Q: Hello 5I Team
TD Waterhouse stopped coverage on GSY only because their analyst quit. Are you aware of any other issues other than coronavirus that might affect the stock and account for the recent decline in share price.
Thank You
Clarence
I picked up some Go Easy this morning as the shares were down over 6% on what I believe may be a non-existent "risk" to Go Easy, of a virus outbreak in central China. Are you able to please let me know what the Median (or Average) Price / Earnings multiple has been for Go Easy over the last 5 - 10 years? If you might be able to provide me with the current PEG ratio, that would be great as well.
Finally, if P/E isn't the "best" ratio to value a company such as Go Easy on, then would you please let me and others know what ratio I should be concerned with and what its current and historic values are for this firm?
Q: I bought this stock you had covered positively. I am up around 170% thank you! I am uncertain whether to sell some or all? Do you think there may be more growth in this stock? Thank you
Q: what doescoronavirus have to do with goeasy.
i get it markets are panicking but 6 point decrease for what reason.
i gave been buying since the open.
dave
Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?
Q: Good day I have a large gain in the above stocks in an outside account. I am thinking of taking half off the table and putting it into a canadian dividend etf VDY. I understand that i would have to pay some tax but i would net a higher dividend from VDY than the other three and i live from my dividends. Or should i just leave them to grow as each is about a 4% position in my total portfolio. Could you please give me your thoughts on this....Gene
Q: Goodmorning
My son is looking at buying CSU or GSY for a long term hold in his RRSP I favor CSU because of its long term record of performance and additional security in size and financial strengh what would your selection by and why? He can afford only one at this time
Thks
Marce
Do you have any concerns about GSY..I saw cbc marketplace video on goeasy/ easyhome...they seem to be operating like a loan shark with interest rates which are barely legal...Wondering if you could give your thoughts and/ or suggest an alternative. Thanks.
On your assessment of GoEasy as undervalued, I purchased a position in the company just under two months ago. I am pleased that it is up almost 13% since then. Do you still consider it undervalued? If so, at what price would the value be reasonable?
Q: Hi 5i team,
Looking to add 2 stocks (2-4% position) in my RRSP portfolio from the following (MG, KXS, CSU, GSY, WSP) for a holding period of 5-10 years, not too concerned about market volatility. Looking for quality company (good operator in his business, good balance sheet, etc…) with good growth potential.
What would be your top 2 picks from these and why ?
Q: These are my stocks in my TFSA as of today. A full position is $11K. All performing well, thank you for that 5i. My thought for this year's contribution I would add to GSY and KXS. Also thought of replacing EQB with ATCO. May I have your input please. Thanks in advance David
Q: Hi team,
I am looking at either adding to Gsy or buying Gdi as a new purchase for my 2020 Tfsa purchase. Which would you prefer at these levels? Even after the big run Gsy has had its p/e is showing much lower than Gdi (14 compared to 63 according to my brokerage ). This being said perhaps Gsy has more room to run than gdi looking at growth rates and valuation ?? Also, do you have a couple favourites in mind for recommendations that a guy should be buying first thing in the new year for the tfsa ? Thanks
Shane
I like the valuation, growth rate, management stake and conservatism. My main concern is whether they are chasing loan book growth during a period where Canadian personal balance sheets continue to deteriorate. In an unfortunate scenario of net charge-offs rising through their B/E charge-off rate of 24.6%, how quickly could their funding dry up? Does this name have a large short base from the short Canadian Financials camp out of the U.S.?
Do you know the breakdown between secured and unsecured loans within easyfinancial’s $1.03 billion loan portfolio? For the secured portion, what type of collateral do they typically receive?
Q: I have 13 positions "growth" stocks portfolioat different weighting performing prity well accept for SQ & NFLX both 15% down.
Weighting:
CSU- 17.3%
LSPD- 10.8%
BYD.un- 3.7%
KL- 5.7%
KXS- 2.8%
AQN- 3.8%
ADBE- 8.6%
AMZN- 9.6%
SQ- 5.9%
NFLX- 5.6%
MA- 12.4%
MSFT- 7.8%
AYX- 6.6%
I have 40K kash to invest and Im thinking of buying new 5% possition of GSY and addinng 1.5% to BYD.UN or to KXS. What is your opinion and mayby different sugestion for new stock names and adding to different positions.
Thanks for excellent service.
Andrew