Investment Q&A

Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.

Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.

Also could you please rank in terms of estimated dividend growth going forward - best to least.

Thanks so much!

Q: Please list these companies in order of which to dispose off. They are in a RRSP with no tax complications and I would like to top up a pair of other positions. HLF, HR.UN and BBU. THANKYOU

Q: Clearwater Seafoods recently issued a press release indicating that they were evaluating strategic alternatives, among which I believe could be the sale and privatization of the company. In the event that CLR is sold and goes private, what suggestions would you have in the consumer staples sector to replace this investment?

Q: Looking for comments on this one regarding their last quarterly performance. I recognize that debt has been significant, but if I am reading correctly, much of it is due >5years out. Does that assuage your concern somewhat?
Thanks!

Q: Hello , can you comment on high liner earnings?

Thank you
Stephane

Q: I need to raise some cash. Please rank in order which company is worth holding onto for potential growth?
Thanks

Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.

Q: Hello
Could you give your thoughts on recent TA and HLF earnings?
Thank you.
Stephane

Q: This company has been going up nicely lately. Why? Do you see it as a buy now?

Q: I own a small position in HLF (775 shares). Would you suggest dumping them even if at small loss to get that money working somewhere smarter or is there hope for a share price recovery in the near-term (next 12 months)? My take is that there have been some decisions made to correct the course but I am not super optimistic. Any thoughts appreciated.
Thx,
M.

Q: Hello Peter & team: What's your opinion on the above mentioned companies which have P/B < 1, and have a decent dividend yield; with LB, TCL.a and MIC as Dividend Aristocrat. In what order of preference will you rank and which to stay away for now. Thank you.

Q: What is your analysis of these 2 companies. Are they buy-able for the next 1-2 years and which one would you prefer or would you pass on them.
Thanks Gary

Q: Hi Guys.
I have owned High Liner for quite a while and am fine waiting through their hopefully successful turnaround. With the earnings report today I thought the stock would fall but it is up 3 % today. I saw this statement in the earnings release and it seems to suggest the dividend will be cut:

Dividend & Capital Structure

"Today, the Board of Directors of the Company approved a quarterly dividend of CAD$0.145 per share on the Company's common shares payable on March 15, 2019 to holders of record on March 1, 2019. The Board is continuing to review the Company's capital structure to determine the prudent use of capital and will provide an update when the Company reports its financial results for the first quarter of 2019 in May."

What do you think people saw positive in the earning release? Any idea of what the dividend payout ratio is, and whether it is safe?

Love your service

Stuart

Q: Do you know please what is the short interest on this stock?
Thank you

Q: In regards to High Liners earnings results they seemed exceedingly bad and the conference call did not outline much chance for a recovery before 2020. Did I miss any positive points? There was not really any discussion of a dividend cut other than a statement about "a review of its capital structure to determine the most prudent use of capital." Do you think a dividend cut is likely? In your opinion would private equity ever be interested in this company in a turn around situation?

Thanks

Q: I’m down approx. 25%. Is the dividend safe? Should I buy, hold or sell? Thanks

Q: I'm down 70% on HLF. Any chance this company could go bankrupt? I don't mind hanging on to recoup some of my losses but I would rather not watch it go to zero.
Thanks

Q: Hello I was wondering what you thought of HLF earnings.? The stock is down so much this year but it has been here before and came back. Do you see this being an entry point for a long term buy for another ride up? Do you think it will need to cut it's dividend 8% + currently? Thanks again for the great service.

Q: What happened ?

Q: Since your last comment on HighLiner on July 3, the stock has gone down another approx 12%. I am very tempted to purchase a small position, but am a bit afraid that this is a "falling knife", with perhaps a dividend cut in the works.
I would appreciate your opinion as to the risk / reward at this point.
Thanks!