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?
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Cheers,
Jerry and Debbie
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
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?
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.
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
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.
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
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.
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