Investment Q&A

Q: Hello, I see that you will be adding QSR to the Income Portfolio. Is that because you will eventually remove AW from it? If you had to choose between the two, which one would you buy today ? Regards, Gervais

Q: Hi,
Was QSR supposed to release earnings yesterday, as per a couple of web sites? I see no ER.
Dave

Q: Hi 5i team,

I see QSR will release earning on Apr 22nd and still forecast 1.26B/0.53 EPS for Q1 2020. With the current environment, does this sounds too optimistic? I still hold it but worry that it will have big dig if company misses earnings. Appreciate your input here.

Q: AW. UN or QSR? I'm leaning towards AW>UN as I like the brand better.

Q: Is QSR going to zero because of the Coronavirus? How long can it survive with restaurants closed? Is it time to sell?

Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.

Q: I am concerned about problems with A&Ws problems with understanding their core brand and Burger King seems to be contra to a shift to healthier food. Will BK's followers carry the company? and is this a time to bail.

Q: Would you be a buyer of QSR today or would you wait it out?
Thanx Gary

Q: I am overweight financials and I am thinking of selling PWF, which has a nice yield but no growth, and replacing it with a non-financial large cap dividend growth stock of similar quality. I am looking at QSR which has a lower yield but hopefully more growth, and CCL.B which has an even lower yield but presumably higher growth. If not one of these, what would your top recommendations be in the large cap dividend growth space?

Q: Thoughts on starting a position in this name for 3-5 year hold. One of few stocks that is trading closer to 52 week low than 52 week high - over time do you Think this will perform well.

Q: Could A&W be considered a candidate to be bought out by someone like MTY group or anyone else
Thks
Marse

Q: Hi, I just have a question about holding CAD listed stocks that currently pay dividends in CAD$. If the stocks are also US listed, how do I go about getting the dividends in US$ if I wanted to?? Do I need to ask my broker to convert the cad stock to the US equivalent? In that case, would they just convert it at the current FX rate and would I get them to journal it over? Would I use norbert gambit to do this possibly to save on FX conversion? Any advice would be great!

Thanks!
Keith

Q: Hi team I asked a question on LSPD re claiming a loss. While that question was answered I also asked for a analysis of the company over the short term. Unfortunately the second part of the question did not get answered please analyze LSPD short term/long term also am looking at buying QSR can you also give your opinion thanks

Q: Good Afternoon,
I currently hold some TSGI shares in my TFSA and with the recent rally I'm almost back to even ( I know not a great investment strategy trying to break even). With the concern of increased regulatory risk around the takeover I am considering selling and jumping into QSR? According to the charts looks like support is in the $86 range and could turn around and challenge the recent high of around $106? If it breaks this could run to $128 technically speaking. The name looks interesting with Burger King and Popeye's, not so much Tim Horton's. Thoughts on this as a trade? Or perhaps sell TSGI and get into IPL or ENB, ENB looks like it's breaking out?
Thank-you

Q: I sold my PBH in the mid 90s, and am wondering if I should buy it back now, or is QSR a better buy today. I would it hold fit or a few years. Which do you prefer today, and why?

Q: I need to add to my consumer stocks. I am looking for short term reasonable safety, liquidity and dividends. Your thoughts on L, PBH, QSR. Thanks

Q: I have been monitoring the above list of stocks. I have some cash to deploy in the names. Can you please list the above names in your preferred order to purchase them. Which ones you like the best? Should I wait for tax loss selling season to see more pressure on the names. Thank you for your opinion.

Q: I'm looking at the dividend return on the food royalty companies, which look very attractive. I don't own anything in this area. Is there an ETF that holds a bundle of these companies? If so, is that a good way to get in? Or rather, buy one or more companies. If so, which ones. Thanks!

Q: Hello Peter and Staff

Please provide for the last 6 quarters EPS and distributions per share as well as any other considerations I should take when analyzing your response

Thanks for all you do
Dennis

Q: Would you be comfortable buying here?

Thank you!