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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: Trading at ~$24 a share gives a market cap of roughly 1.45 billion. If they earned 297 million fiscal 2019, that would give a TTM PE of 4.89.
I know their properties are closed right now, but is this not a great buy looking out 2-3 years?
Any comment would be great. Are there any other companies you like that are trading at these ridiculous valuations?
Read Answer Asked by Ken on April 08, 2020
Q: My question on these two companies performance during the past month.
They usually goes up or down together in the past. But the last month or so, POW decline and PWF goes steady and up a little. Any particular rationale for that?
Which one is a better hold in these turbulent times. Thank you
Read Answer Asked by DAVID on April 08, 2020
Q: I already own premium brand and saputo. I would like to add other food companies distributing to grocery stores. Any top picks come to mind? I would prefer large cap / core holding type but would consider smaller companies based on your recommendation. Does this thesis make sense in this environment? Thank you!
Read Answer Asked by Pierre on April 07, 2020
Q: Given the current economic situation, are preferred shares a good buy? They are all down in price and their dividends are up to 6 to 8%. I understand their upside is less than the common shares, but at the same time because they take priority over the common shares, the dividend and capital is safer than the common shares. I'm thinking of these as an alternative to a bond ETF, because the preferred prices have declined more. What are your thoughts? Is it better to buy individual shares or an ETF? Any ETF recommendations?
Read Answer Asked by Jack on April 07, 2020
Q: hello 5i:
I'm considering selling RAY.A, just to get rid of a really weak stock, and something that has become a very small holding in the portfolio. One thing is holding me back, and that is the dividend and its safety. Can you discuss how RAY.A has been impacted and look forward? I believe that a company that can continue to pay a decent dividend will be (even more) valuable with interest rates falling. That might be double edged if interest rates begin to rise quickly.
thanks
Paul L
Read Answer Asked by Paul on April 07, 2020
Q: In the crash, the S&P SmallCap 600 and MidCap 400 have declined more than the larger-cap S&P 500. I am going to begin putting some money in the market and was thinking of going heavily in small and mid cap. With an otherwise diversified portfolio, do you see any big problem with this strategy. I believe they will pounce more than large caps and i will sell and rebalance later. Which etf',s would you consider a good match for this strategy?
Thanks
Read Answer Asked by joseph on April 07, 2020
Q: Bank dividends, now that banks in Europe are suspending div and JPM is talking about doing the same do you see this rolling over into Canadian banks. If so how much impact on share price as so many of us rely on the Div.

Thanks for you view.
Read Answer Asked by Dale on April 07, 2020
Q: Hi,

My son plan to invest 250 000$ in equities in the next two months. He has zero exposure to the market and owns a large farm. He is tolerant to risk and understands the risk of the market.

He plans to buy the following companies: Chartwell, RY, BCE, CCL Industries, ATD.B, BEP.UN, Canadian tire, Disney, Hydro one, Metro and Savaria.

Would would be your advice to him and would you add/remove anything from the list?

Thanks,

Claude
Read Answer Asked by Claude on April 07, 2020
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