goeasy (GSY-T)

Robust cashflow, consistent revenue growth. Company looks pretty strong. He'd like to see it demonstrate consistent earnings growth; if it did, he'd move it from Buy to Strong Buy. Don't let short-term performance dissuade you on this one.

GSY posted EPS of $4.1 vs $4.03 expected. Revenues were $378 mln vs $373 mln expected. Revenue view for the full year looks in line with expectations as well with the longer-term growth guidance increased. Revenue and EPS were up 25% and loan growth was up 37%. Overall we don't see a whole lot to pick on here. 
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The greater the base, the better the case. Once you get a breakout from a long base, it's good news. From chart, might be coming into a level of resistance seen in 2021. May pause and retrace closer to 200-day MA, but if it breaks through, more upside. Overall, looks pretty good.

Very good business - one of top holdings. One of the best financial companies in Canada. Consistent return on capital. Trades at single digit multiple. Safe dividend that is healthy. Recent CEO change a surprise - but not a concern (will continue to own shares). Has been adding new business lines to the company which will generate more profits. 

Chart's pulled back, but still participating in the rally. Great choice in the financial services sector, doing well compared even to some Canadian banks. 18% upside to street's price target. Nice upward trend, sees it continuing. Until it breaks down, she likes it.

Quality company, but worried about credit cycle. Unemployment numbers ticking up. Sub prime borrowers could be affected by upcoming credit crunch. Would recommend holding off from investing in this company for now. 

This is a new development so pay attention; could be good, could be bad. Reached resistance around $200. He'd wait and see whether it breaks out. Hold for now, but if it continues to break down, he'd be out.

If it's growing at 20-40% in an industry that's not growing at the same rate, why are they growing so much? Exceptionally well managed. Given the economy, won't lack for customers in the near term. See his Top Picks for a similar name in the space.

Founder-run, founder-owned. Some debt, as it's part of the business model. Tremendous job of increasing shareholder wealth, should continue. Only hiccup is that this type of business is not particularly savoury or win-win from a society perspective.

See his Past Top Picks for his choice in the space.

Wonderfully run. Management's been amazing at execution and growing the business. Margins are very good. ROE and cashflow can self-finance and grow. Concern has to do with where we are in credit cycle, sub-prime borrowers are more vulnerable.

Mid-cap Canadian lending company. Owns shares in business, and expecting further share price appreciation. Lending strategy generally requires higher interest rates. Suspects higher quality customers due to large banks turning down customers. Higher interest rates not impacting business model (interest rates always higher). Would recommend holding. 

Stock performing very well. Compared to peers in sector - not as highly valued. Excellent management team that is executing well. Single digit P/E multiple with further growth ahead - great for investors. 

It has a very high ROC and is one of the only companies in Canada that has grown revenue 30% over 10 years and earnings by 20% over 10 Years. It raised its 3 year guidance and dividend. It is moving into the credit card space which should start to take effect in 2025/2026. There is lots of growth and it is one of the best financial stocks in Canada along with Propel.        Buy 8  Hold 2  Sell 0