Investment Q&A

Q: As a follow up to your reply "AD has had some earnings struggles recently. We prefer to look at forward (estimated) earnings, and on that basis, the P/E is just 11.8X."

Can we derive the forward PE of a company with the Company profiles available on your site? If so, how would I calculate it?

Thanks.

Q: Hi, I'm new to your site and have a question about your recent increase of 2% in the company AD. When you added AD on September 21 the PE was at 55. I know that we can't judge a company by just the PE but wouldn't that mean that the company is somewhat overvalued? Thanks.

Q: Hello 5i,
In the questions Oct 11, ,many of them included a concern of the amount of cash held in the income portfolio. Wasn't there already a suggestion of buying AD and PSI and thus reducing the amount of cash held?
Stanley

Q: I have 1% positions in AD (at about the current price) and EIF (down about 20%). You just added AD to the income portfolio. I'm thinking of selling EIF and rolling the proceeds into AD since EIF has been range-bound for a year and AD is showing a rebound and some momentum. Your thoughts?

Q: Hi 5i team,

I've FSZ in my trading account. It has not been performing well for a while. I am thinking of switching FSZ to AD. I am looking for growth in share value and growth in dividend. Do you agree with this switch? I would not be having both FSZ and AD as my % of financial stock is high. Thanks.

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Q: Can you comment on their recent earnings release ? Joe

Q: I see on June 4th you said Alaris was not a "need to own" stock and then on July 13 it was a "hold". Has anything changed with the company? I'm underwater with it and debating whether to sell or hold. I have a full position and was thinking to sell 50%.
What is your latest update? Thanks!

Q: I have some cash to invest and would like your advice as to whether to add to any of the above companies which I currently hold (at a loss in each) or sell them and put the funds into a new investment which generates some income. Thank you for your great service.
Stella

Q: I'm way under water on these three stocks. I've held them for more than a year. Is there any point at this time to continue to hold any of them or should I just cut my losses and move on? Any suggestions for better (actual) growth in the same sectors?

Q: I will be retiring at the end of the year.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.

Q: It looks like Alaris doesn’t cover it’s dividend currently. Wanted to make sure I was correct. If so how long could they maintain their divided before having to cut?

Q: Can you provide a list of companies that are significantly beaten down, oversold, ugly? I'm looking for ones with balance sheet assets, but it doesn't have to be perfect.

Q: I understand that Alaris wrote off the debt on the two companies but has it accounted for the original preferreds? In other words, are there still more write-offs possible for these two companies or have they really cleared the deck?

Thanks
Peter

Q: Both these stocks have dropped substantially in just a few days. What is wrong?

Q: I have a 3/4 position in AD...surely this market reaction today (-6%) on top of yesterdays -5% is overdone. Even if it does take 1-2 quarters to prove themselves to investors, the dividend looks safe, with a 90% payout ratio. Why not just keep collecting the now 9+% dividend while we wait!!! Awfully tempting to top up to full position in the next few days. Make sense?

Thanks...Steve

Q: Can you comment on Alaris' recent earnings announcement ? Is there light at the end of the tunnel for this stock? Thanks. Joe

Q: How do you feel about this mornings earnings report?

Q: What is the expected earnings to be reported on May 7?
I am thinking of buying some before the report. Is the dividend safe? Does it have a high debt for this sector.
Thanks for your thoughts on this company.

Q: I am thinking of adding these for income and noticed that none are listed in your Income Portfolio. How would rate these with respect to debt level, safety of dividend, P/E, potential growth, other metrics and management team? This is a long term hold and I can stand a fair bit of volitility.
Thanks for your excellent advice.