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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: Do you consider these companies a buy and if so at what price point would you purchase them?
Read Answer Asked by John on October 30, 2023
Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?

Thx
Read Answer Asked by blake on September 25, 2023
Q: As a follow up to my question on Target. What would be a replacement for it? I am a dividend investor with some growth stocks. I aleady have NWC, PEP, PBH and PG. Should I just add to NWC as it is low right now with the 4% dividend, add equally to these or is there a particualr peference of another such as KO?
Read Answer Asked by STANLEY on August 18, 2023
Q: I would like to add to one of the above as a new position.
Please indicate your preference and possibly the position size. Are there any I should stay away from/
Thank you for your info.
Albert
Read Answer Asked by ALBERT on July 31, 2023
Q: As i get older i am always thinking about reducing risk in a reasonable way. I have about 2 per cent of my portfolio in pbh. I know it is a smaller company and i have been thinking about taking a cap gain hit to transfer to atd. I was wondering how you would compare these two, rather than by size alone
Thanks as always
Read Answer Asked by joseph on July 26, 2023
Q: Hi 5 i Team - I hold some PBH but am considering switching to QSR since it appears to have more opportunities for stock growth, at least in the next couple of years. Do you have a preference between the two at this point based on fundamentals, management and overall outlook. Thanks.
Read Answer Asked by Rob on July 15, 2023
Q: What am I missing about PBH: high crazy debt, low ROE, high P/R . High interest rates must be hurting them with all this debt. I never bought because it always seems expensive. My neighbour and his LP have held 7% shares for many years - bought low single digits. I should have listened to him all those many years ago - LOL.. Too expensive to buy now as I can get better returns in banks: capital and compounding dividends. Just curious on your comments. I thought ofd buying at $79.00 and, of course did not do so.
Read Answer Asked by James on July 14, 2023
Q: For a retired conservative investor:

1. Please rank DOO, ATD, & BYD for safety first and total return second.

2. Please rank PBH & DOL for safety first and total return second.

Thank you
Read Answer Asked by Lyle on June 26, 2023
Q: Hi 5i
I got to the party late on CCL.B (avg. cost $65) and PBH (avg cost $120). SIS did well at first (avg cost $8). You have all 3 as B+. Over the last 5years none of the 3 has done much. Would appreciate your thoughts on why to continue to hold and any catalyst that could get them going.
Thanks, Greg
Read Answer Asked by Greg on June 07, 2023
Q: Hello, just got my income tax refund back and need to buy the above companies to bring up to allocated levels in BE portfolio. Can you please identify if any of them are particularly good or strong buys at this point...or would you suggest putting more or less equal amts of money into a number of them? I note that all are at or close to new highs. Still buyable? Thank you for your excellent services!!
Read Answer Asked by jeff on May 03, 2023
Q: Hi guys,

I would like to add the above companies into my portfolio (balance portfolio), please rank them. (must have to steady eddie)

thanks

Jim
Read Answer Asked by jim on April 26, 2023
Q: Hi 5
2 questions (please use required credits)
1) For the stock list above would you please suggest a HOLD SELL BUY.

2) I would like to consolidate all of the above stocks into: NVDA GOOGLE and
MSFT for a 2 years hold, I understand the stocks are good ones , but I'm only looking at a faster recovery. Would you be om with it.

Thanks

Read Answer Asked by Fernando on March 22, 2023