Investment Q&A

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?

Q: I see that the company recently announced another div increase -good news but the bump has quickly worn off. Earnings are still good and P/E now below 10. What is the catalyst to get the stock off the mat?

Q: I am baffled by the decline here since announcing a dividend increase Feb11. It is down 15% + since. Why? No eps till Mar 2. Surely they would not raise it if the results were going to be less than expected. Your thoughts. Thanks

Q: Just a comment, I'm sure I'm not alone in this situation. All down 30-45% in my TFSA. I hate it when it feels like everybody is wrong and you and a few others think you are right, or are we? It feels like Armagedon. Been there before. It's not fun but they now only represent 5% of my portfolio so I will survive but my TFSA will take a huge hit this year.

Q: Hi there. I'm looking at selling my position in Propel and adding to GRID and FORTIS. I am seeing some cracks in the economy and think these other two companies may benefit more in terms of share price appreciation going forward. Does this make sense?

Q: I hold all four of these financials.
The Bank stocks are performing well while GSY and PRL are not,
All are in the lending business. I would appreciate your explanation
of this difference other than the type of borrower they serve given economic concerns.
Thank you
John

Q: I have watched many Youtube examples where jobs can be replaced with AI, whether it's call centers or financial analysts where Claude filled in forecasts exactly as an analyst would have. What stocks would you identify as leveraging the AI technology the most in the future? I would buy Anthropic if they were public (may occur this year yet). I'm assuming Google, Nvidia, but am I missing any? For example, Propel Holdings Inc uses AI... I would think that this would make Propel ahead of the game and be a very smart investment today.
Thank you,
Kevin