Q: I held this company a fair while before the big acquisition. I sold for tax loss in Dec. and then bought back in Jan. for $16/sh; then, CV-19. They are still a major printer; so, I am thinking that they are not doing as much with all the closures. Do you think this is baked into the stock? How much debt. have they been paying off and do you think the dividend is sustainable? I am thinking of adding to my position - a tiny % of my total holdings of approx. 30 stocks.
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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'm considering starting a new position in one of these companies. Can you please compare the two, including which is best positioned to weather the C19 storm. Would you recommend either, and if so which one.
Thanks
Thanks
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Suncor Energy Inc. (SU)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Pembina Pipeline Corporation (PPL)
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NFI Group Inc. (NFI)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Exchange Income Corporation (EIF)
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TransAlta Renewables Inc. (RNW)
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Nutrien Ltd. (NTR)
Q: Hello 5i,
Thank you for providing a clear and modulated message through the past 2 months.
For a 5-10 year hold could you rank the top 10 highest (TSX) yielding stocks with the safest dividends. ( strongest balance sheet, lowest payout ratio, historical dividend growth, etc).
Could you also rank them separately in terms of bounceback / growth potential over the next 2 to 3 years?
There may be redundancy in this question vs others asked and the 5i portfolios - so please take as many credits as necessary.
Thank you
Thank you for providing a clear and modulated message through the past 2 months.
For a 5-10 year hold could you rank the top 10 highest (TSX) yielding stocks with the safest dividends. ( strongest balance sheet, lowest payout ratio, historical dividend growth, etc).
Could you also rank them separately in terms of bounceback / growth potential over the next 2 to 3 years?
There may be redundancy in this question vs others asked and the 5i portfolios - so please take as many credits as necessary.
Thank you
Q: I know you were recently asked and you recommend a hold on TCL.A but with the prices going down and my weight is under 2% is it still a hold or would you consider okay to add a bit more to this name?
Thanks
Thanks
Q: hello
Could you please comment on the latest results and buy/sell/hold recommendation.
thanks
Could you please comment on the latest results and buy/sell/hold recommendation.
thanks
Q: TCL.A: sold in 2019 to bank loss. Bought back - starting to move. Debt. is the issue as I believe they have good management team. How is their debt. repayment going? 5i not too big on this company going forward?
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Chartwell Retirement Residences (CSH.UN)
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Pason Systems Inc. (PSI)
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Superior Plus Corp. (SPB)
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Alaris Equity Partners Income Trust (AD.UN)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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A&W Revenue Royalties Income Fund (AW.UN)
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Leon's Furniture Limited (LNF)
Q: I'm continuing to rebalance my portfolios. The above stocks are in my income portfolio and are less than full positions. Would you sell any of them? I have enough cash on hand to top up two of them. Which would you top up. (I hold 22 diverse stocks in this account)
Q: Is this a good time to build a long term position in tcl?
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Manulife Financial Corporation (MFC)
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Canadian Imperial Bank Of Commerce (CM)
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Husky Energy Inc. (HSE)
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Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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MCAN Mortgage Corporation (MKP)
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Wajax Corporation (WJX)
Q: Wajax and Transcontinental have several things in common : mid single digit p/e, moderately high yield, relatively safe pay-out ratio, and a turnaround in earnings seems possible. Can you think of any other companies whose profile hits the 4 previously mentioned criteria. Thank you.
Q: The answer to Gerald's TFSA / capital loss question today is no. The ACB in the TFSA and the non-registered account are not averaged to produced a capital loss on the final sale.
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NFI Group Inc. (NFI)
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Badger Infrastructure Solutions Ltd. (BDGI)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Savaria Corporation (SIS)
Q: Which 4-5 beaten up stocks do you feel most comfortably will rebound in 2020, in order?
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Stella-Jones Inc. (SJ)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Can you please provide any suggestions of companies that offer decent growth and earnings that are out of favour/are undergoing tax loss selling.
Thanks
Thanks
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Greetings 5i team,
May I please have your expert analysis on the earnings of these companies.
I have been holding EMP.A for a while and have good profit. Is it time to bail out or still a good investment?
Is it time to step in to TCL.A?
Thank you in advance and have a safe and fun holidays
Atchuta
May I please have your expert analysis on the earnings of these companies.
I have been holding EMP.A for a while and have good profit. Is it time to bail out or still a good investment?
Is it time to step in to TCL.A?
Thank you in advance and have a safe and fun holidays
Atchuta
Q: Hi. I own TCL.a in a non-registered account & NFI in a TFSA, both at a huge loss currently. My questions are:
1) What do you think is the risk of continuing to hold these stocks now?
2) What do you think of their potential over the next year and in the years beyond? Do you think they can recover?
Since NFI is inside my TFSA, should I sell it and buy something else? TCL.a could sell for a capital loss. If I have to sell either one, which one should go first? Or should I wait another quarter before doing so? Thanks for your help.
1) What do you think is the risk of continuing to hold these stocks now?
2) What do you think of their potential over the next year and in the years beyond? Do you think they can recover?
Since NFI is inside my TFSA, should I sell it and buy something else? TCL.a could sell for a capital loss. If I have to sell either one, which one should go first? Or should I wait another quarter before doing so? Thanks for your help.
Q: TCL seems to be dropping a lot going into earnings and/or the news regarding the publisac issues in Montreal - it looks like a civic subcommittee has recommended banning this flyer distribution system though it is not a done deal (from what I have gathered). My question is: does TCL break out the revenue for Publisac? How material is this if it happens? Or is it more a case of yet another negative news item for a company that has been dealing with too many for too long.
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Methanex Corporation (MX)
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Vermilion Energy Inc. (VET)
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West Fraser Timber Co. Ltd. (WFT)
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Precision Drilling Corporation (PD)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Hi Team,
Can you suggest similar sector/quality stocks to replace the following stocks which I like to do the tax loss selling and would like to stay with the sector !
PD - loss 39%
MX - loss 32%
TCL.a - loss 25%
VET - loss 30%
WFT - loss 15%
Please deduct my credits as needed.
Thank you as always !
Tak
Can you suggest similar sector/quality stocks to replace the following stocks which I like to do the tax loss selling and would like to stay with the sector !
PD - loss 39%
MX - loss 32%
TCL.a - loss 25%
VET - loss 30%
WFT - loss 15%
Please deduct my credits as needed.
Thank you as always !
Tak
Q: What are your thoughts on Transcontinental's latest move on the selling some assets. Strategically is this the right move? Thanks.
Q: I am down 50% on Tcl.a. Would you sell, take the loss for tax purpose for 2019 or wait for a recovery? Thank you for your advice.
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Transcontinental and Lightspeed are my 2 Tax Loss candidates this year. I intend to buy back LSPD. Is there any compelling reason to buy back TCL?
Thank you
Thank you
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Peyto Exploration & Development Corp. (PEY)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Ovintiv Inc. (OVV)
Q: I have one account, a very small part of my overall holdings, that is now 100% cash. This account will only hold one stock and I am considering ECA, PEY and TCL.A. How would you rank them?