Investment Q&A

Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard

Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?

Q: who are the other shareholders in GDH LP. over and above GALXY which owns 33.7 percent. ? what is the forward P/E for GLXY.? what is the forward PEG ratio for GLXY? thanks Richard

Q: What do you think of Enghouses’s acquisition of Sixbell’s Telco Division.

I can’t find much info.

Q: Would you take a tax loss on CSU in November or wait till December? Thank you

Q: CSU cash flow was up an impressive 33% and organic growth continues to trend above historical average. Yet the shares have taken the worst beating of its public life, down around 35%, and now trade at a very reasonable valuation. Is it not in the best interest of shareholders for CSU to invest in its own stock at this point of time given these unique confluence of circumstances?

Thanks.

Q: This is not a question but an observation. I do mortgage default work, and Goeasy got into the 2nd mortgage business in the past few years, and those loans in Ontario, at least, are underwater. On the two files I saw just this past week. They will suffer a complete loss because, unlike 1st mortgage loans with banks, they are not insured. I don't know how much of their portfolio is in the 2nd mortgages. As of their investor presentation from August 2025 and Q3 2025 results, 39% of their total loan portfolio is secured by hard assets, which include real estate, as well as automotive and recreational vehicles. The presentation does not indicate the % related to real estate loan porfolio.

Q: What are your thoughts on CSU's earnings?

Q: You consider GLXY a Canadian company and have a report on it. However, in the company profile for GLXY:CA, its domicile address is listed as 300 Vesey Street, 8th Floor, New York, NY, USA, 10282. Can a company be Canadian and still have a U.S. address? Thank you

Q: Good Day .Down currently 20%. Would you consider selling for tax loss and buyback or is there another downer that is On sale for possible better alternative.Already have a disappointment going with PRL Thanks Larry

Q: Between IFC and SLF which one would you choose today?
Thanks

Q: Hello team, I realize you have answered questions about the GSY results, but do you consider the level of the stock fall (now close to $25) to be a knee jerk reaction or is it sort of a confirmation of the short recommendation that happen last month and started the stock tanking? Thank you for your insights.

Q: GSY: down a lot to-day (16%) - why? I think they posted results yesterday but not reported anywhere.
Buy, sell or hold? I own 1100 shs - $95.00 AC.
Thanks ...JP

Q: For me a large individual stock position is 5-7% ..... Though I may go larger on an ETF ...... And I hold a 5.16% position in GSY ...... The question now is whether to reduce that position to my comfort level for speculative stocks { 2.5 % } or get rid of it altogether ..... The knock on both PRL and GSY currently is delinquent loans ..... So I tend to look at economic conditions that may rectify that . Unemployment and inflation are the only two factors that I see that would create that situation { a financially strapped borrower } ..... In the short to mid term I don't see the economic conditions in Canada that will help either unemployment or inflation ...... Yank tariffs are going to be a detriment to both { and we haven't even begun to see tariff effects in quarterly reports } ...... I don't see any reason the next few quarters should show any improvement in delinquencies ..... Tell me why I am wrong and should stay the course with GSY ? ...... Thanks for your terrific service ........

Q: thoughts on Q results for Well Health, well/t....looked great with record highs for Rev, etc....and Aidx reported supposedly good Q results...everything imo seemed positive....but again...stock seems to be stuck in neutral....U are the experts...what do you think on stock going forward....it has gradually bounced off lows at $4sh....but a long way from analyst targets of $7 - $9

Q: Thoughts on earnings? Do you think KXS will start to move or is it time to pass on it?

Q: Recognizing size differences, which of these two companies are better value and which do you prefer for growth going forward. Thanks

Q: Hello,

Could you comment on why GSY is tanking?

Thank you

Q: Hi team!

Both GLXY and LMN have been clobbered as of late. If you were to initiate a new position in only one with the focus on growth for the next 3 years which would you side with?
This would be for a higher risk tolerant investor.
Thanks as always for all you do!

Q: This is about the blog post Revolutionizing AI – The Powerhouse GPUs Fueling the AI Breakthrough. It's an excellent article. If it hadn’t been for Denis’s question and the link you provided in your response, I would never have come across it.
By the way, when I try to find this article myself by browsing the Blog section, I can’t seem to locate it. Am I doing something wrong?
Thanks!