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Yahoo
26-05-2025
- Business
- Yahoo
Where I'd Invest $5,100 in the TSX Today
Written by Nicholas Dobroruka at The Motley Fool Canada Until April, it had been a relatively uneventful year for Canadian investors. The S&P/TSX Composite Index spent the first three months of the year trading mostly sideways. And then came the start of the tariff announcements, which sent the marketing plummeting 10% in less than a week. Impressively, though, after bottoming out on April 8, the S&P/TSX Composite Index has surged nearly 15%. The index is back in positive territory on the year and seemingly full of momentum. In the short term, it's anybody's guess as to how the market will fare. Things seem great right now, but one tariff announcement has the potential to send the market spiralling again. The beauty of investing for the long term is that you don't need to stress over potential short-term volatility. Instead, you can spend your time looking for top-quality companies that hopefully are also trading at attractive prices. And with all of the volatility we've seen as of late, there's no shortage of discounts to choose from on the TSX. With that in mind, I've put together a list of three Canadian stocks that are all trading at opportunistic discounts. If you're committed to a buy-and-hold investment strategy for the long term, these three companies should be on your radar. goeasy (TSX:GSY) has historically not been a stock that has gone on sale often. So, with shares down 30% from all-time highs, I wouldn't suggest waiting around too long if you're hoping to load up at a discount. The consumer-facing financial services provider has dealt with a ton of volatility in recent years due to the spike in interest rates. In the short term, we may see that volatility continue. But over the long term, with interest rate cuts likely in the future, now could be an incredibly opportunistic time to start a position in this growth stock. Shopify (TSX:SHOP) is certainly no stranger to volatility either. The tech stock has been on a wild ride since 2020, including plenty of new all-time highs and crushing downturns to match. Today, shares are down close to 40% from all-time highs, which were last set in late 2021. After the steep sell-off that began in 2021 and lasted for most of 2022, the stock has been on the rise ever since. Shares are nearing a market-crushing 200% return since the beginning of 2023. If you're interested in owning shares of Shopify, I wouldn't expect volatility to slow down anytime soon. But if you're looking for a stock that's loaded with long-term market-beating growth potential, this is the company for you. There's not a whole lot to get excited about with this dividend-paying utility stock. What Brookfield Infrastructure Partners (TSX: can provide a portfolio with, though, is dependability and a whole lot of passive income. For investors who plan on owning growth stocks like goeasy and Shopify, having a few shares of a dependable stock like Brookfield Infrastructure Partners could go a long way. The utility company can help keep volatility to a minimum in an investment portfolio. At today's stock price, Brookfield Infrastructure Partners's dividend is yielding more than 5%. The post Where I'd Invest $5,100 in the TSX Today appeared first on The Motley Fool Canada. Before you buy stock in Brookfield Infrastructure Partners, consider this: The Motley Fool Stock Advisor Canada analyst team just identified what they believe are the Top Stocks for 2025 and Beyond for investors to buy now… and Brookfield Infrastructure Partners wasn't one of them. The Top Stocks that made the cut could potentially produce monster returns in the coming years. Consider MercadoLibre, which we first recommended on January 8, 2014 ... if you invested $1,000 in the 'eBay of Latin America' at the time of our recommendation, you'd have $21,345.77!* Stock Advisor Canada provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month – one from Canada and one from the U.S. The Stock Advisor Canada service has outperformed the return of S&P/TSX Composite Index by 24 percentage points since 2013*. See the Top Stocks * Returns as of 4/21/25 More reading Made in Canada: 5 Homegrown Stocks Ready for the 'Buy Local' Revolution [PREMIUM PICKS] Market Volatility Toolkit Best Canadian Stocks to Buy in 2025 Beginner Investors: 4 Top Canadian Stocks to Buy for 2025 5 Years From Now, You'll Probably Wish You Grabbed These Stocks Subscribe to Motley Fool Canada on YouTube Fool contributor Nicholas Dobroruka has positions in Shopify. The Motley Fool has positions in and recommends Shopify. The Motley Fool recommends Brookfield Infrastructure Partners. The Motley Fool has a disclosure policy. 2025
Yahoo
14-05-2025
- Business
- Yahoo
1 Magnificent Canadian Stock Down 29% to Buy and Hold Forever
Written by Amy Legate-Wolfe at The Motley Fool Canada Finding a Canadian stock you can buy, hold, and feel good about for years is never easy, especially when the market is full of noise. But every once in a while, a company shows up with steady growth, rising dividends, and a solid business model that makes it feel like a keeper. For Canadian investors looking for just that, goeasy (TSX:GSY) might be the hidden gem worth scooping up. It's one magnificent stock that has quietly built a reputation for strong returns, and right now, it's on sale. goeasy is a non-prime lender that helps Canadians access personal loans, retail financing, and lease-to-own products. While it doesn't operate in the same world as the big banks, that's actually the point. It serves borrowers who may not qualify for traditional loans, filling a crucial gap in the financial system. Its main divisions, easyfinancial and LendCare, offer everything from $500 emergency loans to financing for car repairs and furniture. And Canadians are lining up. Loan demand remains strong even with higher rates, and goeasy continues to see record originations. Despite this strength, goeasy's stock has taken a hit. As of writing, it trades around $146, down 29% from its 52-week high of $206.02. So, what gives? Like many lenders, goeasy has faced rising loan-loss provisions as consumers feel the pinch of higher borrowing costs. That's led to a short-term dip in earnings. In the Canadian stock's latest results for the first quarter (Q1) of 2025, revenue came in at $391.9 million, a year-over-year increase of 10.7%. However, adjusted earnings per share (EPS) were $3.53, down from $3.83 the year before, and were short of analyst expectations. Even so, the long-term picture remains bright. Loan originations in Q4 2024 reached a record $814 million, pushing the total loan book to $4.6 billion, up 26% year over year. That kind of growth doesn't happen by accident. The Canadian stock continued to build its customer base while improving efficiency. It's also been expanding its reach, including a stronger push into point-of-sale financing through LendCare, which partners with businesses across Canada to offer payment plans to customers. Dividends are another reason goeasy stands out. It has raised its dividend every year for nearly a decade, and in 2024, the Canadian stock hiked it by 25%, bringing the annual payout to $5.84 per share. That gives it a yield of roughly 3.7% at current prices. Not bad for a growth company. And this isn't a stretch-the-budget kind of dividend. goeasy's payout ratio remains conservative, with management signalling confidence in both earnings and cash flow. goeasy has also made headlines recently for a big leadership change. Dan Rees, a veteran from Scotiabank, is stepping in as CEO this month. He brings with him years of experience in Canadian banking, including retail and commercial segments, which should help guide goeasy through its next growth phase. Investors often get nervous around leadership changes, but this one feels like a win. Rees knows how to scale a financial business responsibly, and his arrival signals that goeasy is preparing for an even bigger future. Management has laid out an ambitious long-term plan. By 2027, goeasy expects its loan portfolio to grow to between $7.35 billion and $7.75 billion. That's more than 60% growth from current levels. It also plans to keep the total yield around 30%, thanks to product diversification and smart underwriting. Even if interest rates stay higher for longer, goeasy believes it can deliver consistent, profitable growth. So, is this stock worth buying and holding forever? If you're looking for a mix of growth, income, and staying power, it just might be. The Canadian stock is recession-resistant, thanks to strong demand from a specific customer base. The dividend keeps growing. And the company has room to scale both organically and through new partnerships. While the Canadian stock is down now, the fundamentals haven't changed. If anything, this dip offers an ideal entry point. The post 1 Magnificent Canadian Stock Down 29% to Buy and Hold Forever appeared first on The Motley Fool Canada. Before you buy stock in goeasy, consider this: The Motley Fool Stock Advisor Canada analyst team just identified what they believe are the Top Stocks for 2025 and Beyond for investors to buy now… and goeasy wasn't one of them. The Top Stocks that made the cut could potentially produce monster returns in the coming years. Consider MercadoLibre, which we first recommended on January 8, 2014 ... if you invested $1,000 in the 'eBay of Latin America' at the time of our recommendation, you'd have $21,345.77!* Stock Advisor Canada provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month – one from Canada and one from the U.S. The Stock Advisor Canada service has outperformed the return of S&P/TSX Composite Index by 24 percentage points since 2013*. See the Top Stocks * Returns as of 4/21/25 More reading Made in Canada: 5 Homegrown Stocks Ready for the 'Buy Local' Revolution [PREMIUM PICKS] Market Volatility Toolkit Best Canadian Stocks to Buy in 2025 Beginner Investors: 4 Top Canadian Stocks to Buy for 2025 5 Years From Now, You'll Probably Wish You Grabbed These Stocks Subscribe to Motley Fool Canada on YouTube Fool contributor Amy Legate-Wolfe has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. 2025
Yahoo
22-04-2025
- Business
- Yahoo
Top Canadian Value Stocks I'd Buy For Growth and Income
Written by Daniel Da Costa at The Motley Fool Canada When it comes to long-term investing, plenty of stocks offer high potential. You can buy Canadian value stocks that are cheap, growth stocks that can gain value rapidly, or dividend stocks that generate significant passive income. However, without a doubt, the best investments to make are stocks that offer all three. These are what you'd call triple-threat stocks. They're companies that are well-established enough to pay a solid dividend, but also high-quality enough to still have considerable growth potential. And when you buy these stocks in the right environment, like the uncertain and highly volatile one we're in today, you can often scoop them up while they're still trading undervalued. So, with that in mind, if you've got cash you're looking to invest today, here are three top Canadian value stocks that generate considerable passive income in addition to offering long-term growth potential. If you've got cash to invest and are looking for triple-threat stocks in the current economic landscape, there's no question that Brookfield Infrastructure (TSX: is one of the best long-term value stocks to buy now. Brookfield owns a massive and well-diversified portfolio of essential infrastructure assets that operate all over the world. Therefore, because it operates in a defensive and highly reliable industry, the fact that it's still trading more than 20% below its 52-week high makes it one of the top Canadian value stocks to buy now. While it's not trading at a massive discount, this is the kind of high-quality business that rarely gets cheap. And considering the current economic environment, where investors are searching for defensive, income-generating investments, it's surprising Brookfield hasn't already begun to recover. Right now, it offers a dividend yield of roughly 6.4% and has a long history of both growing its operations and steadily increasing its distribution each year. And going forward, even with the uncertainty about the global economy, analysts still estimate it will grow its funds from operations per share by roughly 9% each of the next two years. So, if you're looking for top Canadian value stocks to buy now, Brookfield is undoubtedly one of the best. In addition to Brookfield, another high-quality Canadian value stock to buy now is goeasy (TSX:GSY). goeasy is a specialty finance stock that provides non-prime Canadians with access to personal loans and other financial services. It's been one of the highest-growth stocks in Canada over the last decade, consistently expanding its loan portfolio, growing its revenue, and improving its margins. At the same time, as its earnings have increased drastically, so too has the cash it returns to shareholders. Therefore, goeasy doesn't just offer impressive capital gains potential. It also pays a meaningful dividend, which it's increased every year for the past decade. In fact, it's nearly tripled its annual dividend over the last five years alone. Today, with the Canadian value stock trading cheaply, that dividend yield has climbed to roughly 3.7%, a significant yield for such a high-potential growth stock. So, while it continues to execute well and grow its operations, goeasy is easily one of the best Canadian value stocks you can buy right now for both growth and income. Lastly, Canadian Tire (TSX:CTC.A) may not have quite the same growth potential as a stock like goeasy, but what it lacks in explosive upside, it makes up for in reliability and income. With a dividend yield of roughly 4.8% today, it's one of the most attractive and stable retailers you can add to your portfolio. As one of the most well-known brands in the country, Canadian Tire has a long runway of steady growth ahead of it. Plus, it has one of the strongest loyalty programs in Canada, helping it to retain customers and drive repeat business. In addition, it consistently uses technology to drive growth and improve its operations. Furthermore, with many Canadians looking to support domestic businesses as trade tensions pick up, Canadian Tire is one of the few national brands that could directly benefit from the growing 'Buy Canadian' movement. So, if you're looking for top value stocks to buy now, Canadian Tire is certainly one of the best. The post Top Canadian Value Stocks I'd Buy For Growth and Income appeared first on The Motley Fool Canada. Before you buy stock in Brookfield Infrastructure Partners, consider this: The Motley Fool Stock Advisor Canada analyst team just identified what they believe are the Top Stocks for 2025 and Beyond for investors to buy now… and Brookfield Infrastructure Partners wasn't one of them. The Top Stocks that made the cut could potentially produce monster returns in the coming years. Consider MercadoLibre, which we first recommended on January 8, 2014 ... if you invested $1,000 in the 'eBay of Latin America' at the time of our recommendation, you'd have $21,345.77!* Stock Advisor Canada provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month – one from Canada and one from the U.S. The Stock Advisor Canada service has outperformed the return of S&P/TSX Composite Index by 24 percentage points since 2013*. See the Top Stocks * Returns as of 4/21/25 More reading Made in Canada: 5 Homegrown Stocks Ready for the 'Buy Local' Revolution [PREMIUM PICKS] Market Volatility Toolkit Best Canadian Stocks to Buy in 2025 Beginner Investors: 4 Top Canadian Stocks to Buy for 2025 5 Years From Now, You'll Probably Wish You Grabbed These Stocks Subscribe to Motley Fool Canada on YouTube Fool contributor Daniel Da Costa has positions in Brookfield Infrastructure Partners and goeasy. The Motley Fool recommends Brookfield Infrastructure Partners. The Motley Fool has a disclosure policy. 2025 Sign in to access your portfolio
Yahoo
21-04-2025
- Business
- Yahoo
3 TSX Companies With High Insider Ownership Seeing Up To 45% Earnings Growth
The Canadian stock market has shown resilience, with the TSX rising over 2% recently despite ongoing tariff uncertainties that have impacted global markets. In this environment, companies with high insider ownership can be particularly appealing as they often signal strong alignment between management and shareholders, especially when these companies are also experiencing significant earnings growth. Name Insider Ownership Earnings Growth Propel Holdings (TSX:PRL) 36.5% 35.8% Discovery Silver (TSX:DSV) 16.2% 47% Robex Resources (TSXV:RBX) 25.6% 147.4% Allied Gold (TSX:AAUC) 17.7% 74.5% West Red Lake Gold Mines (TSXV:WRLG) 12.5% 76.8% Almonty Industries (TSX:AII) 16.6% 50.5% Aritzia (TSX:ATZ) 17.5% 41.1% Enterprise Group (TSX:E) 32.2% 41.9% Burcon NutraScience (TSX:BU) 16.4% 152.2% SolarBank (NEOE:SUNN) 17.6% 178.3% Click here to see the full list of 38 stocks from our Fast Growing TSX Companies With High Insider Ownership screener. We'll examine a selection from our screener results. Simply Wall St Growth Rating: ★★★★☆☆ Overview: goeasy Ltd. operates in Canada, offering non-prime leasing and lending services through its easyhome, easyfinancial, and LendCare brands, with a market cap of CA$2.57 billion. Operations: The company's revenue is derived from its Easyhome segment, contributing CA$152.88 million, and its Easyfinancial segment, generating CA$1.37 billion. Insider Ownership: 21.7% Earnings Growth Forecast: 15.4% p.a. goeasy demonstrates strong growth potential with forecasted revenue growth of 28% per year, significantly outpacing the Canadian market. Despite a dividend not well covered by free cash flows, insider confidence is evident as more shares were bought than sold recently. The company has engaged in strategic debt financing to optimize its capital structure and intends to expand its loan portfolio substantially under new CEO Dan Rees's leadership. Click here and access our complete growth analysis report to understand the dynamics of goeasy. According our valuation report, there's an indication that goeasy's share price might be on the cheaper side. Simply Wall St Growth Rating: ★★★★☆☆ Overview: North American Construction Group Ltd. offers mining and heavy civil construction services to the resource development and industrial construction sectors in Australia, Canada, and the United States with a market cap of CA$630.26 million. Operations: The company generates revenue from heavy equipment services amounting to CA$555.30 million in Canada and CA$590.90 million in Australia. Insider Ownership: 10.6% Earnings Growth Forecast: 45.6% p.a. North American Construction Group has seen substantial insider buying recently, indicating confidence despite a challenging financial position with interest payments not well covered by earnings. The company's revenue is forecasted to grow faster than the Canadian market at 5.6% annually, while earnings are expected to grow significantly at 45.61% per year. However, net income declined from C$63.14 million to C$44.09 million in 2024, and profit margins have decreased compared to last year. Navigate through the intricacies of North American Construction Group with our comprehensive analyst estimates report here. Upon reviewing our latest valuation report, North American Construction Group's share price might be too pessimistic. Simply Wall St Growth Rating: ★★★★★☆ Overview: TerraVest Industries Inc. is a company that manufactures and sells goods and services across various sectors including agriculture, mining, energy, chemicals, utilities, transportation, and construction in Canada, the United States, and internationally with a market cap of approximately CA$2.64 billion. Operations: TerraVest Industries generates revenue through several segments, including Service (CA$202.65 million), Processing Equipment (CA$97.26 million), Compressed Gas Equipment (CA$280.72 million), and HVAC and Containment Equipment (CA$341.95 million). Insider Ownership: 21% Earnings Growth Forecast: 27.8% p.a. TerraVest Industries' recent earnings report highlights strong growth, with net income rising to C$28.74 million from C$17.38 million year-over-year, and earnings per share increasing significantly. The company's revenue is expected to grow at 39.1% annually, outpacing the Canadian market's average growth rate of 4.7%. While trading below its estimated fair value by a substantial margin, TerraVest's forecasted annual profit growth of 27.8% also surpasses the market average of 16.4%. Delve into the full analysis future growth report here for a deeper understanding of TerraVest Industries. Insights from our recent valuation report point to the potential overvaluation of TerraVest Industries shares in the market. Delve into our full catalog of 38 Fast Growing TSX Companies With High Insider Ownership here. Ready To Venture Into Other Investment Styles? Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years. Companies discussed in this article include TSX:GSY TSX:NOA and TSX:TVK. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
19-04-2025
- Business
- Yahoo
A Misunderstood Growth Stock Down 23%: Why I'm Considering goeasy for a $5,000 Investment
Written by Kay Ng at The Motley Fool Canada When a proven growth stock falls over 20% from its highs, many investors get nervous. But I get interested. goeasy (TSX:GSY), a leading Canadian non-prime lender, is currently down 23% from its 52-week high of $206. While many are quick to dismiss it amid recession fears and geopolitical tension — including a new round of U.S. tariff risks — I see this pullback as a compelling buying opportunity. Here's why I'm seriously considering putting $5,000 into this misunderstood financial powerhouse. Volatility isn't new for goeasy. Since its founding in 1990, the company has weathered all kinds of market conditions — and rewarded long-term investors handsomely. In the past decade alone, goeasy has delivered a jaw-dropping 25% annualized return, turning a $1,000 investment into more than $9,400. This level of compounding is no accident. It was driven by earnings-per-share growth of over 27% annually, with returns coming from consistent dividend payments and capital appreciation. While the current correction feels significant, zooming out shows it's more of a blip in an otherwise impressive growth story. At around $158 per share, goeasy trades at a price-to-earnings (P/E) ratio of approximately nine — well below its historical average. That represents a discount of roughly 25%, even as the business continues to grow and generate income. Notably, the current dividend yield is 3.7%, which is substantially higher than its 10-year average of 2.2%. This elevated yield not only boosts income potential but also signals undervaluation. Analysts agree: the average 12-month price target is $235, implying nearly 49% upside from current levels. What really excites me about goeasy isn't just the numbers — but the business model. The company focuses on serving Canada's underserved non-prime borrowers, a segment often ignored by traditional financial institutions like the big banks. It now has over $4 billion in consumer loans on the books and has originated more than $16 billion to date. goeasy operates more than 400 physical locations while maintaining a strong digital presence, creating an effective omnichannel platform. Strategic acquisitions like LendCare have further diversified its offerings into point-of-sale financing in industries such as automotive and healthcare. Perhaps most impressively, about 60% of its customers see improvements in their credit scores, showing the company's focus on financial empowerment — not just profit. This creates brand loyalty and long-term repeat business, helping cement goeasy's position in the Canadian lending landscape. Even if goeasy's earnings growth slows to 15% annually (which is still good growth) over the next five years and its P/E multiple only modestly expands to 10.5, investors could still see annual returns of around 20%. That would be enough to double your money in under four years. So yes, the stock is down. But from where I'm standing, this is exactly the kind of misunderstood growth story I want to be part of. And that's why goeasy is firmly on my radar for a $5,000 investment. If investors are worried about a recession looming but are confident in the business, they can split their investment and average into a full position over time. The post A Misunderstood Growth Stock Down 23%: Why I'm Considering goeasy for a $5,000 Investment appeared first on The Motley Fool Canada. Before you buy stock in goeasy, consider this: The Motley Fool Stock Advisor Canada analyst team just identified what they believe are the Top Stocks for 2025 and Beyond for investors to buy now… and goeasy wasn't one of them. The Top Stocks that made the cut could potentially produce monster returns in the coming years. Consider MercadoLibre, which we first recommended on January 8, 2014 ... if you invested $1,000 in the 'eBay of Latin America' at the time of our recommendation, you'd have $20,697.16!* Stock Advisor Canada provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month – one from Canada and one from the U.S. The Stock Advisor Canada service has outperformed the return of S&P/TSX Composite Index by 29 percentage points since 2013*. See the Top Stocks * Returns as of 3/20/25 More reading Best Canadian Stocks to Buy in 2025 Market Volatility Toolkit 4 Secrets of TFSA Millionaires Beginner Investors: 4 Top Canadian Stocks to Buy for 2025 5 Years From Now, You'll Probably Wish You Grabbed These Stocks Subscribe to Motley Fool Canada on YouTube Fool contributor Kay Ng has positions in goeasy. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. 2025