Investment Q&A

Q: I am looking at your Income Model Portfolio report at Dec 31, 2025 and in particular the chart called Portfolio Total Return with Benchmark as Base (%) 5-Yr. How do you calculate the 21.6% number? The model portfolio's cumulative total return for the 5 years ending 2025 appears to be 50.85% (from 1.0857^5-1) versus the benchmark's total return of 35.10%Blackrock's website for XTR), which results in a difference of 15.8% vs your 21.6%.

Q: Anything to like about this tiny stock? The park lawn story ended well, any similarities?

Q: I am holding a small amount of Park Lawn. Do my shares automatically get bought with this purchase offer. Is there anything I have to do
John

Q: Why would you hold PLC for now after such a nice price increase? I noticed that TD recommended PLC on June 7 as Strong Buy. Thanks in advance for your comments.

Q: Two questions: 1) what's your recommendation in terms of selling now compared to waiting for a while, and 2) your general thoughts on the premium above yesterday's share price and what that says about how PLC was doing in the public markets? The offer is obviously on the high end of the spectrum for when a company is taken private.

Q: Hi, Is there any holdings in your Income Model Portfolio that you would not take a position in at this time?
Thank you
H

Q: Hello, would you rate PLC a buy at 17$? In your last answers, you seemed lukewarm toward the stock, am I right, and if so, why? Thanks!

Q: Both PBH and PLC don't seem to want to recover from their poor recent performance despite each having had decent quarters. Investors just don't seem interested in them and I am also becoming less so and thinking of selling at a loss. Is there a case for continuing to hold?
Thanks for your advice.

Q: Outlook for both please and which to hold for 2 to 3 years and reasoning. Thanx.

Q: How would you rate PLC for recovery? Thank you

Q: We have a well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth that is overweight in the Consumer Cyclical sector. Our current holdings, in approximately equal weights, are DOO, LNF, MG, BYD, PLC, ATZ. We are considering either reducing our holdings by one or a group trimming. Which would you prefer and why? For long term holds, how would you rate (1-10) these 6?

Q: Can you please share your favourite Cdn dividend growth stocks for long term hold in a non-registered account.

Thanks,
Janet

Q: Park Lawn, BCE and BEP taking a tidy beating in the wife’s income portfolio. While we enjoy the divs, the red ink is off-putting to be fair.

We are a few years away from drawing on her account, so at what point would you consider averaging down on these. There is a fairly large cash balance waiting to be deployed.

Q: your favs with dividend growth compounders strong free cash flow growth every year?is bep.un a no brainer for valuation and growth and does dir.un have potential why do you like them thanks take me down on the questions for my added queries

Q: Thoughts on the quarter please?

Q: Hello team,

I have all four of these in my income portfolio. The telco's for the divs and Park Lawn and BEP for income and growth. All four are down substantially (20-30%) from purchase in fall of 2022. The news out on BCE is less than flattering, while there has not beeen much on PLC. The other two I assume are biding their time, and should/might rerate with a drop in interest rates. I am a long term buy and hold and am quite satisfied with the income aspect of my portfolio, but my finger keeps getting itchy each time I see a drop in SP, for no reason at all.

My question is, will these Companies need rate cuts in order to rerate, or is their business that bad that their SP continues to stagnate. I know the other shoe about the economy improving, but that applies to all stocks, and have taken that into consideration.

Thanks for the service, I'd be lost without it. My former finacial advisor, not such a big fan!

Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys

Q: Good afternoon 5i
I am thinking of selling Park Lawn for a tax loss. I believe you mentioned that it would likely need interest rate cuts to find some traction. I plan to buy it back. But, i was wondering whether you see any catalysts that might resurrect it within thirty days?
Thanks as always for this excellent service.

Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…

Q: Hello Peter and 5i team,
My TFSA contains the aforementioned stocks in roughly even percentages except for nominal investments in Park Lawn and DRX. I would like to make my annual contribution to one or some of these companies and would like to know what your order of preference would be for buys/adds at this time. Please also include Celestica in your considerations.
Also, are there any companies in this list that you would consider undervalued at this time?
Thank you.