Investment Q&A

Q: Hello 5i team, the listed companies have had a rough period in terms of performance in the last 8 months seeing an average of 30% loss over the past year.

What are your current thoughts on them and what would you recommend for an investor looking for a long term hold?

Q: Within each of their sectors, CPX and GSY seem to have suffered larger drops than their peers.

Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.

Thank you

IAn

Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!

Q: Assuming that the reactions to the tariffs ends up being a great buying opportunity, and also that we've probably passed the crystal ball "sell everything" point, WHEN and WHERE (industries, specific favorite stocks) would you look to put new money in please?

Q: These companies have pulled back. what order would you buy these names? Is there any you would not buy?

Thank you
Tim

Q: Good Morning, thoughts on the appointment of Dan Rees as CEO at Go Easy.

Q: is this an opportunity to add on weakness or is it a HOLD?

Q: How were GSY's results vs expectations?

Q: I hold these small/mid cap stocks. Most have done well.

It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?

Thanks
Tim

Q: I'm looking to add a dividend growth stock to my portfolio and considering DOL, TRI, STN, GSY, WCN. What are your views on these stocks and please rank given current market conditions and price. I hold others such as BN, TFII, CSU, and ATD. Others to consider?

Q: Hi Peter and Team,

Across all accounts, our holdings in the Financial Sector include BN, FFH, GSY, MFC, SLF, and the CEW ETF. I feel that this is a fairly good representation but realize that the Canadian banking sector is quite low, and the US banking sector is non-existent in our portfolio. Portfolio Analytics indicates that we need more exposure in this sector.

Several questions; please deduct question credits accordingly.

1. TipRanks shows that BN has a P/E ratio of 125.13. Can this be true?

2. A recent question from a 5i member asked about Sagicor SFC, which prompted me to investigate it further. I realize that it’s a small-cap stock, but noticed that for the 3 month, 6 month, and year-to-date periods, it has excellent momentum (which I know you like) and has a really low P/E ratio of 1.51, which I assume to be correct.

3. Because I feel that Trump tariffs are more of a possibility than not, I’m in the process of adjusting some sectors but not all, in case the tariffs don’t happen.

4. Would you endorse a small holding in SFC, (say a half-position) using proceeds from the sale of more tariff-vulnerable stocks?

5. Finally, could you suggest some Canadian-domiciled ETFs that would give us needed exposure to both the Canadian and US banking sector?

As always, thanks for your assistance that helps us to make informed decisions.

Q: If you didn't have a full position in GSY-T, would you add on recent weakness? What is your long term view of this company?

Q: Hello,
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !

Q: We've been reading of lots of deregulation coming in the U.S generally, but especially in the financial sector. Pundits have taken to saying 'animal spirits will be unleashed'. Additionally, I wonder if orange imperialism will tend to trickle down to C suites. Can you suggest a Canadian name or two in relevant sectors that might be more likely to be taken out?
(With the proviso that their debt levels be on the low side for sector average.)
Deduct as you see fit.
Thank You,
Tim

Q: I read one of the questions pertaining to GoEasy which talked about them being resilient during the 2008 financial crisis. In 2008, were companies such as GoEasy really impacted here in Canada ,as the banking regulations are different in Canada and the crisis was much more prevalent in the US. But this time around, if the tariff's kick in and a recession hits Canada, do you believe that GoEasy will still be able to weather the storm in a similar fashion, as I feel that there has been a very huge selloff of GoEasy in recent months. Do you think it may be overdone?

Q: Can you speculate what might be in the minds of those who have been selling off goeasy very hard over the last couple weeks, presumably over the tariff situation? I stuggle to see the connection.

Q: Hi, you have indicated that both of these stocks serve similar areas and should do well as interest rates fall. What are the potential benefits of each of these for the next 3 years, which would you choose first, and why? Thank you for an interesting service.

Q: My partner is opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth?

Q: Hi Team,
On Jan. 15th Jordan Zinberg from Bedord Park Capital had Gsy as a top pick. He mentioned that GSY has a credit card. Is this true? I knew that the credit card was being looked into and possibly in development but I had not heard that it was active. I tried looking on the goeasy website by the investor presentation hasn't been updated for almost a year now. If you could share any info you have on this that would be great. I would think a credit card could be a big growth engine going forward for GSY.

Thanks,
Shane.

Q: Hi Team,
At the time of this question PRL is up approx 6% and GSY 3%. Just wondering if there is anything sector related to account for the positive move today being that both these names are moving up together today? GSY is finally starting to build some steam...any comments? Perhaps share buybacks at GSY?

Thanks,
Shane.