Q: On July 12 in response to a question regarding Co. it was stated EPS consensus calls for at least a 25% increase and that PE of 17 is still below 10 yr. average. With a substantial move lower, which I assume is on no news, can these shares be bought? Also, can you confirm the move down is on no news please? Is the move down possibly due to a move away from defensive staples? Thank you.
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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: SAP has had a nice run since mid April. What has been the reason for it? where is the growth coming from and can it continue?
Thanks for your great advice.
Ian
Thanks for your great advice.
Ian
- TELUS Corporation (T)
- Saputo Inc. (SAP)
- Northland Power Inc. (NPI)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Please sort the list if you were assigned a task of bottom fishing.
Firstly sort them (best to worst) in terms of growth perspective for next 3-5 years.
Secondly sort them from fundamentals/safety perspectives.
Ignore diversification.
Also feel free to add your own favorite bottomed pick.
Firstly sort them (best to worst) in terms of growth perspective for next 3-5 years.
Secondly sort them from fundamentals/safety perspectives.
Ignore diversification.
Also feel free to add your own favorite bottomed pick.
Q: Needing to sell either SAP or PLC (both down). Which one better to keep and why?
Q: please comment on Saputo latest earning report. Many analysts see recovery to fiscal 2025. What is your view on the company? buy, hold or sell? Thank you
- Saputo Inc. (SAP)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Haivision Systems Inc. (HAI)
- Lumine Group Inc. (LMN)
Q: Hi, I want to build a position in the new lumine for long term growth but for that I will have to sell other positions to raise capital, what would you sell between lightspeed, spin masters, saputo or haivision ? Thanks
- Tyson Foods Inc. (TSN)
- Saputo Inc. (SAP)
- Maple Leaf Foods Inc. (MFI)
- Rogers Sugar Inc. (RSI)
- Cal-Maine Foods Inc. (CALM)
- Performance Food Group Company (PFGC)
Q: Hello 5 iteam,
Rogers Sugar was a good pick for us, may be the timing was right. Now, It is time for us to trade it for another company that have a bit more growth. Your thought on swapping this name for Maple Leaf Foods /Tyson Foods or Calmaine/ Saputo.
Rogers Sugar was a good pick for us, may be the timing was right. Now, It is time for us to trade it for another company that have a bit more growth. Your thought on swapping this name for Maple Leaf Foods /Tyson Foods or Calmaine/ Saputo.
Q: Further to your answer today to my question, given the valuation, do you think SAP is a sell?
Thanks,
Thanks,
Q: What do you think of the recent short attack on the company? Any merits in the report?
Thanks,
Liping
Thanks,
Liping
Q: Hi Guys
Can you explain why LTM Free cash flow shows Cash from Operations @ 551 million less Capital Expenditures 335.2 million equaling free cash flow of positive 216 million.
Why wouldn't it be : Cash from Op 551 million Less Cash from Investing -296.9 million, less cash from financing - 270.8 million for a negative free cash flow of about -15.8 million ?
Thanks Gord
Can you explain why LTM Free cash flow shows Cash from Operations @ 551 million less Capital Expenditures 335.2 million equaling free cash flow of positive 216 million.
Why wouldn't it be : Cash from Op 551 million Less Cash from Investing -296.9 million, less cash from financing - 270.8 million for a negative free cash flow of about -15.8 million ?
Thanks Gord
Q: Would you endorse a switch from saputo to converge tech for future growth?
Appreciate your insight.
Appreciate your insight.
- Loblaw Companies Limited (L)
- Saputo Inc. (SAP)
- North West Company Inc. (The) (NWC)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.
Thanks.
- Loblaw Companies Limited (L)
- Saputo Inc. (SAP)
- George Weston Limited (WN)
- Metro Inc. (MRU)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- Maple Leaf Foods Inc. (MFI)
- North West Company Inc. (The) (NWC)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
- Jamieson Wellness Inc. (JWEL)
Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal
Q: Morning Team,
I am considering selling SAP for tax loss, but would like to stay in the sector, what would you suggest to a replacement ? I have L holding already.
Thank you as always,
Happy Holiday,
Tak
I am considering selling SAP for tax loss, but would like to stay in the sector, what would you suggest to a replacement ? I have L holding already.
Thank you as always,
Happy Holiday,
Tak
- Loblaw Companies Limited (L)
- Saputo Inc. (SAP)
- George Weston Limited (WN)
- Metro Inc. (MRU)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- Maple Leaf Foods Inc. (MFI)
- North West Company Inc. (The) (NWC)
- Primo Water Corporation (PRMW)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- SunOpta Inc. (SOY)
- Village Farms International Inc. (VFF)
- Jamieson Wellness Inc. (JWEL)
Q: Hi Peter, Ryan, and Team,
In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.
Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.
In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?
Thanks as always for your valued advice!
In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.
Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.
In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?
Thanks as always for your valued advice!
Q: Saputo? is it a buy?
Q: In your opinion, which one of these 2 companies has the better growth potentiel in price appreciation for the next 3-4 years ? Both have large addressable market. Thanks
- Loblaw Companies Limited (L)
- Saputo Inc. (SAP)
- George Weston Limited (WN)
- Maple Leaf Foods Inc. (MFI)
- Premium Brands Holdings Corporation (PBH)
- High Liner Foods Incorporated (HLF)
Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.
Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.
Also could you please rank in terms of estimated dividend growth going forward - best to least.
Thanks so much!
Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.
Also could you please rank in terms of estimated dividend growth going forward - best to least.
Thanks so much!
Q: Hi team:
this stock is doing very well, however, there are rumors that the US
will put tariffs on the dairy products from Canada
to protect the US farmers
I have a small position, it pays a small dividend
should I add more, hold or sell due to the potential upcoming tariffs ?
thanks
Michael
this stock is doing very well, however, there are rumors that the US
will put tariffs on the dairy products from Canada
to protect the US farmers
I have a small position, it pays a small dividend
should I add more, hold or sell due to the potential upcoming tariffs ?
thanks
Michael
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- Cenovus Energy Inc. (CVE)
- Saputo Inc. (SAP)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
- Emera Incorporated (EMA)
- Bausch Health Companies Inc. (BHC)
- Kinross Gold Corporation (K)
Q: Hello 5i team,
What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?
Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?
Thanks!
What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?
Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?
Thanks!