Investment Q&A

Q: Can you suggest some US and Canadian high-quality value stocks with attractive valuations and, finally, that meet the "mundane" test. Heard a commentator discuss this recently. I think the idea is that if a high quality business is flashy, etc, its valuation would reflect that (say Coke or Berkshire Hathaway?). Other "mundane" companies would not (yet) have that prominence premium.

I'm not sure if this is the same as "deep value". Your comments and suggestions would be appreciated.

Q: Please advise of 10 companies (Canadian) I can buy in my new TFSA and add to and DIP for next 30 years , This will be my retirement.
Thank you
Cec

Q: Hello

I finally bought into the thinking that GSY is helpful for some of the Canadian population. I bought shares recently when I thought things were not looking so bad.
GSY investment has given me the experience of a Waterfall/ Falling Knife Chart and it appears to continue to drain away capital value.
Terrible investment for me despite being what I thought to be a decent buy point.

The valuation I know is compelling.........everyone says those useless words.
Does this company have the financial ability to make it through this crashing market?
What is the indicator that makes you believe it to be so?

Thanks

Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?

Q: Hi 5i,

I am calculating a fcf yield for go easy,
and Trisura as being 18% and 23.5% respectively ($20/$111 and $7.38/31.36). Both these companies are compounders with more revenue and earnings quarterly. How are they not table pounding buys here? Can you please provide your thoughts and comments.

Q: In todays market. Please rank these, with brief reasoning. As always. Thank you.

Q: Can you provide a list of 5 fallen angel stocks that you believe may rise from the ashes of this relentless market decline. Betting on phoenix companies that are down significantly so no thought to market, risk, sector.
Thanks

Q: I see you continue to have faith in Goeasy. On the weekend the Toronto Star had an article on potential reductions to the maximum allowable interest rate for the alternative lending market. As a longterm holder, and knowing of your previous position that this has been a potential concern for years, I’m wondering if this time is different. An unpopular government, public anger at corporate profits, a usury rate set when interest rates were much higher all lead me to believe the maximum rate might finally be reduced. Your thoughts please.

Q: Hi!
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?

Q: Recently rejoined 5I after fantastic run in earlier years and have dipped my toes in LNR. Plan to add increments regularly ( I live in Guelph). Agree?
Also can you advise on 3 best buys over the next 3 years.
Thanks,
Alex Reid

Q: good morning,
Sold this one for a tax loss about 35 days ago. What do you think about recent earnings and forecast?
Would you buy back in or something better such as ATA or BOYD or CAE.
It's classified as basic material on many websites but industrial on yours.

Q: I currently own the following banks (weightings): TD (5%), BNS (5%), BMO (2%). I'm assuming that swapping BMO (and its 2% weighting) for GSY would be better diversification, correct ?

Would this move create a big exchange of risk ?

Could GSY survive a prolonged economic downturn - eg. is the housing bubble a risk ?

Is today's valuation already pricing in a potential "tough lending environment" ?

In that scenario, would they have an adequate balance sheet survive ?

Q: With regards to Peter’s article titled Five Ways To Set Up Your Investments For Inevitable Recovery Of Market, he recommends investing now in growth stocks & small & mid-cap stocks. For each of those two categories could you please recommend 5 stocks for each group that meet the parameters Peter mentioned in the article. Thanks … Cal

Q: Today, do you see more future growth from owning a S&P 500 etf like VFV or from a balanced equity (BE) portfolio? I own all the BE stocks in my portfolio, and I have some new money to invest. Which 4 BE stocks would you over weight at this time ie what is your highest conviction stocks? Could you give a brief reason why? Would you wait until the US Feds raise rates coming in September? The markets dropped the last time the Fed raised the rate. Do you know the date? Or just invest right now?

Q: What are your highest conviction "value stock" picks, for long term total return, right now? Thanks!

Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.

Q: Hi group i am holding 30% in cash ($200,000). When should i start putting these $ to work?. I own several of the following companies + some i am looking to repurchase after selling in July to cover loses, in what order and at what price should i start to buy.

TOI, BAM, KXS,WSP,CSU.COST,GOOGLE,TFI,ECN,TSU,TCN,LLY DOL,L, QQQ,MG, BIF,RY,GSY


Thanks for your help and guidance deduct credits as you see fit

Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you

Q: Wow, it appears that there will be further, possibly much further decline in stock prices over the next while. That got me thinking/wondering about trimming of selling Canadian stock held in the TFSA....and these stocks are also held in a trading and registered account. Some, like ATZ and PBH are in the consumer discretionary sector, a sector that might be considered more risky in the current market setting. An others, like GSY that is the loan business, a subsector of the financial sector. And finally, there is industrials like TFII, and a US position in TT that also sells into Europe which is in turmoil. This is a sample of the holds that are still in a gain position. Would you consider trimming back to a more risk appropriate weighting, selling the ones in TFSA and avoid income tax or just hold and ride it out???....Thanks for your insight....Tom

Q: I need to take some profits to cover a margin balance. Which makes more sense to sell? GSY or KXS?