Investment Q&A

Q: Further to your answer today to my question, given the valuation, do you think SAP is a sell?

Thanks,

Q: What do you think of the recent short attack on the company? Any merits in the report?

Thanks,

Liping

Q: Hi Guys
Can you explain why LTM Free cash flow shows Cash from Operations @ 551 million less Capital Expenditures 335.2 million equaling free cash flow of positive 216 million.
Why wouldn't it be : Cash from Op 551 million Less Cash from Investing -296.9 million, less cash from financing - 270.8 million for a negative free cash flow of about -15.8 million ?
Thanks Gord

Q: Would you endorse a switch from saputo to converge tech for future growth?

Appreciate your insight.

Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.

Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal

Q: Morning Team,
I am considering selling SAP for tax loss, but would like to stay in the sector, what would you suggest to a replacement ? I have L holding already.
Thank you as always,
Happy Holiday,
Tak

Q: Hi Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!

Q: Saputo? is it a buy?

Q: In your opinion, which one of these 2 companies has the better growth potentiel in price appreciation for the next 3-4 years ? Both have large addressable market. Thanks

Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.

Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.

Also could you please rank in terms of estimated dividend growth going forward - best to least.

Thanks so much!

Q: Hi team:

this stock is doing very well, however, there are rumors that the US
will put tariffs on the dairy products from Canada
to protect the US farmers
I have a small position, it pays a small dividend
should I add more, hold or sell due to the potential upcoming tariffs ?
thanks
Michael

Q: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Thanks!

Q: Hello,
My Consumer Defensive currently consists of the above stocks. I am thinking of selling my ATD and buying some NWC plus something else. Any other possibilities that I should consider?

Thanks,
V

Q: Hi can you comment on Saputo's earnings release today, & do you see any upside, is it worth holding or should I lock-in profits now?

Thanks!

Q: Hi Guys,
BCE & SAP both reported today.
Rev is down from last yr.
Is it all priced in and would you start a position in a conservative portfolio?

Q: Can you give me earnings estimates for Saputo? Is there any growth anticipated in 2020 -2021?

What do think of a switch to Loblaws or Premium Brands?

Thank you
Stephane

Q: Saputo is near its 52 week low, any idea why share price is not rising? Would you be a seller of this stock?

Q: At today's valuations, if you could invest in one of these today as a good solid longterm investment, which one would it be? Would you still consider BYD and FSV as fairly expensive, even after the recent drop in their respective stock prices?
Thanks.

Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!