Q: Hello 5i Team,
I see Propel raised its dividend by 14% today. I'm thinking about trimming 1/2 of my GoEasy and adding to my Propel holding. Thesis: management owns 56% of Propel and they are playing in a bigger sandbox in the US. What are your thoughts?
Q: Hello 5i Team,
PRL has been public for 2 years. What are your thoughts on them going forward. Management used to own 50% of the shares; is this still so?
Q: Propel and Goeasy seem to be similar with good growth prospects .Is there advantages to owning both instead of one ,if not which one would you pick ?
Q: Hello. Thoughts on this one? Can you comment on its product offerings, growth, value and future prospects? How sustainable is the dividend? Would you buy it?
Q: I am a bit frustrated sometimes with Propel’s reporting sometimes. Goeasy is upfront with their non-performing loans figures. Can you find that figure for me for Propel, and also the trend? Thanks.
Q: With this earnings release I am temped to buy shares in PRL. Can you sift through the release; growth, ROE, valuation. Is it closer to a buy in your view?
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.