Q: I bought PBH on the pull back after they reported earnings. I'm quickly up 10%. Should I sell and take the gain or is there more upside? Shares are in a registered account so capital gain tax is not a consideration. 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.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
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BRP Inc. Subordinate Voting Shares (DOO $80.65)
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Premium Brands Holdings Corporation (PBH $95.72)
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Savaria Corporation (SIS $21.15)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
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Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave
Q: I'm thinking of starting with a half position in one of these two companies. I don't currently have any companies in this area. I'm interested in safe dividends first and growth second and working on diversifying my portfolio. Which of the two would you buy at these prices and why please?
Thanks
Peter
Thanks
Peter
Q: I sold my PBH in the mid 90s, and am wondering if I should buy it back now, or is QSR a better buy today. I would it hold fit or a few years. Which do you prefer today, and why?
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Costco Wholesale Corporation (COST $958.54)
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Premium Brands Holdings Corporation (PBH $95.72)
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The Hain Celestial Group Inc. (HAIN $1.86)
Q: I am thinking of selling pbh. Do you have a US stock in the same sector that you would prefer? Or would you just hold on pbh. Thanks.
Q: comments please on the quarter?
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
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Boyd Group Income Fund (BYD.UN)
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Premium Brands Holdings Corporation (PBH $95.72)
Q: Hi, could you please post the earning estimates for PBH,CCL.b and BYD.un. Thanks
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Loblaw Companies Limited (L $56.88)
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Restaurant Brands International Inc. (QSR $87.61)
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Premium Brands Holdings Corporation (PBH $95.72)
Q: I need to add to my consumer stocks. I am looking for short term reasonable safety, liquidity and dividends. Your thoughts on L, PBH, QSR. Thanks
Q: Brian this morning mentioned the negative momentum in PBH. Any idea why it's down about $10 the last few weeks, on no news? You tell Brian you'd be comfortable continuing to hold. Would you also be comfortable adding to an existing $95 position?
Q: PBH has had negative momentum for a few weeks and is now very over sold. Is it time to take a 2% position or should I wait a little longer for the momentum to neutralize?
Q: In Maple Leaf's news release, they mention the Chinese import ban of Canadian pork affecting their bottom line. It sound's like they export pork to China. I hold PBH and would like to similarily understand the mechanics of how China's pork issue may affect PBH. Does PBH export pork products to China that would be subject to a ban? On the other hand, is it possible that lower North American pork prices could be positive to PBH as an input cost? Thanks.
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Premium Brands Holdings Corporation (PBH $95.72)
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Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
Q: 2 market darlings getting hit. 1)PBH reached a high of some $122.59 in 4/18 then started a decline reaching a low of about $67 in 11/18,then traded in a range until CPP invested($200m) in 2019.As a result price went to some $98.38 on Sep 3 before starting decline with big declines the last 2 days($87.74 c on 10/25).Your opinion please.Is tis an opportunity to start a position? 2)TOY dropped from a high of some $59.40 in 7/18 due to so many headwinds(eg ToyRUs,poor results of Hasbro,tariffs on China,expected flat eps in 2019 with growth in 2020 etc) to close at $35.04($34.82 being 2019 low achieved on 10/25).What are the chances of a recovery soon so as to start a position. Thanks for u usual great views & services
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Bank of Nova Scotia (The) (BNS $79.70)
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TC Energy Corporation (TRP $70.80)
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Fortis Inc. (FTS $70.05)
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Brookfield Renewable Partners L.P. (BEP.UN $35.16)
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Kinaxis Inc. (KXS $194.59)
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Premium Brands Holdings Corporation (PBH $95.72)
Q: Hi Peter, Ryan and Team,
I hold BNS, BEP.UN, FTS, KXS, PBH and TRP in my child's RESP account and it has been performing quite well. With another 8 years to go, should I just add to the existing positions or add something else?
Thanks.
I hold BNS, BEP.UN, FTS, KXS, PBH and TRP in my child's RESP account and it has been performing quite well. With another 8 years to go, should I just add to the existing positions or add something else?
Thanks.
Q: Regarding the previous question on Premium Brand's weakness on Oct 24...
Yesterday, White Crane Capital recommended shorting Maple Leaf Foods and perhaps that negative sentiment took down PBH in sympathy, as well.
Yesterday, White Crane Capital recommended shorting Maple Leaf Foods and perhaps that negative sentiment took down PBH in sympathy, as well.
Q: Do you see any reason PBH has broken down today?
Sheldon
Sheldon
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Bank of Nova Scotia (The) (BNS $79.70)
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BCE Inc. (BCE $35.24)
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Sun Life Financial Inc. (SLF $81.49)
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WSP Global Inc. (WSP $285.87)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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Premium Brands Holdings Corporation (PBH $95.72)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Savaria Corporation (SIS $21.15)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.31)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.51)
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Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
Q: Hello,
The family RESP is composed of 15% VGG and 15% XQQ with the balance spread roughly evenly over the remaining stocks listed above. I would appreciate your suggestion for an additional position. The oldest child is 8 years away from post secondary.
Thank-you.
The family RESP is composed of 15% VGG and 15% XQQ with the balance spread roughly evenly over the remaining stocks listed above. I would appreciate your suggestion for an additional position. The oldest child is 8 years away from post secondary.
Thank-you.
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Bank of Nova Scotia (The) (BNS $79.70)
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Canadian National Railway Company (CNR $132.58)
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Enbridge Inc. (ENB $66.33)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.37)
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Premium Brands Holdings Corporation (PBH $95.72)
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Sienna Senior Living Inc. (SIA $17.93)
Q: HI 5i
In my grandchildren's RESP, I have about $1500 to invest, Currently have the above stocks at about equal weighting except for CNR at 26%, rest at approx. 15%. Would you recommend a couple of options for the next investment?
Regards
Kathy
In my grandchildren's RESP, I have about $1500 to invest, Currently have the above stocks at about equal weighting except for CNR at 26%, rest at approx. 15%. Would you recommend a couple of options for the next investment?
Regards
Kathy
Q: What are thoughts on PBH today? If positive, would you recommend a full position? Looking for income with some growth. Thank you.
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Bank of Nova Scotia (The) (BNS $79.70)
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Cineplex Inc. (CGX $10.72)
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Enghouse Systems Limited (ENGH $22.78)
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Great Canadian Gaming Corporation (GC $44.98)
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Kinaxis Inc. (KXS $194.59)
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Precision Drilling Corporation (PD $79.17)
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Surge Energy Inc. (SGY $7.13)
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Premium Brands Holdings Corporation (PBH $95.72)
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Knight Therapeutics Inc. (GUD $6.45)
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Currency Exchange International Corp. (CXI $20.63)
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High Liner Foods Incorporated (HLF $16.28)
Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.
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Toronto-Dominion Bank (The) (TD $102.88)
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CAE Inc. (CAE $37.84)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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NFI Group Inc. (NFI $18.82)
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Kinaxis Inc. (KXS $194.59)
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Premium Brands Holdings Corporation (PBH $95.72)
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Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi Peter and 5i team,
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you