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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: Hello,

Thank you for all the help in these tough times. The advice from this service does help keep a person grounded in dark days. In anticipation of us reaching peak inflation and small caps beginning to turn around can you let me know which of these you would prefer? Both are trading close in stock price but CTS is much larger according to RBC website 1.3B vs 188M. Both are well down from their highs and both seem to still be growing at a good rate. Which in your view looks like the better horse? Or should a person pick both?

Thanks
Read Answer Asked by Kolbi on October 03, 2022
Q: With the Fed raising rates and their commitment to tackle inflation the US dollar has been on quite a tear lately. Can you name the top three companies from your balanced portfolio that would be the most positively impacted by the strengthening US dollar as well as the three that would be the most negatively impacted.
Read Answer Asked by Steven on September 28, 2022
Q: Hi, What are your thoughts on dividend growers to beat inflation, rate hikes bad markets etc. Could you suggest some dividend growers who are attractively priced. Thanks.

Shyam
Read Answer Asked by Shyam on September 24, 2022
Q: Hi 5i,

I am calculating a fcf yield for go easy,
and Trisura as being 18% and 23.5% respectively ($20/$111 and $7.38/31.36). Both these companies are compounders with more revenue and earnings quarterly. How are they not table pounding buys here? Can you please provide your thoughts and comments.
Read Answer Asked by James on September 23, 2022
Q: Clarification please on the Sept 19 question on "valuation" of these 3. It was stated "AQN's valuation at 12.4x (ACOX at 8.3x and CPX at 7.6x)"

What measure do these numbers refer to and are they forward or TTM?
Read Answer Asked by Jeff on September 22, 2022
Q: In todays market. Please rank these, with brief reasoning. As always. Thank you.
Read Answer Asked by Chris on September 22, 2022
Q: i would like to buy an etf (vanguard) with safety or stock with a high yield during these unsettled times
What would you advise ?.Can you please give me a few choices
GHB
Read Answer Asked by gabriel on September 21, 2022
Q: Hi, I noted that you decided to sell full position in TCL.a from 5i portfolios, after owning for several years. CCL.b is still held in the Balanced 5i Portfolio, with a full position. We sold our CCL.b and TCL.a positions many years ago and switched to RPI.un. The move served us well initially but for past 12-18 months, Richards Packaging unit price has continued to decline precipitously and is near all time lows. It appears that COVID period growth has fizzled and it might take much longer for the company to digest the large Clarion Medical acquisition and the resultant debt load. Company has also guided lower for past few quarters. Although they have been paying dividend 0.11 monthly for many years, but market seems to be expecting declining growth for a while. I am wondering if you notice signs that RPI is heading into a similar direction as TCL.a. Recession fears certainly are not helping. Would it be prudent to not be mesmerized with the 3% dividend and move on, so funds could be available for better Income/Growth opportunities ? Thank You
Read Answer Asked by rajeev on September 19, 2022
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