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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: I was under the impression that GSY was very impacted by rate hikes. Can you tell me why that is though, I didn't think they had that much debt that would carry higher rates. Or does it somehow impact their clients, which impacts them? If they are charging high interest rates already to their clients, what changes if interest rates are raised? Thx for the help.
Read Answer Asked by Adam on November 08, 2022
Q: Trading near 52wk lows. I read your report and am quite enamored.

Currently P/E around 5, yet management is expecting CAGR of 15% if I understand correctly ?

Market is pricing interest rate hikes and real estate slowdown, but is this not a compelling buy right now ? If not, what would be your better alternatives ?

Thank you !
Read Answer Asked by laurent on November 08, 2022
Q: Hi Peter and 5i Team,

My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.

With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?

Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!
Read Answer Asked by Dennis on November 07, 2022
Q: Unusual for CSU to trade down 5% today, possibly in sympathy with TWLO and TEAM, down substantially, 30%-35% on their results.

Despite missing Q3 EPS estimates by a wide margin (not unusual for CSU), would you agree with revenue growth of 33% and forecast 2022 annual cash flow return on equity of nearly 60% there is nothing to worry about here and the drop in CSU today caused by other software companies was unwarranted?

Would you further agree rate of acquisitions for CSU is actually increasing in the current environment?

Thank you.
Read Answer Asked by Keith on November 07, 2022
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