Q: I have enjoyed the ride with KNSL but it seems to have taken big hit in the past week. Can you comment on what, if anything has transpired to trigger the sell off as well as whether it's a buying opportunity, a hold or if something has changed that might make it a sell? Please explain the rational behind your view. Thanks!!
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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: JPM share price has outperformed BAC by a wide margin over the past 5 years. And especially over the past two years. Do you know what would account for the divergence?
Thanks.
Thanks.
Q: Which of the two companies would you prefer investing in at this time?
Thanks
Thanks
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Brookfield Corporation Class A Limited Voting Shares (BN $53.25)
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Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNRE)
Q: Are BNRE shares still convertible into BN shares at no cost?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: CashMoney, LendDirect parent company has filed for creditor protection. What is your interpretation of how this will impact Go Easy? Is it positive and why, or is it a watch out that problems exist in GSY which has been trading lower the last month? Thanks again - John C
Q: Dear 5i team.
May I have your analysis of Canadian Banc Corp? What is there structure, how are they achieving 16% returns, and what is the risk/reward.
Many thanks for your help.
May I have your analysis of Canadian Banc Corp? What is there structure, how are they achieving 16% returns, and what is the risk/reward.
Many thanks for your help.
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Descartes Systems Group Inc. (The) (DSG $99.81)
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goeasy Ltd. (GSY $36.36)
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TECSYS Inc. (TCS $27.00)
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Propel Holdings Inc. (PRL $18.09)
Q: In Chris's recent webinar he mentioned the similarities between TCS and DSG as well as the same between GSY and TCS.
Now my question here is if I was only to own one of each of the two which ones have the best opportunities for growth going forward and which meets Warren Buffets criteria most closely?
Thanks
Sheldon
Now my question here is if I was only to own one of each of the two which ones have the best opportunities for growth going forward and which meets Warren Buffets criteria most closely?
Thanks
Sheldon
Q: Hi Peter, thoughts ? the chart breakout looks good . Thanks.,
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Intact Financial Corporation (IFC $250.69)
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Power Corporation of Canada Subordinate Voting Shares (POW $63.37)
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Trisura Group Ltd. (TSU $43.35)
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Definity Financial Corporation (DFY $67.18)
Q: Am considering taking a position in one of these companies that I believe are in similar type businesses. How would you rank them and why? And would you be a buyer now or prefer to wait based on recent earnings and current stock momentum?
Q: Can you provide a current view on Ameriprise Financial?
Q: Hi 5i, the last question on Definity, back in Feb, asked about the possibility of DFY being acquired. Since then Swiss Re has taken an almost 10% position. What are your views on this stock going forward. Thx.
Q: Good Evening,
I bought some shares of CM a couple months ago as part of a buy and hold strategy to receive the dividends (expecting the stock price to trade flat or decline) and was surprised to find the stock up 25%. Do you think I should realize the capital gain, hold hoping for a bigger capital gain down the road (couple months maybe) or maintain my original strategy of holding for the dividends? If the recommendation is to sell do you have any recommendations of safe dividend paying stocks to put the money into?
Thank you very much.
I bought some shares of CM a couple months ago as part of a buy and hold strategy to receive the dividends (expecting the stock price to trade flat or decline) and was surprised to find the stock up 25%. Do you think I should realize the capital gain, hold hoping for a bigger capital gain down the road (couple months maybe) or maintain my original strategy of holding for the dividends? If the recommendation is to sell do you have any recommendations of safe dividend paying stocks to put the money into?
Thank you very much.
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Royal Bank of Canada (RY $220.55)
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Bank of Nova Scotia (The) (BNS $94.19)
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Canadian Western Bank (CWB $56.63)
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EQB Inc. (EQB $108.33)
Q: Hello Team,
The Canadian banking sector has been fairly muted for a while now, notwithstanding higher rates which have been beneficial in boosting interest income. And, soon, rates are expected to decrease. Is that going to hurt their earnings or help due to an overall smaller delinquency in loan repayments? If it will help, from a choice of buying and holding some of the smaller Canadian on-line only banks or the traditional ones, say for the next five years, which would you recommend?
The Canadian banking sector has been fairly muted for a while now, notwithstanding higher rates which have been beneficial in boosting interest income. And, soon, rates are expected to decrease. Is that going to hurt their earnings or help due to an overall smaller delinquency in loan repayments? If it will help, from a choice of buying and holding some of the smaller Canadian on-line only banks or the traditional ones, say for the next five years, which would you recommend?
Q: I believe the recent weakness in GSY may also be partly the result of Stephen Smith merging Home Bank and Fairstone to create a stronger competitor to GSY, plus all the noise about Propel.
Q: Are you considering adding this to the growth portfolio? What do you still need to see for this to happen?
Q: Hi 5i
BXSL has had a nice run up.... and still generates a 9.8% yield.
Is this a best of both worlds kind of stock? BX is something of a powerhouse company.
BXSL ok for both reliable income and decent growth?
Thank you.
BXSL has had a nice run up.... and still generates a 9.8% yield.
Is this a best of both worlds kind of stock? BX is something of a powerhouse company.
BXSL ok for both reliable income and decent growth?
Thank you.
Q: Hi could you please provide an update on your thoughts on ALLY? Last comment was November 2022. Has had a significant run up in share price since then, what's changed?
Thanks
Thanks
Q: Hi,
I'm wondering what's up with GSY lately - or should I say down? It had a good jump in Feb and now is threatening to drop below that. Are you aware of anything of concern that is driving shareholders to sell? As always, I look forward to your opinion!
Thanks,
Dawn
I'm wondering what's up with GSY lately - or should I say down? It had a good jump in Feb and now is threatening to drop below that. Are you aware of anything of concern that is driving shareholders to sell? As always, I look forward to your opinion!
Thanks,
Dawn
Q: I just read your report on propel holdings. They sound like a good takeover candidate for GoEasy. Will give GoEasy an entrance and exposure to the US consumer, as well as Propel’s AI program. What are your thoughts on this?
Q: Regarding Sheldon's question about the drop in GSY on March 25th, a consumer credit lender, CURO Group Holdings, filed for bankruptcy today. There are more details in the press release. CURO now trades for 7 cents, down from $20 two and a half years ago, so it's been a long slide into insolvency, the opposite of GSY, but it makes some people nervous enough to sell.