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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
I just noticed that in answer to a question you have put adt.ca ahead of premium brands in its category as a favourite pick. I have been worried that adt direction may be looking for a big way to make their mark in their acquisition. I have wondered whether that would bring them to abandon their usual caution. I hold pbh at now, a quite small capital gain and have been thinking about selling it. Just wondering what makes you so confident about this deal. And also, whether it is good enough to make the switch?
Thanks for this great service
Read Answer Asked by joseph on November 06, 2024
Q: There was a question asked this summer about your favorite stocks in both Canada and the US in each of the 11 sectors. I cannot seem to find it. Could you please answer that question again ? If your answer has not changed, could you please provide a link to that past answer ?
Read Answer Asked by Mark on November 05, 2024
Q: 1) Which has the highest & lowest 10-yr total return potential according to 5i’s research & data?

2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
Read Answer Asked by Trevor on October 31, 2024
Q: Hi There,
I currently have small positions in FTS (1.5%) and PBH (1.1%) which I am contemplating selling both and starting a new position in TIH for a higher growth profile. In your opinion, would you expect TIH to grow fast than the other two?
Thank you,
Read Answer Asked by Kevin on October 28, 2024
Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?
Read Answer Asked by Chris on October 24, 2024
Q: Greetings. I'm considering some fall cleaning and would value your opinion on each of these (currently underwater) listed stocks. Hold or toss over the side and go trolling for more profitable opportunities? Thanks for your response.
Read Answer Asked by Stefan on October 23, 2024
Q: I have held PBH for 5 years now. I like the increasing dividend and have seen a small amount of capital increase as well. I just added to my position. They are forecasting an increase in sales and EBITA of 50% or so over the next 3 years. With all the capex being spent on expansions some of this should help expand the margins as well. If this all works out I expect there is a reasonable chance of good capital expansions in the future as well as the dividend increases I have been getting. Any thoughts.
Read Answer Asked by Jerome on October 02, 2024
Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.

Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?

Thank as always.
Read Answer Asked by Kevin on September 20, 2024
Q: Hi 5i!
Thanks for all your great work, I appreciate it very much,
What are your top Dividend growing growth stocks? 5 US and 5 Canadian?
Thanks,
Murray
Read Answer Asked by Murray on September 05, 2024
Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Read Answer Asked by Peter on September 05, 2024
Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.
Read Answer Asked by Les on September 04, 2024
Q: I have a 1% position in PBH, and an extra 1% cash to deploy: I am debating between doubling my PBH position to 2%, or selling PBH and initiating a 2% position in COST. My time horizon for this investment is quite long (greater than five years): which would seem to be the more prudent choice?
Read Answer Asked by Domenic on September 03, 2024
Q: Hello,

I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you

Read Answer Asked by Delbert on August 28, 2024
Q: Would be interested to hear your top picks in the following areas:
metals (gold in particular, with a low cost of production); energy, food.
Thanks

Read Answer Asked by Judith on August 21, 2024
Q: you recently answered a question on august 13 about higher / better / safer quality dividend stocks with yields in the 3-5 % range (vs going after yields over 6 %).

What would you consider to be the top 10 of this 3-5 % yield higher quality dividend stock category?
Read Answer Asked by Ernest on August 19, 2024
Q: These are shares purchased from your previous recommendations which have all made reasonable gains.
Which one(s) would you currently recommend? I have some cash to invest and am considering choosing from among these 6.
Regards
Read Answer Asked by Ron on August 15, 2024
Q: Could you tell us what 5I's opinion is of the top two Canadian dividend growing companies in the last 10 years in the following sectors are:

- Consumer Staples, Information Technologies, Utilities, Energy, Real Estate and Financials

My 5I subscription is paying invaluable knowledge,

Jim
Read Answer Asked by James on July 30, 2024
Q: Hi with interest rates beginning to edge lower what would be the sectors most likely to benefit? Could you give me a couple of your favourite picks for each of those sectors. Would you be edging in, fully buying in, or hold off for a possible October correction? With the likely chaotic return of Trump to the Presidency would the Renewable stocks such as BEPC be at risk of correcting under this scenario? He does not like windmills much... Thank you for your service and deduct credits as you see fit.
Read Answer Asked by Harry on July 18, 2024
Q: Hello 5i team,
I am curious about your thoughts on Premium brand holdings (PBH). I entered a position around $86 and the stock has gone down in the past 2 years from a high of $110. I was wondering if you are still confident in the company? The BE portfolio entered at ~$56.

I think this is a slow growth company organically, do you stay with a holding as long as it is well above the entry point or is there a point were you may say that a company has run out of room and is time to exit?

Thank You,
Andrew
Read Answer Asked by Andrew on July 16, 2024
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