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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
Q: I believe rates in Canada have hit their ceiling, alternatively the consequences get dire for many reasons. With this belief what would be your top 3 stocks for the next 12-24mths, particularly as rates begin to decline. Thank you as always.
5i Research Answer:
If rates decline over the next 12-24 months, we would prefer to be exposed to high-growth, highly cyclical names that are interest-rate sensitive and dependent on a strong consumer. Within this criteria, we like: DOO, GSY, and SHOP.