Q: Hi 5i Team - Could you provide the names of some beaten down stocks that have a decent chance of recovery over the next year or two. This is a relatively short timeline but I'm looking for companies that still have a good balance sheet, are well managed, have good prospects, and yet have still been caught in the downdraft along with the negative market sentiment. Any sector and any market cap but with a focus on small to mid-cap. Thank you.
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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.
Q: Would you prefer buying GSY or Shopify at current levels and please give some reasons why.
- Park Lawn Corporation (PLC)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: The above companies are all down considerably in the last few months. Do you see any of them continuing on a downward trend such that it is best to sell now, and take the loss, and invest in something more stable? Or do you foresee any of these companies rebounding from their lows such that they are currently great buy low candidates? If so which one(s)?
Q: I own EIF in my TFSA. It has proven to be a steady dividend paying stock, holding up quite well in this downturn. My other stocks are small cap, some up some down. However, history has shown that the recent decline in stock prices present an opportunity for oversized gains. I would not expect this with EIF, and am looking to BAM, GSY, and MG for a larger eventual bounce, with the NASDAQ 100 as another option. TFSA Is a small part of total portfolio. Your thoughts on this switch with a discussion on these 4 is appreciated. Derek
Q: Why would GSY be down today instead of up? The results are seemingly stellar and the 38% increase in dividends should indicate the company is sound going forward. Please advise.
Q: You've recently commented that you would not necessarily Add to a current position in GSY, but would be comfortable Starting a position. Could you please explain the logic behind this strategy ? Thanks for your help, as always !
Q: Please comment on earnings. Would you add to this name?
Q: Hi. Can you confirm consensus EPS estimates for this weeks release is $2.62? If so, why would the analysts forecast an increase of 17% vs. Q4 last year when it is growing earning at 35%+ AND reported $2.70 in the prior quarter. Do they know something the rest of us don’t?
Thanks for your service
Thanks for your service
Q: Hi Peter and team,
I would appreciate your thoughts on GSY quarter earning. What is the estimated? What result will be good from your point of view? If you are going to buy more after the quarter earning, assuming you already have some positions, then what result would be?
Thanks,
James
I would appreciate your thoughts on GSY quarter earning. What is the estimated? What result will be good from your point of view? If you are going to buy more after the quarter earning, assuming you already have some positions, then what result would be?
Thanks,
James
Q: Hi. 25 years to retirement and looking to start investing in TFSA. What are your top 5 stocks for a long term strategy. Buy and hold and OK with volatility.
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Converge Technology Solutions Corp. (CTS)
Q: In regards to an earlier answer, which stock(s) do you believe is a better alternative than SIS? Same sector or otherwise? Risk is not an issue.
Thanks for your service.
Thanks for your service.
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Linamar Corporation (LNR)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- Trisura Group Ltd. (TSU)
Q: would you share with us the best value and best growth stocks in Canada
thank you for all your time and attention
thank you for all your time and attention
Q: I am pondering wether to add to $GSY prior to or after earnings. What has been their history with beats and misses.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: I have a small RESP for my son and was planning on splitting the account with these 6 stocks. Any thoughts and / or suggestions on removing / adding name(s). Buy and forget for 10yr+ and likely adding to the positions every year. My intent is to have a more serious look at the allocation / risk once the amount becomes more meaningful. Thank you!
Q: Greetings 5i team,
I hold WELL and DSG in my TFSA to the tune of about 1.5% each of my overall portfolio. I am considering selling one or both and concentrating on one of three companies: WELL, DSG or GSY. If we were to ignore company size, sector, diversification and strictly look at 5 yr growth potential, would you 1. Hold one or two of these names and 2. In which order do you think has / have the most potential?
I am not averse to holdings of < 3% if I might add to them in the future.
Thank you as always.
SP
I hold WELL and DSG in my TFSA to the tune of about 1.5% each of my overall portfolio. I am considering selling one or both and concentrating on one of three companies: WELL, DSG or GSY. If we were to ignore company size, sector, diversification and strictly look at 5 yr growth potential, would you 1. Hold one or two of these names and 2. In which order do you think has / have the most potential?
I am not averse to holdings of < 3% if I might add to them in the future.
Thank you as always.
SP
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Miscellaneous (MISC)
- goeasy Ltd. (GSY)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.
- Apple Inc. (AAPL)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I’ve read the previous questions about AAPL’s movement into the payments space and their direct challenge to SQ. I have LSPD, NVEI and GSY in the financial space. Given the potential reach of ApplePay and the evolution of Buy Now Pay Later (along with other innovations I may not even be aware of), could you please discuss potential future challenges that may negatively impact the 3 companies I hold. Thanks!
- goeasy Ltd. (GSY)
- NowVertical Group Inc. (NOW)
- Propel Holdings Inc. (PRL)
- Pluribus Technologies Corp. (PLRB)
Q: What are your thoughts on NOW, PRL, GSY and PLRB. Would you buy any at today's prices?
Q: Please comment on the following possible risks to owning GSY:
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
Q: As a subprime lender, would GSY crumble in the event of a recession?