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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,
Following PBH recent buy of ALLSEAS FISHERIES, do you think it increases or decreases the probability of PBH buying CLR? CLR could now be a good fit to increase vertical integration of their increasing seafood business. CLR maximisation of shareholder’s value process seems to be stretching over a long period. Do you see it as a bad sign, or simply a sign of a complicated process due to rules on Canadian ownership of quotas? What is your guess probability that CLR is ending up being bought? Is a combination with High Liner a good/natural fit? Which Canadian companies do you perceive as potential buyers?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on September 17, 2020
Q: Retired dividend-income investor. Looking to add to my Consumer sector. I already own PBH, NWC, PLC. I am looking to add one more name, preferably with a dividend > 3%, although dividend security and dividend growth are more important than todays yield.

I have looked at CTC.A, LNF, MG, PRMW and QSR. I have researched each using both fundamentals (beta, P/E, P/BV, P/CF, P/S, ROE) and technicals (higher highs and higher lows, above 200mda), as well as current analyst estimates.

CTC.A comes across as just "ok". LNF has already had an incredible jump recently, so I am hesitant to buy at current prices. MG is not bad, but shows a ROE = -1%. PRMW looks good except for the ROE = -9%. QSR also looks good, showing a ROE = +29% (I can't find P/BV and P/CF anywhere). The bottom line is there doesn't appear to be a stand out obvious buy. I am leaning toward one of MG, PRMW or QSR.

Would you please rank all 5 companies from best to worst for the following (assuming a 3-5 year hold):
a) Dividend security
b) Capital gain potential
c) Total return potential

Thanks for your help. Much appreciated....Steve
Read Answer Asked by Stephen on September 04, 2020
Q: What are your current thoughts on PBH? I'm looking at my holdings to evaluate what should potentially be cut for a better performing company. I've only got a couple laggards and PBH is one of them, after basically breaking even in the last year. I do feel its undervalued and could do better if some of their problems of the last few years go away and I think mgmt is pretty believable and optimistic. Not to mention the Canada Pension plan investment. Question is should I continue to hold for better days or maybe bail on this one and top up LightSpeed. I'm up overall so no tax loss consideration here. Thx
Read Answer Asked by Adam on September 02, 2020
Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks
Read Answer Asked by rajeev on August 05, 2020
Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?
Read Answer Asked by Stephen on July 27, 2020
Q: Regarding the recent issue of shares and debentures, which closed July 16 - what does this do for the balance sheet… or for any other aspects of PBH you feel is relevant?

Thanks!

From the press release:
The Company intends to use the net proceeds of the Offering and the Concurrent Private Placement to reduce existing indebtedness under one of its revolving credit facilities (the "Credit Facility"), thereby increasing the amount available to be drawn under such Credit Facility, as required, to fund future potential strategic acquisitions and capital projects that may arise.
Read Answer Asked by Robert on July 17, 2020
Q: Retired, dividend-income investor. Looking to top up my Consumer sector holdings. Currently have PBH, NWC and PLC, which are more on the Staples side of things. I have a "full" weighting on each, relative to my assessment of their risk. Considering getting back into the Discretionary side...maybe rebuy LNF or MG. Could you run a screen of Canadian Discretionary stocks that pay > 3% dividend and overlay that with your ranking from best to worst...maybe the top 5 for me to consider.

Thanks for your help...Steve
Read Answer Asked by Stephen on July 15, 2020
Q: SIS, PHB, PHO have all been pushed below the 1% weighting mark in my portfolio. This is due partly to starting the positions back when when my portfolio was smaller, the stocks not performing great and because other holdings (KXS!!!) have done extremely well. What 2 positions would you sell here to add to the remaining position? I'm leaning towards keeping PHO because of the balance sheet but wanted your thoughts.

Thanks
Read Answer Asked by Dennis on July 09, 2020
Q: Hi Peter and team,

Looking for some recommendations. $30,000 to invest in a TFSA. Low-risk. 3-5 companies with dividends. The timeframe is three years. What would you recommend? Would you be okay with CSU, NPI, and PBH?

Thank you very much,
Read Answer Asked by Stefan on July 07, 2020
Q: Appreciate u 12 tips today. Too many for me to buy now.Has lots of the big 6 can.banks & Qst (similar to Xbc).Please give me best 5 to buy.Txs for u usual great services & views. FYI China moves to impose HK security law causing drops in Asian markets esp HK( down 4.84% now) as well as US futures(Dow now down 139 after earlier up some 108)
Read Answer Asked by Peter on May 22, 2020
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