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Costco Wholesale Corporation (COST $970.33)
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Loblaw Companies Limited (L $221.63)
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Dollarama Inc. (DOL $190.07)
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Metro Inc. (MRU $104.51)
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Empire Company Limited Non-Voting Class A Shares (EMP.A $56.45)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $58.93)
Q: Hi Peter and the 5i Team,
John Heinzl on June 20 rated EMP.A as a “star” in his Stars and Dogs column in the Globe & Mail. We recently purchased a smallish amount in Empire EMP.A to round out our Consumer Defensive holdings which include COST, DOL, XST, and L.
As far as Metro MRU is concerned, it’s held in XST which also contains some of the other smaller firms in the sector.
Do you believe that the troubled takeover of Safeway by Empire several years ago is now a ‘thing of the past’, making Empire a reasonable investment, given its successful takeover of Farm Boy as well as its 51% share of Longos? Both Farm Boy and Longos are quite busy in our Oakville location.
Thanks as always for your insight. Happy Canada Day to all at 5i as well as my fellow 5i members!
John Heinzl on June 20 rated EMP.A as a “star” in his Stars and Dogs column in the Globe & Mail. We recently purchased a smallish amount in Empire EMP.A to round out our Consumer Defensive holdings which include COST, DOL, XST, and L.
As far as Metro MRU is concerned, it’s held in XST which also contains some of the other smaller firms in the sector.
Do you believe that the troubled takeover of Safeway by Empire several years ago is now a ‘thing of the past’, making Empire a reasonable investment, given its successful takeover of Farm Boy as well as its 51% share of Longos? Both Farm Boy and Longos are quite busy in our Oakville location.
Thanks as always for your insight. Happy Canada Day to all at 5i as well as my fellow 5i members!
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iShares S&P/TSX Capped Financials Index ETF (XFN $65.37)
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BMO Equal Weight Utilities Index ETF (ZUT $24.16)
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BMO S&P 500 Index ETF (ZSP $93.67)
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iShares Core Canadian Universe Bond Index ETF (XBB $27.96)
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iShares Core MSCI EAFE IMI Index ETF (XEF $42.46)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.11)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $28.93)
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iShares MSCI World Index ETF (XWD $99.86)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $59.55)
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iShares S&P/TSX 60 Index ETF (XIU $40.65)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $58.93)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $37.92)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.74)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $96.01)
Q: It is rare that I ask this question coming from an 84 year old senior, but all the above equal weighted ETF's are presently in my TFSA and can't decide how to invest for the 2025 contribution. Which ETF I should I be adding to the above list or should I be adding a new one that is not in the portfolio?
Also are any of those listed that do not belong in a TFSA?
Thanks for your usual great service.
Also are any of those listed that do not belong in a TFSA?
Thanks for your usual great service.
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $58.93)
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Harvest Healthcare Leaders Income ETF (HHL $7.22)
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Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $48.64)
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Harvest Brand Leaders Plus Income ETF (HBF $10.00)
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Vanguard Balanced ETF Portfolio (VBAL $34.34)
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Harvest Healthcare Leaders Income ETF (HHL.U $7.83)
Q: Are these Canadian income ETFs a good place to sidestep potential Trump tariffs? Do you have other recommendations?