Investment Q&A

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: The current price of GSY is tempting. Your market data shows a median target of $227 which is 33% over current. Earnings are expected to grow 20% next year ($20.28-16.91) which gives a forward P/E of 10 and that compares nicely to the 5 year low P/E of 7. Historically the stock has performed well, the 5 year CAGR for the stock price is 30% which doesn't include the dividend. While the numbers look tempting, the market is giving a big yawn and I wonder what I am missing that others aren't. Perhaps you could try to explain the yawn. Feel free to correct any of the numbers if Bloomberg is reporting something different.
Mike

Upvote 19

Read Answer Asked by michael on November 26, 2024

• Intact Financial Corporation (IFC $283.72)
  • $283.72 P/E (TTM): 23.67X Cap: $50.44B
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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• EQB Inc. (EQB $102.63)
  • $102.63 P/E (TTM): 15.26X Cap: $3.85B
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• Propel Holdings Inc. (PRL $25.60)
  • $25.60 P/E (TTM): 11.51X Cap: $1B
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Q: Hi guys,

I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim

Upvote 18

Read Answer Asked by jim on November 20, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: Can you talk about the insider ownership of goeasy and the major holders of the shares please ? Thanks

Upvote 8

Read Answer Asked by jean on November 13, 2024

• ATS Corporation (ATS $38.38)
  • $38.38 Cap: $3.76B
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• Kinaxis Inc. (KXS $176.95)
  • $176.95 P/E (TTM): 106.25X Cap: $4.96B
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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• TerraVest Industries Inc. (TVK $162.40)
  • $162.40 Cap: $3.52B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 23.49X Cap: $1.95B
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• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
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• Crocs Inc. (CROX $89.31)
  • $89.31 P/E (TTM): 29.14X Cap: $4.63B
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• Docebo Inc. (DCBO $30.23)
  • $30.23 P/E (TTM): 29.35X Cap: $868M
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• Topicus.com Inc. (TOI $125.99)
  • $125.99 P/E (TTM): 1030.54X Cap: $10.69B
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• Propel Holdings Inc. (PRL $25.60)
  • $25.60 P/E (TTM): 11.51X Cap: $1B
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• Lumine Group Inc. (LMN $27.08)
  • $27.08 P/E (TTM): 100.56X Cap: $6.94B
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Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim

Upvote 23

Read Answer Asked by Timothy on November 12, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: In the Growth Portfolio which stock would you buy now for 2025 TFSA contribution? Long term hold, thinking GSY as it has the highest rating in the portfolio.
Thanks Ron

Upvote 19

Read Answer Asked by Ronald on November 11, 2024

• JPMorgan Chase & Co. (JPM $317.21)
  • $317.21 P/E (TTM): 15.5X Cap: $863.52B
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• Royal Bank of Canada (RY $232.71)
  • $232.71 P/E (TTM): 15.98X Cap: $325.84B
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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• Berkshire Hathaway Inc. (BRK.B $494.53)
  • $494.53 P/E (TTM): 0.02X Cap: $1.07T
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 89.55X Cap: $140.26B
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Q: I am currently holding BN, GSY, JPM, and RY in the financials sector and am considering selling GSY and buying BRK.B. I've held GSY for a number of years so have had a nice gain but wonder if BRK.B wouldn't be a more consistent mover?
Thank you

Upvote 6

Read Answer Asked by Lyle on November 11, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: Hello
Did you have time to listen to the earnings call for GOEASY? A fairly dramatic mid day turn around for the SP.
Thank you

Upvote 11

Read Answer Asked by Marty on November 08, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: Please comment on earnings; thanks

Upvote 15

Read Answer Asked by Aaron on November 08, 2024

• Alphabet Inc. (GOOG $308.61)
  • $308.61 P/E (TTM): 29.99X Cap: $3.64T
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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• The Trade Desk Inc. (TTD $37.26)
  • $37.26 P/E (TTM): 42.86X Cap: $18.01B
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Q: Hi Team,
Two part question. If not already discussed can I have your take on earnings for both Gsy and Ttd and the outlook for each company. Thanks ,

Shane

Upvote 3

Read Answer Asked by Shane on November 08, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: What are the estimates for earnings this evening? Thank you

Upvote 2

Read Answer Asked by Adam on November 07, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: Hi there. A question regarding Go Easy GSY. We have been fortunate to be in a profit position above 30% in this company. With 6 recent revisions to the downside and a 6 month performance of -1.7 versus the 10.51% in SPTSX would you hold into earnings considering this could be quite a volatile week? or take some profit? We hold a sizable amount in our TFSA so capital gains is a non-issue. Thanks!

Upvote 10

Read Answer Asked by Lesley on November 05, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.80)
  • $233.80 P/E (TTM): 146.3X Cap: $304.23B
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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• iShares S&P/TSX 60 Index ETF (XIU $47.06)
  • $47.06 P/E (TTM): 16.8X Cap: $20.72B
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• Propel Holdings Inc. (PRL $25.60)
  • $25.60 P/E (TTM): 11.51X Cap: $1B
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• Lumine Group Inc. (LMN $27.08)
  • $27.08 P/E (TTM): 100.56X Cap: $6.94B
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Q: Finally investing into an RESP.
These are some of my choices I have come up with.
Decent plan?

Upvote 7

Read Answer Asked by Ron on October 30, 2024

• Lockheed Martin Corporation (LMT $474.13)
  • $474.13 P/E (TTM): 26.18X Cap: $109.71B
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: Are these buying ops with recent developments,thanks.

Upvote 3

Read Answer Asked by andre on October 23, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 23.49X Cap: $1.95B
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• Propel Holdings Inc. (PRL $25.60)
  • $25.60 P/E (TTM): 11.51X Cap: $1B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 89.55X Cap: $140.26B
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Q: Hi team;
Any reason for the weakness in Canadian names today ? Namely the mentioned names for example, especially Gsy? Gsy down 10% in 2 days seems a bit drastic. Is there concern here or a bit the dip opportunity?

Thanks ,
Shane

Upvote 8

Read Answer Asked by Shane on October 22, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: Would you start a position after the steep drop today?

Upvote 6

Read Answer Asked by Jordan on October 22, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: Hello Team,

I wonder if you can comment on the steep fall of GSY yesterday followed by a much steeper one today followed by the announcement of 'preliminary Third Quarter Data'. Was it really that bad?
Thanks you,

Upvote 8

Read Answer Asked by Adel on October 22, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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Q: Hi Team,
What's going on with GSY today dropping 5%? Is the tender offering viewed as negative somehow? Looks to me all they are doing is paying off other debt with the new debt. I would assume the company knows what they are doing here, not sure why the negativity around this.

thanks,
Shane.

Upvote 8

Read Answer Asked by Shane on October 21, 2024

• Booking Holdings Inc. (BKNG $5,393.74)
  • $5,393.74 P/E (TTM): 34.82X Cap: $173.86B
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• NextEra Energy Inc. (NEE $79.54)
  • $79.54 P/E (TTM): 25.75X Cap: $165.65B
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• Realty Income Corporation (O $56.33)
  • $56.33 P/E (TTM): 52.56X Cap: $51.81B
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• Prologis Inc. (PLD $127.23)
  • $127.23 P/E (TTM): 37.11X Cap: $118.17B
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• Williams Companies Inc. (The) (WMB $58.26)
  • $58.26 P/E (TTM): 30.39X Cap: $71.14B
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• Royal Bank of Canada (RY $232.71)
  • $232.71 P/E (TTM): 15.98X Cap: $325.84B
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• Toronto-Dominion Bank (The) (TD $127.99)
  • $127.99 P/E (TTM): 10.9X Cap: $218.50B
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• Bank of Nova Scotia (The) (BNS $100.12)
  • $100.12 P/E (TTM): 24.41X Cap: $124.30B
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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• Hilton Worldwide Holdings Inc. (HLT $292.25)
  • $292.25 P/E (TTM): 41.69X Cap: $66.43B
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• Constellation Energy Corporation (CEG $355.40)
  • $355.40 P/E (TTM): 41.36X Cap: $110.98B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 89.55X Cap: $140.26B
  • View BN Profile
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Q: Hi,
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities

Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities

Thank you.

Upvote 7

Read Answer Asked by Trevor on October 18, 2024

• Celestica Inc. (CLS $407.37)
  • $407.37 P/E (TTM): 44.88X Cap: $46.86B
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• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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• TerraVest Industries Inc. (TVK $162.40)
  • $162.40 Cap: $3.52B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.13)
  • $164.13 P/E (TTM): 23.49X Cap: $1.95B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.84)
  • $8.84 P/E (TTM): 8.08X Cap: $252M
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• Propel Holdings Inc. (PRL $25.60)
  • $25.60 P/E (TTM): 11.51X Cap: $1B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 89.55X Cap: $140.26B
  • View BN Profile
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Q: Greetings 5i team,
I hold these seven companies in my TFSA in roughly equal amounts. I would like to add WELL to my TFSA. Would it be wise to shave a bit from all of the companies listed in order to do so?
Or, do you see a better solution to achieve this (ie. SELL one / two of the other positions in favour of WELL)?
Thank you as always.
SP

Upvote 13

Read Answer Asked by Steve on October 17, 2024

• goeasy Ltd. (GSY $131.71)
  • $131.71 P/E (TTM): 9.24X Cap: $2.11B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.61)
  • $12.61 P/E (TTM): 29.37X Cap: $3.70B
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Q: Good Day,
I have some funds to deploy in my TFSA. I am thinking of adding to one of two securities listed. Which one do you believe offers the best buying opportunity in the current market?
Thank you

Upvote 7

Read Answer Asked by Kevin on October 08, 2024