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Stockchase Opinions

Ross HealygoeasyGSY.TODON'T BUYMar 19, 2026

The issue is the private credit market, and this company serves the lowest-quality tier of that market. Reality has caught up with it and peers.

$35.30

Stock price when the opinion was issued

$39.68

As of Jun 15, 2026. Market Open.

Financial Services
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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

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(Market Call Minute.) Very small Junior that goes into the exploration part of your portfolio. Expects good tremendous growth over the next year.
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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.