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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 5i team,
I am curious about your thoughts on Premium brand holdings (PBH). I entered a position around $86 and the stock has gone down in the past 2 years from a high of $110. I was wondering if you are still confident in the company? The BE portfolio entered at ~$56.

I think this is a slow growth company organically, do you stay with a holding as long as it is well above the entry point or is there a point were you may say that a company has run out of room and is time to exit?

Thank You,
Andrew
Read Answer Asked by Andrew on July 16, 2024
Q: What are the best companies in the following sectors you would invest in for maximum profits.
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Read Answer Asked by Helen on July 12, 2024
Q: Paul asked today if PRL's dividend has been increasing in proportion to its income increases, or are they increasing the payout ratio. In your answer, you mentioned the dividend is up by 30% compared to last year at this time, but you didn't compare this to the income increase. PRL had an 84% income increase in 2023 compared to 2022, and in Q1 of 2024, the income was up 77%, so in fact they have been DECREASING the payout ratio, as the income has been increasing at a much faster rate than the dividend.
Read Answer Asked by Dan on July 11, 2024
Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.
Read Answer Asked by Lai Kuen on July 08, 2024
Q: Hi,

Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.

What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.

Just looking for my held to be held, I suppose.

Thanks in advance.
Read Answer Asked by Kelly on July 04, 2024
Q: Hi, These two stocks are off their recent lows but still trading significantly below their 52 week highs. Based on your comments, their valuations are still attractive compared to the historic average and their peers. Are there any near term catalysts, in your view, which could propel the stocks higher, back to their glory ?

Thank You
Read Answer Asked by rajeev on July 03, 2024
Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)
Read Answer Asked by Judith on July 03, 2024
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