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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: In your answers regarding this company you indicate additional comments
are posted in the question and answer section and another member thanks
you for the running commentary. I thought I was in the question and answer section but can't find anything other than what you give in the answers. Could you please clarify this for me
Thank you Dave.
Read Answer Asked by dave on October 26, 2017
Q: Hello 5i
Thanks for the ongoing commentary on company.

Would you please comment on what you believe to be the drag on the stock price?

It has been written about downgrade, share overhang thru year end and investors moving out of income names.

I am in this for income but not interested in going to zero while I collect monthly payments. Also supporting my buy decision was the expectation for company to follow through with one more dividend increase in 2017, and the fact they have cash building up due to 60% payout ratio. On the latter, management commented they would decide on cash use in Q1 2018. Do these aspects ring true in your review of the situations?


THANKS
Dave
Read Answer Asked by David on October 25, 2017
Q: Hi Peter,

The recent drop in value for KXS is somewhat perplexing if this is solely attributed to the loss of one customer. We don't own the stock today but it is next on our list to purchase 1/2 to a full position. Do you recommend waiting for another few days or longer to purchase or would you purchase KXS now while it is exhibiting weakness?

Thank you for your advice

Debbie and Jerry
Read Answer Asked by Jerry on October 25, 2017
Q: Hi Peter, Ryan, and Team,

With the demise of Sears and the "old news story" about the relationship between Sears and Easy Financial, does this have any negative implications for GSY going forward?

http://www.marketwired.com/press-release/goeasy-announces-point-of-sale-financing-venture-with-sears-canada-tsx-gsy-2107178.htm

There's been bad press about Sears not honoring warranties among other aspects of Sears demise, and Easy Financial was mentioned since they took over from Chase Bank when, I presume, Chase Bank "saw the writing on the wall".

My wife holds GSY in her RRSP and it's been a stellar performer so far. Hopefully it will continue to be.

Thanks in advance for your insight.
Read Answer Asked by Jerry on October 25, 2017
Q: I have owned GSY for a few years now and I'm very happy with my returns but how can a company that is showing good growth, has a growing dividend, consistently beats earnings (with several blow out quarters), be trading at around 10x next years earnings. I realize people don't like the industry but it just makes no sense. What am I missing?
Read Answer Asked by justin on October 24, 2017
Q: In your Balanced Equity portfolio, you hold both ATD.b and PKI. I thought PKI was a smaller version of ATD.b with gas stations and convenience stores. ATD.B is classified as a Consumer Non-cyclical while PKI is classified as Energy. Why the difference? Both have done nothing lately. Which one would you prefer for long-term growth. Also, ATD.b is not rated while PKI is a B. Does this impact your preference or not?
I am new to this site but love the Q&A.
thanks
dave
Read Answer Asked by Dave on October 24, 2017
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