Investment Q&A

Q: May I have your comments on earnings. Looked like a dividend increase! Thank you

Q: Hello,
Is there a reason for the recent weakness? Is it a good time to start a position - long term hold? Do you consider the stock lower risk despite being a small cap. Thank you.

Q: These results look medicore,
1. Is this partly due lo restaurant closures,
2 may I ask you to explain the dividend announcement. It seemed opaque to me. Many thanks

Q: What is your opinion as to Corby's dividend sustainability?

Q: I have held this company for 4 years. It pays a good dividend and in earlier years it paid special dividends once a year. The share price has dropped 30% since acquisition. Given its growth prospects, do you think it should be sold? If so what would you buy in its place?

Q: I hold the following shares (among others) in my various (RSP & TFSA) accounts. I'm a buy-and-hold investor, strongly leaning to dividend payors or preferably dividend-increasers.
These companies have all recently cut or suspended dividends, either as Covid-19 responses or otherwise.
ET have not cut or suspended (yet), but neither ET nor CSW have paid recent special dividends as they sometimes have in the past.
I purchased these originally on the strength of the companies' long-term potential, management strength and abilities, and growth or at least sustainability.
How would you rank or position these now in light of recent dividend cuts or suspensions, given that they are all underwater, some significantly, or at best more or less flat (ET), after mostly holding periods of 5 years or longer?
Which ones is it time to dump?

Q: Hi- it seems everyone is walking around with alcohol these days. Groceries, toilet paper and booz. Any idea on how to play that? Does consumption at liquor stores make up for the lack of consumption at restaurants. There;s really nothing else to do but drink. Even my girlfriend has gone to the liquor store more often than usual last few weeks.
Can you give me your thoughts, and perhaps a few ways to play this? Thanks.

Q: Hi 5i. your comments please on Corby's quarter and future prospects.
Thanks
Rob

Q: Good Morning, please comment on recent earnings report from Peller. Do you like this security or better to look elsewhere for a small cap with good upside and minimal risk. Rob

Q: CSW.A I owned this one oncemany years ago for quite a while and sold at nice gain. I am thinking of buying back at the current price? Seems to have minimal debt. - high pay-out ratio of 146%, liquidity ratios are great: dividend sustainable? Place to park money and earn a good dividend & would be a very small % of my portfolio?

Q: I've owned this for several years as an income stock. Over the past year it has performed very poorly, with no evidence that management has any concern. Do you see any potential for price recovery, or will that only happen after I've dumped it.
Thanks

Q: What is your opinion of Corby's Class A for dividend income? The price keeps dropping and it looks interesting at close to $15

Q: Hello 5i Team
1 - Please update CSW.A after last week's quarterly results.
2 - From the MD&A, Pernot Ricard owns 51.6 % of the class A (CSW.A).
Are there any other significant (>10%) shareholders of the Class A (CSW.A)?
Are there any significant holders of the Class B (CSW.B)?
3 - Could you speculate on whether Pernot Ricard would eventually take over CSW or is there an obscure provision in the Class B shares prohibiting this?
Thanks for the great service.

Q: Why has the bottom fallen out of this one? Usually a somewhat stable stock. Volume is usually low too, but it has increased a bit more than normal.

Q: CSW.A had reached a high of over $24 three years ago. Do you see anything holding it back from reaching that level over the next few years?

Jim

Q: hitting new lows?

buy and hold for dividend.

it has broke a 5 year low.

Q: Hi,

Would you view Corby Spirit and Wine a buy at this price. The yield is interesting at over 5%. Do you see some capital appreciation over the next three years and is the dividend sustainable?

Thanks

Q: Hi Peter, a follow up on my last question about voting and non-voting shares. Today Corby voting shares traded 14000+ shares and non-voting shares traded 665. Did you get part of the answer backward?
Thanks

Q: Hi Peter. When should an investor buy non-voting shares instead of voting shares in a company? Say Corby. The dividend is a little higher on the non-voting shares. Is this typical?
Thanks

Q: I owned this one a fair bit ago and sold at $22.00 because it was not a huge dividend grower even though they do have special dividends from time to time. I was thinking of buying again at current price; however, concerned about business: know they have their own brands; but, licence agreements to distribute for other companies. How solid are these agreements? Of course, the other issue is trading volume - but, can live with that - buy a small position of 3 to 4K shs.