Q: Is PLC a good long term buy and hold
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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: You have said that you prefer tsgi over pbl. Looking at the financials the roe, roi, debt, eps growth, price to cf is better at pbl than tsgi. What is the reason for your preference?
Regarding plc can you tell me what the reason is for the huge earnings spike in 2021?
Regarding plc can you tell me what the reason is for the huge earnings spike in 2021?
Q: Please comment on the results of these companies. Thanks
- Park Lawn Corporation (PLC)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: During this pullback I have been adding what I think are high quality Canadian mid to large caps with decent growth profiles and pretty good balance sheets (CAE, TOY, GIB.a, WCN, KXS, X).
I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.
Thanks.
John
I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.
Thanks.
John
- Sylogist Ltd. (SYZ)
- Park Lawn Corporation (PLC)
- Photon Control Inc. (PHO)
- Enbridge Inc. (ENB)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Sienna Senior Living Inc. (SIA)
Q: hello, when do the above report and what are the eps/ rev expectations? Thanks
Q: Have this in a rrsp. Would you sell and then buy toy, csu or Wsp instead?
Q: The PE for PLC in your report is 24.4. On the TMX website the PE ratio is 109. Can you please explain this discrepancy ?
Q: PLC has been in a freefall since hitting a high in latter August. Are these latest acquisitions causing a debt concern. Any comments?
Carl
Carl
- Park Lawn Corporation (PLC)
- Enbridge Inc. (ENB)
- Saputo Inc. (SAP)
- Constellation Software Inc. (CSU)
- Pembina Pipeline Corporation (PPL)
- Maxar Technologies Inc. (MAXR)
- Stars Group Inc. (The) (TSGI)
- Freehold Royalties Ltd. (FRU)
- BlackBerry Limited (BB)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Ag Growth International Inc. (AFN)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Boralex Inc. Class A Shares (BLX)
Q: Hello, I am a young retiree in my sixties I have a portfolio focused on growth while promoting dividends. I would like to add to the titles mentioned so that they reach 5% of the portfolio. Could you place them in order of preference according to these criteria with a horizon of 3 to 5 years. Feel free to suggest reducing or eliminate any of them to free some cash to add to others. Thank you
Q: What are your thoughts on the latest quarter? Again it seems to be below estimates (at least on Earnings) but it appears the market likes it, despite the loss after one-time adjustments.
Q: I acknowledge that these two stocks operate in two different industries but which one has the best long term prospects for dividend growth?
PLC appears to be more expensive but the business they are in is stable. Good looking chart.
STN has been flat over the past 5 years and perhaps is building a base. Would you agree? Is their water business significant enough to have any impact on their future?
Thanks.
PLC appears to be more expensive but the business they are in is stable. Good looking chart.
STN has been flat over the past 5 years and perhaps is building a base. Would you agree? Is their water business significant enough to have any impact on their future?
Thanks.
Q: hello 5i:
I'm interested in PLC (should never lack for business), BUT I notice the company has a so-so record of meeting Operating Earnings, and a dismal record of meeting Operating Cash Flow projections. This doesn't inspire a lot of confidence in the company, and so provides me with a bit of a quandry. Can you comment? Do YOU think the company will be able to achieve or beat projections in the future, as they haven't in the past? Why?
Paul L
I'm interested in PLC (should never lack for business), BUT I notice the company has a so-so record of meeting Operating Earnings, and a dismal record of meeting Operating Cash Flow projections. This doesn't inspire a lot of confidence in the company, and so provides me with a bit of a quandry. Can you comment? Do YOU think the company will be able to achieve or beat projections in the future, as they haven't in the past? Why?
Paul L
Q: I'm going to start shifting my holdings toward 5I's income portfolio over the next several months. Which two stocks from that portfolio are the most compelling buys at the moment?
I hold Brookfield Renewable and Enbridge.
I hold Brookfield Renewable and Enbridge.
- Park Lawn Corporation (PLC)
- WSP Global Inc. (WSP)
- Parkland Corporation (PKI)
- Tricon Residential Inc. (TCN)
- Valener Inc. (VNR)
Q: Hi can you give me your top 5 dividend paying stocks with a drip I am looking for a 3 to 5 percent discount on the drip thanks
- Park Lawn Corporation (PLC)
- Visa Inc. (V)
- Methanex Corporation (MX)
- Block Inc. Class A (SQ)
- Box Inc. Class A (BOX)
- Rapid7 Inc. (RPD)
Q: My wife and I are looking for growth and have a high tolerance for risk in our TFSA accounts. We have full positions in SHOP, TSGI, KXS, GSY, SIS, PHO, PBH, COV and half positions in RHT, WCP, GC and GUD. These will remain long term holds as long as there’s no material change in any company. We’re considering CSU and TOY. Could you comment on purchasing these at today’s prices and indicate potential future headwinds (China dispute on TOY). As a second question do you have any other suggestions that look particularly interesting to you today? Thanks for your incredibly valuable service.
Q: I am thinking of selling SJ and buying some of the others above
What is your opinion
Ernie
What is your opinion
Ernie
Q: Looking 5 years out, which of these two stocks do you think have the best potential for growth in both share price and dividend?
I am thinking of switching from ECN to PLC after reading your new report on PLC.
Thanks!
I am thinking of switching from ECN to PLC after reading your new report on PLC.
Thanks!
Q: Hi
I refer to Stuart's question concerning PLC.
When Arbour Memorial went private, I made very good money.
PLC was the only opinion available in Canada so in April 2015 I first purchased at $12.90, then at $13,.9 in 2016 and 2017 at $18.98 .
One of my kids is in the funeral business and speaks very highly of what they are doing.
Hope this helps.
All the best
I refer to Stuart's question concerning PLC.
When Arbour Memorial went private, I made very good money.
PLC was the only opinion available in Canada so in April 2015 I first purchased at $12.90, then at $13,.9 in 2016 and 2017 at $18.98 .
One of my kids is in the funeral business and speaks very highly of what they are doing.
Hope this helps.
All the best
Q: Hi Peter/Ryan
I owned Park Lawn for about a year and did quite well on it before selling. Interested in getting back into it. One reason I got out was bad memories of the Loewen ( https://en.m.wikipedia.org/wiki/Raymond_Loewen ) group which I am sure you remember. I assume Park Lawn is more conservative with dept? Obviously Service Corporation is much bigger but in terms of valuation how do they compare?
Much thanks
Stuart
I owned Park Lawn for about a year and did quite well on it before selling. Interested in getting back into it. One reason I got out was bad memories of the Loewen ( https://en.m.wikipedia.org/wiki/Raymond_Loewen ) group which I am sure you remember. I assume Park Lawn is more conservative with dept? Obviously Service Corporation is much bigger but in terms of valuation how do they compare?
Much thanks
Stuart
- Park Lawn Corporation (PLC)
- Constellation Software Inc. (CSU)
- Stars Group Inc. (The) (TSGI)
- Kinaxis Inc. (KXS)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Hi Peter and Staff
Helping a friend - wanting to start a small position in 3 of the above -5 year timeframe - which would you pick ? I am guessing CSU is first ?
Thanks for all you do
Dennis
Helping a friend - wanting to start a small position in 3 of the above -5 year timeframe - which would you pick ? I am guessing CSU is first ?
Thanks for all you do
Dennis