Investment Q&A

Q: What is your opinion of these 2 stocks for Income and protection of capital.

thanks Valter

Q: Regarding ADW, back in February you indicated you would be fine holding for a while and that the worst was possibly over. At that time, the stock price was between $7.00 and $8.00 from Feb 22 to Mar 22. What are your thoughts now that stock price is in the $ 5.00 range ? Should I continue to hold until the next earnings release (I am getting the ~ 5% dividend which is some help). What are expectation for next earnings and at what point do I cut my losses and move on (how bad would earnings have to be) ??

Q: Hi team,
I have been a long term holder of ADW and overall with dividend and trimming at prior highs will come out just above par with this holding, which is not desired for multi year, but a nice learning experience for me.
I am thinking of selling and splitting between tc energy, sun life and alphabet. The first two for greater yield play, and all three on the belief that on positive macro news all will perform better relative to ADW (small cap, debt level, your B rating, consumer lag on discretionary).

Thanks for your thoughts.

Q: I am currently down on the following stocks and etf's and am considering buying more in order to average down. Are there any of the following that you would not purchase at this time?

Q: It has been said that one should expect 1/3 of your stock selections to meet your expectations, 1/3 to exceed and 1/3 to fail. It's been quite a while since I have experienced the last one....real believer in asset allocation and position size.

I bought ADW.A in my TFSA at $10, then $9 then $8 building up a position. It is now at $6. Fortunately it is a small position, which was bought thinking it looked ripe for a reasonably quick rebound. Ummm....not! Also in my TFSA is PLC, XIT and NNRG.

In the spirit of "water the flowers and pull the weeds", I am thinking of flushing the wine and redeploying the proceeds....adding to existing positions in NNRG (sooner) and XIT (later). As both NNRG and XIT skyrocketed I took partial profits, so I see this as a win-win, adding back in at lower prices and working towards an improved asset allocation.

Thoughts?
Thanks...Steve

Q: Wonder if you could update your thoughts on Andrew Peller. Am a long-time shareholder (>25y). Company is profitable, good yield (~4.3%), great properties (and all 4 properties I visited in Ontario this past weekend were quite busy). Why do you think it's trading near 52-week low (and near 7-yr low)? Usually, alcohol-related companies tend to weather recessions (and recession worries) well, but this does not appear to be the case with ADWa/ADWb. Thoughts?

Ted

Q: Do you know when is the next earnings report, what is expected ?
TMX shows Jun15. Mind you, I'm allergic to the "new" TMX web site...
Thanks

Q: I would like to get your thoughts on ADW.A today. I am down ~35% and there seems to be no investor confidence in this stock. It should be a reopening idea which should start performing as we are lifting restrictions. Would you add to a position or has the stock has become a falling knife.
Also, I have heard Peter suggest it is not when to buy a stock it is knowing when to sell. What criteria would you use to determine a sell?

Thank you

Q: Your thoughts on yesterday's quarterly release? I own a small position in my TFSA and am patient. My belief is their fortunes are tied to the ending of Covid. Their press release indicated status quo until some time in 2023. Worth continuing to hold?

Thanks...Steve

Q: Just wondering if I should move on after latest earnings report or give it till the summer months to recover.
Would like move into some beaten down small cap names that recently had good earnings…

Q: Retired, dividend-income investor who usually has ALL of my cash at work. I am currrently sitting on roughly 2.5% cash and am considering topping up the above holdings to achieve my asset allocation targets.

Q#1 = Assuming a diversified portfolio, if I wanted to deploy my remaining minor amount of cash, in what order would you spend it and why?

My view is as follows:
First = PBH and WSP (good value right now = fundamentals and technicals look good, if you ignore the death crosses).
Second = ZRE (should do ok in a rising rate environment?).
Third = XIT (wait until at least the first interest rate increase has happened?).
Last = ADW.A (may need another quarter or two to get past the Covid impact).

Q#2 = or should I continue to sit on this cash if you think there are better opportunities coming in the future. It's not as if this minor amount of $ is going to make a huge impact on future performance.

Thanks...Steve

Q: I have a small position in these companies, can you rate them a Buy, sell or hold.
Take as many credits as required. Thanks.

Q: Can you please comment on results and did you tune into the earnings call? I'm down on this small position I hold, since the 5i report.

Q: Hi, 5i team
Do you still think ADW.A a hold after recent (Aug/05) sell-off? You recommend a "hold" after the first sell-off aroun Jun/22. By the way, what is the reason for the price drop this time? What is your view about the company's performance in the next couple of years?

Thanks so much!

Q: Hello, my 2 smallest TFSA holdings are ADW.A & WCP. Sold a loser stock and considering adding to one of the above companies. I usually hold for longer term. Which one would you recommend.
Thanks Roy

Q: I own all 5 of these stocks and they all reported in the last 24 hours. Thoughts on the latest quarter for each ?

Q: Please comment on Q2 results for both ADW.A and MFC.
Thanks...Steve

Q: Hi Guys

In regards to Andrew Peller do you regard the latest quarter, and margin issue, as more a short term issue related to the pandemic or more suggestive of a longer trend issue? It seems that the stock is not expensive, relative to other spirit companies, at the $9.45 area it is trading?

Much thanks Stuart

Q: Thoughts on the quarterly results?
Thanks...Steve

Q: Any idea for the jump today?
Thanks