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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: Hi Gang,

May I have your opinion on BAM's investment in Hopper?

Great work as always!

Cheers.
Read Answer Asked by Christopher on February 07, 2022
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?
Read Answer Asked by Paul on February 07, 2022
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.
Read Answer Asked by Graham on February 04, 2022
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
Read Answer Asked by Marco on February 03, 2022
Q: In a previous comment, you speculated that the Board may have made the CEO change. Were you surprised with the departure of Dasilva from the CEO position? Based on past results, did you see this as a possible move? What do you think was the catalyst that triggered the change? Will you be updating your report on LSPD and if so, what is the timing? Is it a buy (probably not), hold or sell?
Read Answer Asked on February 03, 2022
Q: I’m a little confused by GSY’s recent stock performance. It has been correcting for a while, but that seemed to have accelerated with the tech sell off this month and I don’t see the link. GSY trades at a reasonable multiple and has earnings and earnings growth, but it seems to be down big when the nasdaq is down big and up big when the nasdaq is up. What am I missing? Similar to Costco’s behaviour where the business isn’t technology but because it is included in the Nasdaq it seems to track it. Is that due to selling pressure from ETFs?

Thanks,
Jason
Read Answer Asked by Jason on February 03, 2022
Q: hi. do you have any information on the hiring of "big" mike McCormack as "head of risk management" at ECN capital. has anybody at 5i phoned the CEO at ECN, perhaps he is at big mike's "waterfront home in FLA". apparently over 5 million dollars in stock/stock options accrued he hath, shortly after his retirement from the Toronto police force? I'm just getting this info from Kevin Donovan's article in the Toronto star march 8, 2021. maybe it's just me, but this sounds a bit odd to me?
Read Answer Asked by chris on February 03, 2022
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