Investment Q&A

Q: Hi Peter and 5i Team,

Realizing that there are a number of catalysts that 'could' boost the share price of PBH, we're concerned that it will take too long. It was purchased several years ago for a TFSA at an (ugh) average cost of $122. The last time I looked, it was trading at $80.23.
Even with the dividends received (thank goodness for dividends in this case), we are still down $17,300.

Here's the question: Even with all the positive catalysts going forward, do you think that the share price will increase enough to at least break even when accounting for dividends? Or do you think that we should swallow the loss and move to something else that has a more attractive valuation and greater upside?

As always, your comments and insights are very helpful.

Q: What do you recommend for an ETF or actively managed fund which holds high quality (blue chip) stocks, and pays out some dividends?

Q: Could you name 7 canadian Cies that pay dividends, and have more chances in your vue to maintain their dividends during a bond crash / a bear market /or with US tariffs ?

Q: I have a half position in Kraken in a TFSA. Their PE is high though I see high sales growth this year with several contracts signed this year. Do we have any idea of what the next couple of years may show? Have Kraken give a 3-5 year plan? Do you believe in their chance of continuing at a high rate in the near future? It's easier for a small company to grow fast and not so easy later. Is there so much potential in their sector of activity that they can continue to grow at a fast clip?
Thank you for your analyse.

Yves

Q: Hi group what the suggested strategy to deal with proposed increase in withholding tax . I am hesitant to buy any more us stocks in my non registered +TSFA accounts ...maybe even sell some? i know we should wait until the prosed increase happens ...looking at US verses Canada stocks in general. Presently CAD are doing better so selling and replacing with CAD stocks may just work out just fine ...thoughts

Q: I have been keeping a good portion of our portfolio in cash, and for the last couple of years in GICs where the interest rate near 5% was ok. But some have and others are coming up for renewal and rates are now lower, around 3.25%, Would something like PPL be a reasonable alternative to earn a somewhat better return wth still a good degree of safety? Any other suggestions? Many thanks for your excellent service.

Q: Your thoughts and analysis of this Gold miner in Nigeria? Hitting new highs with an attractive dividend. Is it to risky or do you see it as a decent small investment?
Thanx Gary

Q: Can you comment on today's earnings report. Thanks

Q: If you submit a trade with a stop loss, can other people in the market see that stop loss. Is it true that someone can trade the stock down, pick out the stop loss and then the stock price goes back up? How does that work?

Q: Your opinion and recommendations on these Hammond companies, please.

Q: Hello,

I'd like to invest a portion of Industrial allotment to European defense and aerospace. Are there any ETFs that you recommend? Preferably on TSX, but I'm ok with US markets as well.

Thanks.

Q: Good thing tvk has become a over weight position of about 15%. If I trim whare would you deploy the cash.

Q: Re Fannie Mae FNMA - not in your system- but number one on the 5i blog's Rockets and Duds weekly list and others that seem to be exclusively US names, I would have more interest in following this feature if it had Canadian names, which I thought was 5i's expertise.

Q: They announced a big share offering but not the price, haven't seen that before?

Q: Since US listing GLXY is trending lower and it seems today May 28 is really getting crushed. Was it a case of buy the rumour sell the news? Has the bubble burst for it?

Q: I have an approx 3% (and declining) of my portfolio in Fico. It’s dropping like a rock lately.
I’m a long term investor. Would you hold or sell? Thanks

Q: Since you commented on NCi's earnings about 5 weeks ago, the SP has risen 60%, largely due to two announced purchase orders totalling more than $22M, not bad for a company whose market cap has only recently surpassed $100M. Good to see that trading volume has appreciated noticeably and Canaccord has initiated coverage although they may soon have to increase their price target. Have we got a winner here?

Q: If I were to add two of the big five banks - TD, CM, BNS, BMO and RY - to my portfolio for yield and long term growth, which of the two would you recommend?

Thanks.

Q: Peter; Having read your last comment I was intrigued by the 2025 EPS estimate of $3.30. What am I missing - I realize their last earnings was dismal at best - but is the $3.30 realistic. BTW when I was looking at the price quote and then went to the NEWS segment TRICAN came up - no SHLE News. Any idea why? Would you add here ? Thanks.
Rod
Rod

Q: Your thoughts please on the quarter?

Thx