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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: These companies are classified as 100% financials and 100% Canada. Doesn't holding ownership of BIF and others make them diversified across sectors and countries? Thanks
Read Answer Asked by John on October 30, 2025
Q: Hello 5i,

We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.

Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.

Thank you

D&J
Read Answer Asked by Jerry on October 29, 2025
Q: Last week there was an article in the G&M discussing a new private equity fund that was being introduced by a Brookfield subsidiary. Would you endorse this product for an appropriate investor?

Thanks again for all of the great work that your team does!

https://www.brookfieldoaktree.com/fund/bpe-canada

Read Answer Asked by philip on October 29, 2025
Q: Galaxy Digital has announced their intention to issue $1B of exchangeable senior notes. As a result, the stock has fallen about 9% in after hours trading as I write this.
Buying opportunity?
Does this change your overall view of the company? (I assume it doesn’t)
Why would the market have such a large reaction to this news?

Thanks
Read Answer Asked by Mark on October 28, 2025
Q: I see Galaxy is down after hours on news of some sort of a share offering. Can you comment please? I’m guessing that this is not an issue - growth companies need to raise money to gown. Just interested in your comments. This stock has been a good performer for me and I was planning on just holding. Thanks,

Jason
Read Answer Asked by Jason on October 28, 2025
Q: I read your recent material on KNSL. I have been an owner for quite sometime and watched it bounce up and down between $420 and $500 in the past year. The reaction to earnings was surprising to me and I intend to add more. Please share your perspective on earnings and what you might expect to happen with the company over the next quarter or two. Is accumulating here sensible and do you still like it? A 12 month price target if not too much to ask would be great as well.
Read Answer Asked by Tim on October 27, 2025
Q: What is your analysis of Corpay (CPAY) as an undervalued investment at its current price of $283, well below its 52-week high? Analysts forecast earnings growth from $21.05 per share this year to ~$28 by 2027 and ~$33 by 2028, suggesting forward P/E ratios of 10 and 8.5, respectively. Corpay’s acquisition of Alpha Group in the UK could drive accelerated earnings growth through its fast-growing cross-border payments division, which the market may be undervaluing. Additionally, Mastercard’s recent $300 million investment for a 3% stake in Corpay’s cross-border payments business signals strong external confidence. Is this an attractive opportunity at current levels?



Read Answer Asked by T Michael on October 27, 2025
Q: I recently bought a small position in Galaxy Digital. Am I correct that up until the launch of GalaxyOne, the platform was only open to institutional investors? Also, I was looking at the latest earnings and where does Treasury Management and Corporate fit in and what is it? Is it GLXY’s own investment in digital assets? Thanks.
Read Answer Asked by Kim on October 24, 2025
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