Investment Q&A

Q: Good Morning,

I was thinking of buying the listed companies for a 6 month hold. What is your opinion on expected total returns. Your suggestions for better total return cdn stocks are welcome. Thank you

Q: Hello 5i,

I am 27 years old. I have approx. $100,000 to start a portfolio. I have established with two positions thus far - 5% each in ATZ & BAM. Considering my age, what companies would you suggest I add keeping in mind my focus being a long term growth with a set-it-and-forget-it strategy?

If possible I would like some good dividend generation names which hopefully do not sacrifice some reasonable capital gains.

If you could suggest which of the recommendations would be better suited (tax wise) to put into my TFSA and why that is so, that would be appreciated.



Thank you Peter & Team


-Andrew

Q: Given the US gov action today regarding V and MC ….do you see any likelihood of some kind of contagion affecting GSY? Or is all the talk on the US side not likely to be a big deal.

As usual think you for your opinion.

Q: What would you consider a very attractive price to pick up GoEasy shares? What is their estimated EPS for 2024 and 2025? Thanks

Q: Question on RESP - thinking of selling BNS and replacing with GSY and PRL 50/50 also thinking of adding some WELL and VHI for long term holds any suggestions

Q: Could you outline the differences and similarities between these two. Would owning both overlap in any way? Would you recommend owning both for an income generating portfolio?
Thanks
Jeff

Q: Would you buy the dip here? I have a 3% position and want to top it to a 4.5%.

On a scale of 1 to 10, ten being a high conviction call, how would you rate Gsy as a buy currently (30$ off its 52wk high)

Thank you!

Q: The Go Easy stock has see close to a 12% drop following the announced CEO transition which has been viewed as negative due to uncertainty in the succession.

Do you expect the stock to fall any further as the transition for Jason Mullins (the CEO) is not expected until the end of the year and Jason will then still have a presence on the Board of Directors?

Do you believe the reaction to the news has had an exaggerated impact on the Stock valuation.

Q: Gsy is getting decimated on the news of its CEO stepping down….Any reason here for concern?

Q: Is the selloff of GSY a little overdone given the transition timeline and the ongoing input from the CEO? If so, is it in bargain territory?
With appreciation,
Ed

Q: CEO stepped down and stock drops around 8%
sounds like a problem somewhere

Q: And another question about GSY, after a couple in the last day or 2. One answer was that there was no news that would explain its recent strong stock price. You have often said that new highs were a positive and not necessarily a reason to sell.....but I can't help but wonder if it is time to take profits, but of course would want to get your views. What is your current outlook for where the share price might go from here? With the rise in price, its financial matrices are thinning out....how does it compare to other similar financial alternatives? As always, thank you for your excellent service.

Q: Hello,
I would like a comparison analysis of these two companies on their business and which one do you think is a better business to hold for 5-10 Years?

Q: Good morning

Go easy CEO is stepping down at the end of the year is this any cause for concern?

thks
Marse

Q: GSY has been on a tear lately.


Any reson why?

Sheldon

Q: How does PRL use credit unions in their day to day business?

Pls. provide year end EPS & loan book for GSY's past 5 years.

Thanks

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Just curious. Would you know why GSY's SP popped by over $6 today? Albeit the trade volume is just 50K not particularly large.

Thanks.

Q: hi group i am very light on financials does it make sense to invest in the smaller companies for exposure to the financial sector. (eg GSY,IFC EQB - please rate these 3 (in order of preference and why.-against CAD/US BANKS .. also I am light on Health care do you see the sectors as a buy please give me you top 3 picks in healthcare presently i own CVS and PFE should i sell them to invest in you picks?...Thanks for you help with this

Q: Jason D. mentioned PRL uses AI & credit unions to make loans rather than the usual face to face. Presume there are cost savings. Can you expand on these details?

Now that GSY has reached a loan book of $4bill. & has a $6bill. target for the end of 2026, can you make a guess as to what that might mean for earnings? Has there been a relationship on their journey from $1bill. to $4bill.?

Jason D. mentioned whispers CSU is getting set to do another spinoff. Hear anything? Maybe that accounts for current weakness in LMN.