Q: I have a full position in GSY and a smaller position in PRL. I am down slightly on PRL. Do prefer EQB over PRL for long term growth?
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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.
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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TMX Group Limited (X)
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Toromont Industries Ltd. (TIH)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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Enghouse Systems Limited (ENGH)
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Magna International Inc. (MG)
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Open Text Corporation (OTEX)
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goeasy Ltd. (GSY)
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Leon's Furniture Limited (LNF)
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Hydro One Limited (H)
Q: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.
Q: I'm considering taking a position in the sub-prime Canadian lenders. Between Propel and Goeasy, which one would you choose to maximize total returns given the current market price? Is there an advantage in holding both with a (50/50) position? Planned holding period is 3 to 5 years.
Thanks for the great service.
André
Thanks for the great service.
André
Q: What happens to the earnings of Propel if the US economy goes into recession? I’m confused because I have heard recessions cause more people to use their type of lending. Yet you would think defaults would rise significantly. What would the net effect be?
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TC Energy Corporation (TRP)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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Agnico Eagle Mines Limited (AEM)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I am opening a TFSA and would like to transfer some of my holdings to that account, which I know I have in my RRSP (sell and re-purchase). My thinking is holding the items which offer more growth potential. Is this a good argument in deciding where to hold various holdings? From the following names, which would you think make more sense to hold in my TFSA than in my RRSP?
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Brookfield Renewable Partners L.P. (BEP.UN)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Pan American Silver Corp. (PAAS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Fortis Inc. (FTS)
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Boyd Group Services Inc. (BYD)
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VanEck Junior Gold Miners ETF (GDXJ)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Costco CDR (CAD Hedged) (COST)
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Microsoft CDR (CAD Hedged) (MSFT)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Docebo Inc. (DCBO)
Q: In what order would you purchase these stocks. What is a good entry price. In this volatile time would you purchase now or hold off
Thank you again for your good service and await your answer.
Earl
Thank you again for your good service and await your answer.
Earl
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Salesforce Inc. (CRM)
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goeasy Ltd. (GSY)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Vertiv Holdings LLC Class A (VRT)
Q: I’m down on the above stocks in my cash account. Total loss is $6000 CAD. I like the names and want to own these long term. Would you sell and wait the 30 days? Buy proxies? Keep and decide when the madness ends? As always. Thanks.
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Celestica Inc. (CLS)
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goeasy Ltd. (GSY)
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Pollard Banknote Limited (PBL)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Nutrien Ltd. (NTR)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
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DeFi Technologies Inc. (DEFI)
Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Constellation Software Inc. (CSU)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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goeasy Ltd. (GSY)
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JPMorgan Chase (JPMPRG)
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Royal Bank Of Canada (RY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Costco CDR (CAD Hedged) (COST)
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Microsoft CDR (CAD Hedged) (MSFT)
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Amazon.com CDR (CAD Hedged) (AMZN)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio
Q: If you own/follow GSY you can't help but notice that this stock has been sell off hard daily. Why is GSY such a popular target for the manipulators even when it reported great earnings and raised dividend to that level?
Any theory? Thanks.
Any theory? Thanks.
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
Q: I believe the current market downturn provides opportunity. I would like your insight into the following two questions; along the lines of "be greedy when others are fearful".
First, recognizing a 2-3 year hold is very, very short term thinking, what are 3 companies with dividend bearing stock that you feel would be in the top 10% of performers as the market recovers.
Second, what 3 companies do you feel provide the biggest stock price recovery and growth opportunity for a 5+ year hold.
Thanks as always,
Dave
First, recognizing a 2-3 year hold is very, very short term thinking, what are 3 companies with dividend bearing stock that you feel would be in the top 10% of performers as the market recovers.
Second, what 3 companies do you feel provide the biggest stock price recovery and growth opportunity for a 5+ year hold.
Thanks as always,
Dave
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JPMorgan Chase & Co. (JPM)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Royal Bank Of Canada (RY)
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VanEck Junior Gold Miners ETF (GDXJ)
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Propel Holdings Inc. (PRL)
Q: Hi group short on financials /gold /silver / oil.... so in what order and what entry price would you add Presently own GSY (4 % position.) also GDXJ (2% weighting ) ARX (5% position ) FFH 5% position...any other suggestions in these sectors are welcome. thanks for your help with this
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goeasy Ltd. (GSY)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Crocs Inc. (CROX)
Q: Hello 5i team, the listed companies have had a rough period in terms of performance in the last 8 months seeing an average of 30% loss over the past year.
What are your current thoughts on them and what would you recommend for an investor looking for a long term hold?
What are your current thoughts on them and what would you recommend for an investor looking for a long term hold?
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Fortis Inc. (FTS)
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Capital Power Corporation (CPX)
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goeasy Ltd. (GSY)
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Hydro One Limited (H)
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Propel Holdings Inc. (PRL)
Q: Within each of their sectors, CPX and GSY seem to have suffered larger drops than their peers.
Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.
Thank you
IAn
Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.
Thank you
IAn
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NVIDIA Corporation (NVDA)
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Canadian Natural Resources Limited (CNQ)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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iShares U.S. Aerospace & Defense ETF (ITA)
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kneat.com inc. (KSI)
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ARK Innovation ETF (ARKK)
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Axon Enterprise Inc. (AXON)
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Nebius Group N.V. (NBIS)
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A & W Food Services of Canada Inc. (AW)
Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!
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Royal Bank of Canada (RY)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
Q: Assuming that the reactions to the tariffs ends up being a great buying opportunity, and also that we've probably passed the crystal ball "sell everything" point, WHEN and WHERE (industries, specific favorite stocks) would you look to put new money in please?
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Propel Holdings Inc. (PRL)
Q: These companies have pulled back. what order would you buy these names? Is there any you would not buy?
Thank you
Tim
Thank you
Tim
Q: Good Morning, thoughts on the appointment of Dan Rees as CEO at Go Easy.