• Loblaw Companies Limited (L $61.42)
  • $61.42 P/E (TTM): 7.68X Cap: $73.89B
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• Dollarama Inc. (DOL $199.31)
  • $199.31 P/E (TTM): 44.49X Cap: $55.81B
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• Gildan Activewear Inc. (GIL $79.04)
  • $79.04 P/E (TTM): 18.6X Cap: $11.93B
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• Alimentation Couche-Tard Inc. (ATD $72.11)
  • $72.11 P/E (TTM): 19.24X Cap: $67.48B
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• Premium Brands Holdings Corporation (PBH $102.76)
  • $102.76 P/E (TTM): 67.27X Cap: $4.44B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $115.17)
  • $115.17 P/E (TTM): 47.4X Cap: $13.12B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $77.99)
  • $77.99 P/E (TTM): 23.97X Cap: $14.99B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.98)
  • $117.98 P/E (TTM): 34.48X Cap: $23.39B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $84.00)
  • $84.00 P/E (TTM): 66.35X Cap: $8.44B
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Q: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph

Upvote 7

Read Answer Asked by ralph on October 31, 2025

• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.98)
  • $117.98 P/E (TTM): 34.48X Cap: $23.39B
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Q: Hello Team,
What do you think of XHYC for the next 1-2 years? What is the downside? Better to do XLY instead?
Thank you!

Upvote 2

Read Answer Asked by Issaku on December 06, 2024

• Vanguard Real Estate Index Fund ETF (VNQ $88.85)
  • $88.85 P/E (TTM): 32.04X Cap: $34.24B
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• Vanguard Materials ETF (VAW $198.85)
  • $198.85 P/E (TTM): 23.63X Cap: $2.77B
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• State Street Financial Select Sector SPDR ETF (XLF $53.28)
  • $53.28 P/E (TTM): 16.71X Cap: $52.20B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $77.99)
  • $77.99 P/E (TTM): 23.97X Cap: $14.99B
  • View XLP Profile
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• State Street Health Care Select Sector SPDR ETF (XLV $149.96)
  • $149.96 P/E (TTM): 23.97X Cap: $39.63B
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• State Street Technology Select Sector SPDR ETF (XLK $148.02)
  • $148.02 P/E (TTM): 37.59X Cap: $96.04B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.98)
  • $117.98 P/E (TTM): 34.48X Cap: $23.39B
  • View XLY Profile
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• State Street Utilities Select Sector SPDR ETF (XLU $42.75)
  • $42.75 P/E (TTM): 22.83X Cap: $21.19B
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• Vanguard Energy ETF (VDE $129.16)
  • $129.16 P/E (TTM): 15.64X Cap: $7.14B
  • View VDE Profile
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• State Street Materials Select Sector SPDR ETF (XLB $43.39)
  • $43.39 P/E (TTM): 27.54X Cap: $4.91B
  • View XLB Profile
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• State Street Energy Select Sector SPDR ETF (XLE $45.70)
  • $45.70 P/E (TTM): 16.32X Cap: $27.52B
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• Vanguard Information Technology ETF (VGT $776.36)
  • $776.36 P/E (TTM): 36.27X Cap: $111.40B
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• Vanguard Health Care ETF (VHT $281.11)
  • $281.11 P/E (TTM): 23.98X Cap: $15.13B
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• Vanguard Industrials ETF (VIS $296.02)
  • $296.02 P/E (TTM): 24.35X Cap: $6.28B
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• State Street Industrial Select Sector SPDR ETF (XLI $153.26)
  • $153.26 P/E (TTM): 26.63X Cap: $24.90B
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• iShares U.S. Telecommunications ETF (IYZ $33.44)
  • $33.44 P/E (TTM): 16.36X Cap: $628M
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• Vanguard Financials ETF (VFH $130.32)
  • $130.32 P/E (TTM): 16.4X Cap: $13.10B
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• Vanguard Consumer Staples ETF (VDC $212.67)
  • $212.67 P/E (TTM): 23.49X Cap: $7.17B
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• Vanguard Utilities ETF (VPU $185.64)
  • $185.64 P/E (TTM): 23.03X Cap: $7.63B
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• State Street Real Estate Select Sector SPDR ETF (XLRE $40.50)
  • $40.50 P/E (TTM): 35.66X Cap: $7.37B
  • View XLRE Profile
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• Vanguard Consumer Discretionary ETF (VCR $390.83)
  • $390.83 P/E (TTM): 29.35X Cap: $6.38B
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Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Upvote 22

Read Answer Asked by Federico on November 18, 2024