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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: PBH has consistently been one of your top 3 growth stock recommendations lately. Based on your recommendation, I am keen to initiate a position. However, every time I look at the stock chart it seems like it may be over-valued. When PBH Revenue and gross profit increase 25% year over year, but the stock price increase 55%, doesn't this indicate that PBH is over-valued? If PBH P/E is currently 36, isn't this trading at a premium to it's average P/E and there's more downside risk that it will return to trading fair value?
How do you calculate PBH as being one of the best valued stocks today?
Read Answer Asked by Curtis on October 17, 2017
Q: PCG stock price has tumbled fast for reasons that are most unfortunate. Many customers are suffering due to power outages and some or all the blame might be attributable to errors by PCG. Given that electric utilities should be in higher demand due to our migrating from fossil fuel to cleaner power: (1) is PCG now a buy at its depressed price? (2) Should one wait for clarification on who or what caused the fires in California? (3) If interest rates rise as expected in December, how would PCG share price be affected? (4) If PCG is found to be at fault, could it survive a multi-billion payments for damages and penalties? (BP has still not recovered from its environmental crimes)
Read Answer Asked by Adam on October 17, 2017
Q: Morning 5i team... apologize in advance for the length of my question!

Am I wrong in thinking we should all looking for who will be the future big winners in the Marijuana sector? Personally, I think this is going to be a significant global industry moving forward with lots of cash flow yet, on September 20 you said “We are really not endorsing any in the sector…” when asked what company should be looked at.

My question(s) is two-fold;

First, do you mind me asking which you aren’t endorsing any companies in this sector? Is it because you don’t see any quality companies at hand? Or is it more of a sector avoidance thing? And on that thought, do you have an opinion on how this sector could play out over the next 5 years?

Second, QCC recently announced a non-brokered private placement of units of the Company at a price of twenty cents per unit for aggregate proceeds of up to $1 million. I have visited QCC personally and met with Management. Their operation appears to be running well, they are very busy, are a proud group and are very optimistic re their new BOSS C02 extractor (oil production) which according to them is cutting edge technology. I have seen these units first hand and up close and they do look slick. They produce an incredibly pure product which is difficult and costly to do, and I think Cannabis Oil has to be the future as no one will be comfortable getting behind anything that is carcinogenic.

It appears the stock has seen a nice gain in the past few days. Do you think it’s because of the placement news? (I know it’s small) Or is there another reason at hand for the gain? Can you provide any additional insight on the future of this company, (I know they are small) and if the Private Placement is a good thing, bad thing, or irrelevant because of the size? And do you think there is a market for growers buying their "portable" extractor?

I’d love to get into a small company that takes advantage of the Billions sure to be spent on cannabis products over the next 10 years plus!

Thanks for all you do

gm
Read Answer Asked by Gord on October 17, 2017
Q: This morning I ask a question about fix income and recommended bshort duration bond ladders. You indicated that CLF or CBO would be your recommended choices. What is the difference?

Can you also recommend a short term bond ladder, corporate bond and preferred share ETF to hold USD in?

Thanks again!

DON
Read Answer Asked by Donald on October 17, 2017
Q: Good day - What are your best recommended/favorite oil and gas producers at this time? With and without dividend. Is a dividend paying producer something you would consider?
Read Answer Asked by Kirk on October 17, 2017
Q: My favorite stocks are those that go up year after year without a hitch, and have a decent dividend. You appear to favour the same kind, as above. But you have no utilities in your balanced portolio. Would you please contrast the growth rates, dividend growth, stability and safety of the above with regard to why a utility like Algonquin would not fit in nicely?
Read Answer Asked by John on October 17, 2017
Q: My partner has $25k to invest in a new TFSA. Was thinking that 5 stocks of $5k each might be a good initial starting point. Do you agree? And could you make suggestions of stocks to add based on a moderately to aggressive approach. Her other investments inside a RRSP are primarily mutual funds or ETF based. Thanks!
Read Answer Asked by John on October 17, 2017
Q: Would CPD be classified as 'fixed income'? What would be a recommended short duration ladder bond fund that you would recommend for diversification?
Read Answer Asked by Donald on October 17, 2017
Q: 5i. Thanks for heads up on SIA share issue through questions.

While I would like to get into seniors living reit and SIA with discount price seems like a good entry, I do have to sell another reit to do so.

I just picked up TCN (US housing)last week as entry to accumulate over time.
I have held HR (Retail and other) for years.

I like the idea of SIA one day being a take-out and it makes sense.

Would you advocate for a move from one or the other of the aforementioned reits to get into SIA?

Or will they all act similarly into and through 2018?

Thanks
Dave
Read Answer Asked by David on October 17, 2017
Q: I am in my late 30's, and I have a long-term time horizon. However, I find myself gravitating towards stocks with stable businesses that pay dividends. I currently own BEP.un, NWH.un, CSH.un, and SLF.
For a long-term, yet somewhat conservative investor, what are some companies that I should consider adding to my portfolio? Thanks in advance!
Read Answer Asked by Jonathan on October 17, 2017
Q: I am trying to gage if these stocks will surprise us in a positive way let’s say a 6 months to a year from now. In other words I am trying to think ahead of the curve.

-Considering how well Bitcoin has done will hive-tsx.v follow in its footsteps ?

-Solar. No one talks about it so much anymore.  Is this the calm before the storm.  Is this little known stock uge:tsx.v poised to do shout up?

 -Is ostk.n  the next eBay ?  Amazon ? Shopify?

 -Robotics.  Definitely the way of the future .  Are these 2 eft a good buy ? ( Botz and Robo ) . 

 Or are there other companies that are strongly recommend today that would appreciate in stock value ?

Thanks so much for your input.

Barry from Montreal.

Read Answer Asked by Barry on October 17, 2017
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