Q: Can you explain the difference between dividend payout ratio and adjusted dividend payout ratio? Which metric is more reliable in the evaluation of
a potential investment? Joe
Q: There have been media reports about the GOC increasing dividend tax rates in the next budget. Would this create some selling pressure on CDN dividend stocks? I remember when the tax rules on income trusts were changed, that had an impact. Your analysis please
They announced a $30 million 5 year development contract with the latest qtr results and gave a very upbeat conference call. Wonder if you could give us a updated outlook which is always valued.
Q: I currently receive an indexed pension which covers my living expenses and related costs. I also have an RRSP and other investments. My question is regarding my TFSA. Regardless of sector allocation what would your top 5 picks be today?
Also at what monetary value would you add additional holdings or would you just rebalance your winners? Example $$50,000 5 stocks, $100,000 8 stocks?
Please deduct as many credits as you see fit.
Q: Hello Peter and 5i team,
Grant money for our grandson's RESP just came in and we are thinking of adding to GUD or XTC. We could also hold it in cash for now. We would appreciate your opinion please. Thanks
Q: I asked this question pasted below but marked it private by mistake. Your propt answer is appreciated and contains valuable onformation. Please share this with the rest of your members and charge me another question for daling with this question again.
Q (Private): H2O Innovation has been trading in the 1.60-1.80 range for about 3 months, what is your opinion of what would drive this company share price higher or is it fully valued here?
Thank you in advance.
This question is private. Only you can view the question & answer.
5i Research Answer:
Looking through the recent numbers we would consider them good. The revenue growth is impressive, and cash flow growth was very good. Earnings were impacted by charges but we would consider cash flow more relevant here. We like the growth in recurring revenue and the backlog. The size difference makes a comparison with PUR difficult, but HEO certainly has some positive qualities, including a strong balance sheet, insider buying and nice growth.
We think the company needs to simply continue what it is doing, grow the top line, sign new contracts and continue to deliver on results. The shares are not cheap given the size of the company, so it is a name that may require a bit of time for the fundamentals to catch up to the valuation.
Q: This morning DHX.B price dropped 3.8% at market opening. I don't see any news. What happened? Is there any hope for a recovery in the stock price in 2017?
Q: Can you give me your thoughts on Parklands just released Q4 report. While they seem to rave about the increase in cash flow, in fact it went down by a penny on a per share basis and they gave a very small increase in the dividend this year. I am holding on hoping that the big acquisition that will close in Q2 2017 will give a big boost to cash flow. Your thoughts please on both the earnings and the acquisition...
Q: Good day gentlemen,
What do you think of new gold for all my gold exposure? Can you discuss the deposit (grades, cost overruns, sensitivety to gold price) that is to come on line this year. Would you be buyers?
Q: Hello 5i team,
Could you elaborate on GPS's current business ? I sold it late 2013 before it peaked at around $3.50. What has changed?
Thanks,
Antoine
Q: Thinking of this one in replacement of GILD that i sold 2 weeks ago. low p/e and peg, nice dividend but high debt.Argus and S&P by applying comp p/e come up with a target of 84$. Does it deserve the p/e or cheap for a reason?
What is your view on this one ?
Any suggestion ?
(like everybody else: I know you don't cover US stocks... bla bla bla)
Thanks much!