Stockchase Opinions

Jerome Hass goeasy GSY-T BUY Feb 21, 2025

One of the largest holdings in the portfolio. Unexpected resignation of the CEO has been hard on the business. Recent Q3 earnings were strong. New CEO search are expected to be announced soon. Cheap valuation at current price. Will continue to own. 

$168.860

Stock price when the opinion was issued

Financial Services
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HOLD
Spin out from Accrete Energy (GZ-T). Quite small so conflicts with his view of sticking with good liquid stocks and strong balance sheets. Great asset base. Maybe would have been the ideal model 2 years ago before trusts became taxable. Big test will be how they do under the new scenario.
BUY
(Market Call Minute.) Very small Junior that goes into the exploration part of your portfolio. Expects good tremendous growth over the next year.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They can adapt their pricing fairly easily with higher rates. Business could also improve if customers get tighter on money with rates rising. The company has been growing and recent large dividend increases makes it attractive.  Unlock Premium - Try 5i Free