Investment Q&A

Q: Hi 5i!
Pretty tepid reaction to yesterday's news. Even on today's broad market bounce, the stock doesn't seem to get any traction, holding barely into positive territory. And after a 50%+ fall from its june high, what are your thoughts on such negativity on TSGI? Has the fundamentals changes this much in 5-6 months? In hindsight, this feels like such a fad...

Anyways, thanks for 2018 and a Happy Holidays to all of you folks at 5i !!!

Q: this is one of the material stocks in beport. I have not been able to find anything in 5i files on this co. what is your present opinion?

Q: On the Global evening news in Vancouver today, it was mentioned that Amazon is going into the toy manufacturing business. Have you heard anything regarding this topic? This can't be good for Spin Master. Could this be why Spin master stock is struggling?

Q: Stop buying this one on the way down, cannot seem to put in a bottom, great mgnt, huge return on equity, nice divvy, what is wrong read alpha report lots of junk.i think their high interest rates scare everybody, your opinion dave

Q: From a technical perspective is it time to sell GSY. It seems to have broken resistance to the downside, the next stop could be 10% lower. Your thoughts?

Q: This is a comment more than a question. I often go to their stores. I noticed that they have dropped prices on certain items lately ( eg chocolate bars) and if this is the trend then their margins have to be getting compressed. As well, their stores do not seem as busy as usual. In contrast, I also frequent Walmart and they seem just as busy. I think Walmart may be eating into DOL's business. I don't see any turnaround in DOL's share price anytime soon, although I think if it drops even more than it may get bought out or taken private. They seem have the dollar store market to themselves, just as Shoppers Drug Mart had in their category ( and they were bought out).

Q: Just drove by a Boyd shop yesterday which had a sign saying "aluminum certified". What a great company. Aluminum cars and trucks are becoming more prevalent and not everyone has the abilities to work with it. Just another reason to own the company.

Q: Hello,
If Bill s-237 get passed, how it impact GSY earning? Could 5i please do a math. Seeking Alpha said that Senate Bill could wipe out GSY's earnings.
Thanks
Victor

Q: With this mornings announcement that TSGI has been chosen as 'an' Operating Gaming Agent for the NBA it seems like the right time to buy the stock or do you expect more tax loss selling to continue and therefore one should wait until after Dec 27th?

Q: NBA Announces The Stars Group as Authorized Gaming Operator of the League
https://www.newswire.ca/news-releases/nba-announces-the-stars-group-as-authorized-gaming-operator-of-the-league-702474011.html

Q: Getting hammered today, in spite of an upmarket--your honest opinion where this company is going to level out at.
Should we consider cutting our losses?? and let this one loose?

Q: Whats going on with sis is this tax loss selling, market, china or something else. Should a person sell and take his lumps.

Q: What is the highest interest rate goeasy offers? Do we know the average rate a customer pays? I read the last reading of the bill and there were a ton of “nays” donor has been pushed again for further reading and most seem to want to cap the rate at 45 percent which still seems high. Thanks

Q: a hard hitting article appeared on SA today. It refers to Bill s-237 now in 3rd reading.
https://seekingalpha.com/article/4227623-goeasy-live-senate-bill-wipe-gsys-earnings
A long read. I wonder how the 5I group feels about this.
Thanks

Q: Hi, please provide your opinion on the press release last night. How do you think the market will react? Thanks

Q: Is this a buying opportunity ?
thanks!

Q: Your update sent to subscribers on Thursday: "Amid all the negativity, investors can find solace in remembering that volatility is a part of investing in the market and solid long-term returns are earned by accepting this risk in the markets."
Your article on the Post on Friday: "One of the most important things to watch for as an investor is when there is a market or economic ‘shift’... We may be entering a shift in the economy right now. Companies are guiding to lower growth. Stocks have been weak. The market is in a slow train-wreck crash. The Fed even has indicated the economic party may be winding down."
The 'tone' in your Q&A section and all your updates has been to stay the course, don't sell, and even to add to numerous names. This is a completely different 'tone' than your article on Friday. Please clarify.

Also, your Balanced Portfolio has a significant growth tilt that doesn't seem appropriate at all at this time. Over the last 3 months, it's down almost 16%, 7% more than the TSX. Are you planning to 'shift' the portfolio?

Q: What is happening at this company? The stock is going down. Should I sell?

Q: Good morning,
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted

Q: I see dramatic price declines for most equities in this portfolio. I have never seen a report to sell them or reduce...just the fundamentals are OK ... don't worry. I find there is a repricing going on where PE's used to be 15-25 are now falling to 10-15.
A constant buy thesis based on Company earning fundamentals does not take the PE revaluation into account. Your thoughts?