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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: Hi: I am slowly building a diversified portfolio one stock at a time. I currently have equal amounts of BNS, BEP.UN, DRG.UN, ZUE, and GUD. Which would you recommend for my net purchase CGX or SIS. Or a better choice?
Thanx
Read Answer Asked by Valdis on September 01, 2017
Q: I am surprised that you bought CGX in the income portfolio today. Even though it is down substantially it still trades at an EBITDA/EV multiple that is significantly higher than US comparables. I know that CGX is well-run, but has little growth and under GAAP accounting has not covered its dividend in 5 of the past 7 years. This does not seem to be a good stock for a conservative income portfolio. What am I missing? In your answer I would welcome a comparison to Corus Entertainment, which also offers little growth, but at least the dividend is well covered and would seem like a much safer choice for income.
Read Answer Asked by David on August 31, 2017
Q: Aa aging seniors, my husband and I are beginning to feel our "investing for the long term" is probably less appropriate than investing for the short term. Following your observation that CGX is less reliable than it once was, therefore, can you suggest a good replacement for it? It has done extremely well for us. And we are still well "up" on it. Thanks for your continued sage advice.
Read Answer Asked by M.S. on August 29, 2017
Q: Hey 5i folks could you give me your views positive and negative on investing in these six without regard to sector allocation. Looking at a 5 year hold. Perhaps ranking them from most to least favourite. Thanks for your help - Ken
Read Answer Asked by Ken on August 29, 2017
Q: What's a good replacement for CGX?

Thanks,
Robert
Read Answer Asked by Robert on August 25, 2017
Q: It seems to me that Cineplex should be valued more on cash flow, like a pipeline or a REIT, because of all the buildings it owns. For 2016, it claimed $106 million in depreciation, which of course lowered reported earnings by that amount. According to TD, 2018 FCF is estimated to be $3.46, making the stock actually somewhat cheap. Thoughts?
Read Answer Asked by Alex on August 25, 2017
Q: I purchased cgx late July and subsequently lost 25%. You mentioned that they need to diversify so that their earnings are not so tied to the box office. In reading their results,it seems that they now have more assets in "other" entertainment venues. Given their previous track record,would you advise holding for a year and how did you view their continuing foray into other venues and what do you see in the future for price appreciation? Thanx.
Read Answer Asked by Steve on August 24, 2017
Q: hi Peter, out of these which ones would you recommend for adding onto with new money to add onto the existing positions. which ones are ok to let go.
thanks
Read Answer Asked by RUPINDER on August 23, 2017
Q: I have held CGX in my TFSA for over 3 years for growth and a good dividend. The stock is down about 15% from purchase price and you have indicated that it is probably not going to do a whole lot quickly. I am considering replacing it with something that is expected to grow a bit faster but still has a dividend and would like your advice. If you think replacing it is a good move could you give me some suggestions - I was wondering about Savaria as a possible replacement>
Read Answer Asked by jane on August 23, 2017
Q: You are probably tired of Cineplex questions.
To clarify 5i sold Cineplex because they wanted to use the monies for better opportunities. If not, prescient knowledge well done.
I should have followed suit.
Ellis Jacob CEO is fawned over in the press.
He runs a monopoly which always misses earnings.
There is a Cineplex near my house it is operated like a Canadian monopoly. Service is mediocre, food is too expensive to buy and minimal staff that are somewhat present.
Is Cinemark a better operated company?
It has much more debt.

Thanks for letting me rant.
Read Answer Asked by ian on August 23, 2017
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