Investment Q&A

Q: I have held TOY for a number of years. It has been a frustrating ride. They have lots of cash, a great balance sheet and a seeminly strong presence in the toy industry ..... but it never seems to get the same multiples as its peers. Every once in a while it reports a decent quarter or offers encouraging guidance and a twinkle of its potential is shown, but it just never seems to build on the momentum. I hate to be selling TOY "at the bottom" if the pendulum is about to swing back hard, but I am considering selling TOY and increasing my small holding in ECN. ECN seems to be a much more shareholder friendly company with strong management who are seeing their sp under pressure as well. Which do you think has more potential for relatively safe, oversized returns over the next 5 years ? If you have concerns about both, and think there are better alternatives, where would you put your money instead?
Many Thanks

Scott

Q: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.

Q: Hello

Beside Nutrien 3 % in my investments I don't have any stocks in the food Industry. What's your outlook on Premium Brands today, is it a good buy at 80 $ with a 3.6 % dividend. Simply wall st reported today an intrinsic value up to 44 %. If Not do you have better ideas, Loblaws, Restaurant Brands, etc
Thank You so much.

Q: I have significant losses in these companies. I don't need tax losses.

Should I average down on these companies or is there any of these companies that I should sell and move on?

Q: Hello Peter,
Could you please comment on Fulgent's results? Is it time to add to FLGT as the stock dipped for longer term? Also, what is your view on Neighbourly Pharmacy and Cargo jet? Thanks very much

Q: Dear 5i
I am lacking stock exposure in 3 different sectors , namely Healthcare , Materials and consumer staples . If you could only pick one or two per category what would they be .
Thanks
Bill C

Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.

Q: What are your thoughts on their Earnings.


Thanks for the great service

Q: Will Nutrien's announcement yesterday on Prices Offering of an Aggregate of US$1 Billion of 2-Year and 3-Year Senior Notes have any long or short term effect on their stock price?
Is their present stock price a good entry point?

Q: For someone retiring in 10 years and looking to withdraw capital gains (already have high dividend payers)over the span of their retirement, what mid and large cap equities/ ETFs , including USA, would you suggest, in a non registered account . Thank-you

Q: Can you please comment on the market's negative reaction to RBA. At what price would you buy this company as a long term hold?

Q: Given the new 2024 tax on share buybacks are there specific stocks you see most likely to aggressive buying their own shares back ahead of this ?

Q: The above companies are of course different, but can you rank them on a valuation basis as possible additions to existing holdings. Comments on recent earnings reports for WCN and FSV would be helpful.
Thanks

Q: Hi 5i,
I need to access some cash by selling some TFSA holdings and hope you can give me advice as to the best way to go about that.
I'm nicely up on WCP and TVE, and with dividends accounted for close to break even on DBM. CTS, CURA, QST and WELL are down a lot, and GXE is down some but not too bad.
Selling 1/4 of the WCP or 1/2 of the TVE or DBM would cover my cash requirement, whereas I'd have to offload pretty much all of any one of the others at their presently reduced values to get where i need to be.
If I didn't need the cash I wouldn't sell anything at present, in the expectation that WCP and TVE will continue to do well, that DBM will at least hold steady, probably rise relatively soon and keep paying dividends, and that the others will find their way out of the woods in due course. But unfortunately I don't have that luxury.
Given the above, could you advise what i might best hold on to, and what might be best to sell in fairly short order?
Thanks!
Peter

Q: Above are my Consumer Defensive holdings. Can you please rank in terms of Value? I want to hold only 4 consumer defensive large cap buy and hold stocks - would you replace any of these 4?
Thanks!

Q: With both the US and Canadian governments announcing taxes on share buybacks could one speculate that companies might in the future start to accumulate more cash and not always having a “good” option to make good use of this cash. Almost giving some companies no choice but to issue more in dividends or start a dividend? Am I mistaken but I thought from the 1940’s to the 70 or 80’s dividend’s were quite common? This shift in taxation could be interesting the way it plays out. Your thoughts on this is greatly appreciated thank you again for all your help.

Q: Will Banks and Insurance company benefit from higher rates,is it god time to sell loosers for tax purpose and buy Banks,Insurance comonies and/or Energy stocxks.

Q: I have many loosers but I am asking for big loosers only.
WELL,TCN,CAE,CSH-UN,ECN,CYBR,HUT,LSPD,LUN,NBLY,NXR.UN,ONEX,ZTS-N,ROKU-N,REI.UN,STLC,ETSY-N,NIO.N.
Tax loss is ok but it is also capital loss,confused but unable to decide,your opinion is highly valued and appreciated.I had high hope in TCN AS RENTS ARE GOING UP but loosing lot.

Q: Good morning, I would appreciate your thoughts on the latest quarter. Is the market overreacting this morning? How does Spinmaster compare with other listed toy companies?

Q: Could I have your comments on Spin Masters' last report, yesterday?
Thanks