Investment Q&A

Q: I used to have a position in Celsius, but I exited it a while back when market sentiment became negative on the company. It has been a falling knife for many months: do you see any point at which it might begin a recovery, or do you see this as a company that could ultimately become bankrupt?


I don’t normally make an investment habit of bottom feeding, but the level of the drop has intrigued me to a degree. I’d really appreciate your insight on this company. Thanks so much, and I look forward to your response.

Q: Why would PEP be breaking down the way it is? Nose diving since last Sept. It's a good div. growth stock, would you recommend adding?

Thanks Ron

Q: Good day 5i !

With PRMW now gulped by a USA water company, what Canadian water oriented companies remain for investing? Please also comment on their prospects and timings for investment. Thank you.

Q: Can you please comment on CELH earnings? Is it as bad as it looks, still a hold or starting to look like business fundamentals are on the downturn and not just temporary weakness in the energy drink sector? Thx

Q: The Aug 1 2022 investment by Pepsi and the Aug 1 2024 management amendment and payout schedule seems foretelling. Am I reading into it?

I have a very small position today. Is it buyable today for growth and a possible total buyout by Pepsi?

Q: what are the metrics you use for CELH?. please compare the current metrics to the last 3 years. what is a good entry point. price? how much does Pepsi own out of the 39 percent insidership.? how much does management own? what is the forecast EPS for 2024/25. thanks Richard

Q: Hi Peter,
Is US dividend stocks suitable for RRIF with no withholding tax? My thinking is that US dividend does not receive any tax benefits in non registered account and is taxed like interest income. With on-shoring and tariffs, US inflation will not eased too much, and may go up again in the next few years. Hence, interest rate will not be much lower and consumers spending will be weaker for longer. Giving this scenario, and for my RRIF account, what will be your top picks for US dividend paying stocks with solid balance sheets, that will able to maintain their share price and dividend payments through a mild recession? Thanks.

Q: There are some really beaten down stocks that have been known as "blue chip" investments over the years. Which of these stocks do you feel represent the best opportunity in order of priority buy.

Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.

They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy

The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.

I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.

Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?

Q: Hello Peter,

CELH seems to have broken down and has retraced significantly from the highs. Wondering if this is still a hold or should we cut and redeploy to other growth names? Thoughts and comments.

Q: CELH vs MNST:
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony

Q: Hi 5i!

Can you comment the news about Celcius and Pepsico? Your toughts on the 7% drop, is it an occasion to add more shares?

Thanks!

Frank

Q: Can you suggest US companies with safe, high dividends? Other than Financial or Energy. I'm considering GIS but am open to other ideas. thank you

Q: Do you consider the dividend streams from the above companies to be safe? Do you forsee issues with even moderate growth for the companies as they say they are diversifying ( cough ). thanks al

Q: Good morning - I need more US exposure as I am overweight Canada. I will need to sell some/all of holdings I have in PBH, L, ATS, TOU, SU and EIF. I hate to sell any of these companies but someone's gotta go to raise cash. Taxes are not an issue. Can you suggest US companies that you would like just as much, which pay dividends and which will keep me in the realms of Industrial, Consumer Discretionary, Energy. Thank you.

Q: You replied to my recent question about cdn companies paying us dividends, I would like same 5i stock screener in us companies. Your criteria was us dividends, top 25 with the largest market capitalization, 12 month trailing dividend yield, 5 yr historical dividend growth rate and anything else you may add, basically buy and forget.

Q: Hi Peter and Staff

Please detail your reason for a preference between the two companies if only 1 is to be kept and the other to sell

Thanks for all you do
Dennis

Q: Hi 5i
With reference to your response to alexandras questions today ..." CELH is exceptionally volatile"... To what would you attribute this volatility ie; short action , hedgefunds ect.... any specific indicators one could pay attention to?

Current shareholder 2yr time frame...What share price would you consider decent risk/reward?

thx

Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks

Q: Can I ask why you may think there is such a high short position in CELH? The thought of good results and a short squeeze is exciting but there is also the thought that they know something the we don't. Thoughts?
Thank you