Q: K-Bro Linen has had a nice increase since your last comment on Nov 12, 2020. Has your outlook been revised on this based on the current share price? I hold a very small position. Would you still hold, or consider other alternatives elsewhere?
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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: Which to move from an investment account into a TFSA?
KBL or BAM.A?
John
KBL or BAM.A?
John
Q: Please share your views and analysis of KBL Q3 results. Is there a case for added/buying more considering future prospects?
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BCE Inc. (BCE $32.70)
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Enbridge Inc. (ENB $66.24)
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Canadian Imperial Bank Of Commerce (CM $118.73)
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Canadian Natural Resources Limited (CNQ $44.44)
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Power Corporation of Canada Subordinate Voting Shares (POW $66.72)
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Fortis Inc. (FTS $72.12)
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AltaGas Ltd. (ALA $41.19)
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Algonquin Power & Utilities Corp. (AQN $8.09)
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K-Bro Linen Inc. (KBL $36.50)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.19)
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.78)
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Nutrien Ltd. (NTR $78.52)
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Mistras Group Inc (MG $11.63)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $65.56)
Q: Hello Peter, I am intrigued after reading that a Canadian can earn about $50,000 per year of dividend income without paying any income tax. I know about your income portfolio of course, but with a view to maximizing just Canadian eligible dividend income, what would you think of the following portfolio of 14 stocks. Equal weighted, the stocks would yield 5.3%. (Disregard lack of market diversification; this can be achieved in one’s registered accounts.) Also, if one wanted to pare down the list to 10, which 4 would you delete?
BCE, CM, ENB, FTS, CNQ, AQN, CPD, FSZ, MG, KBL, POW, ALA, BIPC and NTR. Thanks!
BCE, CM, ENB, FTS, CNQ, AQN, CPD, FSZ, MG, KBL, POW, ALA, BIPC and NTR. Thanks!
Q: Please share your assessment of Q2 2020 results and any highlights from conference call.
How long would it take for the hopsitality/hotel segment to recover to reasonable levels?
Thank you.
How long would it take for the hopsitality/hotel segment to recover to reasonable levels?
Thank you.
Q: Thank you for answering my question today, regarding which of some laggard stocks you would hold, sell or add to. But it seems you addressed "KBLT" instead of KBL (K-bro Linen). Would KBL be a hold, sell or buy? (Make this 'private' if you wish.) Thanks.
Q: Good morning:
This name is cheap at its current levels. Would you buy this stock?
Thank you
Mark
This name is cheap at its current levels. Would you buy this stock?
Thank you
Mark
Q: Dear 5i,
In your latest flash report April 13, 2020 you suggested that due to covid-19 there will likely be reduced EPS growth. You also mentioned there might be a dividend cut for conservatism. In your opinion is the dividend covered with reduced earnings expectations due to covid-19 challenges? If so, what percentage of earnings would be used to pay the current dividend if it not cut? If the dividend is cut, what do you think is reasonable?
thanks
Ian
In your latest flash report April 13, 2020 you suggested that due to covid-19 there will likely be reduced EPS growth. You also mentioned there might be a dividend cut for conservatism. In your opinion is the dividend covered with reduced earnings expectations due to covid-19 challenges? If so, what percentage of earnings would be used to pay the current dividend if it not cut? If the dividend is cut, what do you think is reasonable?
thanks
Ian
Q: I would have expected KBL to hold up better than what it has done in this crisis, especially given that they’re in the business of providing linen services to healthcare facilities. Are there other factors affecting the stock? Thx
Q: Hi,
Your opinion on KBL ? I would have thought it to hold up well as a much needed service. But it seems to be really getting hit hard today. Appreciate your perspective.
Your opinion on KBL ? I would have thought it to hold up well as a much needed service. But it seems to be really getting hit hard today. Appreciate your perspective.
Q: KBL seems to be holding up better than most.
Do you think it is considered attractive?
Do you think it is considered attractive?
Q: Could you please provide your latest excellent fundamental analysis of this company. With all the attention from the Corona virus I am thinking this company could benefit.
Technically it seems to be breaking out of a tight trading range formed over the last few years.
Thanks
Technically it seems to be breaking out of a tight trading range formed over the last few years.
Thanks
Q: Could you please give us your take on the recent quarter and KBL's future prospects. Do you think a possible Brexit could affect their UK investment (Fisher)?
Would you buy now or wait?
Thanks
Would you buy now or wait?
Thanks
Q: Hi, 5i
Could you confirm the gross margin appearing on your data providerP&l
78%!
...Better than cosmetics, is it for real?
Tanks
Could you confirm the gross margin appearing on your data providerP&l
78%!
...Better than cosmetics, is it for real?
Tanks
Q: I sold my K-Bro linen several years ago because I got nervous when they expanded --- a bit too much too quick I thought. But recent financial results seem OK. This should be a solid long term business.
Can you comment on my observations and more importantly on the quality of the management and board ?
Can you comment on my observations and more importantly on the quality of the management and board ?
Q: Hello,
Could you please comments on earnings and valuation of KBL. Do you still think it is expensive?
Thanks
Victor
Could you please comments on earnings and valuation of KBL. Do you still think it is expensive?
Thanks
Victor
Q: Hi 5i
What do you think of K-bro as an investment now? Thank you.
What do you think of K-bro as an investment now? Thank you.
Q: Good afternoon folks.
Could u please provide your expert opinion for this name. Are they considered a moat type stock ?
Thanks a bunch .
Mark
Could u please provide your expert opinion for this name. Are they considered a moat type stock ?
Thanks a bunch .
Mark
Q: Hello,
In an otherwise diversified portfolio, how would you feel about taking proceeds from disposition of ECI and investing in KBL for continued industrial exposure?
Cheers,
Robert
In an otherwise diversified portfolio, how would you feel about taking proceeds from disposition of ECI and investing in KBL for continued industrial exposure?
Cheers,
Robert
Q: Earnings comment