Investment Q&A

Q: Any news ? Why big drop around noon ? Thanks a million.

Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?

Q: Hi 5i team,

I currently hold a well-balanced portfolio and I am contemplating selling 50% of my position in GSY to purchase ECN. I am willing to take on some risk for potential reward, but I am unsure if maintaining GSY would be more appropriate for my investment space.

Best,
Matt

Q: Hi Team,
Can you comment on GSY earnings and the company in general? To me they appear to be record with great growth. Their model seems to be almost flawless with almost a limitless runway ahead in Canada with very little competition in their market. They now appear to also be benefiting from the new interest rate law as smaller competition is getting wiped out and they gain market share. I look at their market cap of only 2B...then I look at the revenue coming in. The valuation don't make sense to me. The company seems so cheaply valued by the market in my opinion. They keep executing, the loan book is now climbing at a exponential rate over the last couple years. It seems more and more people are needing their services. Do you think eventually they will take the company private? Or possible some private equity firm comes in and buys them out and keeps the dividend for themselves? With the numbers they are now putting out it appears like the company could buy itself out in only a few years. Am I correct in all this bullish view or what am I missing here? Appreciate the feedback!

Shane.

Q: Please comment on earnings from GSY, SIS, KXS Thanks.

Q: Hello team, I have room for a full position in my TFSA. Goal is long term growth. Out of CSU, GSY, SHOP, and TOI what company(s) has the best chance of long term growth over the next 5 years, and are todays prices OK entries?

Thanks again,

Derek.

Q: What is expected for gsy, kxs and sis tonight?

Q: I have owned these stocks for over 13 yrs incl. T, JNJ & IGM - added quite a while ago. The last 4 added last 2 years. Sitting on cash build up wondering what to do - ie. buy? Add to; ENB, GRT.UN, , GSY or ? I am 74 YY. I own in my RIF: ALA, FTS, RNW, RY, SLF, TD, RYNWH.UN and ETF ZHY. My Non- Registered account portfolio- first listed stocks represent, by far the largest portion of my investments.

Q: I have been very disappointed in BN, despite the ongoing critical acclaim for this stock. I am thinking it and reinvesting the proceeds in CPG and GSY which are doing much better. Please share your thoughts. Thanks!

Q: I notice right now you like EQB oven GSY even though EQB has gone up a lot in the last little while. I could have bought EQB at, I believe at$48 (Nov. 2022) not that long ago - seems very expensive now while, based on my research GSY has a lot more room to run. I know the man that started EQB way back when - he still has his shares - lucky dog. In any case, your comments please as I was going to add at some point to my GSY - only have 500 shs.

Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin

Q: These 9 companies are the holdings in a growth oriented Canadian TFSA. The intent was for them to be long-term holds. However, NVEI, ILLM and LSPD are all down over 50% and some so rejigging is being considered.

Would you consider any of them to be a SELL?

Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.

Please rate (1-10) the remaining 7 for additional money today.

Thank you,

Peter.

Q: Looking to add to GSY or TOI in the same account. Which would you choose to add to?

Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!

Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.

Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek

Q: I have this in a TSFA account. What do you think of the likelihood of this going up? Should I hold or sell this stock? Thanks

Q: Good Morning,

I'm considering selling some of my GSY or Telus for a new investment in EQB. Wondering if I can get your thoughts to determine if this move would make sense, and of the two, would you sell some GSY of Telus? Thanks. Brad

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: I know how positive you are on this stock, many guests on BNN and elsewhere also favour it, and I have done well on it (thanks to you). I also know a great company and a great share price can stay out of sync for awhile. Do you think the share price is languishing solely because of the Fed's legislative changes, and if so, how many "show me" good quarters is it likely to take to approach the old highs? Thanks for your thoughts.

Q: Could you give some suggestions for Canadian companies with a growth profile that pay a div you would hold in a TSFA.

Thanks