Investment Q&A

Q: What is your opinion on QSR and is it worth buying at this time for a 5- 10 year investment?

Q: What would you consider a good entry point for QSR, EIF and LNF?

Thank you

Sylvain

Q: Hello everyone.

If your goal was to pick 3 companies that had the highest percentage chance of growing their eps by close to 10% and their dividend by 5% for the next 2 to 3 years, which companies would you select, today?

Thanks.

John

Q: Hi, I’m trying to decide between these 4 operators to invest right now. Would you do a short compare of their size, debt and outlook ?

In 5i Market Data , what is the difference between « Total debt to equity » and « Leverage ratio ». Does Debt/CF show up somewhere? Which other ratio(s) would be the best indicator(s) in this specific sector ? Thanks

Q: In our unregistered, income account I recently sold LIF and have decided not to return to that stock after 30 days. Instead, planning to buy more of one or two of the existing stocks.

Since this is an income account, yield is important and also quite happy to see total account balance steadily increasing whilst tapping off the cash.


I need some help deciding which ones to add to, and have 3 criteria:
1. Best yield
2. Current portfolio weighting
3. Best value over next 5 to 10 years

1. From highest to lowest yield:
TCL.A, BCE, AQN, EIF, BNS, CPD, T, SLF, QSR, ZRE, RY, LNF, FTS, BEPC, NTR

2. From lowest to highest weighting:
ZRE, LNF, TCL.A, QSR, AQN, NTR, BEPC, SLF, CPD, T, BNS, EIF, BCE, RY, FTS

3. Can you please help me to rank these stocks from highest to lowest value / growth prospects, or if that is to big a task. Please recommend overall best 3 selections given my criteria.


Thanks,


Jim

Q: I have an unregistered account which we use to generate long term dividend income. There are currently 9 holdings in the red, and 9 still in the black.
I am debating whether or not to sell some of the losers to capture capital losses. Then, in 30 days reasses - either repurchase same or redirect cash elsewhere.
In order of biggest to smallest loser, based on $:
LIF, SYZ, LNF, QSR, TCL.A, ZRE, AQN, BEPC, EIF

In general, I'm quite happy with the performance of this account in this declining market environment. Although the capital has declined a bit, the income stream has been quite stable.

Question 1: Please comment on the merit of this idea. Lose one or two dividend payments now for sure versus banking a loss for future tax benefit sometime. (retired, no earned income)

Question 2: Would you consider any of the 9 names above unsuitable for this account?

Question 3: Which of these 9 names are most likely to have further to fall?

Q: What's happening with QSR? I thought Tim's and Burger King saw decent growth in sales. The market is not impressed.
Your thoughts?

Q: What are your thoughts on MTY and QSR Thanks

Q: Greetings:

These three companies have not fared well over the past 12 months and I wonder about company specific issues? If I I look at other companies in the same sectors AW.UN for instance it has done pretty well compared to Restaurant Brands over the same period, and CGI hasn’t performed nearly as poorly as Open Text as another example. Do you see any changes in fundamentals for these three that concern you going forward?

Thanks,

Q: Hi Peter
re my income portfolio if i had to pick one in each category which would you favour for dividend and some growth
Atco vs fortis for utility exposure
Restaurant brands vs A and W . for consumer exposure

Thank you
Howard

Q: I have a relatively small RESP portfolio that will have to change to an RRIF. I would like the RRIF to be able to generate enough dividends to cover the required withdrawals. If that is possible. Can you tell me your top ten highest dividend-paying Canadian companies or maybe even better ETFs or a combination that you would be comfortable owning?

Thank you.
David

Q: With intrest rate rising,perhaps faster in USthan Canada Which stocks will benefit and which has more risk but perhaps benefit.
Does Energy stocks still have room to grow?

Q: Hello,

I would be interested in hearing your top 6 choices for Canadian stocks (or possibly ETFs) with reasonable yields (2% or more) where you would consider the stock/ETF price to be relatively safe in the current and near-future environment, e.g. rising interest rates and inflation.

Please exclude SLF as I already own it, and include no more than one bank stock (or ETF) in the list for diversification.

Thanks!

Q: Hi Peter and 5i Team
I have held QSR in a RIF and am considering replacing it with KEG or AW. Both have more attractive dividends and seem to be performing better in the present environment. Could you rank in order of preference based on present valuation and future returns. Thanks for all you do.

Q: What are your thoughts about QSR? I want to know why this stock has been trading sideways for the past 5-years. It definitely is range bound.

Are they missing estimates or something? I’m sure the pandemic hasn’t helped.

Cheers

Q: Hi Peter, Ryan, and Team,

For a TFSA that includes all sectors except for Consumer Cyclical (don't know how I let this happen!), what would be your top five Canadian picks in Consumer Cyclicals for 2022? Should all 6K go into one of them, or should two or three be purchased for diversification purposes?

Thanks in advance for your valued assistance, and the best of the season to everyone at 5i as well as your members. I've learned so much from all of you!

Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.

Q: I see that Tims China plan to go public in 2022. will QSR shareholders receive shares in this newly created company? what % of this new company will Restaurant Brands own? thanks Richard

Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo

Q: QSR considering that the 3yr revenue growth is 0.05%, what is the company's long term plan to increase its revenue and earnings going forward? what other companies in this area have better prospects for increasing revenue and earnings?