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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: In some interesting reading sent to my inbox by 5i, one of the articles by Joe Wiggins talked about long or short term investing and I see by the bar graph, if you are a one year investor it was a 55% return and if you left the investment for 10 years, it would be a 15% return. From what I see, it looks like you are better off being short term. Maybe you can interpret this better than I. There was a lot of heavy reading involved. Thank you,
Read Answer Asked by Dennis on March 13, 2023
Q: Please recommend 5 CAN and 5 US companies who have good both P/E/G and P/FCF ratios. Thank you.
Read Answer Asked by Dev on March 13, 2023
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Read Answer Asked by Peter on March 13, 2023
Q: Hello Peter,
Is greenlane going to be another Xebec? I am puzzled that companies in this space can't seem to turn a profit. What do you think of Costco and United Health for long term hold? thanks very much.
Read Answer Asked by umedali on March 13, 2023
Q: It appears that Transcontinental published pretty bad numbers for its Q1FY2023 and the market has reacted quite negatively and the drop has been brutal. In your opinion, how bad are these results? In their press release for the quarter they mentioned the printing segment drop considerably. Do you see other problems showing up? They also mentioned they are continuing paying the dividend but in your educated opinion, given these results, is it realistic for them to keep doing so or is it more an eventuality they will cutting it, akin to what happened with AQN. Is it a SELL or HOLD? -- My guess is, it's not a BUY.
Read Answer Asked by André on March 10, 2023
Q: Hi Peter & Team:

Of the above consumer stocks , could u rank them from 1-5 (least prefer to most prefer)
Secondly, are they at the attractive price to buy now? What would be a good price to get in.

Take as many credits as you see fit. Thank you
Read Answer Asked by DAVID on March 10, 2023
Q: I hold all three companies , all bought when share prices were higher. Comments and rankings on these three please. All have shown some gains recently. Are they worth holding for improved macro conditions and eventual recovery? All three are in a taxable account, so should any be sold for tax loss?
Read Answer Asked by Maureen on March 10, 2023
Q: hi, can you please advise (if not already asked) analysis on these companies most recent 1/4 and FY results.
AT seems to have had increased revenues but profits are lacking vs comparable results, IMO.
PXT looks like it is firing on all cylinders (political risk aside) and the increased dividend seems to reflects that.
TOY seems to have mixed results again.

Any released forward looking statements concern you?

Are any of these adds/buys in today's market? I own about 2% each of all 3 in a diversified account.

Cheers,
Steve
Read Answer Asked by Stephen on March 10, 2023
Q: Would appreciate your view on Aritzia and its trajectory relative to LULU. Are we in early innings with ATZ with Lulu more mature. Possible in 5 years to have atleast 50% of Lulu market cap? The growth strategy seems sound and their stores are always jammed.
Read Answer Asked by Chris on March 09, 2023
Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.
Read Answer Asked by Domenic on March 09, 2023
Q: Hi team
the last question on this company by another person was in early Jan 2023
the acquisition or potential acquisition of IAA was not a most welcome news

he/she was told to wait until the dust settled abit


now that we are in March, I wonder if the situation or outlook for RBA .to has changed, it pays a dividend and looking for a long term hold for dividend and some capital appreciation

if not recommended at this stage, another similar name in Cdn market would be appreciated;

thanks

Michael
Read Answer Asked by Michael on March 07, 2023
Q: Hi Team,
Understanding that weightings are personal, what is the highest weight that YOU would be comfortable with before trimming the stocks above?
Thanks
Read Answer Asked by Marco on March 07, 2023
Q: Peter; Is there a way to track the US dollar ? Thanks
Rod
Read Answer Asked by Rodney on March 07, 2023
Q: Morning Peter & Team,

I've done very well lately, large part thanks to you. Now I am preparing to take some off the table. Plan on investing part into a 1 yr term @ 5.65% which I figure is pretty good. I am also looking for names (stocks or ETFs) which generate good cash flow and support high sustainable dividends. Can you give me 3 names (Canada & US) that you think deserve consideration? Preferably minimal debt if possible please.

Thanks for all you do

gm
Read Answer Asked by Gord on March 07, 2023
Q: This is a volatile sector. I am a GARP-type investor. Taking into account, management [execution], valuation, which one [or others if prefer US] would you recommend for a long-term total return position., with rationale for preference. Could you suggest entry price range.
Thank you.
Read Answer Asked by sam on March 06, 2023
Q: Hello 5i
Please explain if the sale or exchange of the 2 million shares is dilutive to shareholders- I don’t think so, please confirm.?. Who or what is HL1 17 LP ? The offering closes March 2. The closing date for this “event” is March 16: Are there two class of shares of RBI? If one is building a position is this a good entry point? Are shares likely to drift much lower than $63.99 (the price BoA is purchasing the shares for) in the face of this event? Would you see $63.99 as the floor? If not, can you guess how much lower?
Tia
Read Answer Asked by Kat on March 03, 2023
Q: My TFSA has relatively small positions in these equities for some modest income. Most of my TFSA is positioned for growth. With Sylogist's recent dividend slash and resulting price tumble, I am thinking of taking my lumps on SYZ and redeploying the cash to buy more AX.UN that is value-priced.
What is your opinion?
Read Answer Asked by Jean on March 01, 2023
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