Q: Please comment on their earnings from last week and your outlook going forwards. Thanks
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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: Which do you prefer?
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Parkland Corporation (PKI $38.60)
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Kinaxis Inc. (KXS $194.59)
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Premium Brands Holdings Corporation (PBH $95.72)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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Boyd Group Services Inc. (BYD $224.13)
Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks
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Photon Control Inc. (PHO $3.60)
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Constellation Software Inc. (CSU $4,549.91)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Badger Infrastructure Solutions Ltd. (BDGI $57.42)
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Kinaxis Inc. (KXS $194.59)
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Premium Brands Holdings Corporation (PBH $95.72)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Boyd Group Services Inc. (BYD $224.13)
Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?
Also your outlook for pho over the next year?
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Restaurant Brands International Inc. (QSR $87.61)
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Magna International Inc. (MG $63.72)
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Premium Brands Holdings Corporation (PBH $95.72)
Q: Hi 5i
I know you like these three companies. Given the present environment how would you rank them for value and for growth over the next two years?
Thanks for all you do
I know you like these three companies. Given the present environment how would you rank them for value and for growth over the next two years?
Thanks for all you do
Q: Regarding the recent issue of shares and debentures, which closed July 16 - what does this do for the balance sheet… or for any other aspects of PBH you feel is relevant?
Thanks!
From the press release:
The Company intends to use the net proceeds of the Offering and the Concurrent Private Placement to reduce existing indebtedness under one of its revolving credit facilities (the "Credit Facility"), thereby increasing the amount available to be drawn under such Credit Facility, as required, to fund future potential strategic acquisitions and capital projects that may arise.
Thanks!
From the press release:
The Company intends to use the net proceeds of the Offering and the Concurrent Private Placement to reduce existing indebtedness under one of its revolving credit facilities (the "Credit Facility"), thereby increasing the amount available to be drawn under such Credit Facility, as required, to fund future potential strategic acquisitions and capital projects that may arise.
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Park Lawn Corporation (PLC $26.48)
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North West Company Inc. (The) (NWC $50.69)
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Magna International Inc. (MG $63.72)
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Premium Brands Holdings Corporation (PBH $95.72)
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Leon's Furniture Limited (LNF $30.48)
Q: Retired, dividend-income investor. Looking to top up my Consumer sector holdings. Currently have PBH, NWC and PLC, which are more on the Staples side of things. I have a "full" weighting on each, relative to my assessment of their risk. Considering getting back into the Discretionary side...maybe rebuy LNF or MG. Could you run a screen of Canadian Discretionary stocks that pay > 3% dividend and overlay that with your ranking from best to worst...maybe the top 5 for me to consider.
Thanks for your help...Steve
Thanks for your help...Steve
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Photon Control Inc. (PHO $3.60)
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Premium Brands Holdings Corporation (PBH $95.72)
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Savaria Corporation (SIS $21.15)
Q: SIS, PHB, PHO have all been pushed below the 1% weighting mark in my portfolio. This is due partly to starting the positions back when when my portfolio was smaller, the stocks not performing great and because other holdings (KXS!!!) have done extremely well. What 2 positions would you sell here to add to the remaining position? I'm leaning towards keeping PHO because of the balance sheet but wanted your thoughts.
Thanks
Thanks
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Constellation Software Inc. (CSU $4,549.91)
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Northland Power Inc. (NPI $22.28)
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Premium Brands Holdings Corporation (PBH $95.72)
Q: Hi Peter and team,
Looking for some recommendations. $30,000 to invest in a TFSA. Low-risk. 3-5 companies with dividends. The timeframe is three years. What would you recommend? Would you be okay with CSU, NPI, and PBH?
Thank you very much,
Looking for some recommendations. $30,000 to invest in a TFSA. Low-risk. 3-5 companies with dividends. The timeframe is three years. What would you recommend? Would you be okay with CSU, NPI, and PBH?
Thank you very much,
Q: Pbh : hello 5i Research team, Could you describe the significant differences (I presume) between pbh « premium food distribution » and Colabor whole food distribution operations? Why are the faith of both companies so different? Thank you for your collaboration, Eric
Q: What is your opinion of buying into the recently announced offering of convertible debentures versus just buying the common shares? Thanks for the great service.
Q: What will the likely effect of PBH's recently announced share offering be on the share price?
Q: I'm looking to average down on PBH. I'm down roughly 30% so would want to take myself back up to a full position. Any concerns with taking that step now?
Thanks
Robert
Thanks
Robert
Q: 1.5 billion in debt compared to 200 million in cash seems very risky. Are there food companies with healthier balance sheets that can make cheap acquisitions going into a bloody quarter 2, or are you not too worried about PHB's debt?
Cheers
Cheers
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Sun Life Financial Inc. (SLF $81.49)
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Dollarama Inc. (DOL $193.35)
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Restaurant Brands International Inc. (QSR $87.61)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Kinaxis Inc. (KXS $194.59)
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Primo Water Corporation (PRMW $37.40)
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Premium Brands Holdings Corporation (PBH $95.72)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.05)
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Xebec Adsorption Inc. (XBC $0.51)
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WELL Health Technologies Corp. (WELL $4.92)
Q: Appreciate u 12 tips today. Too many for me to buy now.Has lots of the big 6 can.banks & Qst (similar to Xbc).Please give me best 5 to buy.Txs for u usual great services & views. FYI China moves to impose HK security law causing drops in Asian markets esp HK( down 4.84% now) as well as US futures(Dow now down 139 after earlier up some 108)
Q: Hi there, it seems at present there are supply shortages for beef due to COVID in meat packing plants. Will this materially affect PBH? Did they make any mention to this in their recent Q as it could affect their supply chain?
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Premium Brands Holdings Corporation (PBH $95.72)
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MTY Food Group Inc. (MTY $39.56)
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Keg Royalties Income Fund (The) (KEG.UN $18.65)
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Ruth's Hospitality Group Inc. (RUTH)
Q: Good day! If as and when this pandemic passes, most couples will want to go out and enjoy themselves at some restaurants (ex. steak houses,fast food, etc). Can you please give me two choices of some big names and pls provide their three top revenue producing divisions that will deliver good growth over next 3-5 yrs.. too.. thanks again..
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Sun Life Financial Inc. (SLF $81.49)
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Premium Brands Holdings Corporation (PBH $95.72)
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BMO MSCI USA High Quality Index ETF (ZUQ $91.47)
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BMO S&P 500 Index ETF (ZSP $97.94)
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Vanguard U.S. Total Market Index ETF (VUN $119.52)
Q: Hi, I am looking to invest a new half position in SLF or add to a half position in PBH. Would you favour one over the other today? I don’t mind risk, I favour growth, but am slightly light weight in financials.
Also, I currently hold VUN in my RRSP. After reading the ETF fund update, would you recommend switching to ZSP or ZUQ? I recognize the withholding tax advantage of the other two over VUN. Is that alone worth the switch?
Thank you.
Also, I currently hold VUN in my RRSP. After reading the ETF fund update, would you recommend switching to ZSP or ZUQ? I recognize the withholding tax advantage of the other two over VUN. Is that alone worth the switch?
Thank you.
Q: any particular reason for the large spike today?
Q: comments please on the quarter. Thx