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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: Morning 5i,
I know there have been many recent questions on GSY but I'll still ask:
To me GSY is acting very volatile and I wonder if you agree that it's behaving more like a stock that's being traded than a name that's attracting investors? If I'm right in that, do you have any thoughts as to why, and by rights shouldn't a relatively large financial services company be much more stable than GSY is at present. Its current yo-yo behaviour doesn't instill much confidence, in me at least.
Thanks, and I look forward to your thoughts.
Peter
Read Answer Asked by Peter on April 21, 2022
Q: Can you comment on Amazon taking another run at SHOP. This one seems more established than the last attempt to replicate. Also throwing it in free for Prime users could be appealing to new business owners. How concerning is this?

https://www.businesswire.com/news/home/20220420006188/en/Amazon-Unveils-Buy-with-Prime-Expanding-Prime-Shopping-Benefits-Beyond-Amazon.com?fbclid=IwAR26gQ4as3YfmQt4ckp1N8POB_C_89ik1d4yYkXikCX9GvGPiFqUscqhClc
Read Answer Asked by Adam on April 21, 2022
Q: These 2 darlings are now ugly ducklings. Not long ago,Shop was the biggest company in Canada overtaking perrinnel leader,RY. Recent drastic drop from $2228 H to $658,1year Low.Any reasons for the 14% haircut today besides news that it is in talks to buy startup,Deliverr. Think market does not like this type of acquistion nowadays as it will likely increase its losses & prolong its plan to profitability in this market backdrop.Is this a entry point or more pain to come. Txs for u usual great services & views Is this an entry point for GSY which got hammered today too & trading near 1yr low.
Read Answer Asked by Peter on April 21, 2022
Q: I notice in your answer to Jacques ISD about what "buy and forget" stocks you would suggest in the US and Canada, conspicuously SHOP is missing from that list.

I detect from the tone on many of your answers you are becoming less and less positive on this name.


So, why was it not on your list to him, and am I right with my observation and if so, why?

Thanks


Sheldon
Read Answer Asked by Sheldon on April 20, 2022
Q: You mentioned "rate declines" in one of your comments on TFII yesterday. What exactly are the rate declines you refer to? Thanks.


5I RESEARCH ANSWER:

TFII is getting hit on rate declines and recession fears, so much depends on an investors' time frame. It may stay weak in the short term. But we think $95 would be quite attractive, and it could get there on some market weakness.

Read Answer Asked by Victor on April 19, 2022
Q: The above stocks are hitting new lows and on every downtown goes lower. I have held these in a riff for some time with still capital gains, however I am loosing patience with the down turn.
Can I have your opinion of 5i if I should continue hold or sell.
How much lower would you expect to see?
Thanks
Rick
Read Answer Asked by Rick on April 19, 2022
Q: You have replaced OTEX with NVEI. I currently own LSPD so would it be better to buy TOI instead of NVEI or would you suggest a different stock?

Thanks
Read Answer Asked on April 19, 2022
Q: GSY stated in their Q4 financials that interest rates would need to rise by 2 per cent before any material impact would be felt in the business (due to floor agreements and fixed rates in place on current funding sources). Since then rates have risen .75 % and it looks like they will increase further. What is your guesstimate of how much higher they will rise to? If your guesstimate is above the 2% threshold, then how badly would that effect the business. How would that change your earlier thought that $125 share price would be an excellent buy.
Read Answer Asked by sandy on April 18, 2022
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