Q: Could you please comment on Premium Brand earnings release. They increased the 2018 full year guidance. Is it material ? 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.
Q: Hi, would appreciate if you can provide estimates for upcoming earnings release. Thanks
Q: hi Peter when does the PBH contract to provide sandwiches to Starbucks expire? what percent of revenues does it account for? thanks Richard
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FLIR Systems Inc. (FLIR $57.34)
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Kinaxis Inc. (KXS $182.12)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
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Box Inc. Class A (BOX $32.94)
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Rapid7 Inc. (RPD $18.62)
Q: Hi 5i - I want to add one CDN and 2 US stocks to my well diversified portfolio. Can you recommend a few that look attractive at the moment? I'm looking for small to mid cap growth, and have a 15yr time frame. Thanks!
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Enbridge Inc. (ENB $66.77)
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WSP Global Inc. (WSP $279.34)
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Algonquin Power & Utilities Corp. (AQN $8.11)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
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goeasy Ltd. (GSY $158.29)
Q: Retired and looking to move 125,000$ 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
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?
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Premium Brands Holdings Corporation (PBH $95.79)
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Block Inc. Class A (SQ)
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Spotify Technology S.A. (SPOT $685.29)
Q: Please explain if the offering of subscription receipt would cause dilution in PBH
Please comment on the financial result of SQ & SPOT
Thanks
Please comment on the financial result of SQ & SPOT
Thanks
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Covalon Technologies Ltd. (COV $2.01)
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Photon Control Inc. (PHO $3.60)
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Premium Brands Holdings Corporation (PBH $95.79)
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Knight Therapeutics Inc. (GUD $5.77)
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Savaria Corporation (SIS $21.34)
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Pollard Banknote Limited (PBL $21.52)
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Reliq Health Technologies Inc. (RHT)
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.
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.
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Sun Life Financial Inc. (SLF $86.24)
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TELUS Corporation (T $21.34)
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Fortis Inc. (FTS $71.46)
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Vermilion Energy Inc. (VET $10.57)
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Stars Group Inc. (The) (TSGI $37.49)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
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.
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BCE Inc. (BCE $33.46)
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TC Energy Corporation (TRP $73.93)
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Loblaw Companies Limited (L $56.50)
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Premium Brands Holdings Corporation (PBH $95.79)
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
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.
Thanks as always.
Q: Your comments re today's aftermarket acquisition and share issue announcement would be appreciated.
Thanks in advance
Thanks in advance
Q: Can you suggest one or two names for a TFSA investment?
Thank you.
Thank you.
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Photon Control Inc. (PHO $3.60)
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Stella-Jones Inc. (SJ $81.27)
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Open Text Corporation (OTEX $54.04)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
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goeasy Ltd. (GSY $158.29)
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..
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Sylogist Ltd. (SYZ $5.48)
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Sun Life Financial Inc. (SLF $86.24)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
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goeasy Ltd. (GSY $158.29)
Q: What are your 5 best picks for dividend growth stocks with an appropriate valuation?
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Constellation Software Inc. (CSU $3,936.19)
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Kinaxis Inc. (KXS $182.12)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
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Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
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
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
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Constellation Software Inc. (CSU $3,936.19)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
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Stella-Jones Inc. (SJ $81.27)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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Premium Brands Holdings Corporation (PBH $95.79)
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Savaria Corporation (SIS $21.34)
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
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