Investment Q&A

Q: I would appreciate your assessment of Transcontinental's recent acquisition of Phipps Dickson Integria Group Inc. Company after post dividend payout appears to be serious in looking for new ventures.
Thanks 5i

Q: I have just sold my Transcontinental shares at a nice profit to avoid receiving the didvidend. I am thinking of buying them back after they go ex-dividend tomorrow. What do you think of that strategy. Thanks.

Q: TCL.A selling off pkg. business - apparently $20.00 dividend to share holders from funds from sale, yet stock still going down. What about buying this stock to reap this dividend? I would have thought that the stock would be climbing because of this news?

Q: I just saw a question on transcontinental. It seems like they are selling their packaging business, which I think they bought in 2019 as the new big thing. My question on it is whether the stock price generally falls following a payout and, if this is the case, you might not be any better off in waiting for the payout than selling now?
Thanks

Q: What will left of this company after the sale of their packaging unit? Is it worth waiting for the post sale payment of $20. Will they keep paying a dividend after the sale?
Thank you.

Q: Any good news on this stock - I think it reported. I have been under water for some time. Is it worth holding? TCL

Q: I have noticed in recent questions that you have been ranking Savaria and tcl lower than you have in the past. I am curious as to why the change? Awhile ago you had very high hopes for these two. To a layman, the reasons still seem valid: an aging population and new vision for packaging. Please don’t see this comment as a criticism. I realise that things change. I also have esteem and a high level of confidence in 5i. I am just curious about the elements that brought about this change.

Q: How would you rank CNR, CTC.A, MG, OTEX, TCL.A as both dividend growers and separately to buy? Please provide a short reason for your ranking.

Q: Hi,

Could you comment on their results just published ?

Thanks

Q: Been underwater TCL for three years and it finally scratched back in the black for me, now wondering if its worth holding on to or if I should move on to something else?

Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks

Q: Hi,

May I please have your analysis of Transcontinental's latest results ?

Thanks

Q: Good day and happy New Year to all the 5i staff. This is my first, and hopefully last multi stock question.

I am really beginning to take Trump seriously about tariffs. His reasons don’t hold up, but I believe he has unstated reasons of his own for wanting to do so. I don’t usually jump quickly but I have a bad feeling and am thinking of selling some Canadian holdings and buying US. I am wondering what you would think of this?

Even if my fear is justified, though, some of the stocks I am considering may do well under Trump’s regime, anyway. The above stocks are the ones i am considering and i would appreciate your views on whether they might do alright under Tariffs? Any other Canadian stocks you might think will react particularly badly?
Thanks for your great service

Q: Hi,

Your comments on Transcontinental's results ?

Thanks

Q: I think this stock has reported. Any good news?

Q: May I please have your comments on Transcontinental’s earnings

Q: The adjusted net earnings attributable to shareholders of the Corporation went from $2.19 to $2.03 (down) for the year. Net Indebtedness ratio recovered to 2.06X from 2.47X for the year. Your views after the recent quarter. Does your analysis see any further recovery in the business or indicate selling the stock at this price? Do you thing of taking advantage of this price by getting out of it?
Thanks

Q: Is there any hope for Transcontinental? I am seriously underwater. Sadly it’s in a registered account so there is no benefit to tax loss selling. Buy, sell or hold?

Q: I am thinking of taking a capital loss on 3 securities:
ZAG, TIXT, TCL.A-C
What securities could I replace them with while waiting for the 30-day period before a possible repurchase of these securities?
Second question:
What is your opinion of TCL.A?

Q: You have been suggesting TCL.A is a sell for some time now in various questions. Given its current dividend yield of greater than 7%, would you expect any price appreciation if interest rates start to come down.
Thank you.