Investment Q&A

• JPMorgan Chase & Co. (JPM $303.27)
  • $303.27 P/E (TTM): 14.87X Cap: $815.07B
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• Morgan Stanley (MS $162.29)
  • $162.29 P/E (TTM): 16.34X Cap: $254.01B
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• Prudential Financial Inc. (PRU $103.56)
  • $103.56 P/E (TTM): 14.16X Cap: $40.35B
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Q: Hi guys, which bank would you recommend. ? Or any other suggestions? For TFSA account for 5 years hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on July 11, 2024

• Mastercard Incorporated (MA $530.36)
  • $530.36 P/E (TTM): 34.33X Cap: $473.76B
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Q: I would like to double my 2% position in MA to 4%. Does the recent pullback represent good value for a 3 year hold. I am more focused on conservative growth. Thank you

Upvote 3

Read Answer Asked by Richard on July 11, 2024

• Mastercard Incorporated (MA $530.36)
  • $530.36 P/E (TTM): 34.33X Cap: $473.76B
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• Visa Inc. (V $324.12)
  • $324.12 P/E (TTM): 31.94X Cap: $618.50B
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• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: Given the US gov action today regarding V and MC ….do you see any likelihood of some kind of contagion affecting GSY? Or is all the talk on the US side not likely to be a big deal.

As usual think you for your opinion.

Upvote 6

Read Answer Asked by Donald on July 11, 2024

• Toronto-Dominion Bank (The) (TD $114.67)
  • $114.67 P/E (TTM): 9.66X Cap: $196.20B
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Q: TD may go into the penalty box in USA and not be allowed to purchase a US Bank,

Would they purchase Laurentian Bank ? What is it worth ?

RAK

Upvote 4

Read Answer Asked by bob on July 11, 2024

• Propel Holdings Inc. (PRL $20.53)
  • $20.53 P/E (TTM): 9.38X Cap: $818M
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Q: Given that Propel has been increasing its dividend at a rapid clip the past few quarters, are they increasing their dividend in proportion to increasing profits per share OR are they simply increasing the dividend payout ratio?

Upvote 11

Read Answer Asked by PAUL on July 10, 2024

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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Q: Hello 5i,
I’m wondering if you have any experience in investing in companies like Armada Mortgage Corp? Can you offer and pros and cons comments?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on July 10, 2024

• JPMorgan Chase & Co. (JPM $303.27)
  • $303.27 P/E (TTM): 14.87X Cap: $815.07B
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• Morgan Stanley (MS $162.29)
  • $162.29 P/E (TTM): 16.34X Cap: $254.01B
  • View MS Profile
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• Prudential Financial Inc. (PRU $103.56)
  • $103.56 P/E (TTM): 14.16X Cap: $40.35B
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• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: Hi Group is it a no brainer to buy CWB and sit on it until deal goes thru? Looks like around 25% upside simply waiting on the deal to go tru with the only risk being government intervention. What do you think?

also light on Canadian /us banks/financials I own GSY. US has been outperforming Canadian financials by a long shot. What's you thought on financials in general (US or Cad) give me some of your top financial sector picks regardless of US /Canadian

Upvote 4

Read Answer Asked by Terence on July 10, 2024

• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: What would you consider a very attractive price to pick up GoEasy shares? What is their estimated EPS for 2024 and 2025? Thanks

Upvote 8

Read Answer Asked by Gerard on July 10, 2024

• TMX Group Limited (X $51.70)
  • $51.70 P/E (TTM): 31.52X Cap: $14.32B
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• OTC Markets Group Inc - Class A (OTCM $53.00)
  • $53.00 P/E (TTM): 21.95X Cap: $636M
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Q: Any thoughts on OTCM (OTC Markets Group)? Trading around its 52-week low but it has been a solid compounder over the years. Is this a buying opportunity for long-term hold?

Upvote 4

Read Answer Asked by Patrick on July 09, 2024

• Alaris Equity Partners Income Trust (AD.UN $19.17)
  • $19.17 P/E (TTM): 5.2X Cap: $871M
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• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: Could you outline the differences and similarities between these two. Would owning both overlap in any way? Would you recommend owning both for an income generating portfolio?
Thanks
Jeff

Upvote 2

Read Answer Asked by JEFF on July 09, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $36.23)
  • $36.23 Cap: $13.96B
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Q: Hi Everyone at 5i!! Using your crystal ball and amazing insight and if the world chugs along at a steady, albeit lower, rate, where would you expect Galaxy Digital to be value wise in 5 years? I will of course not hold you to it!!

Cheers,
Tamara

Upvote 6

Read Answer Asked by Tamara on July 09, 2024

• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: Would you buy the dip here? I have a 3% position and want to top it to a 4.5%.

On a scale of 1 to 10, ten being a high conviction call, how would you rate Gsy as a buy currently (30$ off its 52wk high)

Thank you!

Upvote 9

Read Answer Asked by Karim on July 09, 2024

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.58)
  • $15.58 P/E (TTM): 9.31X Cap: $1.71B
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Q: Hello
I'm looking to include this company in my rrsp account. I would like to hear your analytical opinion on holding this long term. I am however curious to know how can they pay such a juicy dividend when most of their holdings pay less in distribution and has been lagging in the markets lately. Finaly, is this something you could see yourself including in an income portfolio.

Upvote 9

Read Answer Asked by Gilles on July 08, 2024

• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: The Go Easy stock has see close to a 12% drop following the announced CEO transition which has been viewed as negative due to uncertainty in the succession.

Do you expect the stock to fall any further as the transition for Jason Mullins (the CEO) is not expected until the end of the year and Jason will then still have a presence on the Board of Directors?

Do you believe the reaction to the news has had an exaggerated impact on the Stock valuation.

Upvote 9

Read Answer Asked by Ted on July 08, 2024

• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: Gsy is getting decimated on the news of its CEO stepping down….Any reason here for concern?

Upvote 6

Read Answer Asked by Kim on July 08, 2024

• Propel Holdings Inc. (PRL $20.53)
  • $20.53 P/E (TTM): 9.38X Cap: $818M
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Q: Any reason PRL is down 5% at this time of writing Friday? I like this stock a lot but it’s trading is frustrating of late.

Upvote 5

Read Answer Asked by Scott on July 08, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.04)
  • $6.04 P/E (TTM): 24.24X Cap: $650M
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Q: What point would you become more positive on FSZ ? The company has exceded estimates the past 2 quarters. What else could help?

Thx

Upvote 2

Read Answer Asked by blake on July 08, 2024

• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: Is the selloff of GSY a little overdone given the transition timeline and the ongoing input from the CEO? If so, is it in bargain territory?
With appreciation,
Ed

Upvote 10

Read Answer Asked by Ed on July 05, 2024

• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: CEO stepped down and stock drops around 8%
sounds like a problem somewhere

Upvote 5

Read Answer Asked by peter on July 05, 2024

• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: And another question about GSY, after a couple in the last day or 2. One answer was that there was no news that would explain its recent strong stock price. You have often said that new highs were a positive and not necessarily a reason to sell.....but I can't help but wonder if it is time to take profits, but of course would want to get your views. What is your current outlook for where the share price might go from here? With the rise in price, its financial matrices are thinning out....how does it compare to other similar financial alternatives? As always, thank you for your excellent service.

Upvote 13

Read Answer Asked by Leonard on July 04, 2024