Investment Q&A

Q: Hello 5i Team
Has there been any negative news on Tsu the last few days. I Checked my portfolio today and I am down over 10% , but I was up about 2% only 5 days ago.
What could have caused the price drop?
Thanks

Q: Happy Holidays, thank you for guiding us through this difficult investment year!

Could you please comment on ATD to acquire True Blue Car wash? Will this be positive to share price of the Company? Thanks.

Q: Hi there, just reviewing YTD performance of the growth model portfolio. Net inclusion of cut previous losses(stock) through the year what is the total portfolio ytd performance? How does this year rank against previous years dating back to the inception of the growth portfolio? thx

Q: Retired conservative investor whose only tech holding is HTA ( 5% total portfolio). Looking at either CSU or Shopify as next purchase. Which of these would you prefer to “ dip your toe “ further into the tech sector ? Also, is my weighting of HTA appropriate ? Thanks. Derek.

Q: I currently own Kelt but wondering if this is a buy or hold as my position is quite small so I was thinking of adding to it to make it the same weight as you have in your growth portfolio ?

Thanks

Q: In 5iresearch data info the BAM has no info about its dividend and dividend frequency payments . Do you have this information on these and it payout ratio? I understand that this stock has been relatively recently created from the reorganization of the Brookfield Asset Management but is the data I am asking available for investors? I have looked on line for such data and appears to be available. Thank you . Miroslaw

Q: In a slowdown, would you swap WSP for TFI?

Q: Hi
Could you provide an update on BNS due to the political unrest in Peru and Chile?

Q: Any co. specific reasons for sharp drops on these companies besides tax loss selling. Pltr - 7.92% with $6.35 new low, Eglx 8.2%, Dir.un 2.9%, Stc 6.9%. When does tax loss selling finishes & will the bulk be done by friday this week? Txs for U usual great services & views

Q: What are your thoughts on the Magna purchase of Veoneer?

Q: Trying to wrap my mind around Well. It’s current financial status and future potential. Are you able to outline balance sheet, cash flow, profitability, growth and upside potential etc. Isn’t this a good sector to be in during these times? It looks significantly discounted from where it was. What are the risks. Thx.

Q: What is your opinion of Shopify as a worthwhile investment? Quite a drop in price over the last year from $180 to $48. What did they do wrong or is it a tech market pricing issue? Are they well managed - is their future positive? Recently watched Brian Madden of First Avenue on BNN he was very positive on this company.
Thanks
Reg

Q: WSP is down 5% on the 3rd highest volume of the year.

Any sign of whats going on?

Sheldon

Q: Sell or hold BAM after the spin off. If Sell just dump back into BN or move to another name?

Bonus question since I have lots to burm.... I assume the spin off value becomes a taxable event? BN has the same share number and book as my original BAM.A shares and the shares of new BAM.CDN granted would be a capital gain for 2022 at their book value?

Q: DND is up 16% currently. After its repurchase of shares do you anticipate the share price will drop back to 11.50 or will it sustain its gain.

Not trying to ask you to be a fortune teller but just share your experience with what has happened to other company share prices in this instance.


want to know if I should take advantage of this jump in price.

Sheldon

Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks

Q: If you were to buy 1 of the bam family today for a long term hold which would it be
Thanks Terry

Q: hey guys just wondering what your evaluation would be of this company a good buy in current conditions or not thanks as always

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

Thanks Steve