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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: My earlier question on buybacks was which 5i portfolio companies are most active in buybacks and which take no part among all the portfolios?

The 5i response listed 5 of 8 that do buybacks, but I don't know to what degree or if the 5 are the only ones that do. If I'm not mistaken CSU has never done a buyback, are there others?
Read Answer Asked by Jeff on August 29, 2019
Q: I have half positions in each of these four companies and cash to deploy to bring some to full positions. In which order (best candidate first) would you proceed?
Read Answer Asked by Christian on August 16, 2019
Q: Would you step in now on these two given fwd PE and PEG for both are higher than 5 year average? Given their markets can they sustain their growth?
According to Stockreports analysts are forecasting 21% growth in 2019 and 38% in 2020 for FSV, what is driving it? What is the PEG for FSV? Considering both have a similar fwd PE and FSV has better growth, do you agree FSV is better value ? Thank-you.
Read Answer Asked by Albert on July 31, 2019
Q: In response to my question on 22 Feb you stated: "As far as corporate structure goes, CSH is the only 'official' REIT of this group." I should have been more clear in asking my question - I would like to know if FSV and CIGI can be considered to be part of my REIT sector allocation. Also, you stated " We like IIP.UN and CAR.UN for growth, but they cannot be considered cheap. DRG.UN has a better valuation with still decent potential." Are you using P/E as the yardstick for determining the valuation/cheapness of a REIT - I note that P/E for DRG.UN is 4.4 on TD website.
Read Answer Asked by Dennis on February 25, 2019
Q: Are FSV, CIGI, SIA, and CSH.UN considered to be REITS? I would like to increase my REIT exposure and I would appreciate recommendations on 2 or 3 that you believe to be reasonably priced now for growth rather than income. Do you consider ownership in property to be counted as part of an exposure to REITs?
Read Answer Asked by Dennis on February 22, 2019
Q: Your take on FSV's quarterly results? I've been considering increasing my holdings in this company (2.5% now) because it's been far less volatile than the market of late, a steady grower. But I'm worried it's expensive already. On that subject, I keep hearing these guys on BNN talking about this or that stock, like Enbridge, like Parkland Fuels, Constellation Software and Methanex as being too pricey, above their normal P/E ratio, and due for a pullback, and they advise not to buy. PE doesn't seem to bother you much. It seems to be your position that if a company is good you don't really care if the stock is over-priced because even if it falls 10%-20% it will recover that in a year or two and then surpass the current price. Do I have that right?
Read Answer Asked by John on July 26, 2018
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