Investment Q&A

Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill

Q: Whenever analysts talk about PBH (premium brands) or CSU (constellation) they inevitably talk about them being over-valued and due to fall or tread water for a while. You've allowed both to rise to about the 6.5% level in the portfolio (as per the last record on your site) without trimming. Does that mean you disagree with the analysts, or simply don't care about a short term fallback of 10%-20% since you are confident they will eventually regain that and move past it?

Q: Please explain if the offering of subscription receipt would cause dilution in PBH
Please comment on the financial result of SQ & SPOT
Thanks

Q: Hi guys,

Which stocks do you think have the potential to become 5, 10, or even 20 baggers over time? Would PBH, SIS, and PBL be on the list (or has their time past)? Also, can you rank the three in terms of which have the most growth going forward?

Thanks in advance.

Q: Hello I have a couple of different portfolios each with a different objective so assume balance and diversification over all. But if a person wanted to construct a concentrated portfolio of 5-7 stocks total to cover different sectors mid risk with a mix of growth and dividend payers what would be your top picks today? Banking, telco, energy, consumer discretionary, utilities. As always thanks for the great service.

Q: Hi 5i,
Can you please recommend some good dividend paying Canadian stocks that behave well during recessions. Can you also generalize and comment on the type of stocks that behave well and poorly during recessions.
thanks

Q: Waned to find out what your thoughts are on L and if this is where you would be in this space. What would be your other choice if not L.
Thanks as always.

Q: Your comments re today's aftermarket acquisition and share issue announcement would be appreciated.

Thanks in advance

Q: Can you suggest one or two names for a TFSA investment?
Thank you.

Q: I'm looking to add a stock to my TFSA. Thinking of KXS-T. Do you agree or have another suggestion. Thanks

Q: Hi, What would be a fair market price for the new 4.65% $1000 new debentures, based on 7 years term, discounted cash flow and conversion price of $182.51 per common share, in view of shares trading at current level ? Thanks

Q: In an April 2nd answer pertaining to a question about PBH, you stated that it is not cheap at 27X earnings. Both TD WaterHouse & 5iResearch’s company page states PBH’s P/E ratio is about 44X. Does the 27X figure refer to the forward P/E. If it does, from where did you obtain that figure & is it possible for 5iResearch clients to have access to companies forward P/E ratios. Thanks … Cal

Q: Hello 5i, I am up over 70% on this company. So I am wondering if it is time to consider selling or should I accumulate more. It's still under 5% of my portfolio. Do you see any reason to sell? What is your assessment of the company. They seem to be doing all the right things for some growth. Do you see anything in the near term that could cause some downward pressure? Thanks for your service..

Q: What are your 5 best picks for dividend growth stocks with an appropriate valuation?

Q: Hi team,

I'm putting money towards my TFSA (10K) and was wondering what you think would be the best way to invest it. I was considering starting with 5 stocks: PBH, SIS, CSU, KXS, TOY. My second thought was choosing 2-3 of those stocks and adding in ETF's. Thirdly, I was thinking to invest investing fully into ETF's. I would say that I'm in between balanced and growth in terms of risk.

What are your thoughts? And if the ETF route, which would you recommend?

Thanks in advance,

Jon

Q: Hello Peter, Ryan and Team,

Which 5 management teams are currently the best capital allocators in your view. I am guessing CSU would be up there. Who else?

Thank you,

Wes

Q: My son wants to start a TFSA. I have suggested he begin with 5 stocks. Has about 57.K to invest. How do you feel about the number of stocks and the ones listed ? Many Thanks

Q: What do you think of the Convertible Debenture issue announced today ? Thanks

2018-03-15 16:33 ET - News Release
Mr. George Paleologou reports

PREMIUM BRANDS HOLDINGS CORPORATION ANNOUNCES $150,000,000 FINANCING OF CONVERTIBLE UNSECURED SUBORDINATED DEBENTURES

The debentures will bear interest from the date of issue at 4.65 per cent per annum, payable semi-annually in arrears on April 30 and Oct. 31 each year commencing Oct. 31, 2018, and each will have a maturity date of April 30, 2025.

The debentures will be convertible at the holder's option at any time prior to the close of business on the earlier of the maturity date and the business day immediately preceding the date specified by the company for redemption of the debentures into common shares at a conversion price of $182.51 per common share, being a conversion rate of 5.4792 common shares for each $1,000 principal amount of debentures.

Q: If they missed earnings by a wide margin, .62 vs expected .91, and also missed badly on revenue, would you know why the stock is up over 3% and not down big?

Q: In your recent answer regarding Premium Brand's earnings, you mentioned earnings expectations was 71 cents. I thought expectations was 91 cents. Can you confirm it was 71 cents? Perhaps I am mistaken.