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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i. I have a sizeable gain in this company and wondering if I should take some profits or keep accumulating it. (as you say averaging up is a good thing!)The investment thesis still seems sound but can I get your assessment on pbh. What is it's projected annual growth rate for the next few yrs? debt load? What valuation do you give it? Are there any red flags?
thanks!
Read Answer Asked by pietro on October 26, 2017
Q: Vancouver Sun Oct 24---A confidential B.C. government memo pointed to alleged under reporting of suspicious cash transactions.Before 11/2015,River Rock casino"did not review large cash transactions of $50k or less for indicators of being suspicious transactions"Also report on the under reporting of suspicious transaction reports at the River Rock Casino. On Oct 23 G C's CEO stated that it acts in strict compliance with regulations. The story will not go away,stay tuned.Money laundering is a very big issue.This issue already has a negative impact,the q is that will it get worse
Read Answer Asked by Peter on October 26, 2017
Q: Hi Peter,

The recent drop in value for KXS is somewhat perplexing if this is solely attributed to the loss of one customer. We don't own the stock today but it is next on our list to purchase 1/2 to a full position. Do you recommend waiting for another few days or longer to purchase or would you purchase KXS now while it is exhibiting weakness?

Thank you for your advice

Debbie and Jerry
Read Answer Asked by Jerry on October 25, 2017
Q: Hi Peter, Ryan, and Team,

With the demise of Sears and the "old news story" about the relationship between Sears and Easy Financial, does this have any negative implications for GSY going forward?

http://www.marketwired.com/press-release/goeasy-announces-point-of-sale-financing-venture-with-sears-canada-tsx-gsy-2107178.htm

There's been bad press about Sears not honoring warranties among other aspects of Sears demise, and Easy Financial was mentioned since they took over from Chase Bank when, I presume, Chase Bank "saw the writing on the wall".

My wife holds GSY in her RRSP and it's been a stellar performer so far. Hopefully it will continue to be.

Thanks in advance for your insight.
Read Answer Asked by Jerry on October 25, 2017
Q: I have owned GSY for a few years now and I'm very happy with my returns but how can a company that is showing good growth, has a growing dividend, consistently beats earnings (with several blow out quarters), be trading at around 10x next years earnings. I realize people don't like the industry but it just makes no sense. What am I missing?
Read Answer Asked by justin on October 24, 2017