Investment Q&A

Q: Looking for a Canadian stock or two that provides both a reasonable dividend and some growth. Please rate the above-noted stocks on a scale of 1-10 for both growth and risk over the next 12 months. Thank you.

Q: I am currently looking to increase allocations in LIF (1.8%) ,NTR (2.1%), NWC (1.2%) and PBH (1.95%).

Two questions

1) Would you avoid increasing the allocations on any of these?

2) In what order would you purchase the remaining?

THANK YOU for your superb advice and service.

Q: Hi All, I am looking for a recommendation for for a TFSA at this time. Doesn't matter about sector, etc. as pretty well diversified in RRSP and 2 TFSA accounts, just looking for one or two of your gems. Your service is superb, thanks so much.

Q: Hi Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!

Q: Hi,

Could I have your top two picks for Consumer Defensive please, which can include the US as I'm low on US exposure.

Thanks,

Q: Retired, dividend-income investor, who trims-adds around core positions. I have owned PBH since 2012 (bought at $17, now at $135) and WSP since 2014 ($35, $185) and have trimmed each multiple times to keep my asset allocation near targeted levels.

How much weight to you assign to technicals? When I look at a linear chart for WSP, it appears to be going parabolic. Some of the metrics I track (P/E, P/BV, P/CF, P/S) appear on the high side, but they always have. I conclude that is because it is a growth stock. I am definitively not considering selling....I plan to continue with my trim-add strategy. Just trying to understand how WSP is defying both the fundamentals and gravity (technicals). Is a logarithmic chart better to use? Is it as simple as WSP is executing on all cylinders?

One could ask a similar question related to PBH.

Again...even though you aren't supposed to get attached to any stock, I love both PBH and WSP, made a bunch of $ from each, and will continue to trim-add where appropriate.

Thanks...Steve

Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al

Q: Please critique earnings report for us.

Thanks


Sheldon

Q: PBH and NWC are my current consumer defensive holdings (~5% each, after recent reallocation) in my Canadian unregistered dividend-focused account. PBH in particular has had nice growth.
TD Waterhouse's research are "predicting" MFI's high $45, median $36 target, from a current level of ~$28.
What are your thoughts on the achievability of this, on MFI's metrics, management and prospects otherwise, and whether a switch from PBH to MFI is indicated or not.
Thanks for your continuing great service.

Q: Good Morning Peter & Team,

As follow up to Roberts question answered earlier today... why have PBH & QSR performed so antithetically? Is QSR trading at a discount?

Thanks for all you do

gm

Q: I have a half position in PBH (it's done quite well since purchase) and I'd like to either add to PBH or gain additional sector exposure by bringing in QSR. Would you recommend one over the other?

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Q: Between PBH and DOL, which do you like better for long term growth?

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: There was a short report released on Seeking Alpha yesterday on PBH. Well an article with a short thesis anyway. I've read through it and yes some points made were small concerns I had like the debt starting to be a concern again and that they will likely have to do another equity raise to get money to help with that. Also to a lesser degree the fact that they are claiming to be on the right side of ESG and health conscious people which is clearly not that true for a company that specializes in cured meats, deli sandwiches and pretty heavily processed foods. But I'm more concerned with your thoughts around the valuation being as high as he claims. Is this a metric you would use to value PBH, and then comparing it to high priced FANG companies? There were also some "questionable" exec comp payouts in their opinion. Can you provide your voice of reason? PBH has been on a good run this last year.

Q: goood morning - i have full positions in NWC and PBH. NWC has been steady, with a bit of growth. PBH has done well. I am thinking of selling both and buying QSR for both growth and income. Would you consider this to be a net upgrade in position? Thanks

Q: I have enough money to top up one of my positions and bring it closer to 5%. These are the candidates. I am diversified, but maybe a little tech heavy. I have Topicus at 5% All are in my TFSA, so a growth tilt is appropriate. But I'm stuck in analysis paralysis. Does any one of these jump out at this time as a particularly good candidate to top up. I know you like them all, so I guess it is a bit like picking your favourite child. But go ahead and pick. Your insight will be appreciated, and much better than me flipping a coin.

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Q: Hi 5i Team,

I have been trying to manage close to the BE Portfolio since the start of 5i and I want to continue.

I have some weightings I could top up now and I want to check if we should be adding to these today given recent run ups or if there are other names in the BE portfolio you would suggest as better adds today?

The names I was looking at first were PBH, TFII, KXS, and SIS but would like to hear if there's other names in the BE Portfolio we should be more excited about for new money today?

Q: Please comment on earnings