Q: GSY stated in their Q4 financials that interest rates would need to rise by 2 per cent before any material impact would be felt in the business (due to floor agreements and fixed rates in place on current funding sources). Since then rates have risen .75 % and it looks like they will increase further. What is your guesstimate of how much higher they will rise to? If your guesstimate is above the 2% threshold, then how badly would that effect the business. How would that change your earlier thought that $125 share price would be an excellent buy.
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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.
- Constellation Software Inc. (CSU)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,
Q: Hi
Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?
Thanks,
Robert
Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?
Thanks,
Robert
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Based on today price, what are your top 5 stocks to hold in a TFSA for 10+ years with high growth and medium-low risk for that frame period ?
Can you rank then in order if there's one ?
Can you rank then in order if there's one ?
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: In this market backdrop, is it timely to buy Toi plus these fallen angels,,Atz, Gsy,Shop,Dsg,Kxs & Lspd.Please provide a good entry point for each,& rank for entry with best first.Txs for u usual great services & views.
Q: GSY seems to run out of steam in the last year, while WCP seems to have revived in the same period. Do you recommend a switch of GSY to WCP? Thanks.
Q: I can't understand why GSY iat a 52 week LOW. Yes high growth stocks and NASDAQ are going down. GSY has a PE close to 10. It is a value stock not a crazy growth stock. It is making money and yet it is being treated like a .COM stock.
Easy answer would be, the market thinks recession is coming and GSY will not perform well.
Do you have any explanation for GSY being at a 52 week low despite beating all estimates on quarterly results?
Thanks
Easy answer would be, the market thinks recession is coming and GSY will not perform well.
Do you have any explanation for GSY being at a 52 week low despite beating all estimates on quarterly results?
Thanks
Q: GSY took a big hit today, was there any material news that would account for it ? I have a full position in it already, but, with the pullback, I am thinking about dollar cost averaging as I have a cost base of $145. Does that seem reasonable based on the company and its performance in the last quarter ?
- Constellation Software Inc. (CSU)
- ATS Corporation (ATS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks
Q: When I look at the financials of goeasy I see a growing top and bottom line. Cheap valuation but my concern is the negative free cash flow. Can you please help me understand this and how concerning is it. I've been running a DFC model on all my stocks and don't like to see negative numbers
Q: I'm overweight financials - almost 20% of my total portfolio. In relatively equal proportions I hold: BAM, GSY, SLF, X and V. Should I trim across the board or do these stocks have sufficiently different economic drivers that being 20% overweight is not a concern? Thank you.
Q: Hello Team,
I am interested in your opinions on both of these companies at current levels. Would you add to these names here? Also, at what price would you find them overwhelming attractive?
Thank you.
I am interested in your opinions on both of these companies at current levels. Would you add to these names here? Also, at what price would you find them overwhelming attractive?
Thank you.
- Dollarama Inc. (DOL)
- FirstService Corporation (FSV)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Air Canada Voting and Variable Voting Shares (AC)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Tamarack Valley Energy Ltd. (TVE)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.
Q: GSY: I've been thinking about buying this stock; however, concerned about the BOC aggressive stated policy to increase interest rates quite quickly. This and the recent report from RBC on housing service index that is high and getting higher - higher % income required to service mortgage debt. Concerned about a recession; especially, if I own this stock which probably would get killed, I would think? Comments please.
Q: On GSY & WELL. I am down 30% on both in a registered account. Looking at the tax loss and moving to AT and CSU. I have started to use this as a growth account. Or I could sell and wait 30 days to rebuy. Looking for growth possibility so being a little more aggressive is OK
Q: Would you start a position in GSY-T today?
Q: I am looking to possibly add to GSY. I am comparing to TD and BNS in the following order: GSY,TD,BNS with PB Ratio: 2.9, 1.9, 1.7; PE Ratio: 8.8, 12.7, 11.6; DIV(%): 2.6, 3.5, 4.3. Would you think the disparity in the PE Ratio may continue with GSY? It looks like a buy for growth but (as usual) I am probably missing something. I currently have both TD and GSY. Thoughts please. Thanks Dan.
Q: If I purchase GoEasy shares today (March 22 2022) will I receive the next dividend? Is the Ex Dividend date March 23, meaning if purchased on March 23 or later I will not receive the next dividend?
Thank you
Thank you
- Toronto-Dominion Bank (The) (TD)
- Manulife Financial Corporation (MFC)
- Constellation Software Inc. (CSU)
- Stella-Jones Inc. (SJ)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Acadian Timber Corp. (ADN)
- goeasy Ltd. (GSY)
- Canfor Pulp Products Inc. (CFX)
- Global X Marijuana Life Sciences Index ETF (HMMJ)
- Topicus.com Inc. (TOI)
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.