Investment Q&A

Q: Greetings 5i team,
What are your favorite Canadian small cap, growth stocks, in order of preference, right now.
Thank you
SP

Q: Are you considering adding this to the growth portfolio? What do you still need to see for this to happen?

Q: I just read your report on propel holdings. They sound like a good takeover candidate for GoEasy. Will give GoEasy an entrance and exposure to the US consumer, as well as Propel’s AI program. What are your thoughts on this?

Q: In an earlier response to Olympia Financial Group regarding a 1% interest rate increase/decrease having a 33% increase/decrease on the companies annual earnings you said:
"this sensitivity to interest rates is common for financial companies that earn interest on a large investment holding (such as brokers, insurance) "
Please name 5 Canadian companies more sensitive to interest rates (on earnings) then Olympia Financial Group? I want to track a basket of these stocks.

If you expected rates to be revert to 3-4% for the next 10 years is Olympia still a good investment at these levels today?

Q: Hi 5i,
I've held GSY for a number of years through both steep increases and steep drops, and currently am up 24%, including dividends. I've been heartened seeing it recover from the $90 range to its current $165 or so, but wonder if it's got much more in the tank...?
Maybe just an itchy trigger finger, but I'm mulling over selling 1/2 of my GSY and using the proceeds to purchase PRL - the rationale being to spread the investment risk allocated to such lenders between two companies rather than having it all with one, and also for the prospect of greater capital appreciation and dividend return over 3 years or so for the share of the funds put with PRL.
What do you think - wise move or unnecessary fiddling with a good thing?
Thanks.
Peter

Q: BNS - Stock Charts on 05/28/24 as the next earnings, Yahoo Fin. has 03/01/24 as ex div. payment. The question is, if I sell on 03/02/24 will I receive the div.

LMN - I'm thinking of buying more of this stock. It appears to me that this is a good time, for it has traded sideways for the last week.
Question what is the outlook for this stock in 24/25 yrs.

PRL - Bruce Murray was on BNN Mar 19/24 and commented about Propel Holdings Inc. PRL-TSX. I checked on Yahoo Fin. and they indicated full year earnings 7 days ago beat expectations, but it doesn't appear the market was not impressed. What can you tell me about this company. Yahoo indicated some red flags.
So I would greatly appreciate your input.
Thank You very much Appreciate your service

Q: The company is an interesting profitable small cap. Looking at their income statement bad expense is a large component of total revenue. I believe they deal in giving smaller high risk loans. Is their business model sustainable and scalable ? If you like what would be good entry point ?

Q: Peter; Did PRL meet, beat EPS etc - and do you feel it’s on the right track to keep growing? Thanks.
Rod

Q: Hi

The results yesterday for PRL look good.

Raymond James has risen there price from $18.00 to $31.00.

Could this be a junior/next GSY?

Thank you for time.

Sincerely

Mike

Q: Hello 5i Team,
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?

Thanks,
Brent

Q: Good morning guys ..
would u start a position here with the recent run up or wait for a pullback with this story .
Thx
Mark

Q: Hello 5i team,
I've held Propel for 2 years and it's had a really good run the last few weeks, should I trim or hold on tight?

Thank you,
Brent

Q: Hello 5i
Please rank for a 1-3 year hold with overall growth being the objective, PAY,PRL,NVEI.
Thank you
Dave

Q: Hello 5i Team,
Propel has had a really good month; do you know what is making it move?
Thank you,
Brent

Q: what's your take on this company?
thanks

Q: Hello 5i Team,
PRL has been public for 2 years. What are your thoughts on them going forward. Management used to own 50% of the shares; is this still so?

Thank you,
Brent

Q: Is it just me or is Propel Holdings trading at quite a ridiculously low p/e for it's growth? What do you think is causing this? Thanks.

Q: Propel and Goeasy seem to be similar with good growth prospects .Is there advantages to owning both instead of one ,if not which one would you pick ?

Q: seems to hit all the important check marks on paper. your comments would be well appreciated thanks

Q: Yours thoughts on Q2 and the FCF progress?

Thanks