Q: Hi team,
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.
Q: Given the magnitude of this drop in value the fact that no insiders are not buying any shares to give themselves and the company any bit of credibility speaks volumes.
If there was any kind of oppurtunity here,their lack of action or some kind of press release,with some kind of explanation sure makes them look very weak.
Was this actually a pre quarter result i thought the actual results were supposed to be on March 18th according to Globeinvestor,is this accurate and can you think of anything they could possibly say that would make this look like an oppurtunity given a certain time period or just accept this as the total Calamity that it appears, still hanging on and needless to say very SOUR
Q: Hello 5i
Do you think the Strait of Hormuz conflict will push fertilizer prices higher globally and thus aid NTR? If so to what extent?
Thank you
Dave
Q: Could you translate your answer to JR on GSY from " business speak " to " plain english " for me ? Specifically define what a " Charge off " is ? .....What the charge off was ? Why it is significant ? { the 14% number } .... Why are they expected to decline in 2027 ? ..... What a " breach of covenants " is ? And what are the breach of covenants are in GSY's case ? And why is this significant ? And what the the statement " it has signed agreements " to provide relief means ? ........ And what all this has to do with Lendcare ? .....Thanks for your terrific service ....
{ On the upside . thank you for your previous answer to me regarding position size . By cutting my position in half this has been a lot less painful } ...
Q: Thanks for your comments today on GSY. Just a further concern.
We are seeing these negative events happening now. What happens to GSY's business if we go even deeper into an economic downturn ? One could argue that the economy isn't currently great now, however we've seen it get way worse in the past. GSY was down about 76% from highs (worst case) in the past. Since the Sep. '25 highs, we're closing in on that point here. Your comments on that scenario ?
Q: Do you see anything in the news report that could be considered fradulant or managment reporting anything improperly that could cause lawsuits (this will be for sure) and the stock to fall further? Maybe regulatory issues? Looking to possibly exit if there is further downside and risk to the company or hold, but I'm assuming this company will be the penalty box for awhile so there is opportunity cost while I can invest in other higher quality companies. Thanks!
Q: ZDC has been drifting lower the past month. Is the fact they raised money a contributing factor? Is the story still solid for the future? What do you see for ZDC over the next 6-12 months? Is this an opportunity to fill out a position?
Q: Recently we have seen many blue chip stocks that had done really well pull back.
Companies like RBC, TD, BN, SHOP, MFC, CNR, CP, JPM, GOOG, MSFT, BRK, and others…
What are your favourite five Canadian and US large cap names that have pulled back recently? Would you be a buyer today or would you wait until the market settles a little?
Q: Hello Team,
I saw and read with some apprehension the news as well as the questions asked by members and your answers earlier. Does it not justify the short seller's comments that were published about a few months ago and send GSY also in a tail spin? It had something to do with under reporting some automotive losses, if I remember correctly. In that case would you think it could even get worse and it may be time to take one's losses and leave a sinking ship?
Thanks,
Adel
Q: Comments on Goeasy pre-release adjustments to its loan portfolio, higher charge off rates etc. To me the amounts regarding car loan seemed manageable but then they are ending the share buy back program and cutting the dividend so management oblivious is taking very drastic action. Is this still investable? Would you take loss now or wait it out ? If improvements occur in 2027 as management forecasts how long do you think before stock recovers to say $125?
Q: Hi 5i
Is there an existential threat to the company based on the latest news? The market appears to be in a bad mood... Nearly 50% down from the looks of it...
Now off to find the news.....
Q: Would you consider this a worthy addition to an income portfolio with potential for capital appreciation? Seems like it's trading at a reasonable discount to price targets (for what they're worth) but wonder if there's a reason for that in relation to future prospects? Do you have any concerns regarding the balance sheet/payout ratio, etc.?
Thanks...