Investment Q&A

Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).

I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.

Thanks for your help....Steve

Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike

Q: Going through all your portfolios looking for a high(er) growth stock with a dividend >1 that I don't already own. Can you please rate the following on a scale of 1-10 (1 being low) for both growth and risk over the next 12-18 months: MG, SLF, PKI, TFI, CCL, PLC, GSY, OTEX. (I note that all but SLF are currently rated 'strong buy'.) And if you have two clear favourites in the preceding list, I would appreciate those being noted separately. Thank you.

Q: If you had to choose one of these for TFSA long term hold 5+years which would you choose and why? Does PLC have a chance of being like a boyd in their space? Thanks

Q: I am an investor with a fairly balanced, income oriented securities portfolio with a relatively high weighting to financials. I am thinking of adding the securities noted and am interested in your thoughts on each, as well as how you would rank them on a relative basis. Thanks for your thoughts.

Q: Happy Holidays everyone! I am relatively new to 5iResearch (few months) and must say that my results have been outstanding to say the least (SHOP, WELL, XBC to name a few - AC being the only one down so far). Thank you for that 5i.

I hold ET but am negative, as I am with BPY.UN (by more than 20% on both). I need to increase exposure in Technology, Industrials and both Consumer Cyclical and Defensive and decrease in Real estate. I do like some revenue but it is not essential for the next 3-5 years.

In no special order I am thinking LSPD or SYZ, TFII or WSP, PLC and PBH. What are you suggestions for growth here. Please comment and/or place in order of preference - objective being to recapture lost value in BPY.UN and ET over coming 12 months.

I understand this may represent many questions. Please take necessary credits. Thank you.

Q: Hi Peter and Staff
Reference a question I just sent on industrials regarding my investment philosophy vis a vis risk level and number of stocks (ETF of my own for each sector).

I need to subside other income by about the same amount as my dividends earned however in using the water the flowers and pull the weeds I invest my dividends each month and sell something(s) for my draws.

Tomorrow I will have some funds for Consumer Staples......

1, If you were to own the 4 above, in what % would you own them?

2. IF you were to add for consideration WMT, PG and COST, please regig the % between the 7

Thanks for all you do

Dennis

Q: Hello,

Would really appreciate your view on those companies and the sector in general going forward.
Also, are there any other alternatives to PLC sector wise in Canada?

Thank you kindly

Q: Good Morning
How would you compare Leon’s and Park Lawn. I had purchased both around the same time and currently Leon’s has far out performed. Would you consider a clean up trade selling PLC and buying more LNF at this time?(Portfolio weight not a concern). Or would you give PLC more time?
Thank you

Q: Comments on Park Lawn's Q3? Thanks

Q: Hi there 5I. I am looking at adding Cons cyclical/discretionary to my taxable portfolio and currently hold PLC(1.2%); WMT(3.1%) and PBH(2.1%). I am weighing the option of doubling down on WMT, or add CVS and/or BIG. Is there a preference in your professional opinion and/or are there considerations that I should consider for the upcoming holiday(thanksgiving, amazon prime days, xmas) seasons to the new year

Thank you

Q: Hi, I have these 3 companies in my new TFSA acct. at about 1.5-2% each. ( I have quite a bit of room to add ).
I like each one and will be adding to each, but would also like to add two or three more for better sector diversity, any suggestions? I do like dividends but not necessary.
Thanks for your input.

Q: Hello 5i,
I sold PLC at a gain to buy AW due to the higher dividend and good pricing. I sold ET and bought TCL.A also at a good price now.

With the excess cash from the sale of ET should I wait to see what you suggest next or buy CU which s not in your portfolios but has a good dividend, is at a good price and is suggested by you in many instances or buy GOEASY also at a good price, growing, and a reasonable dividend? I am 73 looking for dividend and some growth with a ten year outlook. I do not need the funds as a defined pension plus dividends. If you have better suggestions I would appreciate them.
Stanley

Q: Retired dividend-income investor. Looking to add to my Consumer sector. I already own PBH, NWC, PLC. I am looking to add one more name, preferably with a dividend > 3%, although dividend security and dividend growth are more important than todays yield.

I have looked at CTC.A, LNF, MG, PRMW and QSR. I have researched each using both fundamentals (beta, P/E, P/BV, P/CF, P/S, ROE) and technicals (higher highs and higher lows, above 200mda), as well as current analyst estimates.

CTC.A comes across as just "ok". LNF has already had an incredible jump recently, so I am hesitant to buy at current prices. MG is not bad, but shows a ROE = -1%. PRMW looks good except for the ROE = -9%. QSR also looks good, showing a ROE = +29% (I can't find P/BV and P/CF anywhere). The bottom line is there doesn't appear to be a stand out obvious buy. I am leaning toward one of MG, PRMW or QSR.

Would you please rank all 5 companies from best to worst for the following (assuming a 3-5 year hold):
a) Dividend security
b) Capital gain potential
c) Total return potential

Thanks for your help. Much appreciated....Steve

Q: Comments and thoughts on the quarter? Thanks

Q: I bought shares in this company many years ago in my registered account primarily for income. Would you recommend that I continue to hold them? If not what would you replace it with assuming I want to have a company that provides a dividend yield of at least 3% ?

Q: In the aging demographics trade, which of the three companies would you buy right now and which would you sell?

What are the valuation and growth projections for PLC and SIS?

Q: I have about a 1% weighting in each of the following names in my portfolio: MX, PLC, BYD, MTY, ALA, NFI, TFII, GIB.A, MFC, SIS.
I want to refocus by eliminating 3 or 4 of these. Sector allocation is not a factor. Please suggest 3-4 names to eliminate (list the most obvious to eliminate first) and 2-3 good candidates to boost today (best first).

Q: Retired, dividend-income investor. Looking to top up my Consumer sector holdings. Currently have PBH, NWC and PLC, which are more on the Staples side of things. I have a "full" weighting on each, relative to my assessment of their risk. Considering getting back into the Discretionary side...maybe rebuy LNF or MG. Could you run a screen of Canadian Discretionary stocks that pay > 3% dividend and overlay that with your ranking from best to worst...maybe the top 5 for me to consider.

Thanks for your help...Steve

Q: Hi
I hold stocks of Starbucks, Parkland, Parklawn, TC Energy.
I would like to get your outlook on these companies going forward in this volatile market. Do you see them as having good fundamentals and re-bounding back in 2021?
With the US election taking place in Nov 2020 and if Biden is elected, how will this affect overall market and will we see the stock market on the downside again?

Thanks
Kristelle