Q: Hi team,

Looking for a defensive name with strong growth, american or canadian.

Which would be your favorites at this time for a short or medium term, and why ?

What about LW ?

Have a nice day,

Jacques IDS

Q: Could I have your assessment of Lamb Weston? ROE looks attractive but would debt be a danger here? Thank you.

Q: I am interested in investing USD in US companies in the consumer food sector(CPG) and specifically looking at Sysco and Lamb Weston. Both have decreased recently. Can you provide some insight and opinion on investing in these two and is now a good time or should I wait? As a separate question, would you recommend other US stocks or ETF in this space?
Thanks again and Happy Holidays to all at 5i ! John C.