Review of goeasy Ltd.

Q: Hi 5i,

I'm looking to increase my current Financial Sector weighting from 5 to 15%. I currently hold BNS @ 2.2%, SLF @ 1.5%, and GSY @ 1.3%. What would you add too and/or too a new position? I don't like to have more than 5-6% of one holding, of course this would be risk adjusted down according to market cap/safety.

Last part, on sector weightings. I follow your general recommendation and I noticed you changed the following from Oct'18 to Jan'19 as follows:
Consumer disc. 10 up to 15,
Consumer staples 10 down to 5,
InfoTech 20 down to 15, and
Utilities 5 up to 10.

Can you add some commentary behind these sector weight changes?

Thanks, Chris.

Q: Hello 5I,
Last summer Peter wrote an article about 5 possible takeover candidates in the Financial Post. Wouls you still consider them potential takeover candidates today and have the rational / $ matrix changed for each of them?
Thank you very much!

Q: Hi Gang,
Have some cash available and would like to know your thoughts on the above, looking buy 3 or 4 of the above.

Thanks
Anthony