Investment Q&A

Q: Your thoughts on GSY recent quarter? This seems to be an extremely well run company...
• 34th consecutive quarter of same store sales growth
• 69th consecutive quarters of positive net income
• Compound annual growth in diluted earnings per share of 37.0% since 2001

Looking at the outlook for 2019 and 2020, revenue growth drops from (26% - 28%) in 2018, to (20% - 22%) in 2019 and (14 - 16%) in 2022 (they do note ROE will increase each year). Is this a concern? or is it just the reality of a company getting older or are they just being conservative. Last years Q3 2017 outlook was (16% ‐ 18% for 2018) (14% ‐ 16% in 2019) and (10% ‐ 12% in 2020) so they certainly beat 2018 expectations and have increased 2019 and 2020 since last years outlook.

Q: As noted,KWH beat estimates 50%.What are u expectations for this Q on Nov 14. Have a 3% position @ $9.43 p/p,down 27%.Thinking of adding additional 1/2%.Your view please,Txs for u usual great services &views

Q: Hi,

I am observing SYZ break out nicely this week. (and btw- thanks to 5i for its coverage of this company). I am curious if you would want to comment on the company at this time. I assume you would maintain at least a B- rating. The trading volume remains low, but perhaps it is becoming a bit more visible and may attract analyst coverage. Thanks for your opinion. Jim,

Q: Concerning reply to recent CCL.B question you state: we will review everything in more detail but are comfortable after the conference call.

What does this mean 'comfortable' and when will you release your review?

Q: anything further on the cc ??? markets continue to sell this down. Thx

Q: https://whalewisdom.com/stock/amygf
it looks like many hedge funds in q2 at least had bought into tsgi. is that a underlying bullish sign even as the company gets slapped around?

Q: This morning you noted that TSGI had paid $300 m against debt. I am wondering how you calculated this. I see on the news release that they paid off the $100m on the credit line (after quarter end) and long term debt stands at $5.65B but I don't see mention of $300m? Are they making these payments because they are cash rich or because of some statutory requirement under the lending agreement?

Thanks
Mike

Q: Tough to perform better than market when stocks get crushed like this. Are these turns or over-reaction?

Q: Please provide your thoughts on quarterly results vs expectations and do you maintain your position that TSGI should be a very good long term growth hold?

Q: The market seemingly loved the results at the open, but then ended the day down 6.5% on what appears to be significant volume. It looked like the contract extension addressed the important parts of the short report, but apparently not, given its performance today.

Is it time to move on, or continue to hold?

Q: Kindly give us your take on the Q3 results just released. As well please comment on the guidance for the year and the sustainability of the dividend.

Q: Please comment on TOY results. Thanks

Q: Any significant points come out of the CC in addition to the Q3 press release?

Q: thoughts on what the newest developments in Russia's market will have on TSGI?

Q: GC seems to have had
a solid and better than expected Q3.
Do you see anything negative?

Q: i am curious on your answer on the stars group question on whether to sell now for tax losses, you say even if tsgi had
good earnings it is unlikely it would rise 20%, well why not, it has been beaten down so bad a 5.00 rise does not seem unreasonable. dave

Q: I’m down approx. 25%. Is the dividend safe? Should I buy, hold or sell? Thanks

Q: I already own this company. What is your thoughts on adding to my position?

Q: I have a question about 891

Why would Enbridge suspend the DRIP if they weren't offering anything 'extra' (as in an extra % to those who took part) to take part in it?

Q: which stock would you recommend for exposure to newly legalized sports gambling?