Investment Q&A

Q: Hi guys,

I will be able to move on January 2nd one of the following from my non registered account to my tfsa. (Lspd,gsy&shop)
Merry Christmas and Happy New Year's to the staff of 5i
Jim

Q: Do you know what's moving Versabank lately? I was about to sell my shares about a month ago after two years during which it went nowhere. Do you think it is worth hanging on? What would be a good replacement in the small-mip cap financial sector, other than GSY.

Q: Seems there is a trend or investment opportunity to buy shares in small Canadian companies that are then acquired by US companies. What comes to mind are JPMorgan acquiring Solium Capital and Goldman Sachs putting in an offer for all of People. What other such small Canadian companies are liking to "suffer" this acquisition fate?.....Tom

Q: Hello 5i,
A very Merry Christmas and Happy New Year to all at 5i and fellow members!! Here's hoping for a great 2021!!
My question is pertaining to Goeasy which is at 3.93% of my portfolio with a very significant gain to my TFSA. As a retired, dividend-oriented Balanced investor with an otherwise pretty well-balanced portfolio, my question is: how high should I let it run before pruning? I have sold and re-bought in the past but prior to this most recent run-up was thinking of adding. In other words, what kind of weighting would you assign to GSY based on the foregoing?
And, I would like to take this opportunity to thank everyone at 5i for all of the work they do for the members - 5i Research can be extremely proud of the work they do on our behalf and should know how much it is valued and appreciated!!!
All the best!
Cheers,
Mike

Q: Is there any news for SHOP big price increase on Wednesday ? GSY increase 10% in 2 days . Is it an effect from triple witching due on Friday ? When would PEO acquisition completed ? I am thinking to avoid the possible tax increase in capital gain . Is it a good idea just to sell it now? I greatly appreciate the excellent service at 5i. Happy Holiday.

Q: Hello,
If you had to pick 2 Canadian and 2 US growth stocks what would be your favourites today? I believe abnb will be a disruptor in the industry, what do you think of them currently? Would you buy or wait till the dust settles a bit. At what price would you consider it a good buy? Thank you

Q: Hi team

made some nice gains from the above stock, thanks for recommending it

I wonder if it is large enough (assets over 1 billion) for the big pension
plan to show interest to own some shares (like Quebec Pension plan or CPP)
or it could be a take over target by a bank of life co

you mentioned that at 1 point, there could be a hike in dividends next year,
please elaborate, thanks

Michael

Q: Can you please rate these stocks for growth over the next two years and possibly throw in a couple more choices you prefer. Thanks

Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy

Q: Hi,
I am trying to look at the stocks I own , not merely as 'stocks" but rather as an investment in a good business. When I look at it that why, I am inclined not to sell indiscriminately irrespective if the stocks have gone up or not. Generally, if I do sell, I realize that I had made a terrible mistake in doing so, after the fact.
To my limited knowledge I do look to 5i for guidance.
Would you consider the stocks I have listed , to be those that represent "good businesses" and that are worth holding even 5 or 10 years out?

Thanks

Q: The ability to 'buy now, pay later' appears to be a growing trend. I note that Affirm just purchased the Canadian company PayBright this week, and that Affirm has filed for an IPO. Are there any publicly listed Canadian or US companies that focus on that are high growth investment opportunities that you would recommend? Can I assume that any firms that do have this as their core product have a very small 'moat' - that if the banks sense an opportunity here, they will eventually dominate this space?

Q: Hi Team,

Are you able to explain the news out of gsy this afternoon? Positive/negative?

Thanks!

Q: Hi, looking to adjust my financial sector exposure, currently holding SLF, V, JPM, GSY, and BAM. I hold ZBK, JPM and GSY at a low weighting in my portfolio and could top up any of these right now. Thinking of selling ZBK and buying more JPM for US financial exposure. Currently don't own any Cdn banks, except through broad Cdn ETF. Should I add more to my JPM position or buy one of the Cdn banks (was thinking of TD) or add to GSY? I see you added to BNS, quickly, why do you favor BNS over TD? Looking for growth 10+ yrs. Thanks!

Q: All things being equal, could you please rank the above-noted companies in terms of both future returns and risk? Thank you.

Q: I currently have GSY in my TFSA having purchased it (at your suggestion) when it dropped in March. As a result, I have a significant gain. My question is, might it be time to move this out of the TFSA and into my non-registered account to start taking advantage of its (growing) dividend? In other words, while I still expect above-average growth in this stock and don't think it is now "just" a dividend play, do you think it's hyper-growth days are behind it?

Appreciate your insight.

Paul F.

Q: Hi Guys,

I would like to move one or two of these from a non registered account to my tfsa in the new year.
Please rank them from a growth perspective (3 to 5 years).

thanks

Jim

Q: Hello 5i team,
In a November 16th answer, you mentioned GSY, PHO, GH and QTRH as potential go private companies. What would make them « ripe » (ready) to be bought? What characteristics (size? Slowing growth?) would help to know that a go private transaction might happen let’s say in the next year? I am surprised you included GSY (starting soon auto financing) and PHO (some new management recently) on your short list as they seem to still have growth avenues and no financing problems.
Thank you for your collaboration, Eric

Q: Peter,

You mentioned on BNN that it was extremely positive that Go Easy had lower writeoffs during the pandemic. I question how much of this was due to government handouts to so many people. Comments?

Paul

Q: thanks for a great recommendation wondering if this stock has more legs to run? like your opinion?

Q: Please comment on earnings