Investment Q&A

Q: Can you confirm my valuation is correct? DND is on track to generate +$150M in free cash flow this year and if I had the money I could buy the whole company for $797 M? The big concern is the billion $ is debt? Thanks

Q: Maybe I am missing something ,
November 2022 Gsy sells 425,000 shares to raise 50million to aid in accelerated growth ..Ok I get that.

December 2022 , gsy announces it intends to buy back its shares . . I don’t get it

MISSISSAUGA, Ontario, Dec. 16, 2022 (GLOBE NEWSWIRE) -- goeasy Ltd. (TSX: GSY), (“goeasy” or the “Company”), one of Canada’s leading non-prime consumer lenders, announced today the acceptance by the Toronto Stock Exchange (the “TSX”) of goeasy’s notice of intention to renew its normal course issuer bid (the “NCIB”). Pursuant to the NCIB, goeasy may purchase for cancellation up to an aggregate of 1,252,730 common shares in the capital of the Company (the “Common Shares”), representing approximately 10% of goeasy’s public float. As at December 9, 2022, goeasy had 16,438,926 Common Shares issued and outstanding

Q: Hi, I’m looking at the current 13% dividend for PKI. What is the likelihood of a cut? Their longer term guidance sounds optimistic in this environment. You mentioned M&A in your reply to Gregory. Have you any potential candidates in mind who would be interested? ATD is obvious but would the government approve? Anyone else? Thanks! Heather

Q: Hi there,

I saw ENGH put up some good numbers today. In your opinion do you think ENGH has turned up here and has room to run?

Thanks!

Q: I noticed their share buyback program was with subordinate voting shares. Does this help the common share holder.

Thanks Steve

Q: What are your recommendation's for my RIFF off 125,00.00 age 83 income or balanced portfolio

Q: Can you please compare the two companies? Which one is a better buy today?

Thanks,

Q: Hi Guys
What do you think of the management team spending like drunken Sailors on 250,000 square feet of office space in the knew splashy Welltower building in Toronto. Not only that, but when the stock was flying it exercised options to take on another 90,000 square feet.
Sounds like arrogant kids to me.
Thanks Gord

Q: would you recommend buying more & selling other stocks
ecn,

Q: My 26 year old son has some funds to invest in his RRSP. He also holds a TFSA and Cash account and between the 3 accts, he holds, BEP, ECN, BNS, VHI, BAM, GSY, KUT, PBH, TOI, ENB and SLF. We would like to add a couple new names and on our list are TD, MFC, TIXT, GOOG, AMZN and EQB.....if you were advising your son in this situation, how would you rank these 6 stocks for addition to his RRSP? If you could add some colour as to your ranking, that would be much appreciated.

Many Thanks for the great service and advice

Scott

Q: Good day, is ARE good value here? Thanks

Q: Hello 5i team,
I was thinking of selling the rest of my NTR (a bit of CAE) shares to start a position in PBH. This is more to have a non-cyclical position since I currently have none.

In your last report on PBH you state that their dept is Medium/High. How well are they servicing their dept (paying it down or adding to it)?

PBH has also been growing their dividend over the past 5 years, what is the payout ratio for it's dividend? Has the payout ratio increased over the years?

Thank You,
Andrew

Q: Why is this company down almost 5% today? Any news?
Thanks

Q: Besides earnings on Thurs any thing on your radar popping this today?

Thx

Q: Hello 5i,

In a December 7 question, you include DND in a list of stocks of which you write: We believe these companies fit the description of simple, predictable, strong financial position and undervalued companies: BAM.A, BNS, TFII, CSU, DND, QSR. I have a small position in DND and for me, (aside from the undervaluation) I don't feel like it fits that definition well. There is definitely something I am missing. Can you enlighten me on your logic?

Thanks

Q: Can you give any reason for this stock to be making 52 week lows? I realize that interest rates have risen but I would have thought that Brookfield could finance debt internally. Thank you for your attention.

Q: What is your view of the company after the latest results. The market appeared to like it.
Appreciate your insight, Peter

Q: I am looking recommendation for a solid long term Canadian growth stock, that one can largely purchase and forget it. This is for my grandchildren's portfolios which currently have a core holding of VEQT and small satellite positions in MICROSOFT, COSTCO and Visa. The portfolios are expected to be held for a very long time. I do monitor the positions currently on a quarterly basis.

Any thoughts on this approach and possible securities that would fit the bill?

Q: I have REAL in both my TSFA and non-registered accounts. I would like to get rid of it from my non-registered account. Could you suggest a replacement (I do not plan to repurchase it? Do you suggest selling it from the TFSA or waiting for it to turn around a bit?

Q: Hi team,

LSPD is my largest position in my TFSA and it is down 75% from my purchase price. The TFSA itself is down 50%.
You are obviously not positive about the future of LSPD. And, at 82 years old, I am not in for the long term.
My choice is to sell to save whatever is left of it or to keep it with the hope of selling it later with a smaller loss than now. What do you think ?
What would you do if you were in my shoes ?
Thank you for your attention.

Jacques IDS