Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.
Q: Please comment on the following possible risks to owning GSY:
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
Q: Everyone,
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
Q: This is a difficult question to answer but was wondering if there is a stock or two in your coverage universe that you think has been unfairly beaten down over past year or so...and perhaps may have turned the corner and is soon (or already is) seeing a change in direction that you think might be sustainable.
Q: How did JP do on his first earrings call? He is an extremely intelligent and capable leader. Also in relation to Dax, many are assuming he was forced out. Dax is a great leader and great leaders know when it’s time to pass the torch. Time will tell of course but I would not through in the towel on Lightspeed.
Q: I know that you like all of the companies in your growth portfolio (or else they wouldn't be in the portfolio) but can you please provide me with a list of your top 5 companies in the growth portfolio that you think has the greatest chance of being significantly higher in the next 5-years? I I have a well diversified portfolio and I'm looking to add a few names with high growth potential to the mix.
Q: Hi Team,
I remember LSPD going to $12 in March 2020 and how surprised you were.
Today, when you state that you will be "reviewing everything", it makes me worry. You mention the report will be updated as soon as possible but that could take days.
Would you be able to provide insight to your members (sell/hold/buy more) sooner that waiting for a report?
Thanks