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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: please provide 5 names of Canadian stocks of companies in the energy space with the following attributes:

1. high sustainable dividend
2.long life reserves
3.good balance sheet.
4.good investor friendly management
thanks yossi
Read Answer Asked by JOSEPH on September 05, 2023
Q: Hello 5i,

GIC's are about 15% of our portfolio with BTI and EPD each at 1.5%. GIC's (laddered strategy) roll over between October and March. Would you recommend 1 or 2 year GIC's (@5.5%), 5-year GIC @5%, add to EPD or BTI , or do you recommend a bond or mix of bonds? We are in our mid 60's, retired, risk tolerance is medium.

Thank you for your Service
D&J
Read Answer Asked by Jerry on September 05, 2023
Q: Hi 5i,
What’s your thesis on Empire? I’ve held the position for several years and it seems to be the perennial underperformer of the grocers (MRU, L). Trying to decide whether it’s time to cut the position and move on to better opportunities.

Thank you!
Read Answer Asked by Greg on September 05, 2023
Q: Help me understand what the 2or3 key reasons are, to continue holding ECN, in addition to economic recovery and lower interest rates. Is economic recovery and lower interest rates the dominant reason to continue holding ECN? In your experience looking at a companies whose business was similar to ECN, how long will it be to see a share price response, to these reasons, if properly executed?
Read Answer Asked by Greg on September 05, 2023
Q: hi,
I was reading questions/answers this am. I noticed "John" today asked what to do with 4 equities that are down right now (AQN,Alaris, cargo jet,goeasy). I agree these seem like holds or buys right now. however, I am guessing John was looking for dividend payers with some growth(opposed to high growth, perhaps more speculative stocks), to swap with his current 4 (3,2,1??) equities he has at loss. he is retired. I am in a similar position, and would like your thoughts on potential dividend payers with some growth ( ie capital gains keeping up with inflation, at least ). cheers, chris
Read Answer Asked by chris on September 05, 2023
Q: Any concerns with BCE’s payout ratio being over 100%? TD’s analyst downgraded the stock last week as he noted that the Street has overlooked BCE’s cash costs related to the payment and servicing of capital losses. As a result, they lowered the FCF estimate by $550M which dramatically increases the payout ratio for 2023E to 148%, versus 119% previously. They note they see no near- to medium-term prospect for the payout ratio to get below 100% if BCE keeps raising the dividend 5% per year.
Read Answer Asked by Zach on September 05, 2023
Q: Hi 5i team:

So today (Sept 1st) there was economic news on a slight contraction to Canadian GDP and the TSX rocketed up, presumably on assumptions about the implications for interest rates. I know you have mentioned in the past that by the time a recession is officially declared we are probably well on the way to being out of it. I’m assuming that the “smart money” probably has more subtle indicators that they watch that probably don’t necessarily make the daily mainstream headlines? Curious if anything maybe below the average investor’s radar has caught your attention of late that has caused you go “huh” with regards to the market (I have learned to appreciate your insights over the years). Thanks,
Read Answer Asked by Stephen R. on September 05, 2023
Q: Follow-up questions. - Do you suggest P/E below is considered a value stock? If not please give us what is considered as value P/E.

The current forward P/E for each sector is:

Materials: 17.4X
Real Estate: 28.2X
Financial: 13.4X
Services: 16.5X
Discretionary: 24.4X
Utilities: 16.1X
Energy: 11.6X
Health: 17.5X
Staples: 19.4X
Industrial: 18.2X
Technology: 25.5X

Thanks for the great service
Read Answer Asked by Hector on September 05, 2023
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