Q: hi, can you discuss GSY in regards 1195407 BC Ltd filing in BC Supreme Court pursuant to the CCAA...
cheers
cheers
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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: What is you outlook on Kelt going forward. Would you buy sell or hold at these levels?
Q: Hi Peter
looking for a yield and hopefully some capital gains when the market gets better
I already have Dir.un and canadian apt reits
what would be a good entry point or it becomes such that I have to back up the truck or it becomes a screaming buy?
good luck to our Cdn investors invested in real estate sector
Michael
looking for a yield and hopefully some capital gains when the market gets better
I already have Dir.un and canadian apt reits
what would be a good entry point or it becomes such that I have to back up the truck or it becomes a screaming buy?
good luck to our Cdn investors invested in real estate sector
Michael
Q: Peter, What are your thoughts regarding the run up in Topicus. What is EV/EBITDA and how do you compare its valuation to CSU and Lumine. Is it getting expensive or do you think there still is value.
Thanks
Thanks
Q: Hi Peter, do you see CSU ever splitting its shares. Thanks
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Tricon Residential Inc. (TCN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Which do you think have the most potential in the current environment in an RRSP? Currently own TCN at a loss and wonder if I shouldn't switch. Also own DIR.
Thx
Yves
Thx
Yves
Q: Hi Team,
I am having a hard time deciding which of these 3 names to add new funds to today. ATZ, ATS, and CROX. Of these 3 which would be your best bet if aiming for top potential returns over the course of the next say 3-5yrs? Could you please rank in order of buying preference here along with any comments on the potential of each name you wish to add? Thanks
Shane.
I am having a hard time deciding which of these 3 names to add new funds to today. ATZ, ATS, and CROX. Of these 3 which would be your best bet if aiming for top potential returns over the course of the next say 3-5yrs? Could you please rank in order of buying preference here along with any comments on the potential of each name you wish to add? Thanks
Shane.
Q: Any additional thoughts on WELL following the conference call yesterday? The company seems well positioned for the changes going on in Canadian health care. Thank-you.
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Freeport-McMoRan Inc. (FCX)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Capstone Copper Corp. (CS)
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Rio Tinto Plc (RIO)
Q: A number of precious metals companies have exposure to copper as well. Which ones in your opinion (large cap, mid-cap & small cap) are best positioned to benefit from a rise in copper demand?
Q: HI, CAN I GET YOUR THOUGHTS ON KBL GOING FORWARD. THE COMMENTS ON THE EARNINGS RELEASE SOUND TO ME LIKE A GOOD TIME TO ADD TO?? CHEERS CHRIS
Q: What does the market expect from CSU next week?
Thx
Thx
Q: Hi 5i, Propel Holdings just reported, and would welcome your analysis of the results posted and the outlook conveyed.
As best you know, are they generally chasing the same customer as GSY does in their loans business, and would you see Propel more for income, growth, or expect a bit of both? Thanks kindly.
As best you know, are they generally chasing the same customer as GSY does in their loans business, and would you see Propel more for income, growth, or expect a bit of both? Thanks kindly.
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JPMorgan Chase & Co. (JPM)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%
BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%
10 year investment horizon.
Your thoughts are appreciated
Don
BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%
10 year investment horizon.
Your thoughts are appreciated
Don
Q: Dear 5i,
In regards to the March 21, article written by Michael Huynh titled Canadian Financial Companies with Robust Balance Sheets. I believe the GICS sub-industry classification for GSY is "Consumer Finance". Assuming GSY was included in the screening process. Can you help explain where GSY did not meet your screening criteria. I believe in general your team likes this stock.
thanks
In regards to the March 21, article written by Michael Huynh titled Canadian Financial Companies with Robust Balance Sheets. I believe the GICS sub-industry classification for GSY is "Consumer Finance". Assuming GSY was included in the screening process. Can you help explain where GSY did not meet your screening criteria. I believe in general your team likes this stock.
thanks
Q: can you provide the forward P/E ratio. forward PEG ratio. and forward P/S ratio to the historical ratios of GDI. lastly what are the current risks?
Q: Hi
In our cash accounts we sold energy stocks at the start of the year and have a large capital gains
Would be wise to sell BN for the loss and buy BRK.B?
Then get into BN later
Thank you
Mike
In our cash accounts we sold energy stocks at the start of the year and have a large capital gains
Would be wise to sell BN for the loss and buy BRK.B?
Then get into BN later
Thank you
Mike
Q: Peter; I saw TSU credit rating was downgraded to negative- would this account for the current weakness- are you still positive on it and would you add more down here? Thanks
Rod
Rod
Q: WELL reported this morning. Looked strong across the board. Can you comment and provide your thoughts before call later today.
Q: Hi Peter
What are the expectations for WELL financials (REV and Adj EBITDA) for Q4 and Full Year. Also at these price levels is it a buy, sell or hold.
Thank you
What are the expectations for WELL financials (REV and Adj EBITDA) for Q4 and Full Year. Also at these price levels is it a buy, sell or hold.
Thank you
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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EQB Inc. (EQB)
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TECSYS Inc. (TCS)
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Converge Technology Solutions Corp. (CTS)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)
AND also arguing that this has not happened since 2008.
As always I am interested in the 5i perspective, please and thank you.
And can you think of stocks that fall into that category?
AND also arguing that this has not happened since 2008.
As always I am interested in the 5i perspective, please and thank you.
And can you think of stocks that fall into that category?