Investment Q&A

Q: While it is true FFH has had an annual compound return of 18% since inception. 1985, the lions share of that return was created between 1985 and 1998.
Since then , a shareholder who

bought FFH In 1998 has had an annual compound return of less than 1% a year. ( 540.00 1998 )
600.00 2018.
How would you judge this performance??

Q: Please let me know what is the short interest on CPG and TCW. Thank you

Q: Hi Peter amd staff
Today’s worry to me is PEO- what’s up? Even on days when market has a brief rally this thing is going down ?
Dennis

Q: Premium Brands (PBH.TO) said Tuesday that the Toronto Stock Exchange has approved its proposed repurchase of up to 1.7 million common shares, representing 5% of public float, starting Nov. 22 until Nov. 21, 2019.

Daily purchases will be limited to 26,256 shares.

Q: You have SPB in your income portfolio.I have it in my RRSP for the dividend which is now 6.87%.Is the dividend safe?
Would you prefer MX which yields 2.1%? Both stocks have dropped with the recent downturn and both are considered buys by TD.

Q: Could you please suggest 2-3 US not technology stocks to buy after this decline.

Thanks,
Milan

Q: Have to raise cash for YE withdrawal from my RIF. These are the smallest holding and are under water. Would you please rank them as to which you recommend to sell. Your input is appreciated. Thank you.
Werner

Q: Why the sudden drop of preferred reset shares?
Thanks

Q: Your answered to a member about BBI merger that larger is usually better. I bought BBI at 47cents, I want to average down at current price 22 cents. please provide details cash flow, debt and earnings, is it worth holding and share price will appreciated in 3-5 years? could I have your expert opinions please. Thanks always.

Q: Thank you again for this excellent service. I have a question about Savaria. In their most recent quarterly results, for the 9 months ended September 2018, stock-based compensation is $899K on $12.9M income. If I have done my calculation correctly, the stock-based compensation is about 7% of expenses. I do not know how to find the base salaries for the management (which would presumably further increase the management cost for the firm).
Is this not a lot excessive? Should I be concerned about the "cost" of management and how this cost could dilute shares or profits?
Thank-you

Q: I have owned shares of GSY for a number of years. Despite what I thought were very positive quarterly results and a strong outlook, GSY shares have taken a steep drop in the last few weeks. I noticed that insiders have made 35 buys (and no sells) totalling several million dollars in the last two weeks. I would think this is very significant news especially given that the President said on the conference call said that he did not feel that the company had credit quality issues (which seems to be a concern flagged by analysts). In previous conference calls, I have always found the President to be very transparent. Am I missing something here? If management uses their own money to buy millions of dollars of the stock, is this a strong signal that the stock is undervalued?
If you agree, is there any site you can go to which identifies the recent buying by management of the company stock, and presents the information in a table format?
Also, the Globe and Mail often does an article highlighting insider buys. I have not seen the GSY purchases identified, yet, they highlight much lesser insider buys. Any idea why? Is the data on the 5i website more current than other sources?

Thank you again for this wonderful service!

Q: Ala fixed rate preferred shares look interesting. Which series of preferred look most attractive. Given that preferred share dividend must be paid before common it would appear that their yield of between 5.5 and 6.75 should be relatively safe.

Q: Hello 5i,

Thank you for the great work and your valued perspective through this volatility. How would you rank stocks within the Forestry sector today for an investor with a 3-5+ year hold?

The sector is looking interesting to me based on the present weakness in U.S. housing. WEF is up significantly today and your perspective on long-term opportunities in the sector is greatly appreciated. Thank you.

G

Q: Any idea why the big drop in Biosyent this week. Also thoughts on their Q3 results
Thanks
Don

Q: Just wondering what your rational is for holding GS in your income portfolio. After reading your comments yesterday ?? KWH is behaving at bit better for now.
thanks !

Q: I have a question about Nvidia. Tough to see it down on an up day (Nov 21) for the nasdaq. Not that I know much about Zacks but I see they have a "strong sell" on it today (not clear to me if their opinion is new today though). Are you still strong on Nvidia or would you suggest a U.S. replacement? Thanks.

Q: Tsgi is up 7% today, is there any good news? Thanks

Q: Hi folks, thanks very much for the Screener-Tax loss selling list of companies. I didn't see Photon Control on it. The stock certainly had more than 15% loss in 2018, by not on the list, does that mean Photon has minimal % projected revenue growth in 2019. I like the company and would you suggest a good entry point at $1 level. Thanks as always, jb

Q: Looking for suggestions for Recession Proof Stocks. Could I please have your suggestions. Thanks!

Q: I am down on Freshii, looking to switch to either Western or Bellatrix. What are your current thought on these companies at this time and potential?