Q: Hi All at 5i! I was reading an article in the post which made reference to Canadian debt. Not just the debt held by individuals, but also , the debt held by corporations. In a down turn, it has been predicted that this could be a large problem for the corporations and the lenders. Are there corporations that we should stay clear of as investors, which are heavily debt laden, to the point of being a major concern? Cheers, Tamara
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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: What kind of EPS growth do you forecast over the next 1-5 years? The estimates that I have seen are similar to the past 5 years, ie quite good.
Morningstar and others have been and continue to be negative on this company, due to the highly competitive environment which is only expected to get worse. Yet, the company continues to put up good numbers. I’m confused.
Morningstar and others have been and continue to be negative on this company, due to the highly competitive environment which is only expected to get worse. Yet, the company continues to put up good numbers. I’m confused.
Q: I was surprised to see that BAM outperformed VFV over 5 years and longer, especially noticeable over the past 5 years. Which was less volatile over these periods and how do you measure volatility?
Q: I would appreciate your take on Saputo's results.Revenues are up for yoy and qtr vs 3rd and last year but earnings appear weak. Is this a one-off due to the recent acquisition or something more concerning. Quite frankly I have difficulty judging the impact of IFRS accounting on the income statement. I look forward to your insight.
Thanks
Ian
Thanks
Ian
Q: What would you consider a fair share price for NTR?
Thanks: Jerry
Thanks: Jerry
Q: i am a large holder of trz, this mach group offer seems to have a lot of conditions, the main one being the quebec govt put in over a 100 million,trz has not opened yet but do you see air canada going over 14. dollars.
my question is should i hold on. dave
my question is should i hold on. dave
Q: I have read the most recent comments that you have answered for members on Russel Metals, My question to you is; at what price would you start to recommend this stock if someone is looking for a 10-15% return from purchase price? And, Has Russel Metals ever cut its dividend, for some reason, I think they have.?
Thanks Barry
Thanks Barry
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Stars Group Inc. (The) (TSGI $37.49)
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Great Canadian Gaming Corporation (GC $44.98)
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Kinaxis Inc. (KXS $138.74)
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Alimentation Couche-Tard Inc. (ATD $78.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.17)
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Savaria Corporation (SIS $26.40)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.18)
Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard
Q: Could you give me a list of sectors that would be stable during a recession. Could you please give three Canadian and three American stocks and each sector. Thanks.
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Suncor Energy Inc. (SU $89.12)
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Sun Life Financial Inc. (SLF $86.82)
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Gildan Activewear Inc. (GIL $80.63)
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WSP Global Inc. (WSP $222.07)
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Parkland Corporation (PKI $39.84)
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TFI International Inc. (TFII $146.75)
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Western Forest Products Inc. (WEF $14.74)
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Agnico Eagle Mines Limited (AEM $264.76)
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Magna International Inc. (MG $77.90)
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Premium Brands Holdings Corporation (PBH $87.53)
Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?
Q: What is your opinion on Shawcor (SCL). It is getting close to a 52 week low. This stock was in the forties a few years ago and is not sitting around $17.50.
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Enghouse Systems Limited (ENGH $16.17)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $5.15)
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.36)
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Stingray Group Inc. Subordinate Voting Shares (RAY.A)
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Roland Mineral Enterprises Corp. (RME $0.16)
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Reliq Health Technologies Inc. (RHT)
Q: My wife is down quite a bit on RHT, TCL.A, ENGH, RME, ADW.A, RAY.A, for a 5-10 year outlook, would you recommend to hold or sell? Thanks.
Q: When researching companies, do you ever take ESG risks into consideration? If so how do you factor this into your process? Are there any metrics you consider significant in identifying potential alpha?
Q: Is the Canfor balance sheet "OK"? I'm thinking about buying some shares of this cyclical stock. The sector and the stock have been hammered pretty badly. I think forest products will eventually recover. Would you recommend staying on the sidelines for now?
Thanks.
Ed
Thanks.
Ed
Q: not sure i really get the price of air transat, takeover price of 13.00 at a minimum, stock at 11.60, deal chance about 75% , maybe more, so when announced stock should go to 12.60 discount because of regulatory issues and 6-8 months to close, and this does not take into account any higher bid so why is stock at 11.60. dave
Q: Now that the metal tariffs are off, do you see Russel Metals doing better over the next year? Thanks.
Q: When you introduced the Portfolio Analytics I immediately subscribed.The information provided has been very useful. The portfolio you suggested, based on the information I supplied, is made up solely of ETF's. I have very few ETF's in my portfolio and would prefer investing in individual stocks. That being said there are sectors where an ETF would be the better option such as in Healthcare.
You have listed 11 categories. What would be your top 5 stocks to own in each category? If in some of the categories an ETF would be more suitable could you please offer 2 suggestions.
Thank you so much for your great service.
You have listed 11 categories. What would be your top 5 stocks to own in each category? If in some of the categories an ETF would be more suitable could you please offer 2 suggestions.
Thank you so much for your great service.
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Amazon.com Inc. (AMZN $211.62)
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Booking Holdings Inc. (BKNG $4,257.60)
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Starbucks Corporation (SBUX $93.16)
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Home Depot Inc. (The) (HD $332.56)
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TJX Companies Inc. (The) (TJX $159.47)
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Gildan Activewear Inc. (GIL $80.63)
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Cineplex Inc. (CGX $10.08)
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AutoCanada Inc. (ACQ $19.49)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Etsy Inc. (ETSY $48.02)
Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald
Merci
Ronald
Q: The market seems to be discounting the likelihood that ACs $13 offer will be accepted or allowed. Some other Analysts have stated they think $13 is on the low end and that higher offers from other parties might still materialize. Would you be a buyer under $12 based on the assumption $13 will probably be the lowest offer accepted? Other thoughts on how to play this?
Q: Currently hold both DOW and CCL.B. Is this too much of a "similar" thing as both are involved in packaging. If forced to choose one, which would you prefer. Thanks as usual.