Investment Q&A

Q: Retired, dividend-income investor....balanced portfolio. I have almost full positions in both PBH and PLC. If I was to top up only one of these, which one would you choose and why? It appears the analysts favor PLC as having more upside. This is TFSA money. Your opinion?
Thxs.

Q: Peter

Many analysts have downgraded the stock with concerns over debt level and margins. Can you share your thoughts on PBH as a long term dividend growing stock in a portfolio?

Thanks

Q: If the latest earnings were viewed as being pretty good, why the 3.6% drop today (Tues)? Somebody reduce their target?
Thanks...Steve

Q: I have partial positions in each, PBH at 2% and 1% in L. Which would you add to while I need to grow my Cons. Def. Would you sell L to buy more PBH or raise my position in L? I also own ATD and DOL. at full positions.

Thanks

Yves

Q: If PBH and BEP announced today can you please review their earnings and give us your insight.

Thanks


Sheldon

Q: Hi, PBH results look good. What's your take ? Thanks

Q: I've held PBH for about 5 years and i'm in the green a little, and collected a small dividend over the years. But the gains have been a bit underwhelming. As the market has dropped and there are many high quality growthier options trading at lower valuations I wonder if its time to cut PBH. With PBH for 5 years there has always seemed to be an excuse/reason from them as to why they are under performing. Well before covid they were struggling with swing flu, staffing issues, FX issues, and others, then covid hit and obviously again they are struggling with lockdowns, inflation, staffing, etc etc etc. Is there a good reason to hold a company that only seems to perform well in ideal market situations, which in reality is almost never? Thx

Q: Hi there,

I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.

Thanks!

Q: Can I please have your top 5 US and Canadian consumer non cyclical stock choices?
Are there any international choices as well?

Thanks so much.

Q: Would you be comfortable selling PBH for tax reasons and buying back
in 30 days. Your February report indicates a pullback in dining out and travel as well as increased input costs could materially affect them.

Q: Hello, happy Canada to all. Currently building a moderate portfolio with the stocks above, all full positions except WSP, open to also taking on some more risk and buying into the negativity. Long runway of 5-10+ years. Am looking for 3 new options that would help achieve an overall 2.5-3% dividend yield (2 CAN and 1 US). And 3 growth options (2 CAN and 1 US). Please omit GSY, ENB, MG, TOI, and GOOG (I know, sorry) as these are also held in a separate account. Thank you for all that you do!

Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.

Q: The brutal war in the Ukraine is expected to cause global food shortages. With the exception of fertilizers, how should a retail investor play this trade?
Thanks for your insights.
Ian

Q: I'm hearing more and more about a looming global food crisis, largely due to the unfortunate situation in Ukraine and its impact on grain shipments. Apart from fertilizer companies, what other options do you feel would be good expressions for a global food shortage investment thesis?

Q: Hi- what are your thoughts on buying the new debenture paying 5.4% over the common shares. I assume the deb has lower risk than the stock and will also somewhat participate in any future appreciation?

Q: These companies are in my husband’s TFSA and they are currently all down from where I purchased them.
In the current economy, which of these companies would you add to today? Please rank them in order of preference.

Q: Hi,
I'm wondering about the new issue for convertible debentures from PBH - is this a good deal, given the interest rate, vs just buying the stock? I notice that the first interest payment won't be until Mar 2023, so a long time for the cash to sit idle. However the conversion price of 160.25 seems pretty good, given the stock closed today at 100.17. If the deal is a worthy one, then is it best to try to buy the new issue, or wait until after it closes to see how it settles? As always, your advice is much appreciated!
Dawn

Q: Please recommend, especially during this uncertain economic times, two to three Consumer Staple stocks to hold, again for longer than 5 years. My aim is 5 % yield but I do understand that yields for good quality companies are usually low. I would be happy to invest in those with really strong growth down the road. This is what I have compiled with: NWC, PBH, ATD, EMP.a, L, MRU. By all means, please include ones that you feel would serve this purpose.
Thank you again for your insight. Roger

Q: Hi, Could you please comment on PBH earnings release. Results seem good, but can you help me understand, how food inflation is likely to impact company's bottomline, in near future. How is the current valuation ? Thank You

Q: When does it report please?

Sheldon