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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: 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.

Read Answer Asked by Sonny on June 21, 2022

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

Read Answer Asked by cal on January 31, 2022

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!

Read Answer Asked by Jerry on November 19, 2021

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!

Read Answer Asked by Richard on June 09, 2021

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!

Read Answer Asked by Alex on January 21, 2021

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.

Read Answer Asked by James on April 06, 2020

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!

Read Answer Asked by Pierre on March 27, 2020

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!!

Read Answer Asked by Grant on March 11, 2020

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

Read Answer Asked by Ian on January 12, 2020

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.

Read Answer Asked by Glenn on November 18, 2019