Investment Q&A

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!

Q: What would you recommend as the best Consumer Staple at this time? I have a long time horizon and am looking for a steady performer (hopefully) over the next 5+ years. What portfolio percentage would you recommend for consumer staples? Should I have 1 holding or more?
Thanks!!

Q: Hi, do u think Saputo closing some production facilities and converting some of them to plant-based products can finally give their stock a boost,thanks?

Q: Saputo has a significant investment in Australia. How much has the fires affected the supply of milk and the distribution of its products in that country?
The company annually increases its dividend a very modest amount and the share price remains quite flat. In light of the above is SAP still a hold?
Thanks for your great advice.
Ian

Q: For several years I have owned Saputo stock. Since 2016 the share price has essentially been flat. Throughout the developed world I believe that on a per capita basis, milk consumption is declining, while cheese consumption is increasing. As a rule I prefer investments where there are built-in growth drivers and am questioning if this is in fact, no longer the case for Saputo. I have reviewed their annual report but cannot find revenue split between milk and cheese. Do you know what % of their revenue is split between the 2? Am interested in your thoughts as to whether or not there are positive or negative growth drivers for the products that Saputo sells.

Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim

Q: With the recent share offering SAP has sold off. Would you view this as a good entry point or would you see this as dead money?
Thanks as always.
Ian

Q: Saputo or Stella Jones - I'm following both on recently pullbacks. May initiate positions on one or both. Which one do you like best and why?
Thanks

Q: Is SAP worth holding?

Q: I would appreciate your take on Saputo's results.Revenues are up for yoy and qtr vs 3rd and last year but earnings appear weak. Is this a one-off due to the recent acquisition or something more concerning. Quite frankly I have difficulty judging the impact of IFRS accounting on the income statement. I look forward to your insight.
Thanks
Ian

Q: Hello, could you comment on REI and KMP reits, and Saputo earnings?
Thank you
Stephane