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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: I am a retired investor and rely upon the dividends in my RRIF for income. I have owned FSZ for many years and while it pays a nice dividend (8%) it has not grown, in fact its down since I purchased it. I want to replace it.

The listed stocks pay dividends ranging from 3.9% to 5.1%. My question is which of the stocks would make a good replacement with the dividend and growth profile that will exceed the dividend of FSZ. Please list with the best first and also indicate if the risk is higher or lower than FSZ.

I have been a member for a few years now and would like to congratulate you on your service and unbiased answers. It definitely has been financially rewarding for me.

Wayne
Read Answer Asked by Wayne on March 07, 2022
Q: Hi 5i team
I'm looking to add 1 stock to my TFSA. I'm considering Kinaxis or Descarte. Which would you add. Also curious as a good price entry point for both.
I am also considering adding Booking Holdings to my RRSP. What are your thoughts and also would appreciate a good price entry point.

Thanks Peter,Ryan and team for your valuable guidance.
Read Answer Asked by Gilles on March 07, 2022
Q: Enghouse has been mercilessly and relentlessly whacked all the way back down to near its March 2020 covid-panic-selling lows, a feat unmatched by most of the hardest-hit tech stocks. At what point (price) do you think it could be considered attractive on valuation? I can withstand the volatility, but given its global exposure (especially Europe) do you think it is prudent to crystallize a 20% tax-loss on it at this point in time?
Read Answer Asked by Peter on March 04, 2022
Q: This company is at March 2020 lows. Do you have conviction in this name or would you suggest putting sale proceeds into DSG, PBH or CAE for instance? I have plenty of IT exposure already. Thank you.
Read Answer Asked by Mark on March 04, 2022
Q: I'm going to increase my position in either MAL or AND { both at around 1.2% position } to somewhere around 2.5% ..... Which of the two does 5I prefer at today's prices ? ..... Can you comment on AND's earnings report ...... And problems with increasing rents, hiring drivers, and fuel prices going forward ? ...... Simply Wall Street claims MAL's earnings are set to grow 106.9% per year for the next three years. That's a pretty hefty increase in earnings ....And that the dividend is not well covered by earnings ..... Can you confirm this ? ..... Thanks for your great service. Garth
Read Answer Asked by Garth on March 04, 2022
Q: Today, would you buy LNR with p/b of 0.95 and no debt or MG with 2.7B debt and b/b of 1.91. LNR has a wide range of products, other than automotive.
When is LSPD a screaming buy with p/b of 1.13 and 900M in cash?
Many thanks!
Read Answer Asked by Grant on March 04, 2022
Q: I have all the stocks in the Balanced Portfolio, and I have some new cash to invest in the BP. Which 4 Balanced Portfolio stocks would you add to today? And a brief reason why?
Thanks
Read Answer Asked by Steven on March 02, 2022
Q: Do you know if any of the above companies have exposure directly to Russia, Belarus or Ukraine. Alternatively, would any of the above benefit from sanctions on Russia/Belarus (for example buyers switching to NTR for supplies from Russian suppliers)? Thank you as always.
Read Answer Asked by Doug on March 02, 2022
Q: I find myself on the fence with Savaria. I have held it a long time and consequently have had it grow from a partial position initially to full position without adding to it. With interest rates due to rise I assume it will cost SIS more to service their debt (eventually at least), and if inflation continues to run I would prefer owning a company that has demonstrated an ability to increase their dividend. In your last report, under “Valuation” you state “… we expect SIS to maintain its record of annual dividend increases”, but I note in the Report Card of that same report it gives 5 Yr Dividend Growth a C rating and what looks like a -25%? Can you please comment?
Thanks,
Read Answer Asked by Stephen R. on March 02, 2022
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