Q: What are the expectations for earnings after the bell today?
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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.
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- goeasy Ltd. (GSY)
- Global X Active Canadian Dividend ETF (HAL)
- iShares Canadian Select Dividend Index ETF (XDV)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
Q: Please name half dozen of your top choices for an income portfolio.
Q: Just an added point to my question. I wish to have two growth stocks for the long term for the RESP
Thanks
Thanks
Q: Could you suggest 2 safer Canadian stocks to go with QSR, GSY and SLF to add to my grandsons RESP for a long term hold. Dividend would be nice but not necessary.
I'm down 20% on QSR so would you sell at this time to add to the others?
I'm down 20% on QSR so would you sell at this time to add to the others?
- WSP Global Inc. (WSP)
- Whitecap Resources Inc. (WCP)
- goeasy Ltd. (GSY)
- Leon's Furniture Limited (LNF)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.
- Parex Resources Inc. (PXT)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topaz Energy Corp. (TPZ)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: These companies appeal to me for various reasons, some of which I currently own. For new money in an unregistered account, in your opinion which two would have the most pop in the near future and likely for a 3 yr hold? Thanks.
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Thomson Reuters Corporation (TRI)
- goeasy Ltd. (GSY)
- WPT Industrial Real Estate Investment Trust (WIR.U)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Cencora Inc. (COR)
Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi
thanks
yossi
- NVIDIA Corporation (NVDA)
- Goldman Sachs Group Inc. (The) (GS)
- Nike Inc. (NKE)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Paycom Software Inc. (PAYC)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Upstart Holdings Inc. (UPST)
Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.
Q: You had mentioned "GSY initially purchased a swap on the AFRM shares to hedge away market exposure" in response to another on GSY..Could you explain how share swaps works in this context? Thanks.
Regards,
Shyam
Regards,
Shyam
Q: Hi Peter, Ryan, and 5i Team,
My wife and I need to reduce holdings in some stocks in our RRIFs to raise enough cash for the mandatory RRIF payments, which in our case is in late December.
Portfolio Analytics allows various ways to rank stocks, so I looked at the column "Total Portfolio Equity Weight" and ranked the stocks accordingly. For example, in my RRIF, my highest weight is with MG, and my wife's highest weight is with GSY. Not surprisingly, Portfolio Analytics also indicates that the Consumer Cyclical sector (MG), and the Financial Services sector (GSY) are overweight in our combined family portfolio (RRIFs, TFSAs, and non-registered accounts).
Is this a good way to determine the stocks that could be reduced to raise the required cash while at the same time putting sector weightings more in line with the recommendations of Portfolio Analytics?
I notice that many members ask questions about their holdings in various stocks, but 5i generally answers that weightings are personal.
Perhaps there's an alternative "rule of thumb" to use when going through this yearly process, and your valuable advice would, as always, be greatly valued.
My wife and I need to reduce holdings in some stocks in our RRIFs to raise enough cash for the mandatory RRIF payments, which in our case is in late December.
Portfolio Analytics allows various ways to rank stocks, so I looked at the column "Total Portfolio Equity Weight" and ranked the stocks accordingly. For example, in my RRIF, my highest weight is with MG, and my wife's highest weight is with GSY. Not surprisingly, Portfolio Analytics also indicates that the Consumer Cyclical sector (MG), and the Financial Services sector (GSY) are overweight in our combined family portfolio (RRIFs, TFSAs, and non-registered accounts).
Is this a good way to determine the stocks that could be reduced to raise the required cash while at the same time putting sector weightings more in line with the recommendations of Portfolio Analytics?
I notice that many members ask questions about their holdings in various stocks, but 5i generally answers that weightings are personal.
Perhaps there's an alternative "rule of thumb" to use when going through this yearly process, and your valuable advice would, as always, be greatly valued.
Q: Any reasons why these two keep going backwards ?
Q: According to gsy news release gsy owns 1123570 shares of afrm. At 141 per afrm share that’s 158 million USD
Questions
1- how is that accounted for in the financial statement
2- I assume the forfeiture part means if paybright does not hit targets then gsy forfeits the 468k shares
3- is the market even reflecting this in gsy share price
ii) 655,416 common shares of Affirm, and iii) 468,154 common shares of Affirm held in escrow and subject to forfeiture if certain PayBright revenue milestones are not met
Questions
1- how is that accounted for in the financial statement
2- I assume the forfeiture part means if paybright does not hit targets then gsy forfeits the 468k shares
3- is the market even reflecting this in gsy share price
ii) 655,416 common shares of Affirm, and iii) 468,154 common shares of Affirm held in escrow and subject to forfeiture if certain PayBright revenue milestones are not met
Q: Does the companies business model change in a rising interest-rate environment?
I am down 15% in a 5% position thinking that the acquisition of Lendcare would help offset loan defaults plus the terms of their revolving credit were expanded and improved. Does this remain a good 3-5 year hold
Thank you. I appreciate your comments.
I am down 15% in a 5% position thinking that the acquisition of Lendcare would help offset loan defaults plus the terms of their revolving credit were expanded and improved. Does this remain a good 3-5 year hold
Thank you. I appreciate your comments.
Q: Goeasy down over 14% in the last 18 days. Something going wrong with this company?
- Air Canada Voting and Variable Voting Shares (AC)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I know you like ADT.B as a company and its management but the stock hasn't done much over the past couple of years. At some point does the lack of share price growth warrant removal from the portfolio?
Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?
Please deduct credits accordingly.
Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?
Please deduct credits accordingly.
Q: Hi,
GSY has done very well in the past year going from ~$70 to current value of ~$186. In your opinion, does it still have decent runway ahead? Or am I too late to the party on this one?
Thanks,
Rob
GSY has done very well in the past year going from ~$70 to current value of ~$186. In your opinion, does it still have decent runway ahead? Or am I too late to the party on this one?
Thanks,
Rob
Q: What three companies in the growth portfolio would you have no qualms of starting a position today?
- WSP Global Inc. (WSP)
- ATS Corporation (ATS)
- goeasy Ltd. (GSY)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
Q: I bought REAL in juin 2020 and have averaged down on the way, ending with a large loosing position. Lesson learned about averaging down!
How do you consider the outlook for REAL? It missed estimates, but how do you like the growth, the balance sheet and the valuation actually?
Im wondering if i hold longer or if i trim around 1.5%?
Im considering the lower market to average up LSPD, GSY, ATA, WSP or BYD. How would you rank those today?
How do you consider the outlook for REAL? It missed estimates, but how do you like the growth, the balance sheet and the valuation actually?
Im wondering if i hold longer or if i trim around 1.5%?
Im considering the lower market to average up LSPD, GSY, ATA, WSP or BYD. How would you rank those today?
Q: goeasy. is my largest position and i have held it for years,and i know its one of your favorites, it come of 30 dollars from its high on zero news.
and again today its down 8.5 at this moment.
would you buy more, is it still your favorite and am i missing anything. dave
and again today its down 8.5 at this moment.
would you buy more, is it still your favorite and am i missing anything. dave
- Bank of Nova Scotia (The) (BNS)
- goeasy Ltd. (GSY)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Brookfield Asset Management Inc Class A Limited (BAM)
Q: Currently have a 17% position in financials including the above. Giving the current outlook for interest rate, would you consider this position to be favourable. Why or why not.