Investment Q&A

Q: Can you please comment on the 25 percent drop of GSY in two weeks, being down every day. Your last answer was profit taking, just wondering if this is still the case or is there issues with the company. The chart does not look good. Would you hold or move on.

Q: Since its earnings beat the stock has been off 15%, to about where it was at the start of the year.

Simply profit taking or other macro related reasons?

Sheldon

Q: Hi guys, I own the following with the respective total portfolio weightings. My TFSA is all CDN and RRSP is a mix of USD/CDN. When I rebalance, should I try and rebalance with respect to % of TFSA and % of RRSP or rebalance each holding as a percent of overall portfolio? If the latter, I would consolidate some of the holdings in my TFSA to bump up the individual weightings. Are there any obvious adjustments that I should make? I’m heavy on AAPL but have sold so much of it over the years I’m very tempted to let the remaining shares ride.
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%

Q: Having digested the information in the just released Q4, would you say "more enthusiastic" or "less enthusiastic" regarding the prospects of this equity going forward? Why?

Q: Can you please comment on the loan loss provisions taken on GSY’s latest results? Have the loan losses been trending up? What is the forecast going forward for loan losses? At what point would you consider selling on the basis of the loan losses?

Thanks for your expertise.

Q: Can you please comment on their $GSY earnings.

Thanks Valter

Q: Hello 5I Team
TD Waterhouse stopped coverage on GSY only because their analyst quit. Are you aware of any other issues other than coronavirus that might affect the stock and account for the recent decline in share price.
Thank You
Clarence

Q: Hello,

I picked up some Go Easy this morning as the shares were down over 6% on what I believe may be a non-existent "risk" to Go Easy, of a virus outbreak in central China. Are you able to please let me know what the Median (or Average) Price / Earnings multiple has been for Go Easy over the last 5 - 10 years? If you might be able to provide me with the current PEG ratio, that would be great as well.

Finally, if P/E isn't the "best" ratio to value a company such as Go Easy on, then would you please let me and others know what ratio I should be concerned with and what its current and historic values are for this firm?

Thank you very much!

Q: I bought this stock you had covered positively. I am up around 170% thank you! I am uncertain whether to sell some or all? Do you think there may be more growth in this stock? Thank you

Q: FYI. TD Waterhouse suspended coverage on GSY because the analyst covering GSY departed from TD

Clarence

Q: what doescoronavirus have to do with goeasy.
i get it markets are panicking but 6 point decrease for what reason.
i gave been buying since the open.
dave

Q: Is there any negative info about GSY that it dropped 7%-10% at the open on
HIGH volume?
Thanks

Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?

Q: Good day I have a large gain in the above stocks in an outside account. I am thinking of taking half off the table and putting it into a canadian dividend etf VDY. I understand that i would have to pay some tax but i would net a higher dividend from VDY than the other three and i live from my dividends. Or should i just leave them to grow as each is about a 4% position in my total portfolio. Could you please give me your thoughts on this....Gene

Q: Goodmorning
My son is looking at buying CSU or GSY for a long term hold in his RRSP I favor CSU because of its long term record of performance and additional security in size and financial strengh what would your selection by and why? He can afford only one at this time
Thks
Marce

Q: Hi,

Do you have any concerns about GSY..I saw cbc marketplace video on goeasy/ easyhome...they seem to be operating like a loan shark with interest rates which are barely legal...Wondering if you could give your thoughts and/ or suggest an alternative. Thanks.

Regards

Shyam

Q:

Good afternoon,

On your assessment of GoEasy as undervalued, I purchased a position in the company just under two months ago. I am pleased that it is up almost 13% since then. Do you still consider it undervalued? If so, at what price would the value be reasonable?

Q: Hi Peter and Staff
Lyle asked today about replacing GC in consumer cyclical. You mentioned GSY - isn’t it a financial ?

Dennis

Q: Hi 5i team,
Looking to add 2 stocks (2-4% position) in my RRSP portfolio from the following (MG, KXS, CSU, GSY, WSP) for a holding period of 5-10 years, not too concerned about market volatility. Looking for quality company (good operator in his business, good balance sheet, etc…) with good growth potential.

What would be your top 2 picks from these and why ?

Thank you

Q: These are my stocks in my TFSA as of today. A full position is $11K. All performing well, thank you for that 5i. My thought for this year's contribution I would add to GSY and KXS. Also thought of replacing EQB with ATCO. May I have your input please. Thanks in advance David