Investment Q&A

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Q: A note to JR re. GSY and PRL,
Thank you for the comment. I commented about the ethics of GSY last week and I regretted it afterward. It was one of those notes that is better to reflect upon that send. Your points are good and valid.
Peter

Q: Not a question but rather an observation: please don’t knock down legal regulated businesses that lend to people that can’t get loans like people with assets. I can get an interest rate that the poor people can only dream about.
Otherwise they would have to borrow from loan sharks in the underground economy.

I get enormous benefits from credit cards points but that is really on the backs of less well to do cc users.

One very well known head of state always was treated like a VIP by most banks. Was that justified? Look where that got us.

Q: Sold GSY at 85 this morning. What do you think about PRL at 19? is this an industry problem as well as a GSY specific issue in your view?

Q: Given the decline in GSY today would you be being PRL today? It seems to me as if PRL is declining further due to the GSY news today.

Q: Hi Everyone!!
With Goeasy running into significant issues, would Propel be quick to follow?

Cheers,
Tamara

Q: GSY is down 50% so far today, they cut their dividend, and they withdrew their expectations for 2026. Do you expect similar problems for PRL ? How similar are their businesses?.

Q: Was the stock reaction over blown to the most recent quarter or do you think justified given the missed estimates?

Q: Pls review Q results, guidance
Hold, sell, buy?

Q: This question is more of a question on my method of reasoning... I have three what I consider " speculative " positions in my RRIF . SLVO a 3.85% position, GDXY an 11.1% position and GSY which has fallen 40% in price and is now a 4.25% position .... The first two I feel qualified to monitor world events and see the signs of selling. I'm in at a $3000 price of gold and bought SLVO at the same time ..... GSY is what concerns me . My reasoning is that though GSY reports on March 25 it is PRL that will swing the scales on March 2 ... { please correct me if I am wrong on those dates } .... I see the following scenarios .....

1} PRL beats the numbers and is either flat or a modest rise . GSY does the same .

2} PRL doesn't beat the numbers and drags GSY down with it . As both are in the dog house I'm thinking a lot .....

3} GSY once dropping below $100 drops like a stone ....

From a risk reward point of view please critique my reasoning and if it might be prudent to get out of Dodge before March 2nd ?
Thanks for your terrific service ......

Q: Hi there,

PRL will report this coming week. What are the streets expectations and would this be an ADD to an overall diversified portfolio? Before or after earnings report?

Ok thanks

Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl

Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Q: Hi Guys

With all the bank earnings out, and the conference calls occurring, did you get a sense on how credit worthiness is doing? How were banks provisioning for loan losses? Thinking of Propel and Goeasy and whether they will get through this cycle just fine?

Thanks Stuart

Q: Hi Guys

I hold Stantec and WSP and looking to add to one. Looking out 5 years would you have a favorite today?

Thanks Stuart

Q: Please rank these growth stocks for a hold over the next 3 years.. After reading some of your comments I am thinking of selling GRID and replacing with ELVA. Other suggestions would be appreciated. As always thanks for your insights. Stephen

Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.

Would you take it one step further for us.

Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.

Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.

With thanks from all of us.


Sheldon

Q: Hi, Could I have the estimates for Propel's 2025Q4 please?

Thank You,

Tim

Q: Hi Guys ! I would like your comments on these stocks. Some of them I'm down a lot eg: ALAB, DASH, NOW. I would appreciate any comments on the individual stocks and also are they hold or sell ? Thanks.

Q: I am seeking to increase my international exposure and financials. What do you think of this company at this current price? To what extent are current metrics comparable to other financials such as PRL or GSY? It is significantly lower than the IPO price and the prospects for growth has not disappeared. Buy, Sell, Hold? If a buy, would you recommend buying a third, half, or full position?