Q: Goeasy down over 14% in the last 18 days. Something going wrong with this company?
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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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Air Canada Voting and Variable Voting Shares (AC $18.89)
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Alimentation Couche-Tard Inc. (ATD $73.60)
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Savaria Corporation (SIS $20.61)
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goeasy Ltd. (GSY $208.51)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.36)
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Dye & Durham Limited (DND $10.76)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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?
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WSP Global Inc. (WSP $288.10)
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ATS Corporation (ATS $37.62)
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goeasy Ltd. (GSY $208.51)
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Real Matters Inc. (REAL $7.05)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.36)
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Boyd Group Services Inc. (BYD $238.44)
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
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Bank of Nova Scotia (The) (BNS $88.40)
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goeasy Ltd. (GSY $208.51)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $56.35)
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Brookfield Asset Management Inc Class A Limited (BAM $57.04)
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.
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NVIDIA Corporation (NVDA $177.99)
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Constellation Software Inc. (CSU $4,400.53)
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Kinaxis Inc. (KXS $183.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.35)
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goeasy Ltd. (GSY $208.51)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.36)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $169.59)
Q: Can you please rank these companies in terms of your preference, with a growth perspective in mind, starting from most preferred first?
Q: Thoughts on the dramatic drop in share price today....thanks...Vic
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NVIDIA Corporation (NVDA $177.99)
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Constellation Software Inc. (CSU $4,400.53)
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Descartes Systems Group Inc. (The) (DSG $146.18)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.35)
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goeasy Ltd. (GSY $208.51)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.36)
Q: What are your thoughts on the most compelling buys today regardless of sector or country?
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goeasy Ltd. (GSY $208.51)
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Roku Inc. (ROKU $94.65)
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WELL Health Technologies Corp. (WELL $4.57)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.36)
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Digital Turbine Inc. (APPS $4.50)
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Celsius Holdings Inc. (CELH $57.66)
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Dye & Durham Limited (DND $10.76)
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Upstart Holdings Inc. (UPST $62.85)
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Topicus.com Inc. (TOI $169.59)
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Coinbase Global Inc (COIN $320.89)
Q: Hi Peter,
Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?
Thanks,
Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?
Thanks,
Q: Please analyze these two companies, compare them on profit, growth and volatility. Which would be the best long term buy.
Thanks for the usual good advice
Thanks for the usual good advice
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goeasy Ltd. (GSY $208.51)
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Sonida Senior Living Inc Com (New) (CSU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.36)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $169.59)
Q: First time poster here.
With the slight decline recently, which of these following companies do you guys like the most for a growth portfolio for the next 5-10 years? I have 150K to invest (consider this fun spending money and money to play with), and I want to know how much of the 150K would you guys invest in each of these companies separately? ie. 35k in CSU etc
(side note), the report card for TOI said it was valued at 10 billion when it was $60/share. But now it's $131/share and everywhere I read it says 5 billion market cap. Was this a typ-o?). Thanks!
With the slight decline recently, which of these following companies do you guys like the most for a growth portfolio for the next 5-10 years? I have 150K to invest (consider this fun spending money and money to play with), and I want to know how much of the 150K would you guys invest in each of these companies separately? ie. 35k in CSU etc
(side note), the report card for TOI said it was valued at 10 billion when it was $60/share. But now it's $131/share and everywhere I read it says 5 billion market cap. Was this a typ-o?). Thanks!
Q: Have the rapid increase in bond yields changed your positive view on Gsy
Q: It is falling today on volume higher than usual. Is there some news?
Thanks,
Milan
Thanks,
Milan
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NVIDIA Corporation (NVDA $177.99)
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Descartes Systems Group Inc. (The) (DSG $146.18)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.35)
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goeasy Ltd. (GSY $208.51)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.36)
Q: If the market keeps falling for a bit is there anything particularly attractive? Can you try as best as possible to consider the effects of the Evergrande (potential) collapse all the while presuming that economic fallout will be mostly contained? In other words if new construction in China slows and it has some effect on mining and iron ore prices (for example) what is not effected or what kinds of companies and in which sectors will actually benefit? Or am I just overthinking developments that have too many moving parts to really make sense of? Thank-you.
Q: Hi group i have some cast to deploy ($89,000) what would you suggest to take advantage off the pullback and when to invest please give me 6 stocks regardless of sector /market. Also why you think they are worthy of getting my money. Date to invest would be big help (i know its a guess) thanks for your guidance its much appreciated
Q: I was just checking out the new iPhone 13 and saw that they use Affirm for buy now, pay later. I do own GSY, is there an advantage to also owning affirm? What do you think about buying it after the latest run-up? If buying, is it overinflated and is it better to wait for it to settle down? Thanks!
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Sangoma Technologies Corporation (STC $7.60)
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Park Lawn Corporation (PLC $26.48)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.71)
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WSP Global Inc. (WSP $288.10)
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Thomson Reuters Corporation (TRI $238.56)
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goeasy Ltd. (GSY $208.51)
Q: Hi, for my TFSA I primarily hold small dividend with steady growth companies, to keep things somewhat stable. STC is the exception. I have room for one more company.
With that in mind could you suggest 3 stocks that may fit in with what i already have, keeping sector diversity in mind. ( I also have ATD.B in another account)
Thanks, really enjoy your platform and service to the small investors.
With that in mind could you suggest 3 stocks that may fit in with what i already have, keeping sector diversity in mind. ( I also have ATD.B in another account)
Thanks, really enjoy your platform and service to the small investors.
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Constellation Software Inc. (CSU $4,400.53)
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FirstService Corporation (FSV $289.49)
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ATS Corporation (ATS $37.62)
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goeasy Ltd. (GSY $208.51)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.06)
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Aritzia Inc. Subordinate Voting Shares (ATZ $85.27)
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WELL Health Technologies Corp. (WELL $4.57)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.36)
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Topicus.com Inc. (TOI $169.59)
Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).
Please suggest entry points for each of the companies. Thanks!
Please suggest entry points for each of the companies. Thanks!