Investment Q&A

Q: What is your opinion of the usefulness of the Shiller CAPE ratio, and is there a site where the CAPE is available for individual companies ?

Thanks,
Mark

Q: Please comment on potential of company as well as potential to get listing on Nasdaq. Any other comments would be appreciated. I devote upto 3% of my portfolio to speculative stocks.
Thanks

Q: please explain an etf hedged to Can. $, and an etf unhedged. which is advantageous when Can. $ rises, when Can.$ falls ?
thank you

Q: Retired dividend-income investor. On the company page, Park Lawn in listed as Consumer-Cyclical. On the Monthly Income Portfolio report, it is listed as Consumer-Non-Cyclical. I would assume the latter is correct...one would think that burial services would be considered a staple. Question #1 = Please confirm your view as to the appropriate sector for PLC.

I am light on Consumers and have been wanting to top up this sector, but am thinking of staying away from the Discretionary sub-sector until things attempt to normalize over the next few months or quarters. I currently own PBH and NWC, both food companies. I used to own MG, LNF, AW and I will reconsider them again at some point, especially LNF. Question #2 = What are your thoughts about taking a new position in PLC ? I have read your March 25/20 report which concludes with a B+ rating. Some of the current metrics look ok (P/BV, P/CF, P/S, Beta, forward P/E). However, I calculate the payout ratio to be 175%...am I right? Is the dividend sustainable? I see a ROE of 1% from one source and 8% from a 2nd source. Comments please...thanks.

Q#3 = I actually need two consumer stocks that pay a dividend, ideally over 3.0%, but I'm willing to bring the threshold down to around 2.5%. Would you please rank PLC, LNF, AW, MG and any other consumer stock your filter system could identify for me to consider.

Thanks for your help...much appreciated...take 3 credits...Steve

Q: What are your thoughts on two of my US holdings? PulteGroup's for its homebuilding and financial services and WPX Energy and its debt or financial stability

Q: I notice in your replies to questions about gold companies you rarely include Wesdome, although you have spoken positively about it in the past. Does this have to do with its size, valuation or are there other concerns at play?

Thank you as always. Keep well.

Q: company looks good on paper something seems wrong would you be a buyer at current price?

Q: Hi,
I read the Globe & Mail interview with Al Monaco this weekend and he makes no secret of the fact that Enbridge is on the hunt for an acquisition, or maybe more than one. The Spectra deal shows that he's not afraid to go big. With that in mind, could you identify some companies that might make suitable targets for Enbridge and, specifically, would Keyera belong on the list?
Thanks,
Peter

Q: I have stubbornly held on to this small cap oil company for years through thick and thin. It is currently heavily in the thin stage. They recently struck out on the Indonesia gas play and seem to have finally bailed on that country. On the other hand they have been upping their reserves of crude in Thailand and are sitting on a relatively large chunk of cash (it is currently trading at basically its cash balance value).
Their production costs are low and their customers in Asia pay prices on the higher end of the scale, especially since their crude quality is very sweet.
I expect some sort of return on capital (sale of remaining 50% stake in Thailand/large dividend from Thai joint venture etc.) in the foreseeable future.
Should I average cost down or finally sell and move on?

Q: Considering holding this company for the long term. What are your thoughts about it's long term viability and also, how well positioned is it for an eventually economic recovery?

Q: Hi gang , what would be your first pick?and why. 2-3 years term.

Q: Is there an interesting small cap ETF on the market. Having a few small cap positions which are stagnent I would switch
As always thanks for the great support

Q: Long time holder of NVU.UN with almost a double on the share price. Do you think the cash deal still happens?.....and could you make a few suggestions to replace NVU.UN. Distribution on the replacement stock (or REIT) is important but also looking for some longer term price appreciation. Bit of a "crystal ball " question but looking for a place to start doing some research. Thanks Ron

Q: Hello 5i,

It is looking like things are firming up on the supply side for oil. What companies in Canada and the US will best participate in the limited recovery? I have a full (under water) position in SU btw.

Thanks for the service.

Q: I would have expected KBL to hold up better than what it has done in this crisis, especially given that they’re in the business of providing linen services to healthcare facilities. Are there other factors affecting the stock? Thx

Q: Morning, Given a choice between these two, which one would you purchase? Alternatives? Long term holds in a diversified rrsp. Thanks

Q: Hello 5I Team
I currently have CAE and WSP as Industrials but I need to add 3 more Industrials to balance a bit more.
Can you give me a few suggestions in Canada that have been adversely affected or perhaps have weathered the storm fairly well so far.
Thank You
Clarence

Q: I currently own these stocks and am unfortunately under water on all of them.
Am considering selling two of these to incur a capital loss. Which of the two do you suggest I should keep?
With the funds raised from the sale I am considering doubling down on the remaining two. Or, adding either a Canadian or U.S. bank as another alternative. Would appreciate you comments on this strategy. And which Canadian bank or U.S. bank would you prefer.

Q: I have some U.S. cash to invest. I feel the U.S. market is going a little bit lower over the next few weeks and this will provide a great opportunity to capitalize on. Which of the above would you consider to have the best outlook ( or would you suggest buying a little bit of all four )??
Ed in Montreal

Q: Hi 5i team,

I see QSR will release earning on Apr 22nd and still forecast 1.26B/0.53 EPS for Q1 2020. With the current environment, does this sounds too optimistic? I still hold it but worry that it will have big dig if company misses earnings. Appreciate your input here.