Investment Q&A

Q: Hello 5i,
Thanks for all your great work.
I've been impressed with the unique way that Aritzia has carved out a place for itself in the Canadian retail sector. I've been thinking about stepping in and buying some discounted shares. Can you please comment on your overall thoughts on the company, it's financial strength and it's ability to make it to the other side of the virus disruption.
Thanks so much,
Murray

Q: I hold 2 % weighting of this company and am a little nervous about the Covid effect going forward for IGM. I am down 30 % on it. What might be a better company, in any sector going forward to recover the 30 % ?

Q: What would be your favourite 5 Canadian and 5 us stocks for stagflation and best etf as well.Your favourite food commodity etf as well .thanks

Q: Retired dividend-income investor. On the company page, Park Lawn in listed as Consumer-Cyclical. On the Monthly Income Portfolio report, it is listed as Consumer-Non-Cyclical. I would assume the latter is correct...one would think that burial services would be considered a staple. Question #1 = Please confirm your view as to the appropriate sector for PLC.

I am light on Consumers and have been wanting to top up this sector, but am thinking of staying away from the Discretionary sub-sector until things attempt to normalize over the next few months or quarters. I currently own PBH and NWC, both food companies. I used to own MG, LNF, AW and I will reconsider them again at some point, especially LNF. Question #2 = What are your thoughts about taking a new position in PLC ? I have read your March 25/20 report which concludes with a B+ rating. Some of the current metrics look ok (P/BV, P/CF, P/S, Beta, forward P/E). However, I calculate the payout ratio to be 175%...am I right? Is the dividend sustainable? I see a ROE of 1% from one source and 8% from a 2nd source. Comments please...thanks.

Q#3 = I actually need two consumer stocks that pay a dividend, ideally over 3.0%, but I'm willing to bring the threshold down to around 2.5%. Would you please rank PLC, LNF, AW, MG and any other consumer stock your filter system could identify for me to consider.

Thanks for your help...much appreciated...take 3 credits...Steve

Q: What’s your thoughts on Jwel as it hits new all time highs in this “ interesting” market?

Thnx
Dave

Q: Can you please tell me your top 5 investment themes that you would start to add to your portfolio (at these levels) for a mid to longer term hold.

Q: your take on goodfood and their results.
looks impressive.
dave

Q: Of these 9 equities + ETFS, which would you see as reasonable to hold on to if one believes there is a prospect of recovering from the current economic storm from the virus? Some have been held for a long time are still positive, most are down; TOU is the worst (85% drop) and is now very small. They are held in a registered account, so tax loss selling is not an issue. Thanks for your excellent service.

Q: During the financial crisis, there were companies trading at or near their cash value. Do you see any companies trading near their cash value? Is it possible to make a list for us? Thanks

Q: Is it possible that the lowering of rates will fuel values in the real estate market. What securities should be looking at if this were to be true?

Q: considering adding to position. any concerns?

Q: Hi, what is your opinion on waste management companies as a result of this current climate? With a reduction of reusable products, do you think waste management companies will become more important? Do you think WCN would be a good play on waste management at this point?

Q: Hi 5i - Im looking at adding top quaity companies at "fire sale" prices. Do you see these 2 companies much higher 5-10 years from now? If not these 2, which companies from your balanced portfolio look most attractive right now? Thanks, Neil

Q: What is the p/e, dividend, debt levels and your outlook on this name? thanks

Q: Acuity Ads down along with the market. Very small cap I can understand why.
There sales in my opinion are not virus or oil related and I see this dip as a buying opportunity. Your thoughts would be appreciated.
Also, in a prolonged economic downturn do they have the balance sheet capacity to "weather the storm".
Thanks
John

Q: What do you think of GFL management, debt levels, profitability and growth profile?

Thanks for your help.

John

Q: You have probably answered similar questions but are there any companies you would buy here given the market turmoil? In particular, are there names that stand out in the sense that there are babies thrown out with the bathwater that are relatively immune to what's going on and because of strong balance sheets may actually “benefit” relative to their competition. Could you suggest some med. to large cap Canadian and US stocks that stand out to you? Thanks!

Q: I have enough cash to buy 3 positions. Would you kindly rate the above stocks in order of growth potential. They will be a long term hold.

Q: Cargojet has been dropping hard lately. Do you know why? Any opinion on CJT?

Thanks
Jon

Q: Just wondering if 5G adoption will have any effect (positive or negative) to a company like Sangoma. Does the new network make older equipment obsolete?
Thank you as always.
Peter