Investment Q&A

• Royal Bank of Canada (RY $226.03)
  • $226.03 P/E (TTM): 17.0X Cap: $317.07B
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• Toronto-Dominion Bank (The) (TD $123.47)
  • $123.47 P/E (TTM): 10.31X Cap: $208.53B
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• Bank of Nova Scotia (The) (BNS $100.04)
  • $100.04 P/E (TTM): 19.09X Cap: $123.40B
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• Bank of Montreal (BMO $175.23)
  • $175.23 P/E (TTM): 14.82X Cap: $124.37B
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• Canadian Imperial Bank Of Commerce (CM $125.40)
  • $125.40 P/E (TTM): 15.24X Cap: $115.72B
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• National Bank of Canada (NA $172.78)
  • $172.78 P/E (TTM): 16.76X Cap: $67.07B
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Q: Are any of the other large Canadian Banks similarly exposed to investigation/prosecution in the U.S. for the same activity that TD was convicted? Also, can to tell me what % of each banks total business revenue comes from U.S. sources?

Upvote 6

Read Answer Asked by Will on June 14, 2024

• Royal Bank of Canada (RY $226.03)
  • $226.03 P/E (TTM): 17.0X Cap: $317.07B
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• Toronto-Dominion Bank (The) (TD $123.47)
  • $123.47 P/E (TTM): 10.31X Cap: $208.53B
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Q: Would this be a good time to sell TD because of there US problems and buy RY for long term dividends and safety?

Upvote 5

Read Answer Asked by nick on June 13, 2024

• National Bank of Canada (NA $172.78)
  • $172.78 P/E (TTM): 16.76X Cap: $67.07B
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Q: JUst getting back to your answer yesterday about why NA dropped $6 on June 11. Not sure I agree with your assessment that it has nothing to do with the announcement of purchase of CWB. If CWB is NOT the culprit than what is please?

Upvote 3

Read Answer Asked by Ron on June 13, 2024

• goeasy Ltd. (GSY $124.06)
  • $124.06 P/E (TTM): 8.97X Cap: $1.98B
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Q: Goeasy plans to introduce a credit card soon to their existing customers and appointed Patrick Ens who comes from capital one with experience in the credit card market.

Do you believe it could be a significant growth vector for the company if the execution is done properly ? Thank you for your excellent service.

Upvote 9

Read Answer Asked by jean on June 13, 2024

• EQB Inc. (EQB $97.91)
  • $97.91 P/E (TTM): 10.96X Cap: $3.62B
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Q: Hi 5i
EQB up today, is this related to the national bank CWB deal announcement?
If so where does it go from here? Possible takeover target?
Would you continue to be buyers of EQB at this price?


Thx

Upvote 6

Read Answer Asked by jim on June 13, 2024

• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
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Q: I own it. Do you believe it will go up from here (now $41.89). I’m wondering if I should sell all, half or none. Thanks

Upvote 5

Read Answer Asked by David on June 13, 2024

• National Bank of Canada (NA $172.78)
  • $172.78 P/E (TTM): 16.76X Cap: $67.07B
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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, I’ve always wondered and wanted to ask how and who makes the 68% return at the open today on CWB? It closed yesterday at 24.89 and opened 9:30 this morning at 42.65. Thanks.

Upvote 6

Read Answer Asked by Anthony on June 13, 2024

Q: How do bank stock prices react to interest rates moving up or down?

Upvote 6

Read Answer Asked by Ron on June 12, 2024

• National Bank of Canada (NA $172.78)
  • $172.78 P/E (TTM): 16.76X Cap: $67.07B
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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: CWB up quite a bit today on the news of National's attempt to purchase. Up 70% but if I'm not mistaken there is still 40% on the table. { Please correct me if I am wrong about that 40% } Pundits on the Business channel have been commenting this morning and the consensus seems to be the government is unlikely to quash the deal ..... 40% is a nice arb play if the odds look good. Mind you if it doesn't go through there would likely be a nasty drop ...... What says 5i ? Do you like the arb play here on a risk reward basis ?

Upvote 7

Read Answer Asked by Garth on June 12, 2024

• National Bank of Canada (NA $172.78)
  • $172.78 P/E (TTM): 16.76X Cap: $67.07B
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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: As the NA price drops due to its offer to buy CWB is it a buy at this point or better to wait to settle the dust. Also, do you expect issuance of one billion new equity will offer at a lower price than current market price or it may dampen share price further?

Upvote 3

Read Answer Asked by Numa on June 12, 2024

• Royal Bank of Canada (RY $226.03)
  • $226.03 P/E (TTM): 17.0X Cap: $317.07B
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• Toronto-Dominion Bank (The) (TD $123.47)
  • $123.47 P/E (TTM): 10.31X Cap: $208.53B
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• Bank of Montreal (BMO $175.23)
  • $175.23 P/E (TTM): 14.82X Cap: $124.37B
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Q: Would BMO be a good proxy for TD? Mid and longer term which do you see as more likely to do better? Please explain your reasoning.
Other banks or other high yield suggestions for proxies?
I have lots of BNS.
Thank you.

Upvote 3

Read Answer Asked by Tulio on June 12, 2024

• National Bank of Canada (NA $172.78)
  • $172.78 P/E (TTM): 16.76X Cap: $67.07B
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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, sorry if this was answered already. Any comments on the Globe and Mail report that National Bank offered to buy Canadian Western Bank in a deal valued at $5-billion?
Thank you, Michael

Upvote 9

Read Answer Asked by Michael on June 12, 2024

• Manulife Financial Corporation (MFC $48.82)
  • $48.82 P/E (TTM): 15.34X Cap: $81.65B
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Q: Why did the stock go up 27% over the last year?

Upvote 4

Read Answer Asked by Ron on June 11, 2024

• Bank OZK (OZK $46.63)
  • $46.63 P/E (TTM): 7.71X Cap: $5.28B
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Q: Could you comment on OZK and their recent drop?

Thank you

Upvote 2

Read Answer Asked by Delbert on June 11, 2024

• Bank of Montreal (BMO $175.23)
  • $175.23 P/E (TTM): 14.82X Cap: $124.37B
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Q: Hi Team
the stock is pulling back, going to add to an existing position
what is a good entry point? around $ 113? or $ 110
thanks
Michael

Upvote 3

Read Answer Asked by Michael on June 10, 2024

• Manulife Financial Corporation (MFC $48.82)
  • $48.82 P/E (TTM): 15.34X Cap: $81.65B
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• Sun Life Financial Inc. (SLF $81.89)
  • $81.89 P/E (TTM): 20.28X Cap: $45.20B
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Q: Hello Team 5i,

I currently hold both SLF and MFC. I am positive on both but overweight financials so looking for your insight as to which of the two you suggest keeping?

thanks so much,

Ralph

Upvote 4

Read Answer Asked by ralph on June 10, 2024

• goeasy Ltd. (GSY $124.06)
  • $124.06 P/E (TTM): 8.97X Cap: $1.98B
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Q: Stock had a good week - was this mainly as a result of the drop in interest rates? Going forward will growth be organic and or are there potential acquisitions (ex Propel) which could be made? Alternatively is the company itself a target for takeover and if so which companies could be potetial buyers? Thanks

Upvote 14

Read Answer Asked by Ian on June 10, 2024

• Robinhood Markets Inc. (HOOD $135.71)
  • $135.71 P/E (TTM): 54.98X Cap: $122.67B
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Q: Could I have 5i's considered views on the company, its current profitability as well as future prospects? Any comments on the founders and the Insiders holdings will be appreciated.

Upvote 1

Read Answer Asked by ANTONY on June 07, 2024

• JPMorgan Chase & Co. (JPM $300.51)
  • $300.51 P/E (TTM): 15.6X Cap: $858.08B
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• Mastercard Incorporated (MA $537.55)
  • $537.55 P/E (TTM): 34.88X Cap: $485.31B
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• U.S. Bancorp (USB $51.57)
  • $51.57 P/E (TTM): 11.73X Cap: $79.91B
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• Visa Inc. (V $326.50)
  • $326.50 P/E (TTM): 32.47X Cap: $629.40B
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• Royal Bank of Canada (RY $226.03)
  • $226.03 P/E (TTM): 17.0X Cap: $317.07B
  • View RY Profile
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• Bank of Nova Scotia (The) (BNS $100.04)
  • $100.04 P/E (TTM): 19.09X Cap: $123.40B
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• National Bank of Canada (NA $172.78)
  • $172.78 P/E (TTM): 16.76X Cap: $67.07B
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Q: The most recent question I found on USB was August last year. What is your current opinion on USB? Can you compare it to Visa for total possible return over a 5 year period? I presently hold no US financials.
Thank you.

Upvote 6

Read Answer Asked by Harvey on June 07, 2024

• Royal Bank of Canada (RY $226.03)
  • $226.03 P/E (TTM): 17.0X Cap: $317.07B
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• National Bank of Canada (NA $172.78)
  • $172.78 P/E (TTM): 16.76X Cap: $67.07B
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Q: Which bank would you prefer - Royal or National and why?
THank you
Margaret

Upvote 5

Read Answer Asked by Margaret on June 06, 2024