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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: Seems like these active managers have been so out of favour that they now represent reasonable value. Some of the comments/questions recently have me thinking, I'm not so sure that the DIY investing model is for everyone. (No one could answer that better than 5i!) Since you have been on both sides of the investment industry do you believe that these firms will find their footing or do you think they are doomed?
Are these numbers correct?
AGF.B Yield 6.2% Payout Ratio 33% Debt 400M Market Cap 430M
CIX Yield 3.6% Payout Ratio 59% Debt 2.5B Market Cap 5B
GS Yield 9.14% Payout Ratio 81% Debt 50M Market Cap 350M

Would you please rate them based on total expected return(dividends and appreciation) over 3-5 years?

Thanks!



Read Answer Asked by Steve on November 20, 2018
Q: Is there an update to forward 1 year p/e ratio on these companies? Thanks
Read Answer Asked by Thomas on November 20, 2018
Q: Sorry, yet another question on Premium Brands. In your response to Jim today you noted that 5I would consider the management of PBH to be good. In their 2019 Outlook they indicate they are expecting close to $10 per share of adjusted EBITA. Also they expect revenue of $3.7billion. Both seem impressive numbers, if they can be relied on, and the latter is especially so given the current market cap is appx. $2.4billion.

Analysts have reduced their earnings estimates for next year from $5.54 to $4.53 giving a forward PE of 16 which is below the 5 year low PE of 23.

Debt seems on the high side at 1.26 times equity and management have noted they are paying higher interest rates because of the current debt to adjusted EBITDA ratio. However interest coverage seems reasonable at 4.3 and if the EBITDA comes in as they expect there might be some interest rate relief.

In light of this what reasons would you advance for not investing at todays price?
Mike
Read Answer Asked by michael on November 20, 2018
Q: I am about to sell ARX for a tax loss. Which is a better buy at the moment for the longer term hold?
Read Answer Asked by Stephen on November 20, 2018
Q: I asked a question after watching closing 10 nins of Peter on market call.
on listening to the full program later many of my questions were adRessed. so please ignore the question.
Appreciate cooments on the outlook for
DOO ,ZZZ,TCL.A AND MG
Read Answer Asked by thambirajah on November 20, 2018
Q: Hi 5I - I need some materials exposure and was looking at MX and CCL. Which one would you prefer for a 4-5% weighting or should I add both at say 3% each? Thanks, Neil
Read Answer Asked by Neil on November 20, 2018
Q: I currently have my 2 kids (2 and 4 years old) RESP's invested in TD's eseries funds (CDN, US, INT). The fees the last time I checked are 0.33, 0.35, 0.50 respectively. I chose e-series because of the low fees. I manage my own portfolio and don't want to manage stocks in 2 RESP's as well so I want to stick with Index funds or etf's for simplicity. I am wondering it if would save me enough money in fee's to change from the e-series funds to Vanguard etf's of the same category (CDN, US, INT) due to the lower fees. The Vanguard etf's range from around 0.05% mgmt fee and 0.06% MER for the CDN. Since the RESP's have many more years to maturity should I make the move to ETF's since they are about 1/3rd of the price or are we talking about pennies in the long run since the fees for both are already really low? Has performance been better in either?

Thanks,
Read Answer Asked by Adam on November 20, 2018
Q: In addition to diversified RSP, RIF, TFSA accounts, I have a small Trading account that I use for 'nice to have' rather than 'need to have'.
I have sold Photon and Reliq recently for tax loss and have 22% in cash which I would like to redeploy. In this account I am willing to take higher than average risk.
Current holdings are COV 9% (with small loss), TSGI 43% and SYZ 26% (both with good profit). Your suggestions for one or two stocks that you think have higher than average growth potential in the coming year would be appreciated.
Re your recent update reports - good timing with so much going on and I liked the format
Thanks as always.
Read Answer Asked by Alexandra on November 20, 2018
Q: Greetings, I have not asked a question for a while now (2 years?); here it goes. This seems like a good time to deploy some of my cash held in my TFSA. Can you suggest a stock similar to KXS in potential? Maybe GUD, PHO? Thanks as ever.
Henry
Read Answer Asked by Henry on November 20, 2018
Q: I know you have recommended growth stocks in a tfsa account
For tax reasons, what about fixed
Income portion in the tfsa and
Dividend and growth in a investment account for the same reason. I review the previous questions and couldn’t find anything
Thanks for the help
Sam
Read Answer Asked by Sam on November 20, 2018
Q: Hi Team, Sorry if asking again (asked on Friday) In the Consumer Staples, I hold PBH and will be adding some more and ATD.B. Would like to add a U.S. name, WMT or EL. Which would offer some growth in a volatile market? Total exposure to space would be about 12%Thank-you in advance. Sam
Read Answer Asked by sam on November 20, 2018
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