Investment Q&A

Q: On a discounted cash flow basis, the intrinsic or fair value of DOL is $74.52.  But the current price is $87.56. And this seems to me to  signal DOL is overvalued by $41.50  or 35.77%. My question is how much weight should be placed on this method of valuation? And what other metrics should I consider along with the discounted cash value valuation? For example, is this valuation a signal to trim to a base weight of 4%?  Curious me...and also a fan of DOL......Tom

Q: What is your current assessment of George Weston. Its share price is down about 20% since its high of 4-5 months ago, and seems to be in a downward trend. It has a fairly small dividend. How does it look to you? Are there any reasons you to continue to hold this? Do you have any other defensive names that you prefer? Thanks,

Q: Hi - these two companies, while being similar in business plan, seem to act very differently. can you help me understand why DG seems to perform so much worse? What is making DG seem to be such a weakling while DOL holds firm?

Q: Buy DOL?
Very high debt., - BV, dividend increase meagre and a ROE of 800+ - how is this possible with huge debt. - requiring cash flow to support it?
Find fundamentals confusing to say the least.

Q: I have had the impression rightly or wrongly that you aren’t buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? I’ll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), it’s always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.

Q: Hi Guys,

Can I please get your opinion of Ollie's Bargain Outlets (OLLI). Thank you!

Dave

Q: Like CSU please suggest 10 US and Canadian mix which can be no need to watch every day,Loosers lately makes hard to sleep at night. Such as NVEI,TSU,ATZ.CTS

Q: These 9 companies are the holdings in a growth oriented Canadian TFSA. The intent was for them to be long-term holds. However, NVEI, ILLM and LSPD are all down over 50% and some so rejigging is being considered.

Would you consider any of them to be a SELL?

Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.

Please rate (1-10) the remaining 7 for additional money today.

Thank you,

Peter.

Q: I would like to add one from your growth Model (new position).
Please indicate your preference at this time and if possible your reasoning.
Thanks as always
Albert

Q: Can you please recommend a few companies for a TFSA that have good growth potential with limited downside risk.
Thanks
John

Q: Hi 5i,

Any thoughts on their CFO stepping down to pursue other opportunities? Have read some analyst commentary, and as usual these type of questions are subjective, so would like to hear your thoughts.

Thx

Q: Please rank the above companies in order of buying. Thank you

Q: RESP with 5 years until first withdrawal. Currently only holding is VEQT and approx 30% cash. Looking for some stable compounder companies to sweeten the total return. Please suggest 8 ideas. Thank you

Q: For a retired conservative investor:

1. Please rank DOO, ATD, & BYD for safety first and total return second.

2. Please rank PBH & DOL for safety first and total return second.

Thank you

Q: Can you suggest a few US and Canadian stocks with good momentum and fundamentals that are well positioned to trade, but at the same time can be kept long term if the trade goes sour?

Q: What are your views on Peller's most recent earnings? To me, they look horrible, and I'm wondering if I should just salvage my tax loss and move on. That said, the price is probably at the lowest of the low. How much patience should one extend to the turnaround possibilities?

Q: Hey 5i: Currently down 21% with Magna in my Tfsa. Considering that the loss cannot be used for tax purposes can you advise on any names with better prospects to recoup my capital with no concern for sector? Or would you suggest a hold.Thanks Larry

Q: Which would be your preference for long-term growth?

Q: Hi 5i, pls comment on their results and guidance from Wednesday's earning release. I have it as one of my core consumer staple stocks and was wondering if you continue to like it for a long term position, or is there something better to hold. Thx.

Q: Is the debt not starting to be a concern here ?
debt/Equity 158%
thanks Gord