Q: I am considering adding to each of the above companies. Can you discuss the EPS, and sales % growth prospects. If you had to provide these %'s for 5 years out, what would they be? Can you also discuss PE's, trailing and forward and their relation to both the projected EPS growth and historical valuations? Please deduct as many question credits as necessary. Thank you.
Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
I refer to your monthly section of "best stocks ideas"
What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?
It would be most helpful to know exactly what you mean by your best stock ideas.
Q: The TSX website puts CCL.B in the consumer discretionary sector. Whereas 5iResearch puts it in the material sector. For my spreadsheet of stocks owned, which sector should I put CCL.B in & why. Thanks … Cal
Q: What is your current view on CCL.B? Do they have a risk with potentential tarrifs? Would you consider it a buy, hold or sell? Is there a preferred stock in this same sector?
Q: What are your thoughts on CCL.B in light of potential US tariffs? Would you continue to hold? Is there another stock with similar exposure and less risk of being impacted by the changing administration in the US?
What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Q: These are shares purchased from your previous recommendations which have all made reasonable gains.
Which one(s) would you currently recommend? I have some cash to invest and am considering choosing from among these 6.
Regards
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Q: Can you please comment on their recent quarter and news release to acquire the remaining 50% interest in its Middle East JV? How material is the acquisition?
What is the long term value of CCL.B? With the recent quick rise in the stock price tied to decent earnings, it looks like its at the top of the range it has been trading in since about 2016.... I think we've been holding this in the 5i model portfolio since 2010 which is great.
I am wondering if we have realized most of the potential here and this money could be redirected elsewhere that has a higher differential between the current price and the long term value?