Q: Hello 5i. I own ARE and am looking for another Canadian company in this space that might have more upside. What names would you recommend and why? Or if you think staying in ARE is better, why?
Q: Been a 5i member for several years. I am excited you identified this stock and added to the growth portfolio. Curious to know how this one showed up on your radar? Also why can't they just list directly on one of the larger exchanges? First listed on OTCQB and now on the OTCQX.
After months of negotiating, the federal government and Air Canada announced a deal on Monday that allows the airline to access $5.4 billion in loans while Ottawa takes a $500 million stake in shares at $23.1793, a discount compared to Air Canada's closing price today. If I don't have any Air Canada, should I still buy some? What attractive price should be consider. Please kindly advise the deal, coming target price and any suggestion. Do you consider buy or hold?
Q: Hello 5i Team,
Usually when a government bails out a company (Feds will own ~6%), it does not bode well for the said companies future. I know these are unique circumstances. Are you still comfortable with buying Air Canada? Or will AC go the way of bombardier (Zombie stock).
Have you heard if other airlines in Canada will be helped?
Q: Considering the new partnership/investment/bailout with the Government of Canada, How do you see this playing out ?
- I noticed Air Canada stock held up fairly well, considering the Government did the deal at a discount to current stock price.
- It looks like some smart advisers/consultants did the deal, however I am surprised that the stock did not drop more today...
- How the market interprets things these days is a bit confusing to me...
Good thing Vegas is opening up more..., because I want to bet Red on the Roulette wheel as a potential proxy for Air Canada at this point...
Q: Did the federal government's stake in AC today (Apr 13) result in a dilution (I mean, it must have) and if so, was it material ? Also, shares today closed slightly below flat-- why wasn't the gov't "bailout" viewed as a plus for share price?
Q: with goeasys announced deal today which is accretive immediately when it closes in the 2nd quarter, upsizing of its fund raise, announcement of 1st quarter prelim results which were strong,, plus huge increase in gsy size i thought the stock would open about 135, instead its down a buck as of this writing which is nothing in the grand scheme of things, just curious as to why-is it because of stock dilution.dave
Q: Hi 5i Team - Could you provide an update on the fundamentals of GSY and your opinion as a buy at today's price. Also having checked the INK Insider Report there seems to have been a lot of selling. Could you comment on this as well as total insider holdings. I know that GSY is in the business of lending money but does it also have debt and if so then is it a manageable amount.
Thanks.
Q: Good morning and thank you for your great service. My question is regarding your portfolios. I have a considerable amount of cash to invest and as I'm nearing retirement would like to lower my risk. I am thinking of investing approximately 50% in the stocks in your income portfolio. My specific question is regarding the individual stocks in the portfolio, are there any stocks in the income portfolio that you would not recommend buying at this time?
I know you guys have (correctly) been bullish on goeasy in recent years. What do you think about the acquisition of Lendcare that they announced today? How does this improve their business and what do you think of their future prospects post-acquisition?
Q: I have a 2% weight in GUD, would it be better to buy WELL for 2% or add to GUD? This is for a RRSP and have 5-7 years before needing to withdraw.
Thanks
Q: Hi.
I bought GSY last year March - April when “the baby was being thrown out with the bath water”. My average cost was about $30. I sold at around $100. After I sold , I realized I did the most foolish thing. I didn’t need to sell , so why did I, was the question that kept bugging me. I sometimes can’t fathom why I do foolish things with my stocks. I told myself it’s not the end of the world and I can still buy the stock at around $127.( today’s price-April 9th). This time i Intend to hold for at least 5 years, or even longer. What are your thoughts on GSY over the next 3-5 years?
Thanks ,