Investment Q&A

Q: This morning a guest on BNN recommended Premium Brands. Their new revenue generators with Costco sound promising. However they seem to have a lot of debt and a very high dividend payout ratio.

Do you think their cash flow covers their debt and is the payout ratio really at 128%?

Thanks for all your help.

Mike

Q: Between CN and TFII which one in your opinion would provide the best return over gather next 5 years?

Q: Hi 5i
A question dated July 23 had this portion of an analyst's opinion on PBH:


Assuming that 1) the Distribution Group is sold at a reasonable valuation and 2) the "new" PBH is re-rated back up to a trading range of 12-13x (i.e., historical ten-year average is ~12.5x; we are using 9.0x to derive our June 2026 target price of $140), we think that a hypothetical divestiture and subsequent debt repayment implies a share price anywhere between $205 to $225 at the end of 2026, ~50-60% above our current $140 target.
~~~~~~~~~~~~~~~~~

Does this defy logic, gravity or both? Can a stock that has been dead money for more than 5 years more than double in a year and a half? The $140 target seems optimistic, but over $200 is mind boggling.

Thanks,
Greg

Q: Please rank the following stocks to purchase today. Also, please rank them in order of potential runway for growth.
Thanks

Q: A question of how to take profits on a stock that’s has run up. If a stock has run up 80% for example, do I take the initial cost base off the table or do I take the profit off the table to redeploy. Idea is to keep the stock in play but also take either/or and reinvest it

Q: What is meant by a full position or a half position?

Q: Hello, can I have your top ten list of consumer stocks, Canadian or CDRs, based on projected total return (share price plus dividends, if applicable), for a 5+ years holding period? Thanks!

Q: I hold PBH (0.8% position) and COST (1.5%), and I realize that consolidating them is prudent. COST has been a very solid performer over time, but PBH has been performing quite well recently, after a couple of years where the share price was on a downward trajectory.

I understand each company has its attributes: with a time horizon of five years, in terms of share price appreciation, which is poised for better growth?

Q: Given a 3 to 5 year holding period, what order would you buy the above stocks?

Very much appreciate your service.

Howard.

Q: Good Afternoon,

After reading the recent report updates, I followed 5i and sold my share in ATS. Besides some shares in AC, I have very little exposure to industrials. Just looking for advice on U.S. or Canadian industrial share(s) I should consider. Any ETFs?

Regards,

Ryan

Q: The Globe names these 3 companies as possible gainers due to increased defense spending. Can you please rank them in order of preference?

Q: Good Morning
CNR fell 6% since last Friday. Is there any specific company related issue with respect to this drop? Would you add, buy or sell at this level? Will appreciate your comments with respect to this stock going forward.
Thanks

Q: Hello,
Any idea why Lumine Group and Topicus are surging? Lately Arc resources has been going down and is it simply due to the price of natural gas? Also, i was thinking i am down alot on brookfield energy partners from the time i bought it, should i stick to it for long term or take a loss and move the monies into the parent company? Thanks very much

Q: At what price point does CPRT become a compelling buy? A month ago you said it was still too expensive to consider, it has dropped nearly 5% since. Would you step in here?

Also, I am very pleased with my subscription upgrade to include analytics. Can you please provide more clarity about your monthly stock selections? Are they meant to be ideas for a trade or for a buy and hold? It would be helpful if you could specify that for each pick.

Thank you

Q: I am impressed with your Portfolio Analytics services - thank you! It seems I am underweight in both Real Estate and Basic Materials. Could you please suggest 2-3 growthy names (Canadian or US) in each of these sectors?

Q: Does 5i use technical investing and are there any websites or resources you would recommend? Thx

Q: Hi, now that ATD has formally dropped the proposed take over of 7-Eleven, where do you see the stock price reverting to? Low-mid 70's ...until they announce their next deal.?
I have owned (and trimmed) over the last 10+ years so have done well but I don't think I will get the same returns as I have previously. Can you please suggest a replacement?

Thank you!
Steve

Q: Hi group can you please give ne your top 2 picks (cad or us) in the top six sectors. Also rate them in order of preference c/w entry price and target % for each sector ...thanks

Q: What is happening with ATS, is it a Trump issue. To my understanding ATS was suppose to do quite well this year and next year. So you could clarity, I would a greatly appreciate it.
Appreciate your great service
Earl

Q: hi group please see attached lists of my \TSFA holdings in what order would you add to them or is there a better stock picks you would recommend instead Maybe 3 suggestions. thanks

ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders