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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: I see you like this company, with good reason. I also see that it spent most of 2019 consolidating and that it is now retracing from an obviously overbought price level. Considering the company's fundamentals; revenue growth, earnings growth, and such other factors as you consider pertinent, at what price levels would you consider entry represented a significantly attractive opportunity. Please include market sentiment in your evaluation by assigning a price bracket to your response. Thank you.
Read Answer Asked by Mike on June 17, 2020
Q: According to Reuters article, companies exercising ESG management are getting favourable attention from large investors. I expect some companies will attract a premium price for some time if they demonstrate ESG and advertise the fact. Could you list a half dozen of 5I favourites companies which are at least on the ESG narrow path to higher valuations.
Thank You for your service.
Read Answer Asked by Clarence on May 19, 2020
Q: wondering if you would be kind enough to give me your prognosis on this company and mgmt team in particular , please and thank you...Cheers
Read Answer Asked by Cam on May 15, 2020
Q: Investors seem very nervous about Wells Fargo. Just today (May 14th) someone on this site expressed some trepidation. What’s your opinion about buying Wells Fargo bonds at this time? One is for a three year hold, the other for six years. If Wells merged with another bank, how would that affect those bonds? Some are speculating that Wells could be another Lehman waiting to happen. Does that have any merit? Are their bonds safe? Thanks.
Read Answer Asked by Brian on May 15, 2020
Q: I have noticed that WELL has had good moves up in the last 3 sessions, but have been unable to see any news supporting the moves. Have you any thoughts on why??
I did buy it a while ago on your recommendation. Thank you! I
I believe their earnings come out on Friday. How do they look?
Keep up the good work guys, much appreciated.
John
Read Answer Asked by John on May 12, 2020
Q: Hello,
I own shares of Clarke Inc. They recently spun out Terravest, which I know little about. Terravest seemed to be about half of the value of my original Clarke investment. Clarke a few years ago provided 2 large $2 per share dividends but has not paid any dividends since. I haven't looked into any details of the spinout, though Terravest has dropped about 10% since then. It is holding up better than the market. Can you give me further insights into these 2 positions and whether either are worth holding or adding to? Each represents about 1% of my portfolio. Use as many questions as needed. Thank you.
Read Answer Asked by Tulio on April 27, 2020
Q: Hello 5i,
Thanks for all your great work.
I've been impressed with the unique way that Aritzia has carved out a place for itself in the Canadian retail sector. I've been thinking about stepping in and buying some discounted shares. Can you please comment on your overall thoughts on the company, it's financial strength and it's ability to make it to the other side of the virus disruption.
Thanks so much,
Murray
Read Answer Asked by Murray on April 22, 2020
Q: I hold 2 % weighting of this company and am a little nervous about the Covid effect going forward for IGM. I am down 30 % on it. What might be a better company, in any sector going forward to recover the 30 % ?
Read Answer Asked by darcy on April 22, 2020
Q: What would be your favourite 5 Canadian and 5 us stocks for stagflation and best etf as well.Your favourite food commodity etf as well .thanks
Read Answer Asked by andre on April 14, 2020
Q: Retired dividend-income investor. On the company page, Park Lawn in listed as Consumer-Cyclical. On the Monthly Income Portfolio report, it is listed as Consumer-Non-Cyclical. I would assume the latter is correct...one would think that burial services would be considered a staple. Question #1 = Please confirm your view as to the appropriate sector for PLC.

I am light on Consumers and have been wanting to top up this sector, but am thinking of staying away from the Discretionary sub-sector until things attempt to normalize over the next few months or quarters. I currently own PBH and NWC, both food companies. I used to own MG, LNF, AW and I will reconsider them again at some point, especially LNF. Question #2 = What are your thoughts about taking a new position in PLC ? I have read your March 25/20 report which concludes with a B+ rating. Some of the current metrics look ok (P/BV, P/CF, P/S, Beta, forward P/E). However, I calculate the payout ratio to be 175%...am I right? Is the dividend sustainable? I see a ROE of 1% from one source and 8% from a 2nd source. Comments please...thanks.

Q#3 = I actually need two consumer stocks that pay a dividend, ideally over 3.0%, but I'm willing to bring the threshold down to around 2.5%. Would you please rank PLC, LNF, AW, MG and any other consumer stock your filter system could identify for me to consider.

Thanks for your help...much appreciated...take 3 credits...Steve
Read Answer Asked by Stephen on April 14, 2020
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