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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: Hi Peter and 5i team,
We have 11% cash in our grandsons RESP (age 5) and we want to deploy the money. The listed stocks are currently in his account. What would be a good choice for a new holding or top up a current holding. Thank you for your great advice in the past.
Read Answer Asked by john on April 23, 2019
Q: I am a retired, conservative, dividend-income investor.

Q #1 = I have partial positions in CSH, CGX, PBH, TCL. Would you top up any of these positions?

Q #2 = I am a little light on Consumers. I am having trouble finding an ETF in the consumer sectors that pay a "reasonable" dividend. My ideal dividend target is > 3%, but I'd consider > 2%.

Two questions...please deduct 2 credits. Thanks...Steve
Read Answer Asked by Stephen on April 22, 2019
Q: My grand children (<3 & <1 year-old) have the above 4 stocks in the RESP. There is money for investment in 2 more stocks (long-term). I would appreciate your suggestions.
Read Answer Asked by jacques on April 11, 2019
Q: Hi 5i I hold small positions in these 4 companies and would like to add to each as funds become available. At this time, considering present values , in what order would you add? Thanks
Read Answer Asked by Gary on April 04, 2019
Q: Hi, These are two stocks in the portfolios which have lost 40-50% value within a short span of 12 months.( TSGI is another one, but we have already liquidated full position with 50-60% loss) TCL.a was $31, a year ago and is $16.70 now and PBH is trading at $76 after reaching a high of $120, last year. There are, of course, company specific reasons, which resulted in such steep declines. We still own both but our holding has come down to 3.5% from original 5-6%, due to loss in value. Recents results showed some positive signs for PBH but not so much for TCL.a. Looking forward, which of the two stocks, in your view, is more likely to recover over next 12-24 months, from current levels. Based on the risk and reward, is it prudent to shave each holding by 1% and reallocate the capital to better opportunities in your portfolios ? If yes, do you have a preference between the two, where risk is relatively higher ? Thank You
Read Answer Asked by rajeev on April 03, 2019
Q: Right now all of my stocks are up expect for three which I am down significantly in: TFII. TSGI, PBH. I am thinking of taking my losses on these three. I realize that not all stocks in a portfolio will be up at the same time, but the market has been on fire lately with even boring stocks soaring, which makes me concerned that these stocks are down for a reason and will fall even more if we have a recession. What are your thoughts?
Read Answer Asked by Carla on March 28, 2019
Q: Good afternoon gang
I am underwater in all of these stocks in one of my non registered accounts. I would like to sell and then buy back in 30 days or more in my TFSA or RRIF (not sure which). Do you feel any of these may pop up within that time frame? With that in mind in what order should I sell first..to last? Your suggestions will be greatly valued as always.

much thanks
Read Answer Asked by El-ann on March 22, 2019
Q: I have the above securities, as well as RBC Cdn Equity Inc, Sentry Cdn Inc, Sentry Global REIT, and fixed income via Fisgard Capital, Annuities, a company pension, CPP and soon-to-be OAS.

I really focus on asset allocation and am a little light on Consumer stocks, holding CGX, PBH and TCL (although some consider TCL to be in the Industrial sector). I am normally a buy-and-hold investor who trims-adds around core positions.

Question 1 = I am looking to add 1 more consumer stock and am looking for a dividend ideally > 3%. Based on my stock-ETF-MF mix, are there a few stocks you could suggest that would fit in my above set of securities.

Q2 = if I was to consider ideas from the Income Portfolio, is there an issue with having multiple food stocks....like PBH and A&W and NWC. Why have more than one food stock?

Q# = because A&W is a ".UN" company, how are their dividends treated for tax purposes? Are they eligible for the dividend tax credit?

Deduct as many credits as you deem appropriate....got loads and will never use them all up.

Thanks as always...Steve
Read Answer Asked by Stephen on March 21, 2019
Q: Hello Peter, Ryan, and Team

I need to raise some cash and would like to know how you would rank these stocks from "sell first" to "sell last":

BLX 1.07%
BNS 1.9%
KXS 1.35%
NFI 0.81%
PBH 1.7%
SIS 2.22%
SYZ 0.94%
TFII 0.58%

I am underwater on all of these. The number following each symbol is the stock's weighting.

Thanks for your assistance.
Read Answer Asked by Jerry on March 18, 2019
Q: My portfolio is light in consumer non-cyclicals. Last week I was considering the purchase of NWC for dividend in my non registered account. With the recent earnings release and drop in price is this a good entry point or should I move on?

Would PBH be a better choice? Or is there a better non-financial dividend payer to add to my portfolio?

Thank you

Stephen

Read Answer Asked by J Stephen on March 18, 2019
Q: Good morning, my question is regarding PBH's recent 5 year outlook. " achieving over the next five years annual sales of $6.0 billion and an
EBITDA margin of 10%." I am wondering if this goal were to be achieved do you think this is ambitious? They estimate sales to go from 3 billion to 3.7 billion a 23% increase, so that would mean if sales are 6 billion at end of 2023 then revenue only grows at 13% per year 2020-2023 which is quite the decrease or would this be their goal without taking into account growth by acquisitions? They do note EBITDA margins would improve to 10% so maybe I am missing the importance of this.
Read Answer Asked by Michael on March 18, 2019
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