Investment Q&A

Q: BAM is classified as financial services. Is it really more real estate given the nature of most of its holdings?

Q: I’m struggling with why you would think GSY would do well in a recession. They serve sub prime customers with very little discretionary disposable income. Wouldn’t you expect these customers to be most impacted by unemployment, lost wages etc which would then drive late payments and then eventually loan losses. Initially I would expect GSY would take a similar approach to banks by deferring payments for customers to limit losses but eventually they will need to take them. New business will be impacted with branch closures, not to mention their leasing business, historically the reliable cash cow will be impacted as well without the foot traffic. Given the adjustment that big banks have taken to their stock prices over the last 3 weeks. GSYs massive drop looks warranted to me.

Q: I am looking to increase my holding in the balanced portfolio. What companies in the 5i balanced portfolio considered a good opportunity to buy at the current environment ?

Q: I own Pason Systems in my RRSP and am now down 50%. I know that you have sold it out of your Income Portfolio because of what is going on in the industry. I consider Pason has strong management ( will adjust to the changes affecting the company) and a solid balance sheet. I think I should continue to hold as I have the time especially considering the dire situation that the oil industry is in. What is your view. Thanks.

Q: Your analysis of earnings and dividend cut / future of DOO

Thanks

Sheldon

Q: Hi Peter and Staff

In a recession how will PEO business be effected ? Any debt concerns?

Thanks for all you do
Dennis

Q: Hi Peter and Staff

PKI has been beaten up by market more than TSX - A couple of days ago you ranked it 4th or 5th of 5 options given .

Should we consider it unfairly ravaged or does it deserve it ?

Thanks for all you do
Dennis

Q: Hi,
Much like LSPD in my previous question, I didn't ever except to see GSY down from $80 to $21. I took a small portion in GSY at around $27.60.

I read other comments on GSY , but just thought if you had anything new to say, it would be much appreciated.

Thanks,

Q: In light of your response about GUD having as much cash as their market cap, would you consider this a reasonable risk - reward tradeoff to enter a position at its current price ($5.13 as writing this question). Thanks and stay well.

Q: If not already asked....opinion on Q4/19 results & guidance on Photon Control...Q1/20 pre-lim revenue looks great. Did 5i listen in on conference call today?? Thanks as always, jb Piedmont QC PS: everyone stay safe & healthy

Q: Hi.

Never in my wildest dreams could I have imagined LSPD at $11.03 and closing at $12. Is this the beginning of the end of a company like LSPD if the coronavirus issue continues to persist?

Thanks

Q: Is there any company specific reason why GSY is down 27% today (so far) after major falls in price over the previous few days. Is this a serious buy opportunity?

Q: How much cash to they have??

Q: Do you see the regulators changing the rules for what non prime lenders can charge to help Canadians and essentially the client base of GSY and how would that impact on the company and the stock. Why do you think the stock sold off so much today?

Q: GSY: From 80,6$ to 36,5$.
Possibility of ±120% if going back to higher price

DOO: From 75,4$ to 29,3$
Possibility of ±157% if going back to higher price

AC: From 52,7$ to 15,5$
Possibility of ±240% if going back to higher price

1) Which one have the most chance at getting back to the higher price the fastest?
2) For a 12-18 month time frame, which one could recover faster?

Q: Hi,
As of today, your Balanced Portfolio is down around 34% ytd.
The TSX is down around 30%

Is this relative difference what you would have expected?

Thanks!

Q: 43% drop day to $13 from $46 1yr high. Airline exposure.Can we continue to hold,p/p $44 .Txs for u usual great services &advice

Q: Bam seems to getting especially hard hit in this selloff. Is there are company specific issues that may be the cause of this? Kim

Q: Does the dividend of EIF consider safe to you?

Q: Could you please comment on Boyd's earnings release.

Thank you, Peter