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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: I am thinking about selling Couche Tard and buying GoEasy. I am concerned about what their confusing move for the French grocer meant. It was over so fast and they had to know the government would not been very keen. Was it signaling that they have run out of convenience store targets you think? What was that exercise telling investors? I know you like both but what one do you like better in my TFSA? When do you add sub prime exposure? When credit spreads are massive or when the economy gets back on solid footing? Thanks
Read Answer Asked by Martin on May 10, 2021
Q: Good morning 5i,

Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?

Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).
Read Answer Asked by Michael on May 06, 2021
Q: I am interested by growth companies that have a lot of potential, and preferably relatively secure and not extremely volatile. I thought of the following companies: LSPD, NVEI. TOI, GSY, TAIG and LEV. If you would have to buy those companies, in what order would you buy them. Feel free to include other ones that are not on this list or exclude some of these if you think that they are not appropriate.
Read Answer Asked by Michel on May 06, 2021
Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Read Answer Asked by Robert on April 26, 2021
Q: I am a retiree with 14% financial sector exposure in banks (TD,BNS,RY) and insurance companies (MFC, SLF, BRK.B). I have been a long term holder (10+) of MFC and currently have a half position. Been happy with the dividend but very disappointed with share appreciation (still underwater). Would it make sense to sell MFC and purchase GSY for share appreciation and dividend growth?
Read Answer Asked by eric on April 22, 2021
Q: Hi.
The list of stocks make’s up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I don’t have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?
Thanks,
Read Answer Asked by ilie on April 21, 2021
Q: What are your Top 3 cad and top 3 US stocks regardless of sectors /risk. please provide brief explanation as why you like them Thanks for your recommendations they are much appreciated
Read Answer Asked by Terence on April 20, 2021
Q: Hi,
I generally prefer companies that have very little or no long term debt. It just gives me comfort of the ability for the company to survive massive drawdowns in the stock market.
Of the 4 companies listed, are any burdened with a high long term debt load?
Thanks ,
Read Answer Asked by ilie on April 19, 2021
Q: good morning i recently sold gsy at approx $140.00 per share. paid in the low thirties
thanks so much for the rec helped me you dont know how much putting risk aside, are there any other stocks that you might expect strong performance that you suggest i look at currently i am looking at real matters just showing some momentum coming off a bottom has a target price of about $26.00 currently $16.00 Any suggestions?
Read Answer Asked by terrance on April 15, 2021
Q: i have not seen any analysts increase targets on gsy as as a result of the latest deal.
previous targets were in the 140 range.
after doing my own analysis, i assume it will be in 170 range now.and its strange but gsy is still inexpensive, it never gets that recognition it deserves because of the high interest it charges, i think it changes now.
whats your opinion.
dave
Read Answer Asked by david on April 14, 2021
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