• Loblaw Companies Limited (L)
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• Metro Inc. (MRU)
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• Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Q: Your thoughts on the potential downside for grocers with proposed pressure from Fed Gov't? Thanks!!

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Read Answer Asked by Douglas on September 18, 2023

• Loblaw Companies Limited (L)
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• Metro Inc. (MRU)
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• Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Q: Hi 5i,
What’s your thesis on Empire? I’ve held the position for several years and it seems to be the perennial underperformer of the grocers (MRU, L). Trying to decide whether it’s time to cut the position and move on to better opportunities.

Thank you!

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Read Answer Asked by Greg on September 05, 2023

• George Weston Limited (WN)
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• Dollarama Inc. (DOL)
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• Metro Inc. (MRU)
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• North West Company Inc. (The) (NWC)
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• Five Below Inc. (FIVE)
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Q: What is your current assessment of George Weston. Its share price is down about 20% since its high of 4-5 months ago, and seems to be in a downward trend. It has a fairly small dividend. How does it look to you? Are there any reasons you to continue to hold this? Do you have any other defensive names that you prefer? Thanks,

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Read Answer Asked by Leonard on September 01, 2023