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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter, Ryan, and Team,

As a long-term investor, I've been happy with A&W's performance, but note that John Heinzl in his Globe & Mail column "Stars and Dogs" is now referring to it as a "dog" due to the first decline in same-store sales in four years. Would you stay the course with this stock or look for greener pastures elsewhere? As always, thanks for the valued advice.
Read Answer Asked by Jerry on May 26, 2017
Q: I honestly do not understand the rise, the p/e valuation of this company, this is no company reinventing what they do,nothing high tech, only providing a much needed product. I mean is there not someone else in north america that also provides these products and trades at a more reasonable valuation, or do they have the whole market all to themselves, if so,than it can go higher and higher,i guess. So my end question is this the #1 company in the Canadian & US Markets?
Read Answer Asked by eugene on May 25, 2017
Q: Hello 5i
The positions for KXS (kinaxis) and PBH (premium brands) have run to 6% of my kids' RESP (thanks 5i!).
Should I sell off 1% of each and purchase PHO? Or as I am waiting for TIO to close and that is a 3% position would I use TIO funds instead to purchase PHO and just let Kxs and pbh run?

In terms of RESP management, my kids are 4 years away from drawing down on the funds. Our plan is to turn enough investments to cash each may to cover our annual contribution for each child for the September to April year. The remaining funds would be otherwise fully invested except the fund has roughly 5% cash and 0 fixed assets. Please comment.

Read Answer Asked by Kat on May 25, 2017
Q: Hi,

According to Morningstar, ECI's dividend payout ratio is 184 %. If I am not mistaken, such a high ratio is often a sign that the dividend is unsustainable. According to your latest report and answers, ECI seems to be in good shape financially and well set up for future growth, even after the recent earnings miss. Could you please explain when and why such a high ratio should or should not be a source of worry?

Thank you very much!
Read Answer Asked by Pierre-Charles on May 23, 2017
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