Q: I am looking at GSY to add to my TFSA. Current holdings are based on the Income portfolio. I’d like a little torque in the TFSA. Would this be prudent and what would you suggest is a good entry price?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- Walgreens Boots Alliance Inc. (WBA)
- 3M Company (MMM)
- Philip Morris International Inc (PM)
- Williams Companies Inc. (The) (WMB)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Capital Power Corporation (CPX)
- Parkland Corporation (PKI)
- ATS Corporation (ATS)
- Richards Packaging Income Fund (RPI.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- K-Bro Linen Inc. (KBL)
- A&W Revenue Royalties Income Fund (AW.UN)
- Acadian Timber Corp. (ADN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- goeasy Ltd. (GSY)
- Blackstone Inc. (BX)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- Stag Industrial Inc. (STAG)
- Scotts Miracle-Gro Company (The) (SMG)
- SVB Financial Group (SIVB)
- Crocs Inc. (CROX)
- Fox Factory Holding Corp. (FOXF)
- Lantheus Holdings Inc. (LNTH)
Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Q: What publicly traded companies in Canada (outside of the big 6) originate lending for the consumer or small business sector? Ideally looking for companies that have a bit of an alternative focus (M&A, leasehold improvement, appliance financing, etc) and are looking to expand their capital deployment scope.
Q: Can you suggest some US and Canadian high-quality value stocks with attractive valuations and, finally, that meet the "mundane" test. Heard a commentator discuss this recently. I think the idea is that if a high quality business is flashy, etc, its valuation would reflect that (say Coke or Berkshire Hathaway?). Other "mundane" companies would not (yet) have that prominence premium.
I'm not sure if this is the same as "deep value". Your comments and suggestions would be appreciated.
I'm not sure if this is the same as "deep value". Your comments and suggestions would be appreciated.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
Q: Please advise of 10 companies (Canadian) I can buy in my new TFSA and add to and DIP for next 30 years , This will be my retirement.
Thank you
Cec
Thank you
Cec
Q: Hello
I finally bought into the thinking that GSY is helpful for some of the Canadian population. I bought shares recently when I thought things were not looking so bad.
GSY investment has given me the experience of a Waterfall/ Falling Knife Chart and it appears to continue to drain away capital value.
Terrible investment for me despite being what I thought to be a decent buy point.
The valuation I know is compelling.........everyone says those useless words.
Does this company have the financial ability to make it through this crashing market?
What is the indicator that makes you believe it to be so?
Thanks
I finally bought into the thinking that GSY is helpful for some of the Canadian population. I bought shares recently when I thought things were not looking so bad.
GSY investment has given me the experience of a Waterfall/ Falling Knife Chart and it appears to continue to drain away capital value.
Terrible investment for me despite being what I thought to be a decent buy point.
The valuation I know is compelling.........everyone says those useless words.
Does this company have the financial ability to make it through this crashing market?
What is the indicator that makes you believe it to be so?
Thanks
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Bank of America Corporation (BAC)
- Citigroup Inc. (C)
- JPMorgan Chase & Co. (JPM)
- Nike Inc. (NKE)
- Target Corporation (TGT)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Trisura Group Ltd. (TSU)
Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- goeasy Ltd. (GSY)
- Trisura Group Ltd. (TSU)
Q: Hi 5i,
I am calculating a fcf yield for go easy,
and Trisura as being 18% and 23.5% respectively ($20/$111 and $7.38/31.36). Both these companies are compounders with more revenue and earnings quarterly. How are they not table pounding buys here? Can you please provide your thoughts and comments.
I am calculating a fcf yield for go easy,
and Trisura as being 18% and 23.5% respectively ($20/$111 and $7.38/31.36). Both these companies are compounders with more revenue and earnings quarterly. How are they not table pounding buys here? Can you please provide your thoughts and comments.
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: In todays market. Please rank these, with brief reasoning. As always. Thank you.
- BRP Inc. Subordinate Voting Shares (DOO)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation (NVEI)
Q: Can you provide a list of 5 fallen angel stocks that you believe may rise from the ashes of this relentless market decline. Betting on phoenix companies that are down significantly so no thought to market, risk, sector.
Thanks
Thanks
Q: I see you continue to have faith in Goeasy. On the weekend the Toronto Star had an article on potential reductions to the maximum allowable interest rate for the alternative lending market. As a longterm holder, and knowing of your previous position that this has been a potential concern for years, I’m wondering if this time is different. An unpopular government, public anger at corporate profits, a usury rate set when interest rates were much higher all lead me to believe the maximum rate might finally be reduced. Your thoughts please.
- Sun Life Financial Inc. (SLF)
- Methanex Corporation (MX)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- Trisura Group Ltd. (TSU)
- Nutrien Ltd. (NTR)
Q: Hi!
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?
- Linamar Corporation (LNR)
- goeasy Ltd. (GSY)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Recently rejoined 5I after fantastic run in earlier years and have dipped my toes in LNR. Plan to add increments regularly ( I live in Guelph). Agree?
Also can you advise on 3 best buys over the next 3 years.
Thanks,
Alex Reid
Also can you advise on 3 best buys over the next 3 years.
Thanks,
Alex Reid
- ATS Corporation (ATS)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: good morning,
Sold this one for a tax loss about 35 days ago. What do you think about recent earnings and forecast?
Would you buy back in or something better such as ATA or BOYD or CAE.
It's classified as basic material on many websites but industrial on yours.
Sold this one for a tax loss about 35 days ago. What do you think about recent earnings and forecast?
Would you buy back in or something better such as ATA or BOYD or CAE.
It's classified as basic material on many websites but industrial on yours.
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- goeasy Ltd. (GSY)
Q: I currently own the following banks (weightings): TD (5%), BNS (5%), BMO (2%). I'm assuming that swapping BMO (and its 2% weighting) for GSY would be better diversification, correct ?
Would this move create a big exchange of risk ?
Could GSY survive a prolonged economic downturn - eg. is the housing bubble a risk ?
Is today's valuation already pricing in a potential "tough lending environment" ?
In that scenario, would they have an adequate balance sheet survive ?
Would this move create a big exchange of risk ?
Could GSY survive a prolonged economic downturn - eg. is the housing bubble a risk ?
Is today's valuation already pricing in a potential "tough lending environment" ?
In that scenario, would they have an adequate balance sheet survive ?
- Alphabet Inc. (GOOG)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- NV5 Global Inc. (NVEE)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
- Boyd Group Services Inc. (BYD)
- Lantheus Holdings Inc. (LNTH)
Q: With regards to Peter’s article titled Five Ways To Set Up Your Investments For Inevitable Recovery Of Market, he recommends investing now in growth stocks & small & mid-cap stocks. For each of those two categories could you please recommend 5 stocks for each group that meet the parameters Peter mentioned in the article. Thanks … Cal
Q: Today, do you see more future growth from owning a S&P 500 etf like VFV or from a balanced equity (BE) portfolio? I own all the BE stocks in my portfolio, and I have some new money to invest. Which 4 BE stocks would you over weight at this time ie what is your highest conviction stocks? Could you give a brief reason why? Would you wait until the US Feds raise rates coming in September? The markets dropped the last time the Fed raised the rate. Do you know the date? Or just invest right now?
- Alphabet Inc. (GOOG)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- MEDIFAST INC (MED)
Q: What are your highest conviction "value stock" picks, for long term total return, right now? Thanks!
- Park Lawn Corporation (PLC)
- Descartes Systems Group Inc. (The) (DSG)
- FirstService Corporation (FSV)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.
Thank-you.
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Eli Lilly and Company (LLY)
- goeasy Ltd. (GSY)
- INVESCO QQQ Trust (QQQ)
Q: Hi group i am holding 30% in cash ($200,000). When should i start putting these $ to work?. I own several of the following companies + some i am looking to repurchase after selling in July to cover loses, in what order and at what price should i start to buy.
TOI, BAM, KXS,WSP,CSU.COST,GOOGLE,TFI,ECN,TSU,TCN,LLY DOL,L, QQQ,MG, BIF,RY,GSY
Thanks for your help and guidance deduct credits as you see fit
TOI, BAM, KXS,WSP,CSU.COST,GOOGLE,TFI,ECN,TSU,TCN,LLY DOL,L, QQQ,MG, BIF,RY,GSY
Thanks for your help and guidance deduct credits as you see fit