Q: PBH has had negative momentum for a few weeks and is now very over sold. Is it time to take a 2% position or should I wait a little longer for the momentum to neutralize?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: In Maple Leaf's news release, they mention the Chinese import ban of Canadian pork affecting their bottom line. It sound's like they export pork to China. I hold PBH and would like to similarily understand the mechanics of how China's pork issue may affect PBH. Does PBH export pork products to China that would be subject to a ban? On the other hand, is it possible that lower North American pork prices could be positive to PBH as an input cost? Thanks.
Q: 2 market darlings getting hit. 1)PBH reached a high of some $122.59 in 4/18 then started a decline reaching a low of about $67 in 11/18,then traded in a range until CPP invested($200m) in 2019.As a result price went to some $98.38 on Sep 3 before starting decline with big declines the last 2 days($87.74 c on 10/25).Your opinion please.Is tis an opportunity to start a position? 2)TOY dropped from a high of some $59.40 in 7/18 due to so many headwinds(eg ToyRUs,poor results of Hasbro,tariffs on China,expected flat eps in 2019 with growth in 2020 etc) to close at $35.04($34.82 being 2019 low achieved on 10/25).What are the chances of a recovery soon so as to start a position. Thanks for u usual great views & services
- Bank of Nova Scotia (The) (BNS)
- TC Energy Corporation (TRP)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
Q: Hi Peter, Ryan and Team,
I hold BNS, BEP.UN, FTS, KXS, PBH and TRP in my child's RESP account and it has been performing quite well. With another 8 years to go, should I just add to the existing positions or add something else?
Thanks.
I hold BNS, BEP.UN, FTS, KXS, PBH and TRP in my child's RESP account and it has been performing quite well. With another 8 years to go, should I just add to the existing positions or add something else?
Thanks.
Q: Regarding the previous question on Premium Brand's weakness on Oct 24...
Yesterday, White Crane Capital recommended shorting Maple Leaf Foods and perhaps that negative sentiment took down PBH in sympathy, as well.
Yesterday, White Crane Capital recommended shorting Maple Leaf Foods and perhaps that negative sentiment took down PBH in sympathy, as well.
Q: Do you see any reason PBH has broken down today?
Sheldon
Sheldon
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hello,
The family RESP is composed of 15% VGG and 15% XQQ with the balance spread roughly evenly over the remaining stocks listed above. I would appreciate your suggestion for an additional position. The oldest child is 8 years away from post secondary.
Thank-you.
The family RESP is composed of 15% VGG and 15% XQQ with the balance spread roughly evenly over the remaining stocks listed above. I would appreciate your suggestion for an additional position. The oldest child is 8 years away from post secondary.
Thank-you.
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Enbridge Inc. (ENB)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Premium Brands Holdings Corporation (PBH)
- Sienna Senior Living Inc. (SIA)
Q: HI 5i
In my grandchildren's RESP, I have about $1500 to invest, Currently have the above stocks at about equal weighting except for CNR at 26%, rest at approx. 15%. Would you recommend a couple of options for the next investment?
Regards
Kathy
In my grandchildren's RESP, I have about $1500 to invest, Currently have the above stocks at about equal weighting except for CNR at 26%, rest at approx. 15%. Would you recommend a couple of options for the next investment?
Regards
Kathy
Q: What are thoughts on PBH today? If positive, would you recommend a full position? Looking for income with some growth. Thank you.
- Bank of Nova Scotia (The) (BNS)
- Cineplex Inc. (CGX)
- Enghouse Systems Limited (ENGH)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Precision Drilling Corporation (PD)
- Surge Energy Inc. (SGY)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Currency Exchange International Corp. (CXI)
- High Liner Foods Incorporated (HLF)
Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.
- Toronto-Dominion Bank (The) (TD)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi Peter and 5i team,
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
- Restaurant Brands International Inc. (QSR)
- Premium Brands Holdings Corporation (PBH)
- North American Construction Group Ltd. (NOA)
Q: I am thinking of selling NOA and buying either QSR or PBH. I am looking for growth. Which would you pick and why?
- People Corporation (PEO)
- Toronto-Dominion Bank (The) (TD)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi Peter and 5i team,
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
Q: would you be a buyer of PBH today if not yet owned ?
Thanks
Thanks
- Covalon Technologies Ltd. (COV)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Intel Corporation (INTC)
- Bristol-Myers Squibb Company (BMY)
- The Walt Disney Company (DIS)
- International Business Machines Corporation (IBM)
- PPL Corporation (PPL)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Canadian Natural Resources Limited (CNQ)
- Saputo Inc. (SAP)
- Constellation Software Inc. (CSU)
- Vermilion Energy Inc. (VET)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- goeasy Ltd. (GSY)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Alimentation Couche-Tard Inc. (ATD.A)
- Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Corteva Inc. (CTVA)
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Kim
Q: Hi,
I'm considering one of these two companies and would like your opinion and reasons supporting your choice. Thanks.
I'm considering one of these two companies and would like your opinion and reasons supporting your choice. Thanks.
Q: PBH beat expected Rev.& eps resulting in initial $96 H(vs $91.33 c 8/12),$90.03 L & $90.92 C.Why the reversal? Is it timely to initial a position?or you prefer others like AQN.Thanks for u usual great services & views
Q: Comment on earnings please
- Algonquin Power & Utilities Corp. (AQN)
- Parkland Corporation (PKI)
- Innergex Renewable Energy Inc. (INE)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
Q: I've got some cash in my RSP I would like to put to work. How would you rank the above to top up from a half weight to a full weight position, (Strongest to Weakest). I am growth investor with a 5 to 10 year timeline.
Thanks and hope you are enjoying your summer.
Greg.
Thanks and hope you are enjoying your summer.
Greg.
Q: Greetings.
Is there any news to account for Premium Brands' decline today (analyst downgrade, news I am missing, rumour, etc etc)?
Thanks.
John
Is there any news to account for Premium Brands' decline today (analyst downgrade, news I am missing, rumour, etc etc)?
Thanks.
John