Q: I am trying to decide between BCI and XTC for my TFSA. From my analysis BCI has better metrics (FCF/Capital Invested, P/FCF FCF/Sales,margins) but what worries me is the intrinsic value. Using Graham number Earnings Power Value and DCF analysis I get a stock price in the $10 range for BCI, where as for XTC it appears to trade close to or below intrinsic value. Which would you go for? Should I be worried about the intrinsic value?
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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: I am a long term holder of Spectra in my US acct. I am pleased with the takeover by Enbridge, especially with the long term dividend growth guidance. Do you know if I will be given a choice of US or Can listed stock? If I receive US stock would I get the dividend tax credit, and if not can I switch to Can stock without triggering a gain? What do you think of Enbridge at today's levels?
Q: I have money available to buy 1000 shares of ecn. They have also prefered with a 5 yr reset.In your opinion would the prefered be better for dividend over 3yrs.Also what is worst scenario for prefered shares.Tks 5I
Q: I have lots of international investments in my TFSA and as such I am thinking of making Couche Tard my 2017 investment. What are ur thoughts on that name? Thanks
Q: Peter, great job on Market Call today!
Is Telus 5i Research's favourite Canadian telecom? Why or why not? Thanks in advance.
Is Telus 5i Research's favourite Canadian telecom? Why or why not? Thanks in advance.
Q: Peter,u are great today on BNN today.You are so popular that I was unable to get through from 1pm onwards.PHo seems to be struck near the 52 week high of $1.03.What is the catalyst required to go higher? Thanks for u usual great services & opinions.
Q: Do you know of a reason for the reason drop in price? What is your current view on the stock. thanks
Q: Stella Jones had a bit of a surprise. I have a 3/4 position. Should I sell, hold or buy more?
Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?
- Gilead Sciences Inc. (GILD)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- BMO Equal Weight Oil & Gas Index ETF (ZEO)
- Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
- Vanguard S&P 500 ETF (VOO)
- Vanguard Dividend Appreciation FTF (VIG)
Q: Hello,
Over the past several years I have put together an adhoc portfolio with the following allocation:
ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13
My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).
If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.
Thank-you very much in advance!
Ryan
Over the past several years I have put together an adhoc portfolio with the following allocation:
ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13
My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).
If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.
Thank-you very much in advance!
Ryan
Q: Hello Peter,
Your decision to sell IT took me by surprise. After holding it for nearly two years through short attacks and volatility, you have decided to give up on it just when things seem to be falling in place, with the awaited catalyst and an upward momentum. What has changed?
Is the valuation that was earlier considered cheap at this price is not cheap today? Has the growth slowed? Or is the financing and cash flow not good enough? Do you anticipate IT to trade at even lower multiple in London?
I would appreciate if you could give your opinion on the questions above. In addition , any further elaboration on your decision will be appreciated.
Regards.
Your decision to sell IT took me by surprise. After holding it for nearly two years through short attacks and volatility, you have decided to give up on it just when things seem to be falling in place, with the awaited catalyst and an upward momentum. What has changed?
Is the valuation that was earlier considered cheap at this price is not cheap today? Has the growth slowed? Or is the financing and cash flow not good enough? Do you anticipate IT to trade at even lower multiple in London?
I would appreciate if you could give your opinion on the questions above. In addition , any further elaboration on your decision will be appreciated.
Regards.
Q: Can you give me the updated short position on PLI please?
Joel
Joel
Q: Hi 5i: Thanks for answering my question about the cyclical and non-cyclical stocks, and also for identifying the Discretionary/Staples categorization (which I also found puzzling). The only stock in the balanced portfolio that I thought I knew how to classify was Magna - I believe Peter once explained it was discretionary not industrial, as one might think. You did not list this one in your response. Does that mean that MG has been re-classified? AS I said in my question, I find this categorization class a real puzzle.
Q: I have some Stella Jones at a 30% profit. I would like to sell and invest in wsp for a 2 to 3 year hold. Given the recent weakness and outlook for Stella Jones woould you recommend this strategy for future growth and stability? Thanx.
Q: SJ is currently the only holding I have categorized as materials. I have about a 10 year time frame. If I wanted to hold only one materials company, would a switch to MX make sense given its better momentum and dividend? Thank you.
Q: Hello 5i team,
PEO stock price peaked at the end of June 2015 shortly after you initiated the growth portfolio. After a significant drop and then a significant rise it just reached the previous 2015 peak. What makes you think that we should expect a higher high?
Thanks,
Antoine
PEO stock price peaked at the end of June 2015 shortly after you initiated the growth portfolio. After a significant drop and then a significant rise it just reached the previous 2015 peak. What makes you think that we should expect a higher high?
Thanks,
Antoine
Q: NWC recently acquired Roadtown Wholesale in BVI. Since Roadtown is private I can't find much info. Sales. margins. Profit. Could you provide what info you have. Thank You
Q: I own mostly BE stocks. I've never used a DRIP plan. Do you recommend it? Or is it better to invest the money received in dividends based on sector/stock allocation and valuation considerations? For context my portfolio is growing and I actively invest what I have, so dividend cash usually does not sit idle any significant stretch of time.
Q: just joined today. want to follow your balanced equity portfolio thinking 20 stocks at 5%. you have more than 20 in the model which ones do I not invest in. As well can you recommend an etf with foreign content (probably us) to complete my portfolio. T steve
Q: Could you please give me the current short numbers on IT. It looks like they have time to cover with Today's announcement. Thanks