Investment Q&A

Q: Now that PLC has made a significant move upwards in share price, do you think it is time to lighten up on shares owned? If so, what stocks would you recommend as an alternative?
Thanks

Q: Looking to add 2-3 names of the above small caps to my TFSA this month.With the exception, of LMN and GLXY all are down substantially. Question. Which have the biggest up side in 2024, for a long term hold. Please rate them 1-8 with short comments for growth and safety,

Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas

Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.

Q: any reason for the move today? Time to start a position at this level?

Q: Considering a switch from PLC and/or CTS to TVK, and one of SIS or NPI for TSU. What are your general thoughts on either move - higher risk, higher reward?

Thanks in advance. - Jeff

Q: Still looking into tax loss selling. The last few days have made me somewhat apprehensive, though. Things can shoot up fast. I have, unfortunately, fairly substantial losses in these three. Does 5i have any objections to selling, with the perspective of buying back later?
Thanks for your excellent advice

Q: What do you think of results and are you still optimistic about a price recovery at some point?

Q: Greetings 5i team,
If you were to own just one (PBH or PLC), which would it be and why.

Thank you as always.
SP

Q: Except for CTS, ATZ, SHOP and LAC all of these, once darlings, are below where they were 5 years ago and all of them are down sharply from their all-time highs. Can you provide your thoughts on which, if any, of these stocks will be able to get back to their old highs and a guess on when. Also, please identify your top picks (ones that you are sure will survive and thrive in the next 2 to 3 years) and your bottom picks (ones that are destined to struggle for years). They don’t all need to go into those two groups, as the future of some of them may be fuzzy. A sentence or two on why you placed these stocks in these groups would be appreciated. Thanks

Q: This continues to grind lower and I am thinking it may have gone past a reasonable decline. Any comments you could provide would be appreciated before I start building a position.

Q: Why is this stock classified as Consumer Discretionary as opposed to a staple? There seems to be a disconnect sometimes. For example, Molson Coors is classified as a staple yet PLC is discretionary. Obviously thought is put into these topics by experts but the service offered by PLC seems to be for a pretty non-discretionary matter!

Q: Retired dividend-income investor. I own Park Lawn (70% in my Cash account and 30% in my TFSA). I am down 10% in the Cash account (without the dividends) and down 45% in my TFSA. My current thought is to sell all of my PLC shares held in my Cash account, wait at least 30 days and then re-evaluate and potentially add to my PLC-TFSA shares. I still believe in PLC, but think it might be a while before a rebound occurs and I could capture the capital loss.

Question #1 = I just wanted to check with you that the above plan would meet the CRA superficial tax loss rules (STLR).

Q#2 = Further, my understanding regarding "STLR" are that it does not matter if you hold the same security in multiple accounts (RRSP, TFSA, Cash) and if you are up or down in any of these accounts, that if you wish to claim a loss related to a sale in the Cash account, as long as you don't buy or sell in any account within the 30 day window either before or after the "sale" date, then the sale will meet the CRA Tax Loss requirements. Am I correct?

Thanks in advance for the clarification...Steve

Q: When the "take it private" chatter was happening I ended up with too large of a DND position which I have been (too) patient with as I understand that the macro economics involved are challenging and until that changes there is little to do but wait. But it is getting a little crazy at this point (even dead cats should bounce).

If I wanted to hedge my bet and sell some are there few other beat up names that you feel have a similar or better recovery potential?

Q: Comments on PLC’s sale of part of its portfolio yesterday? How will market react? And does this have anything to do south the company’s decision re Carriage services offer to purchase and rescinding the offer?

Q: still falling, time. to sell and forget I ever bought?

Q: Do you see interesting dividends stocks down that we should keep an eye on with potentiel harvesting tax-loss season coming? Canadian and US stocks with a good balance sheet.

I have been looking at dir.un, plc, ko and pfe

Q: So, after the market closed yesterday, PLC announced they were withdrawing any further involvement in the purchase of Carriage. I would have expected today to be a "down" day...due to the perception that PLC would not be "growing" as per their stated 5 year plan of growth by acquisition (my paraphrase).

However, today PLC is up 4%. Is it due to the market being relieved that PLC is better off not having to add debt to their balance sheet?

A bit confused...thanks...Steve

Q: Hi team
I am disappointed for the pull back and I have held it for awile
wonder if it is a decent move to sell 50% and buy GSY
are they in the same risk category and both undervalued?
both pays a dividend which is nice

thanks
Michael

Q: I realize this company has a high P/E but at a 52 week low and not a lot of competition and a fragmented industry for acquisitions,is this not a Screaming Buy …. your thoughts on the company and any upcoming catalysts to help this company to a mid 20s