Q: Hello 5i, Can I get your analysis on PBH? I started buying over a yr ago and now it's up over 40%. Unfortunately I have not reached my full position and yet is now at the 5% weighting in my portfolio. From your analysis has it reached full value? It's EPS seems a little high for it's growth rate now? I do not plan to sell it as I like to invest for the long term. My folio has Utilities, Reits, Financials, Tech, Small % of Resource and Energy. Should I keep on accumulating on dips or wait for the valuation to catch up with the price?
Thank you for your service.
Q: Hi Peter I trimmed PBH and would like to reemploy thet capital .
My book on PBH is $18.80,
This is reg acc and growth is my interest .
Best Regards
Stan
Premium Brands' shares have not been doing well in the new year. I would appreciate your thoughts on possible reasons for this and whether you think they might re-gain their momentum in the near term.
Q: I planned on taking a full position in PBH this week but have been contemplating switching to SHOP with its growth potential. Disregarding sector allocation which of the two would you buy today if you could only buy one?
Are any of these companies likely to be affected by Trumps border tax? Also, could you rate your favourites of the above companies. I'm a medium risk investor.
Q: Cott continue to go go down as I am wondering if there is a better stock that I should invest in or should I continue to hold on or sell it and invest in PBH as I do currently own L but only at 2% weight.
My 21 year old son is looking to invest his $5,500 2017 TFSA contribution into 2 growth stocks. Which 2 would be top of your list today given his young age and long time horizon.
Q: Hey Guys, can you tell me why you recommend PBH over MTY. I know that a few managers have recommended MTY over the last couple years and I'm looking at the fundamentals of both and see positives to both. The stand out positive to MTY being the ROE. I like the better div with PBH and like its growth outlook. So I'd like to understand why you see PBH being better. Trying to expand my analysis abilities. Thanks!
Q: I currently hold these stocks in my TFSA. I want to max out my TFSA account for 2017. I have equal positions in all. Would you recommend to add to the exiting stocks or add a new stock(s) like SHOP, TOY, or KXS. Current holding are in the six figures. Thanks for your input.
Q: Thinking of buying ATD.B or PBH or both.Please advise,& if this is a good entry point or after Jan 20.ATD.B is trading in a range of low $60 to low $62 between Dec 1 & Jan 5 & PBH from $64 to $70(Nov 11 to Jan5) Does this range of former indicates that it is forming a base & the latter is at resistance.Please explain.Always appreciate U usual great services & views