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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I read in CNN today that in India, "UPI (Gov't entity) allows users to use their phone as a virtual debit card, transferring money from almost 600 member banks and fintech companies instantly without entering bank details or paying transaction fees."

1) Can you think of any stocks which would benefit from this?
2) If this is happening in India, when will Canada wake up? Do you see this coming?
Read Answer Asked by TOM on May 02, 2024
Q: Todays announcement with Microsoft boosted the BEPC share price about 8% so far, yet the improvement in BN share price is minimal Why? Is BN undervalued since it will clearly benefit from this contact between Microsoft and BEPC Is BN undervalued now? is it a good buying opportunity? I have a one-half position in BN and I'm thinking of boosting it
Read Answer Asked by arnold on May 01, 2024
Q: When 5i wrote the report on PRL the share price was $15.65 ..... Today it is $23.60 . Which is a considerable rise since the report was written ...... Could 5i plug in the current share price into the section titled " Valuation " and calculate and reassess the same statements using the current share price ? ....... This will help me make a decision regarding a purchase at the current share price .... Thanks as always for your valuable analysis .....
Read Answer Asked by Garth on April 30, 2024
Q: Have you heard of this? What is it? Is it an investment scam?
Read Answer Asked by Charles on April 30, 2024
Q: I currently only own TD bank and would like to add another 1-2 stocks to the financial sector? What are your top picks for this. It is for a RRSP with at least 20 years before retirement.

Thanks
Read Answer Asked on April 30, 2024
Q: Hi Team,
In a question yesterday comparing GSY to PRL you had stated that PRL is "slightly cheaper" than GSY. Is that forward earnings you are looking at? I ask because my brokerage shows GSY with a current P/E of 11.98. It shows PRL with a current P/E of 20.48 , which on that metric (if correct) currently values PRL over 70% higher that GSY. Looking for clarification. Thanks

Shane.
Read Answer Asked by Shane on April 29, 2024
Q: Just read your special report on small caps specifically Go Easy where you cite a growth rate of 17% mainly organically . Could you explain how this growth is accomplished ? To my albeit simple mind the sub prime lending market is something I wouldn't expect to expand unless economic times became perilous as well ..... A brief explanation of how this growth is accomplished across the three sectors of its' business model would be appreciated ? .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Read Answer Asked by Garth on April 26, 2024
Q: Hi 5i
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
Read Answer Asked by Peter on April 24, 2024
Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.
Read Answer Asked by Anh on April 23, 2024
Q: Hello 5i.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.
Read Answer Asked by David on April 23, 2024