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Q: Hi 5i,
Whatís your thesis on Empire? Iíve held the position for several years and it seems to be the perennial underperformer of the grocers (MRU, L). Trying to decide whether itís time to cut the position and move on to better opportunities.

Thank you!
Read Answer Asked by Greg on September 05, 2023
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,
Read Answer Asked by Leonard on September 01, 2023
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