies " so I understand it and what you think of the results of the review ? ..... Thanks for your always sound analysis ..... Garth

Q: looks like an interesting company with possible earnings growth please enlighten me with your thoughts..... patient long term for me

Q: Is there any particular reason why banks (eg. BNS, TD, RY, etc) won't enter the same "non-traditional lending" market as GSY or PRL? Seems like regular banks have all the infrastructure for it and it sounds like there is money to be made. Do you think this would ever be a possibility in the future?

Q: Good afternoon,

SLF - the market does not seem to like their quarterly results.

Thoughts on the quarter, and hold/sell/buy here with the -5+% move today?

Q: For the last 10 years, SLF has been the better stock to own. Since December 2023, MFC has been better. In their most recent earnings MFC beat and SLF missed. MFC's PE is a little higher, dividends are about the same, SLF has better ROE, MFC has a much better profit margin. If buying one of them today, which do you think is better going forward? Or with the chance interest rates will be coming down in the next year would it be better to buy a bank instead?

Q: Can you provide the percentage of revenues that BN has domiciled outside of Canada.

Q: Hello
Could you comment on Affirm Holdings?
Thank you
Stephane

Q: I have both BAM and BN. Do I need both, for diversification? If not, which is better to keep?

Thank you.

Q: Good Morning,

Knowing that you like both Intact and Sunlife, can you please give me your opinion on which insurance company might provide a better total return over the next 5 years? Sunlife is much cheaper and has a good dividend, but if interest rates drop (in Canada at least), how might this impact both businesses?

Thanks.

Brad

Q: Hi 5i, tiss the season, pls opine on quarter results, forward guidance, and any revisions to consensus FY24 and F25. Thx.

Q: Hi 5i, could I have your opinion on their 1st quarter results just released this morning, and forward concensus of FY24 and FY25 eps. Thx as usual!

Q: Comment on their results last night?

Q: I view GSY and PRL investment as one sector; what percentage would you split between the two?

Q: Comments on the quarter?

Q: Hi, Could you please comment on Propel earnings. Do the results inspire more confidence to buy/add shares at current levels ? Thank You

Q: Can I get your thoughts on Everyday People Financial Corp.? Granted its early days, however the recent results seem to show some momentum.

Q: Please comment on earnings.