Investment Q&A

Q: Hi Team,
More of a general question. I am enrolled in the GSY dividend DRIP program. When in a DRIP, is the share price in regards to the dividend calculation determined on the ex dividend date? Or on the date the dividend is actually paid? Thanks again;

Shane

Q: Blake on Sept 25 talked about adding more shares to some of the falling positions he had and you had recommended two of them would be GO EASY and SunLife. GO EASY I have had since I bought it at $127.00 so I added more GO EASY on your advice to Blake. It underperforms most of my Canadian stocks and so would I be better when it gets up to my most recent purchase of $110.70 to buy ATS or another one of your Canadian recommendations that is out performing GO EASY?

I am mid 70's senior and I found it complicated to get on Chris' webinar. I did not have a GO EASY account and other things required so I did not see it. Thank you

Q: With Goeasy down 25% in the last month….do you see any potential for near term catalysts?

Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?

Thx

Q: Hi, I was wondering if I can get your opinion on these stocks I'm holding losses on ATZ down 50%, ENPH down 25%, CROX down 25% and GSY down 20%.
I did tax loss selling last year in late December which bit me hard when the stocks took off in January with me sitting on the sidelines. Should I consider selling any of these now with the intention of buying back in 30 days and harvesting the tax loss? If so which would you suggest selling and which would you buy back? Short of that would you suggest averaging down on any of these instead? Thanks in advance! Take as many credits as you wish.

Q: is 5i still as keen on GoEasy going forward. The stock has not been behaving well.

Q: I am considering adding to a number of these Income Generating names. I know you are generally not a fan of averaging down but is there an entry point that you would add to these names in the current market.

Thanks
Tim

Q: Are you concerned about Goeasy at all. The stock has dropped meaningfully in the past month.Is there anything specific ?

Q: NVEI versus the rest ...

Can you suggest the names of some growth companies that you feel have more potential in today's market?

Thanks

David

Q: I believe rates in Canada have hit their ceiling, alternatively the consequences get dire for many reasons. With this belief what would be your top 3 stocks for the next 12-24mths, particularly as rates begin to decline. Thank you as always.

Q: You mention in your last response that GOOS can be kept. Would you start a position here? What of the other names in the growth portfolio would you buy here?
Thanks!

Q: Good day team,

A few companies I'm invested in are in a loss position so far.

AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss

At this point which stock do you think I should keep, which one sell, and which one replace and with what?

I'm retired and 73 years of age.

Take as many points as needed.

Thank you
John G.

Q: Propel and Goeasy seem to be similar with good growth prospects .Is there advantages to owning both instead of one ,if not which one would you pick ?

Q: Do you see CURO as a competitor to GSY? How do you like CURO as a risk/reward opportunity? Is there profitably on the horizon? Ty, Chris.

Q: Hello Peter and Staff

I was a bit surprised at your answer to Lee on August 21st where you included GSY and TCN as too risky for the average retired investor . I thought both are high on your list ?

Thanks for all you do

Dennis

Q: Further yesterdays and todays continued drop on Goeasy would you see this as opportune to add to the name?

Q: Any news ? Why big drop around noon ? Thanks a million.

Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?

Q: Hi 5i team,

I currently hold a well-balanced portfolio and I am contemplating selling 50% of my position in GSY to purchase ECN. I am willing to take on some risk for potential reward, but I am unsure if maintaining GSY would be more appropriate for my investment space.

Best,
Matt

Q: Hi Team,
Can you comment on GSY earnings and the company in general? To me they appear to be record with great growth. Their model seems to be almost flawless with almost a limitless runway ahead in Canada with very little competition in their market. They now appear to also be benefiting from the new interest rate law as smaller competition is getting wiped out and they gain market share. I look at their market cap of only 2B...then I look at the revenue coming in. The valuation don't make sense to me. The company seems so cheaply valued by the market in my opinion. They keep executing, the loan book is now climbing at a exponential rate over the last couple years. It seems more and more people are needing their services. Do you think eventually they will take the company private? Or possible some private equity firm comes in and buys them out and keeps the dividend for themselves? With the numbers they are now putting out it appears like the company could buy itself out in only a few years. Am I correct in all this bullish view or what am I missing here? Appreciate the feedback!

Shane.