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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: 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
Read Answer Asked by Jerry on November 05, 2018
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?
Read Answer Asked by George on November 05, 2018
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
Read Answer Asked by michael on November 01, 2018
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
Read Answer Asked by Dave on October 29, 2018
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
Read Answer Asked by richard on October 15, 2018
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
Read Answer Asked by Stephen on October 11, 2018
Q: I am a buy-and-hold, dividend/dividend growth investor. I am contemplating exiting my position in PG and establishing a full position in PBH, for a long term hold. Would 5i endorse this move? How long do you think PBH will be able to sustain its very impressive dividend growth rate? Thank you.
Read Answer Asked by Walter on October 10, 2018
Q: hi Peter a little confused by the P/E ratios which you show on these companies profiles. if I use 2019 EPS estimates that you Kindly provided I get PBH p/e of 17.34 not 34.10 SIS p/e of 23.20 not 34.40. DOL p/e of 20.52 not 24.50 and TSGI p/e of 11.82 not 73.50. not sure what I am missing. thanks Richard
Read Answer Asked by richard on October 09, 2018
Q: I sold dol recently. I'm down 8% on ccl and 5% on pbh. Both have been week lately which is driving crazy while the US markets grow. I'm tempted to sell these 2 and replace with ba, ita, grub.

Your thoughts please.
Read Answer Asked by Mark on October 04, 2018
Q: just wondering where the best place would be to put student loans with no interest owing for at least 4 years would be, out of the companies above? any other suggestions would be appreciated as well
Read Answer Asked by matthew on October 02, 2018
Q: Why are they hitting these 2 market darlings,TOY(especially today.Smell of poor Q to be announced on Nov 6?) & PBH recently.See no negative news.,,Are they affect by NAFTA as very likely that Trudeau will not signed by Sep 30 due to Quebec election on Oct 1.where Supply Management is highest.Please provide reasons for weakness.Is it time to start a position?Thank for U usual great services & views.
Read Answer Asked by Peter on September 27, 2018
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