Investment Q&A

Q: You describe goeasy as a value stock. What values are you using (Book, PE, debt?) What are all the similar financials/consumer lending stocks to compare these valuations too? Thank You

Q: Hello interesting article concerning Value stock investing , i'm 75 and basically follow 5i income portfolio with the addition of some U.S. stocks in area not properly covered by the TSX due to the size.There is any stocks in your 3 portfolios (growth?)that can be define as Value wich i could consider adding to my TSFA .
As always Thank You
Daniel

Q: I have half positions in these stocks,purchased at lower prices, thanks to 5i.In what order would you add to increase my positions today?

Q: Hello Peter/5i Team
There has been mentioned that there is a shift from growth stock to value stock.
Please provide me three of you top picks that you would consider good value stocks.

Also are the banks stock a good place to be adding to ?

Thanks
Claudio

Q: I’m struggling to decide which 3 of these holdings have the greatest potential if the only criteria was growth in a TFSA for a 5 year + hold.
I would appreciate any thoughts on which 3 you might keep and why (or which 3 you might divest and why).

Q: Can't believe how stocks are getting hammered on small misses in earning,etc.Are investors more nervous than usual and panic selling?

Q: Not a question but thought subscribers should know that while TD dropped their target by a buck to $74.00, both National Bank and Desjardins Securities actually upgraded their targets following these results. That may explain the nice recovery in the SP since the initial reaction yesterday morning.

Q: i thought gsy earnings were good, the forecast was good, stock down 5.00 seems like a bit much, stock was not expensive to begin with.. your comments. dave

Q: Please comment on Q3 in general, as well as how it stacked up against consensus estimates.

Q: please name your top 5 companies for dividend growth over the last 5 years thanks Richard

Q: could you please give me a few stocks from your portfolios with the highest insider ownership. GSY comes to mind along with SIS. Thx

Q: Would you consider this to be a good entry point for these 2 names for a long term hold - any preference ?

Q: Hi Team, In our total household portfolio, in the financial sector we hold, BAM.A, TD, V, RY, SLF. Looking at adding another financial to balance out our sectors. Which has a better growth profile between GoEasy and Intact Financial, which would you recommend of the 2. Would there be another name you would prefer? I Thank-you in advance. Sam

Q: Motley fool is touting its top four small cap stocks. Could you provide us with your top small cap stocks? How would you rate KEW in this list?

Q: Hello 5i Research team,
My question relates to your answer to a recent question from “dave” about “must own”. Could you conceptually define what a “must own” company? They are probably the foundation of a stock portfolio; each of these companies should be kept to a full position throughout the economic cycle. That’s where it gets interesting, because your list included GSY and GIL.
As a long term owner of GSY (thank you 5i), I would tend (if capable) to overweight (let it run) during the most favorable portion of the economic cycle, but to underweighted it when the credit cycle deteriorate. Would you agree?
About GIL, but not specifically about GIL: when a situation such as what happened to GIL recently would happened about one of these selected companies, would you almost automatically buy the dip to increase back the position to a full position, and think about medium and long term? Would you agree?
Thank you for your collaboration, Eric

Q: Where would you put new money to work in a TFSA as of today? My portfolio is fairly well balanced and I won"t need the money even at 74 years of age for a long time. (Ever the optimist).

Q: i often see you use the following phrase :
“it is not a must own in our view”
so in your view give me 7-10 stocks for growth that are a must own in your view,i am assuming the above 5 make the list. dave

Q: Hello team,

Not including the tech and industrial sector which three stocks would you feel most comfortable buying at current levels for a tsfa?
Thanks

Q: Hi,
I've already have a position in SIS, CSU, TOY, GSY and KXS in my TFSA.
Between GC, AW-UN, PBH, MX, GIL or any other compagnie for long term (10+ years) with growth potential, which one will you add next ?

Q: Lspd,kxs,gsy all long time holdings
Gsy hit a 52 week high last week and finally seems to be getting the recognition it deserves
Kxs keeps winning new contracts
Lspd keeps getting hammered
My question is what is going on with lspd, i get it is expensive but so is kinaxis and shop
With 190 million in cash, over 50,000 customers where do you feel support is on lspd, and shop down from 545 to 405 in 5 weeks, i want to step in on both but need some guidance. Dave