Investment Q&A

• KKR & Co. Inc. (KKR $92.83)
  • $92.83 P/E (TTM): 38.78X Cap: $83.77B
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• Blackstone Inc. (BX $116.90)
  • $116.90 P/E (TTM): 29.05X Cap: $86.76B
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• Ares Management Corporation Class A (ARES $104.80)
  • $104.80 P/E (TTM): 59.79X Cap: $34.53B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $62.30)
  • $62.30 P/E (TTM): 29.94X Cap: $102.05B
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Q: Can I please have your thoughts on KKR. Your overall thoughts on the company and do you see more upside and your take on the recently announced earnings. Thank You.

Upvote 3

Read Answer Asked by Brian on August 06, 2024

• KKR & Co. Inc. (KKR $92.83)
  • $92.83 P/E (TTM): 38.78X Cap: $83.77B
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Q: why did kkr drop so much on last Friday

Upvote 2

Read Answer Asked by Ronald on August 06, 2024

• CBIZ Inc. (CBZ $27.60)
  • $27.60 P/E (TTM): 15.84X Cap: $1.55B
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Q: Hello 5i Team,

Long-time holder of CBZ, which has been a consistent performer.

The share price has dropped significantly today after an earnings miss and a coincident announcement to acquire Marcum. Not sure which event is contributing more to the share price reduction... or if it's both.

Could you please comment on the current situation and future prospects for CBZ. Is this an opportunity to add to my position? Or do you expect the share price to languish for a while? If so, how long?

Thanks in advance for your always helpful advice!

Upvote 1

Read Answer Asked by Keith on August 02, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: Thoughts on the quarter? Stock down about 13% (on a down day in the markets). Over done?

Thanks

Dave

Upvote 5

Read Answer Asked by David on August 01, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.58)
  • $50.58 Cap: $23.33B
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Q: Your thoughts on BIP.UN's results please.

Upvote 4

Read Answer Asked by Theodore on August 01, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $26.40)
  • $26.40 P/E (TTM): 15.51X
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• Evolve US Banks Enhanced Yield Fund (CALL $14.06)
  • $14.06 P/E (TTM): 12.05X Cap: $120M
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• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $17.34)
  • $17.34 P/E (TTM): 15.2X Cap: $322M
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Q: Can I have your opinion on the best Cdn. bank ETF'S that write call options. Low fees & decent history of good yield.
Thank You

Upvote 2

Read Answer Asked by Joseph on August 01, 2024

• Intact Financial Corporation (IFC $252.80)
  • $252.80 P/E (TTM): 13.39X Cap: $44.84B
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Q: Thoughts on the quarter please?

Thx

Upvote 5

Read Answer Asked by blake on August 01, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $58.56)
  • $58.56 P/E (TTM): 77.19X Cap: $131B
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Q: What is 5i's target price pls for BN and why?

Upvote 5

Read Answer Asked by Ron on August 01, 2024

• Propel Holdings Inc. (PRL $20.21)
  • $20.21 P/E (TTM): 9.45X Cap: $795M
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Q: Hi .. any thoughts on why the recent nice upward moves? Nice, but why?

Upvote 17

Read Answer Asked by Danny-boy on August 01, 2024

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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Q: May I please have your comments on earnings for FN

Upvote 1

Read Answer Asked by Margot on August 01, 2024

• Bank of Montreal (BMO $197.09)
  • $197.09 P/E (TTM): 15.13X Cap: $138.93B
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Q: What do you think of Darko Mihelic’s rating cut of BMO today? Agree? Disagree?

Upvote 4

Read Answer Asked by Mark on August 01, 2024

• SoFi Technologies Inc. (SOFI $16.27)
  • $16.27 P/E (TTM): 42.39X Cap: $20.74B
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Q: Hi, Could you please comment on SOFI earnings. Thank you

Upvote 7

Read Answer Asked by francis on July 31, 2024

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $154.08)
  • $154.08 P/E (TTM): 54.92X Cap: $7.87B
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• Altus Group Limited (AIF $48.89)
  • $48.89 P/E (TTM): 5.96X Cap: $1.94B
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• CBRE Group Inc Class A (CBRE $142.46)
  • $142.46 P/E (TTM): 35.85X Cap: $40.31B
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• AppFolio Inc. (APPF $148.61)
  • $148.61 P/E (TTM): 40.37X Cap: $5.65B
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Q: Your comments please on recent M&A announcement to sell its global property tax business for $700M.

Do you like the sector right now? Please rank AIF, CIGI, APPF, CBRE in order of preference. Thanks!

Upvote 2

Read Answer Asked by Adam on July 30, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $28.26)
  • $28.26 Cap: $11.03B
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Q: Hi, have you heard any news on GLXY's US listing? I've been wondering why it's taking so long.

Upvote 6

Read Answer Asked by Collin on July 30, 2024

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi Guyz, can I get an update on Block, its been taking another hit lately and your insight will help me make a decision on whether to hold or sell.
Thanks.

Upvote 3

Read Answer Asked by Christopher on July 30, 2024

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.58)
  • $50.58 Cap: $23.33B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.47)
  • $58.47 Cap: $8.64B
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.56)
  • $58.56 P/E (TTM): 77.19X Cap: $131B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $62.30)
  • $62.30 P/E (TTM): 29.94X Cap: $102.05B
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Q: I'm confused about the different Brookfield group of companies (I may not have them all listed), namely, which one should be held under which circumstance (income, growth, registered, unregistered etc) and is it beneficial to hold multiple, and if so which and why. Thanks!

Upvote 6

Read Answer Asked by Kim on July 30, 2024

• Jackson Financial Inc. Class A (JXN $103.35)
  • $103.35 Cap: $7.29B
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Q: The last commentary on this company by 5i was in Sept 2022. I would appreciate if you could provide an update
Thank you

Upvote 2

Read Answer Asked by angus on July 29, 2024

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.41)
  • $5.41 P/E (TTM): 17.67X Cap: $576M
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Q: Hello,

Any reason for the drop in FSZ today? Thanks

Dave

Upvote 2

Read Answer Asked by David on July 29, 2024

• Toronto-Dominion Bank (The) (TD $137.94)
  • $137.94 P/E (TTM): 10.8X Cap: $230.19B
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• Enbridge Inc. (ENB $75.39)
  • $75.39 P/E (TTM): 23.04X Cap: $164.52B
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• iShares S&P/TSX 60 Index ETF (XIU $49.16)
  • $49.16 P/E (TTM): 18.08X Cap: $21.41B
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Q: Tough question for you guys. Can you give some stocks on either Canadian and/or US exchanges that are reasonable TotalReturn proxies for XIU over a 1, 3, 5, 10 and 15 years or more time horizon.

Upvote 5

Read Answer Asked by Ian on July 29, 2024

• Bank of Nova Scotia (The) (BNS $99.74)
  • $99.74 P/E (TTM): 18.9X Cap: $122.92B
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Q: Shocking how this bank keeps underperforming its peers. As of this writing the only big Canadian bank in the red. Any cause for concern here? I like the dividend. But not if my capital erodes… I own this along with EQB and RY which have done fantastic so it’s not to bad. What is the payout ratio on BNS relative to its peers in Canada? Thanks.

Upvote 8

Read Answer Asked by Scott on July 26, 2024