Q: GSY took a big hit today, was there any material news that would account for it ? I have a full position in it already, but, with the pullback, I am thinking about dollar cost averaging as I have a cost base of $145. Does that seem reasonable based on the company and its performance in the last quarter ?
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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.
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Constellation Software Inc. (CSU)
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ATS Corporation (ATS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks
Q: When I look at the financials of goeasy I see a growing top and bottom line. Cheap valuation but my concern is the negative free cash flow. Can you please help me understand this and how concerning is it. I've been running a DFC model on all my stocks and don't like to see negative numbers
Q: I'm overweight financials - almost 20% of my total portfolio. In relatively equal proportions I hold: BAM, GSY, SLF, X and V. Should I trim across the board or do these stocks have sufficiently different economic drivers that being 20% overweight is not a concern? Thank you.
Q: Hello Team,
I am interested in your opinions on both of these companies at current levels. Would you add to these names here? Also, at what price would you find them overwhelming attractive?
Thank you.
I am interested in your opinions on both of these companies at current levels. Would you add to these names here? Also, at what price would you find them overwhelming attractive?
Thank you.
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Dollarama Inc. (DOL)
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FirstService Corporation (FSV)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Air Canada Voting and Variable Voting Shares (AC)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Tamarack Valley Energy Ltd. (TVE)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.
Q: GSY: I've been thinking about buying this stock; however, concerned about the BOC aggressive stated policy to increase interest rates quite quickly. This and the recent report from RBC on housing service index that is high and getting higher - higher % income required to service mortgage debt. Concerned about a recession; especially, if I own this stock which probably would get killed, I would think? Comments please.
Q: On GSY & WELL. I am down 30% on both in a registered account. Looking at the tax loss and moving to AT and CSU. I have started to use this as a growth account. Or I could sell and wait 30 days to rebuy. Looking for growth possibility so being a little more aggressive is OK
Q: Would you start a position in GSY-T today?
Q: I am looking to possibly add to GSY. I am comparing to TD and BNS in the following order: GSY,TD,BNS with PB Ratio: 2.9, 1.9, 1.7; PE Ratio: 8.8, 12.7, 11.6; DIV(%): 2.6, 3.5, 4.3. Would you think the disparity in the PE Ratio may continue with GSY? It looks like a buy for growth but (as usual) I am probably missing something. I currently have both TD and GSY. Thoughts please. Thanks Dan.
Q: If I purchase GoEasy shares today (March 22 2022) will I receive the next dividend? Is the Ex Dividend date March 23, meaning if purchased on March 23 or later I will not receive the next dividend?
Thank you
Thank you
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Toronto-Dominion Bank (The) (TD)
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Manulife Financial Corporation (MFC)
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Constellation Software Inc. (CSU)
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Stella-Jones Inc. (SJ)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Acadian Timber Corp. (ADN)
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goeasy Ltd. (GSY)
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Canfor Pulp Products Inc. (CFX)
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Global X Marijuana Life Sciences Index ETF (HMMJ)
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Topicus.com Inc. (TOI)
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
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Constellation Software Inc. (CSU)
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Magna International Inc. (MG)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Boyd Group Services Inc. (BYD)
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Nuvei Corporation (NVEI)
Q: In march,2021 you published a special opportunities report on 10 top picks beginning with byd,csu.
We would be pleased if you could provide an update.
Would you make any changes?
We would be pleased if you could provide an update.
Would you make any changes?
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PRO Real Estate Investment Trust (PRV.UN)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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QUALCOMM Incorporated (QCOM)
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Oracle Corporation (ORCL)
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CI Financial Corp. (CIX)
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Dream Office Real Estate Investment Trust (D.UN)
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Whitecap Resources Inc. (WCP)
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goeasy Ltd. (GSY)
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Harvest Healthcare Leaders Income ETF (HHL)
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MCAN Mortgage Corporation (MKP)
Q: Hi Peter
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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QUALCOMM Incorporated (QCOM)
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goeasy Ltd. (GSY)
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mCloud Technologies Corp. (MCLD)
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Haivision Systems Inc. (HAI)
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Upstart Holdings Inc. (UPST)
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Emerge Commerce Ltd. (ECOM)
Q: Hello Peter
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .
Howard
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .
Howard
Q: Both a buy at these levels ?
Q: Looking at these for my TFSA and for me it’s a tough call. GSY is getting more reasonable price wise but could rising interest rates hurt it ? MG is
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek
Q: Hi Ryan, this question for you, give Peter his 15 minutes union break :)
Need to free up some cash to deploy into different sector. Overweight Financials and of the three mentioned which one would you sell?
I've been knocking my head on a wall trying to decide.
Thank you.
Need to free up some cash to deploy into different sector. Overweight Financials and of the three mentioned which one would you sell?
I've been knocking my head on a wall trying to decide.
Thank you.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Loblaw Companies Limited (L)
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Constellation Software Inc. (CSU)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Nutrien Ltd. (NTR)
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Sprott Physical Gold Trust (PHYS)
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Nuvei Corporation (NVEI)
Q: Hi group would like your opinion on Gold / silver in general good time to buy or little late to the party?
Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in
What% of my portfolio should be in energy going fwd
I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points
Realize more than one question here so deduct as necessary thanks for your help
Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in
What% of my portfolio should be in energy going fwd
I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points
Realize more than one question here so deduct as necessary thanks for your help