Investment Q&A

Q: your opinion on GSY please. Is it buyable now? Thank you. Fooklin

Q: If only one was to be added to right now which would you pick? I have both at at a higher cost. Are you expecting a bounce in January? Thanks.

Q: Why has gsy dropped so much over the last week? Are these two natural gas stocks a buy at these levels?

Q: if you had to remove 2 stocks from the balanced portfolio today, which ones would they be and why would you select them? And what would you replace them with?

Q: Thanks for your guidance. As we come to end of the year I am looking to book tax loss as I am down substantial on several stocks, including some highly recommended by 5I. My question is in 2 parts

Of the above stocks which one you still have conviction and would recommend buying back after 30 days
Are there any stocks that may move substantially and is advisable to buy proxy or buy the same stock in family members name for the next 30 days

Thanks

Q: Hi Peter,

Do you see any "Generational opportunity", or "Once in a decade opportunity" for a Long time Invester in today's market.

Q: What would be your top five income and growth investments for an rrsp

Q: For the financial sector of a new portfolio with a minimum of a 2-3 year time-frame please rank the above listed stocks for a) maximum return and b) risk. Please add other US or CDA names that you would consider in this situation, especially for higher returns.

Thanks.

Q: I would like to crystalize some Gains in KXS and reduce my holdings to a small amount (just a place holder).
I would like to add to the others listed above in the order of your preference.
All stocks in my TFSA.
Thank you!
Albert

Q: I may be incorrectly expecting downward pressure on oil prices given the likelihood of reduced demand from recessionary conditions. As a result I plan on exiting my position in Suncor and moving the funds elsewhere in hopes of capital appreciation. I follow the Balanced Portfolio with a few holdings of some other names you like. Wondering if you could provide a couple of Canadian companies you feel are undervalued right now regardless of sector. Don’t need the cash again for 10 years.

Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.

Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.

Q: What do you think about GoEasy diluting shares?

Q: I’ve trimmed some winners and stocks that have run up in the reverb rally and I’ve had some good energy names. Can you suggest any laggards that might come up on your screens? They could be growth , cyclical or value, etc but just some names that have upside but might play catch up.

Q: Hi team ,
Gsy is falling today. Earnings seemed good last week and I am seeing price target upgrades. I would of expected some strength here instead of sell off. Any reason for the negativity today? Should we be buying into weakness here ? Seems this company continues to be under appreciated and perhaps still relatively under owned. Would you agree this set up makes for great long term buying opp ? Buffett style focusing on fundamentals instead of market negativity? Thanks

Q: Both companies operate in the loans business to consumers. I currently own a full position in GSY. I hear you have a high conviction in ECN. Would you start a new position. Disregard asset allocation.

Thx Yves

Q: A very credible management plans to have a loan book of $4B at the end of fiscal 2025. When they reach that goal, can you make a conservative range guess of EPS?
Do you think their FCF will be enough to reach their goal without doing an equity financing?
Thank you.

Q: Would you have any further comments following the conference call? The market seems to be giving the results nothing more than a yawn.

chris m.

Q: Kindly comment on the gsy 2022 Q3 results released tonight, the forward guidance, and the $200 million new financing just announced. Thanks.

Q: Wanting to top up my GSY holding. Do you believe tax loss selling will drive the price lower as we reach the end of the year? (I feel I may have missed the boat as its gone up 10% in the last couple of weeks.) Thanks.