Q: In a previous answer today, you said you would be ok start a postion but not adding to it. How do you come with that ? If its under a 1 % of your total portfolio, doesnt that matter? this was a praised stock at $120 and it doesnt seem like much has changed.
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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: Dear sirs,
Aside from previous earnings commentary, would you add to or initiate positions at these levels in Premium Brands?
Thank you,
Aside from previous earnings commentary, would you add to or initiate positions at these levels in Premium Brands?
Thank you,
Q: comments on earnings please.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- Enghouse Systems Limited (ENGH)
- NFI Group Inc. (NFI)
- Boyd Group Income Fund (BYD.UN)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi Peter, Ryan,
We have a few dogs with the downturn but we also cashed in all of our high runners in early October. Your insight is invaluable in our portfolio management strategy and we understand the decision to buy or sell is in our control. On that note, we have been buyers the past two weeks when a stock drops 25%-40% (i.e. KXS today at $67.99). Can you comment on the following opportunities (BYD.UN, WSP, NFI, CCL.B, PBH, SHOP, ENHG) to purchase now with a 3-5 year hold inside RRSP's.
1. Please rank (based on your expertise) the above stocks from best to worst as of today to add to an RRSP.
2. Which of the above, if any, are considered "prime" to purchase today.
Thank you
Jerry and Debbie
We have a few dogs with the downturn but we also cashed in all of our high runners in early October. Your insight is invaluable in our portfolio management strategy and we understand the decision to buy or sell is in our control. On that note, we have been buyers the past two weeks when a stock drops 25%-40% (i.e. KXS today at $67.99). Can you comment on the following opportunities (BYD.UN, WSP, NFI, CCL.B, PBH, SHOP, ENHG) to purchase now with a 3-5 year hold inside RRSP's.
1. Please rank (based on your expertise) the above stocks from best to worst as of today to add to an RRSP.
2. Which of the above, if any, are considered "prime" to purchase today.
Thank you
Jerry and Debbie
Q: I have been accumulating cash in accounts for my 4 grandchildren, ages 2 - 10, and would now like to invest these proceeds. So, for long term holds, with some growth and some stability, what would be your stock recommendations. I have been considering investments such as BAM, SIS, AQN. Am I on the right track with these selections and/or are there others I should consider, such as TD and RY?
Many thanks........Jim
Many thanks........Jim
Q: Can you provide earnings estimates for SIS and PBH and NVDA for next weeks releases?
Q: I have reviewed your previous comments on Premium Brands and see that earnings have been missed 50% of the time but you still feel this is a good long term holding. The stock has dropped over the last 3 months. So my question is does the market expect a miss and is it currently priced into the current stock price.
Thanks John
Thanks John
Q: Which company would you recommend for grandson's RESP they are 7 & 3 years old. they currently have BCE/BNS & Algonquin Power & TD
Q: Can you please comment on the Earnings for $PBH and $TIH.
Thanks Valter
Thanks Valter
Q: For someone focused on income, what 3 or 4 names would you suggest in the Consumer Staples space. All I have currently is NWC.
Thanks.
Thanks.
- Stars Group Inc. (The) (TSGI)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- iShares Russell 2000 Growth ETF (IWO)
- Technology Select Sector SPDR ETF (XLK)
Q: What would you see as the top 3 stocks and etfs with the most potential at this stage in the market 3 year investment ?
I enjoy the webinar by the way and continue to appreciate your work gang!
John
I enjoy the webinar by the way and continue to appreciate your work gang!
John
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Premium Brands Holdings Corporation (PBH)
Q: Hi Peter, Ryan,
For a long-term hold, is today a good entry point for PBH and CCL.B? If so, would you purchase a full or 1/2 position? If only one was to be purchased which has the best value and upside? One last question, are they best held in a TFSA or RRSP?
Please take the appropriate credits for our inquiry.
Cheers,
Jerry and Debbie
For a long-term hold, is today a good entry point for PBH and CCL.B? If so, would you purchase a full or 1/2 position? If only one was to be purchased which has the best value and upside? One last question, are they best held in a TFSA or RRSP?
Please take the appropriate credits for our inquiry.
Cheers,
Jerry and Debbie
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I know 5i doesn't time markets but w the Feds raising rates, China tariff wars, business and world slowdown, US elections - when would 5i recommend to invest & what 3 US stocks and 3 Canadian do u like bests?
Q: I would appreciate your thoughts on the weak price performance of PBH stock. PKI by contrast is much stronger although the metrics of PBH are at least comparable. For example both have high debt over 120% of equity. Both have forward earnings growth over 30% and both trade on a forward PE below the 5 year low PE. The big difference is the price action. PKI trades close to median price that analysts estimate for next year whereas PBH is well below those estimates. I am assuming you prefer the good price momentum of PKI and, all being equal, you would go with PKI despite the apparent better value in PBH? Your thoughts would be appreciated.
Mike
Mike
Q: Hi team,
Please comment in which company is the better value at these prices. Would hold it for 5 years.
Thank you
Please comment in which company is the better value at these prices. Would hold it for 5 years.
Thank you
- Covalon Technologies Ltd. (COV)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Methanex Corporation (MX)
- Algonquin Power & Utilities Corp. (AQN)
- Stars Group Inc. (The) (TSGI)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
Q: I am looking to add up to 10 new positions to my TFSA with a 15+ year outlook. Would you recommend any alternate companies to consider or replace from the ones I mentioned above?
Thank you
Dave
Thank you
Dave
Q: hi Peter still confused about the P/E ratios. for example. using PBH the 5i profile today shows P/E OF 31.90. according to todays globe and mail the consensus EPS for PBH is $1.25 giving a P/E of 69.04 on sept 27 you said that PBH 2019 EPS was $5.27 giving a forward P/E of 16.37 can you please clarify for me. also what will cause earnings per share to jump from 1.25 to 5.27? thanks Richard
Q: Please tell me which company has more growth, momentum going forward.
Overall stability also be a prerequisite.
I see that PBH has missed a few last quarters, do you feel this may be an ongoing issue.
Thanks so much.
Overall stability also be a prerequisite.
I see that PBH has missed a few last quarters, do you feel this may be an ongoing issue.
Thanks so much.
Q: What do you show as the forward p/e for PBH?
Do they usually hit their numbers?
Thanks
John
Do they usually hit their numbers?
Thanks
John
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- WSP Global Inc. (WSP)
- NFI Group Inc. (NFI)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Premium Brands Holdings Corporation (PBH)
- Income Portfolio (Income)
- Balanced Equity Portfolio (BEPORT)
Q: With the recent sell off, have any of the above stocks (contained in either the Income or Balanced Portfolios) reached the stage where you would call them "table-pounding buys"? In other words, has the market overreacted and the pendulum has swung too far?
Obviously, there is always the chance of a continued downdraft, but at some point you just step in top up your holdings.
The Income Portfolio is sitting on 10% cash...any thought to deploying some of it soon? Thanks...Steve
Obviously, there is always the chance of a continued downdraft, but at some point you just step in top up your holdings.
The Income Portfolio is sitting on 10% cash...any thought to deploying some of it soon? Thanks...Steve