Investment Q&A

Q: RPI and LWRK are both long-term holds for me, and have done well - particularly RPI (+500%) in spite of the recent slide. However, these were bought in part for their dividends, which have decreased on a percentage basis with the stock price gains. Both have also been rather weak lately, and I can easily get significantly higher dividends with other stocks. I am looking at selling one this year, and the other next year.

Could you comment on which has the least likelihood of a rebound, and should go first.

A further issue is that both are in a taxable account, and the sale of either will result in the complete clawback of OAS due to the capital gains. I have no offsetting loses at the moment. Any suggestions on how to handle this?

Thank-you

Q: Hi, Please comment on Richards Packaging earnings release, Does it inspire more confidence in owning the stock ? Thank You

Q: Which company would you prefer to begin a long term position in? Or is a partial position in both a better strategy? Thanks

Q: What is the reason for CCL's anaemic performance over the last 4-5 years? What is your outlook on the company? How would you you view a switch to RPI or IFX in today's market environment?
Thanks

Q: Just starting a new TFSA account. Looking for dividend growth, dividend yield and share price appreciation. Can you please list 5 Canadian stocks that fit this requirement.

Q: On selling RPI.UN what would be good subtitutes in this category? Thanks

Q: Hi, Could you please comment on Richards Packaging earnings release, Thanks

Q: I am more than happy with the long term performance of this company . However the last two quarterly reports issued by the company have been somewhat pessimistic regarding growth prospects as the economy recovers from the covid pandemic . Cash flow is good , and the company will be buying back shares . I wonder if the are now an acquisition target for a larger competitor . What are your thoughts -- are they a buy , sell or hold?

Q: Hi, Could you please comment on Richards Packaging quarterly/annual results released Friday evening Thanks

Q: Gerry Glynn is stepping down as CEO of Richards Packaging at the end of 2020 . Do you have any comments as to how this change affects the company in the future -- share price is up considerably in last two days !

Q: I have had a good run in the past several years with RPI.UN but it seems to have floundered recently. Would you recommend a switch to TCL.A? If not, would you have a better choice?

Q: Hi, INK shows a flurry of insider activity reported for CEO Gerry Glynn on Nov 27. Trade price reported is $66.06. Could it be just an Estate Planning/Change of Direct or Indirect ownership event or there is more to read into it ? Thanks

Q: Can you please comment re the recent stock performance and stock outlook for each of these companies. Thanks

Q: Hi Peter
Read your article in the NP on the week. Following your comment on selling some of your winners, would you consider RPI be one of them. Own for many years and had to reduce my holding in my TSFA. Still over 5% of my portfolio with a profit of over 460%.

Q: Hi, Richards Packaging has been a star performer this year. Any comments on the sharp drop of $10 during last 2 days ? Thank You

Q: Hi, Could you please comment on their earning release. Looks like they are guiding lower for 4th quarter of 2020 as well 3 quarters of 2021, on YOY basis, as corona virus related demand wanes. Thanks

Q: Is RPI's performance recently astonishing? Could you put some reality to this fairy dust?

Q: Hi Peter &5i team,
If Amazon is building warehouses in Canada, will any Canadian companies benefit? In your opinion, is this a good opportunity to invest in companies such as Richards packaging,CCL,the pulp and paper industry,or other e commerce firms.
Thanks for your thoughts

Q: Please comment on Richard's Packaging earnings. Thanks

Q: Do you know if Richards Packaging makes the vials for delivering a vaccine?