Investment Q&A

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while

Q: Hi 5iTeam,

I currently hold the above mentioned 4 stock in my portfolio at a substantial loss. Just wondering if I should sell, hold or buy some more for each of these stocks.
As always, thanks for the great work.
H

Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?

Q: Did GSY ever make more info available regards the $41mil. lent to a bankrupt car finance Co.?
In their last qtr. statement was that name included in mark to mkt. group of 3?
Thanks

Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

Q: Seems like a stellar quarter with 'back on track' guidance. Any remaining concerns?

Q: Hi

Sold GSY at a loss over 30 days ago in my cash account for the loss.

I hate when Government sticks there nose into business. If they did it once who says they will not do it again.

If I were to buy again would I be better off with GSY or PRL?

Thank you

Mike

Q: Would you endorse a switch from GSY to CM if one was looking for a more stable name with still good upside from current stock prices and a solid dividend yields

Q: Hello,

Go easy used to be one of your top choices for any new money. Now it is not ever mentioned, even when considering small caps.

If they were able to still maintain +20% ROE in Quebec, why do you not want to buy now with it trading 30% lower?

Q: SU, BN, TOU, GSY all received haircuts Tuesday.

If you topped up for long-term hold, what would be the order and rationale? Thank you.

Q: Currently down significantly on these names, especially SHOP

Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.

Would you add to any at current valuations, and which one(s)?
Thank you!

Q: Can you tell us when GSY reports, and what the numbers might be.
Also, can you tell us if GSY is expected to increase earnings this year and next, or is this too difficult to accurately forecast with the changes from the budget.
Thanks

Q: Hi Peter and Staff

I currently do own small amounts of each of the companies above except for EQB.

Do you feel strong enough about EQB to replace any of the other 3 companies if taxes or trading fees are not an issue or just advise to ride it out

Thanks for all you do
Dennis

Q: With 2 year investment window, please rank the following : NVEI, ATZ, SHOP, BN, DSG,SLF,TOI,GSY, Googl

Would you maintain the same ranking for a 5 years window

Thanks

Q: Thinking of selling goeasy and buying dollarama what do you think about this transaction.

Q: Goeasy is a disaster post this government decision.At what price level do you consider a very attractive entry point?

Q: With the recent mini-banking crisis and banks restricting their lending; could this not be seen as a growth opportunity for loan generation for GSY? Even if they can't lend at the same higher rates as before they can still obtain higher loan volume growth - or at least that is my thesis.

Conversely, as consumer spending on discretionary items (eg. furniture, electronics) may be decreasing - could this be a head wind for loans related to their EasyHome segment?

If both of these trends are at play - which do you think will play a larger role on the stock if any? Even with the large drop in the share price, it can't be far off from a PEG close to 1 so it seems attractive as well.

Thanks.

Q: There has been some action lately in some of your usual top picks like GSY, BN, NVEI, etc. I'm planning to deploy some cash soon when I see a decent red day. With all the recent changes, what are your top 3 highest conviction names in order, now that you would deploy money to? Thx

Q: Hi 5i,
I have 3 different questions- please deduct accordingly.
1.) Since March 24 KEY (+12.46%) has outperformed each of ENB (+6.21%), TRP (+8.75) and PPL (+8.06%) by fairly substantial margins. I know that's a short time frame, but can you offer an explanation for KEY's better performance, and would you expect it to continue to lead the others over the next year?
2.) GSY is at or close to its lowest level since January 2021 - do you think the relevant company, sector and economy related bad news is now priced in and expect it to recover to the $150 range over 12 - 18 months, or do you think that's a pipe dream, and why or why not?
3.) In your opinion is ET likely to recover to at least the $14.00 level (where I bought it some time ago) this calendar year - and why or why not.
Thanks!
Peter