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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.

Q: In a response a couple of weeks ago you briefly compared GSY and OMF. You indicated that you "consider these two solid for those interested in playing the debt theme". Do you feel any differently now.?
Since neither company rely on customer deposits, is there any reason why OMF has fallen so much more in the last week other than being in the financial business in the US?
How much has the risk changed for investors, compared to GSY? With the big drop in price and corresponding rise in yield  (11.8%) do you see OMF more compelling to start a position mostly for income and some growth? 
Lastly, which other high quality small to mid size US companies in other sectors would you consider if the goal was mostly income?
Read Answer Asked by Alvin on March 21, 2023
Q: I would be very interested in your opinion of companies engaging in the provision of consumer debt. Given the employment, market, and general economic situation would a well-financed company in this space do well? Any thoughts on the relative merits of OMF:US and GSY:CA? Do you have any favourites in this space?
Thanks, in advance, for your invariably thought-provoking reply...
Read Answer Asked by David on July 02, 2020