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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: Focus: Forestry Sector. No tax implications. One position: IFP.
5i compared/ranked:
- 2018-05-21: CFP vs WEF (Tim)
- 2018-02-05: WFT, CFP, OSB, IFP, WEF, CAS (Victor)
Today, in terms of overall 3-5 year total return including dividends, with some growth, please rank referenced stocks, with basic reasoning.

As usual, thank you for continued wise advice.
Read Answer Asked by Paul on July 16, 2018
Q: Morning 5I Team,
I was curious to ask what your opinions were about Cascades. The company is currently undervalued P/B, however the only issue is it's debt load. I really like how they own a majority stake in an Italian packaging company, which could grow significantly with the rise of online shopping in Europe.
If not, could you give any recommendations in this similar industry? (Boring and under the radar)
Thank you,
Read Answer Asked by Massimo on April 30, 2018
Q: I'm interested in taking a position in the forestry sector as this high flying sector is seemingly under the radar. Of the following main stocks in forestry: WEF, CFP, CAS, IFP WFT, OSB, kindly rank them in the order of which ones should have the highest growth potential in the next year or so. Thanks.
Read Answer Asked by Victor on February 05, 2018
Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L
Read Answer Asked by David on October 17, 2017
Q: Hi Peter and team,

Reading some of your past comments on Cascades Inc your main concern is with their large level of debt. Looking at MSN.com, they show that the company has a debt/equity ratio of 1.2. When comparing this to another company that you really like (GSY), MSN.com shows that it has a debt/equity ratio of 1.5 - much higher than Cascades, but you don't ever mention the higher debt/equity ratio of GSY.

Could you please tell me why Cascades debt level is a much greater concern for you than GSY's debt level, even though GSY has a much higher debt/equity ratio?

I'm considering purchasing one or both of these stocks and just trying to understand why your much more negative on Cascades than GSY (and I know they're in different sectors and tough to compare the two).

Cascades trading much lower than price to book and looking pretty attractive at these levels.

Thanks in advance
Read Answer Asked by Jason on October 04, 2017
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