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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: Hello Peter and staff,
What are the PE ratios for all four companies? Would you consider PE for BCE and Telus to be on the high side? Also, any idea why ATA is not participating in the rally given good numbers, and do you think investors are waiting for next earnings from Nuvei as the stock is stuck where the short sellers pushed it to.. Thanks very much.
Read Answer Asked by umedali on February 07, 2022
Q: PKI's recent poor performance is well-documented but am I interested in a deeper dive as to why. Should its fortunes not have improved with the rise in oil prices? Or is the sky high price of fuel at the pumps resulting in lower volumes and thus decreased traffic in its high margin stores? Or is it something else? I have been a long term owner but my patience is just about exhausted and I am skeptical at best about the M & M acquisition.

Thanks for your views.
Read Answer Asked by Kim on February 07, 2022
Q: Further to the comments about the annoying super long questions: 5i, please consider using the Twitter format and limit the number of characters we can use in our questions. This will force us members to keep it sweet and short. 280 is plenty. Thanks
Read Answer Asked by Carlo on February 07, 2022
Q: Hello Peter and staff,
What are the PE ratios for both companies and what are the payout ratios for the dividends Is there site to help us calculate the payout ratios? Also, do both companies still offer good value or would you say they are fairly valued and best to wait before taking full position? I have seen companies paying out over 100 percent and is that red a flag? Thanks very much.
Read Answer Asked by umedali on February 07, 2022
Q: Hi,Concerning dividend tax credit on CDN Cies for an ETF in a non-registered account : What happens when this ETF includes a mix of canadian and foreign Cies : do we still get the tax credit on dividends for the canadian portion of this ETF ?
Read Answer Asked by Jean-Yves on February 07, 2022
Q: I find it very annoying when people put their whole portfolio in the question. Smarten up, do everyone a favor and buy the analytics offering!! James
Read Answer Asked by JAMES on February 07, 2022
Q: I am planning to wind down my energy stocks over the next few months because they are now approaching 2014 highs and, historically, these highs are temporary. Which would you back out of soonest and why? Or would you disagree completely? Thanks in advance.
Jack
Read Answer Asked by John on February 07, 2022
Q: Hi Gang,

May I have your opinion on BAM's investment in Hopper?

Great work as always!

Cheers.
Read Answer Asked by Christopher on February 07, 2022
Q: Peter,

The G & M normally lists the individual stocks that make up the various indexes of the TSX. They have changed the format of the paper and on Saturday's edition they have removed this information. Where could I find it?

I am looking for the actual stocks in the index, not the makeup of any ETF.

Thank you

Paul
Read Answer Asked by paul on February 07, 2022
Q: Please comment on the following possible risks to owning GSY:
1) Balance Sheet - 5i’s January report indicates it is strong, but Debt/Equity (as of Sept/21) is almost 160% (considering Long Debt only). My understanding is a ratio of 25% or less is good.
2) Interest Rates - Rising rates are generally good for Financials like Banks/Insurers since they hold lots of cash. I don’t think GSY holds deposits, so does that mean rising rates are bad for it?
3) Loan Defaults - Related to rising rates, wouldn’t GSY’s client base be quite vulnerable here?
Read Answer Asked by Paul on February 07, 2022
Q: A couple of years ago we did not have questions where a subscriber lists their entire portfolio (sometimes 25-30 stocks) and asks 5I for an analysis of some type. Aren't these questions well beyond the intent of the 5I service?

Carl
Read Answer Asked by Carl on February 07, 2022
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