Investment Q&A

Q: May I have your opinion on Vhi 3rd Q earnings?

Q: just wondering what the market is telling us about DRX?
Are you still in favor of this company and if so why?
You think a Trump presidency will affect DRX?

Q: What is your outlook for ECN and AND and why ? I'm thinking of selling one or both to finance a purchase of ISRG ........

Q: If I have to pick one between EQB and IFC for RRSP, long term 5 + years stable growth in financial sector, which one it would be ?

Q: I am thinking of adding/increasing my position in an insurance company and have found that the combined ratio for both MFC and SLF are more than 100 while CB and TSU’s combined ratio is in the low 80. Does that mean MFC and SLF are not as profitable as CB and TSU? Which is a good buy currently? Thanks,

Q: I have decided to buy a large position in BCE
after x div date Dec 15th. Technically it shows no signs of recovery yet.
I belive its pays a higher divident and has as much upside potential as Aqn,Spb and Pgi.un which I will sell.
On the negative side, my fear is that companies like Att ,Vodaphone and Telephonica have been a loosing investment for 20 years.
What are your comments.
Thank you,
Joe

Q: FTT dropped over 11% during the last week.
Can you please comment on the results of the last quarter.
What is your perspective on this stock ? Is a hold or sell ?
Do you recommend averaging down ?
Thanks

Q: How come the PE is so low on this one?

Q: I have a 40% return on RY and am considering a switch to BNS.The risk seems reasonable and more rewarding.Would you agree?

Q: Hello. What are some Cdn list companies that pay dividends in USD? Any with decent yields (above 5%) and/or with solid dividend growth? Thanks!

Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point

Q: Hello 5i

Can you talk about the insider ownership of WELL and the major holders of the shares please ?

And why are CIBC World Markets' expectations of $5.25 on 08/11/2024 so low?

Thanks

Q: I've noticed you do not have any covered call ETFs in your income portfolio. If not appropriate in your minds, are there any good situations for this type of investment, and if so, when? What are the PROs amd CONS? What are the better strategies or alternatives?

Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks

Q: My Consumer Cyclical sector is too low; I need to increase it. What are your Canadian recommendations in this sector at the moment? Thank you

Q: I have a general question and am using CN Rail and CGI as examples.

These 2 companies have an average annual sales growth of less than 5% per year over the course of the last decade and their EPS is higher. In the last 5 years the average EPS growth has been in the double digits and their average sales growth less than 5%. I know they buy back shares every year but this can not account for such a large variance. I know they try to be more careful with expenses but you can’t cut expenses forever. You would normally think that EPS follows Sales (to some extent over the years). I know you like these companies and have a few questions.
1. Any idea what is behind the variance between sales and EPS. (Mid to low single digit sales growth and double-digit EPS growth.)
2. Considering such a variance, if average sales growth remains under 5% can these companies continue to compound our return in the double digits over time. Why would they continue to be good long term investments?
3. Anything else that may be worthwhile sharing.

Thanks.

Q: Should we worry about those recent earnings? Still hoping the real estate spinoff is worth the wait.

Q: I see that you sold 100% of your position in BRP in your model Growth Portfolio in October. I recognize that it is a cyclical company and having a rough patch right now, but in the past it has managed well through its cycles an prospered. I believe it is a quality company and I'm wondering why you sold it rather than riding it out with them? Thanks very much.

Q: Thoughts on the quarter for Leon's. With a sluggish Canadian economy and curtailed immigration I am concerned about their ability to grow. That being said, management is excellent and they have the upcoming reit spinout. What should shareholders expect in the REIT spinout? Do you see some nice upside due to this or have most of the gains been made around the announcement.
Thanks Rob

Q: If BIP.UN was in one of 5iR's 3 portfolios, which one would it be, Income, Balance, or Growth???.......Curious Tom