Review of goeasy Ltd

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: You had mentioned "GSY initially purchased a swap on the AFRM shares to hedge away market exposure" in response to another on GSY..Could you explain how share swaps works in this context? Thanks.

Regards,

Shyam

Q: Hi Peter, Ryan, and 5i Team,

My wife and I need to reduce holdings in some stocks in our RRIFs to raise enough cash for the mandatory RRIF payments, which in our case is in late December.

Portfolio Analytics allows various ways to rank stocks, so I looked at the column "Total Portfolio Equity Weight" and ranked the stocks accordingly. For example, in my RRIF, my highest weight is with MG, and my wife's highest weight is with GSY. Not surprisingly, Portfolio Analytics also indicates that the Consumer Cyclical sector (MG), and the Financial Services sector (GSY) are overweight in our combined family portfolio (RRIFs, TFSAs, and non-registered accounts).

Is this a good way to determine the stocks that could be reduced to raise the required cash while at the same time putting sector weightings more in line with the recommendations of Portfolio Analytics?

I notice that many members ask questions about their holdings in various stocks, but 5i generally answers that weightings are personal.

Perhaps there's an alternative "rule of thumb" to use when going through this yearly process, and your valuable advice would, as always, be greatly valued.