Investment Q&A

Q: QSR considering that the 3yr revenue growth is 0.05%, what is the company's long term plan to increase its revenue and earnings going forward? what other companies in this area have better prospects for increasing revenue and earnings?

Q: Hi Peter,

Can I please get your expert ranking with respect to the following list of restaurant stocks in terms of a long-term hold.

CMG, DPZ, MCD, QSR, SBUX, SHAK, and YUM

Thanks, from the hungry investor!

Q: Hi 5i,

From all three of the model portfolios, which consumer cyclical defensive stocks are under valued?

Tks.

Q: Just an added point to my question. I wish to have two growth stocks for the long term for the RESP
Thanks

Q: Could you suggest 2 safer Canadian stocks to go with QSR, GSY and SLF to add to my grandsons RESP for a long term hold. Dividend would be nice but not necessary.

I'm down 20% on QSR so would you sell at this time to add to the others?

Q: Can you comment on CJR.B's earning and its market reaction last Friday? Also please comment on QSR's earning.

Thank you very much for your outstanding service!

Q: Hello to the 5i team

Does the drop of about 10% over the last month represent an interesting entry point for this quality stock.

Q: Thoughts on the quarter please?

Thx

Q: Good Morning Peter & Team,

As follow up to Roberts question answered earlier today... why have PBH & QSR performed so antithetically? Is QSR trading at a discount?

Thanks for all you do

gm

Q: I have a half position in PBH (it's done quite well since purchase) and I'd like to either add to PBH or gain additional sector exposure by bringing in QSR. Would you recommend one over the other?

Q: SIS dropped from some $22.50 in mid Sep to current $19.40 & QSR from some $83.38 in early Aug to current $75.43.What are the reasons? Buy.Hold or Sell.Txs for u usual great services & opinions

Q: Hi 5i - what would your top income stocks recco be for US and CDN. Thx and stay safe! - Doug

Q: What is your preferred stock in the consumer discretionary sector that would be appropropriate for a dividend portfolio?

Q: Can you give me a list of 5 Canadian and 5 US stocks that you would recommend with yields above 3%.

Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.

Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.

Q: I need in increase my portfolio weightings in Consumer Cyclical and Utilities. I currently hold AQN, BIP.UN and FTS in Utilities in roughly equal amounts and hold QSR and LNF for Consumer Cyclical with QSR double the holding of LNF. Should I add to my current positions to increase my weighting in both sectors or consider adding new stocks?

Q: goood morning - i have full positions in NWC and PBH. NWC has been steady, with a bit of growth. PBH has done well. I am thinking of selling both and buying QSR for both growth and income. Would you consider this to be a net upgrade in position? Thanks

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: My TFSA is pretty much the way I want it. But now I'm organizing my non-registered account. First, Is there too much overlap between BAMR and SLF. (if so which one would you prefer). Second, Is there too much overlap between FTS and H (if so which one would you prefer. Could you put all of these in rank order, best fundamentals first. Finally, should I just take equal sized positions in all, even position sizes end up being quite small, like somewhere between 1.5% and 2%. If you think those size positions are too small I will eliminate the last 2 or 3 from your rank ordering. I mainly want the dividends in a set and forget style setup, and I will add to positions as funds come available. Thank you again for excellent insight and advice. I learn an enormous amount from the Q/As daily.