Investment Q&A

Q: Hi

Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?

Thanks,
Robert

Q: BNS and other banks has been declining , what is the cause ?

Q: Been a while since you had any questions on this one .... thoughts on current share price and outlook. What price would you consider this to be a screaming buy ??

Q: Your thoughts on Bread Financial ? Seems like they made money every quarter last year and at a PE of 3.4 times it seems compelling. Very little info around on this one ....

Q: Hi
What would be the catalysts needed to get Upstart's stock price to turn around? Could this double and in what time frame? Impossible question I know but if you don't mind taking an educated guess at it? Please don't tell me Elon Musk needs to buy it.
Thanks
Jeremy

Q: I am thinking of adding an insurance name in my margin account. Both dividend yield and safety are my criteria. How would you rank these three companies?

Q: Any new thinking on Definity…?Seems to be acting very well.Kim

Q: Worth buying or not?

Thank you.

Q: I see the EPS for Colliers is -$10.96 .
Has this company ever had a positive EPS and is there an estimated timeline now to achieve a positive EPS in the future?

Q: Peter could I have your opinion on MKP please. It looks like they have slowly raised the div over the years. Pay out O.K??? Is the dv taxed as a div or as interest for tax perposes?? I am a senior and looking for stable dividends, Thanks Ken

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks

Q: good morning everyone at 5i: I would like to increase my exposure to Canadian equities- will you provide etfs, or tmx be a good option, or perhaps one best stock in each sector- . thanks for your time-- Jane

Q: I can't understand why GSY iat a 52 week LOW. Yes high growth stocks and NASDAQ are going down. GSY has a PE close to 10. It is a value stock not a crazy growth stock. It is making money and yet it is being treated like a .COM stock.
Easy answer would be, the market thinks recession is coming and GSY will not perform well.
Do you have any explanation for GSY being at a 52 week low despite beating all estimates on quarterly results?
Thanks

Q: Do you think the selling in US banks is overdone? They have really taken a big hit lately. I would think with rising rates, they would be going up instead of dropping. Is this because of the war in Ukraine and their interests in Russia, or are there other factors at play here?

Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.

Q: I bought this ETF about a year ago at $30. What is the outlook for this stock? Will it keep trending lower? As always, your comments are much appreciated.
Thanks.

Q: performing well despite all the bad news re current events. what is your opinion going

forward?

Q: I see there hasn't been a question asked about Versa Bank since December, 2021. How is the bank doing now and where do you see it going in the future? What are your recommendations regarding Versa Bank as of April, 2022?
Thank you!

Q: GSY took a big hit today, was there any material news that would account for it ? I have a full position in it already, but, with the pullback, I am thinking about dollar cost averaging as I have a cost base of $145. Does that seem reasonable based on the company and its performance in the last quarter ?

Q: The current "supply and confidence" arrangement between the federal Liberal and NDP parties has resulted in the announcement of the intention to establish a national dental plan, for which there are very few specifics, save the $90,000 family income threshold, that this plan is for "Candians lacking dental coverage" (as per CBC report) and that coverage will be provided to Canadians under twelve years of age in this year, to Canadians under eighteen in 2023, with full implementation in 2025.

While it would be an impossible task to truly account for the potential impact to existing dental insurance providers, given the lack of any concrete information regarding levels of funding and range of services to be covered within this policy, could you offer any commentary (significant hedging of opinion is to be expected) on the potential near-term impact to the major players in the Canadian insurance space? Any insights you deem appropriate to share would be most appreciated. As always, I appreciate your candour and I look forward to your response.

Q: Looking at archived questions you had a favourable opinion of CME Group in the past is it still a good investment? What are the postive attributes and are they any negative things to be aware of - am thinking of including in my US $ RRSP.
Thanks