Q: I sold off most of my position in Leon in last spring panic, regretting. The stock is down today, is it time to jump back. I cannot find any negative news on it.
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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: Can you list a few companies you think are undervalued today?
Q: I’m considering the addition of LNF, SLF, and EIF to RRSP. Would you recommend buying them at the current levels for 3 years?
Thank you very much for your advice.
Thank you very much for your advice.
Q: What are yours thoughts on LNF now? Stock has been going down this past week! Is the stock still good for income? Thanks! Rossana-
- Park Lawn Corporation (PLC)
- North West Company Inc. (The) (NWC)
- Premium Brands Holdings Corporation (PBH)
- Leon's Furniture Limited (LNF)
Q: Retired, dividend-income investor. I own the following Cons Staples = NWC, PBH, PLC, as well as I am building a Cons Discretionary position in Leon's.
I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.
Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.
Thanks for your help...much appreciated...Steve
I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.
Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.
Thanks for your help...much appreciated...Steve
- Photon Control Inc. (PHO)
- Algonquin Power & Utilities Corp. (AQN)
- TFI International Inc. (TFII)
- Leon's Furniture Limited (LNF)
Q: Of the above mentioned stocks, which would you choose as a current buy with the most growth potential.
Thanks 5i I am so grateful for your excellent service.
Thanks 5i I am so grateful for your excellent service.
- Magna International Inc. (MG)
- Income Portfolio (Income)
- Growth Portfolio (Growth)
- Balanced Equity Portfolio (BEPORT)
- goeasy Ltd. (GSY)
- Leon's Furniture Limited (LNF)
Q: Can you please advise which one would you consider as a value stock as of today price from your Model, Growth, Income portfolio?
Thanks for the great service.
Thanks for the great service.
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Leon's Furniture Limited (LNF)
Q: Which do you prefer for Total Return...long term hold.
Thanks...Steve
Thanks...Steve
- Park Lawn Corporation (PLC)
- Royal Bank of Canada (RY)
- BCE Inc. (BCE)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Chartwell Retirement Residences (CSH.UN)
- Alaris Equity Partners Income Trust (AD.UN)
- North West Company Inc. (The) (NWC)
- Premium Brands Holdings Corporation (PBH)
- Leon's Furniture Limited (LNF)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Nutrien Ltd. (NTR)
- Shaw Communications Inc. (SJR.A)
- Evolve Global Healthcare Enhanced Yield Fund (LIFE)
Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).
I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.
Thanks for your help....Steve
I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.
Thanks for your help....Steve
- Hamilton Thorne Ltd. (HTL)
- StorageVault Canada Inc. (SVI)
- AutoCanada Inc. (ACQ)
- BRP Inc. Subordinate Voting Shares (DOO)
- Savaria Corporation (SIS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Leon's Furniture Limited (LNF)
- MTY Food Group Inc. (MTY)
- Sleep Country Canada Holdings Inc. (ZZZ)
- ECN Capital Corp. (ECN)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Leon's Furniture Limited (LNF)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Leon's Furniture Limited (LNF)
- Transcontinental Inc. Class B Multiple Voting Shares (TCL.B)
Q: Can you provide some ideas for income generation either individual names or etfs that you think look attractive during this market selloff
- Magna International Inc. (MG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Leon's Furniture Limited (LNF)
Q: I currently hold XCD and would like to 2 names for a RRSP , will not be withdrawing money for 10 years and would like to know which 2 names from AW.UN, MG or LNF would you add?
Thanks
Thanks
Q: Hey guys,
You answered a question regarding LNF about hidden real estate of about 100M. Bill Harris' estimate is closer to 800M to 900M in today's market. They have 369M in cash , as of 2020. Market cap of 1.6B - real estate 800M-cash leaves 369 M = ~500M for the business. 160M earnings last year gives me a P/E ratio of 4-5. Which seems like a dream.
Is this a flawed way of thinking about valuation? Leon's has a boring name with little analyst coverage, A Peter Lynch special. What will it take for the market to figure it out?
You answered a question regarding LNF about hidden real estate of about 100M. Bill Harris' estimate is closer to 800M to 900M in today's market. They have 369M in cash , as of 2020. Market cap of 1.6B - real estate 800M-cash leaves 369 M = ~500M for the business. 160M earnings last year gives me a P/E ratio of 4-5. Which seems like a dream.
Is this a flawed way of thinking about valuation? Leon's has a boring name with little analyst coverage, A Peter Lynch special. What will it take for the market to figure it out?
Q: In your expert opinion are there any super mispriced stocks that need time and patience and should eventually produce solid returns?
Q: Looks like LNF beat estimates and the stock really took of..(sigh). Can you please comment on results. Did I read correctly they currently have $400 m FCF and how this compares to the industry?
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- TMX Group Limited (X)
- TFI International Inc. (TFII)
- Savaria Corporation (SIS)
- Leon's Furniture Limited (LNF)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: For New money to initiate positions which 5 stocks in each of the portfolios would you recommend investing. On a related note, is there a reason you don’t put buy or hold or buy up to prices in any of the portfolios, or is your stance if it is in there it is a buy regardless of how much a stock may have run up since it was originally recommended.
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Leon's Furniture Limited (LNF)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Boyd Group Services Inc. (BYD)
Q: I currently own BYD and DOL and would like to add 2 more stocks to this sector, which one of DOO, GOOS,MG and LNF would you add today?
I am also need to increase my US holding so can recommend a ETF in this sector as well on the US and Cdn $ ?
Thanks
I am also need to increase my US holding so can recommend a ETF in this sector as well on the US and Cdn $ ?
Thanks
Q: hello 5i:
I understand you look favorably upon LNF, looking back at questions asked and the weighting in the Income portfolio. But, looking at Operating Cash Flows: I see $2.51 for 2019, estimates of 3.93 for 2020 and a deceleration to $1.96 for 2021. That is a big drop, and should mean that the stock is currently, at best fairly valued and at worst, going to see a large reduction. Can you comment please, as I am interested in adding the company.
thanks
Paul L
I understand you look favorably upon LNF, looking back at questions asked and the weighting in the Income portfolio. But, looking at Operating Cash Flows: I see $2.51 for 2019, estimates of 3.93 for 2020 and a deceleration to $1.96 for 2021. That is a big drop, and should mean that the stock is currently, at best fairly valued and at worst, going to see a large reduction. Can you comment please, as I am interested in adding the company.
thanks
Paul L
- Leon's Furniture Limited (LNF)
- Wayfair Inc. Class A (W)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: How would you rank Wayfair, Leon’s Furniture, Canada Goose, and Aritzia? How would you rank their balance sheets, management, and potential in the next 5-10 years?