Q: This company has had a rough go since the last Q's results. To me it looks like a very stable business that is now trading at trough multiples. It looks like the buyback has been re-initiated at these levels. Feels like this might be an opportunity - do you agree?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Philip Morris International Inc (PM $171.75)
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Constellation Brands Inc. (STZ $167.62)
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North West Company Inc. (The) (NWC $50.69)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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Premium Brands Holdings Corporation (PBH $95.72)
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British American Tobacco p.l.c. (BTI $58.51)
Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?
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Toronto-Dominion Bank (The) (TD $102.88)
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Bank of Nova Scotia (The) (BNS $79.70)
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Enbridge Inc. (ENB $66.33)
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Canadian Natural Resources Limited (CNQ $43.07)
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Sun Life Financial Inc. (SLF $81.49)
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Fortis Inc. (FTS $70.05)
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North West Company Inc. (The) (NWC $50.69)
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Russel Metals Inc. (RUS $41.69)
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Leon's Furniture Limited (LNF $30.48)
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Hydro One Limited (H $50.65)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.
Thanks
Thanks
Q: I bought NWC in 2021 for $33 and subsequently sold it. I am interested in buying it again, although the price has increased significantly and yesterday closed at $49.
Is this still a good company for a long-term hold? I am looking for a healthy company with good share price appreciation prospects and a decent dividend.
Also, what would you consider a good entry price? Thank you.
Is this still a good company for a long-term hold? I am looking for a healthy company with good share price appreciation prospects and a decent dividend.
Also, what would you consider a good entry price? Thank you.
Q: Is it just the impact of the wildfires causing the big price drop today?
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Illinois Tool Works Inc. (ITW $269.41)
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Loblaw Companies Limited (L $56.88)
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Dollarama Inc. (DOL $193.35)
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Metro Inc. (MRU $99.78)
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Toromont Industries Ltd. (TIH $144.71)
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North West Company Inc. (The) (NWC $50.69)
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Hydro One Limited (H $50.65)
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Rollins Inc. (ROL $57.99)
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Brown & Brown Inc. (BRO $96.66)
Q: Please rank the following stocks to purchase today for a 20 year hold. Thanks
Q: North West has bucked the market trend rising 13% in the last two weeks on good volume. Is it that increased spending in the Northern stores is expected due to settlements or is there some other factor at play? They report Q4 April 9.
Q: Will the closing of the Hudson's Bay Company be of any benefit to NWC?
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Caterpillar Inc. (CAT $435.67)
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Chubb Limited (CB $277.69)
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Deere & Company (DE $495.99)
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Duke Energy Corporation (Holding Company) (DUK $124.34)
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Ecolab Inc. (ECL $283.73)
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Coca-Cola Company (The) (KO $70.13)
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NextEra Energy Inc. (NEE $76.32)
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Procter & Gamble Company (The) (PG $158.67)
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Progressive Corporation (The) (PGR $249.21)
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Roper Technologies Inc. (ROP $536.84)
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Walmart Inc. (WMT $96.83)
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Xylem Inc. New (XYL $143.74)
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Loblaw Companies Limited (L $56.88)
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Sun Life Financial Inc. (SLF $81.49)
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Dollarama Inc. (DOL $193.35)
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Intact Financial Corporation (IFC $279.49)
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Fortis Inc. (FTS $70.05)
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Metro Inc. (MRU $99.78)
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North West Company Inc. (The) (NWC $50.69)
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Premium Brands Holdings Corporation (PBH $95.72)
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Hydro One Limited (H $50.65)
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Nutrien Ltd. (NTR $80.05)
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Arthur J. Gallagher & Co. (AJG $303.17)
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Thank you,
Mike
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Enbridge Inc. (ENB $66.33)
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North West Company Inc. (The) (NWC $50.69)
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Hydro One Limited (H $50.65)
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BCE Inc. (BCE $25.49)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
Q: Hi Peter, I have 100 shares of BCE both in my RRSP and TFSA accounts both at a loss of course. I've been using it as income. Would it be wise to sell and buy back after a month my break even point is around 47.00 and 49.00. If you would replace what are some stocks that could replace BCE. Thanks
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North West Company Inc. (The) (NWC $50.69)
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Exchange Income Corporation (EIF $73.55)
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Diversified Royalty Corp. (DIV $3.42)
Q: Hi 5i Team,
Could you please give me your outlook for these three companies in this new age of orange uncertainty? The headwinds and any growth opportunities.
Thanks for the Great Service!
Could you please give me your outlook for these three companies in this new age of orange uncertainty? The headwinds and any growth opportunities.
Thanks for the Great Service!
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Amazon.com Inc. (AMZN $228.84)
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Costco Wholesale Corporation (COST $958.54)
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Dollarama Inc. (DOL $193.35)
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Metro Inc. (MRU $99.78)
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North West Company Inc. (The) (NWC $50.69)
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AstraZeneca PLC (AZN $80.97)
Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?
Q: Retired, dividend-income investor.
I've held NWC since 2019 and have done quite well, averaging roughly 15%/yr. I have trimmed and added over the years. Late last year I trimmed at just under $50. It has since ran to $55 and corrected roughly 20% to $45...now at $47. I see it's P/E range over 5 years has been 7-35-ish, now at 17. I was thinking of topping up again. To me a good price would be $45 and a great price would be $40, even though I'd happily buy where it is now.
From a Trump tariff point of view, my research shows mostly northern Canada, plus USA, then Caribbean as it's markets....any concern here?
Your thoughts on the current valuation, my entry top-up ideas and the Trump tariff would be appreciated....thanks....Steve
I've held NWC since 2019 and have done quite well, averaging roughly 15%/yr. I have trimmed and added over the years. Late last year I trimmed at just under $50. It has since ran to $55 and corrected roughly 20% to $45...now at $47. I see it's P/E range over 5 years has been 7-35-ish, now at 17. I was thinking of topping up again. To me a good price would be $45 and a great price would be $40, even though I'd happily buy where it is now.
From a Trump tariff point of view, my research shows mostly northern Canada, plus USA, then Caribbean as it's markets....any concern here?
Your thoughts on the current valuation, my entry top-up ideas and the Trump tariff would be appreciated....thanks....Steve
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Lockheed Martin Corporation (LMT $446.20)
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Suncor Energy Inc. (SU $55.28)
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Cenovus Energy Inc. (CVE $22.68)
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CAE Inc. (CAE $37.84)
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Stantec Inc. (STN $153.25)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.49)
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North West Company Inc. (The) (NWC $50.69)
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Agnico Eagle Mines Limited (AEM $189.83)
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iShares U.S. Aerospace & Defense ETF (ITA $195.81)
Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...
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Royal Bank of Canada (RY $190.65)
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Bank of Nova Scotia (The) (BNS $79.70)
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BCE Inc. (BCE $35.24)
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Sun Life Financial Inc. (SLF $81.49)
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Restaurant Brands International Inc. (QSR $87.61)
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Northland Power Inc. (NPI $22.28)
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North West Company Inc. (The) (NWC $50.69)
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Exchange Income Corporation (EIF $73.55)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.31)
Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
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North West Company Inc. (The) (NWC $50.69)
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Premium Brands Holdings Corporation (PBH $95.72)
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Savaria Corporation (SIS $21.15)
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Exchange Income Corporation (EIF $73.55)
Q: A good portion of my smaller cap portfolio weighting is in these 4 stocks. They seem reasonably diverse sector wise but the first three have been trending down for 3 months or more, and EIF seems to be now following suit. From a lot of recent commentary I was thinking small and mid-cap names might have a bit of a tail wind, at least on a valuation basis. I know I shouldn’t focus on 3-6 months but still a bit “vexing” watching them slide. I’ve read the recent q&a on all of them, don’t see any alarming comments really, any new concerns I’m missing?
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Toronto-Dominion Bank (The) (TD $102.88)
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BCE Inc. (BCE $35.24)
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TELUS Corporation (T $22.94)
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TMX Group Limited (X $55.93)
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North West Company Inc. (The) (NWC $50.69)
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Exchange Income Corporation (EIF $73.55)
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Waste Connections Inc. (WCN $255.55)
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Definity Financial Corporation (DFY $72.49)
Q: Hi 5i Team,
I have held DFY for awhile and have doubled my investment. Experience has taught me to take some money off the table when one of my stocks has reached this point. I'm thinking about selling 1/3 of the position and reinvesting the rest in 2 or 3 of the following stocks:
I have partial positions in BCE, EIF, NWC, WCN and X
I have full positions in T and TD and open to averaging down
My questions are:
1) Would you trim a position in DFY given current market conditions?
2) How do you currently rank the 7 other stocks listed
3) Would you add to existing positions in T and/or TD given their current outlooks or look elsewhere?
These are a held in a TFSA and are planned to be 15-20 year holds
Thanks for the Great Service and Happy New Year!
Colin
I have held DFY for awhile and have doubled my investment. Experience has taught me to take some money off the table when one of my stocks has reached this point. I'm thinking about selling 1/3 of the position and reinvesting the rest in 2 or 3 of the following stocks:
I have partial positions in BCE, EIF, NWC, WCN and X
I have full positions in T and TD and open to averaging down
My questions are:
1) Would you trim a position in DFY given current market conditions?
2) How do you currently rank the 7 other stocks listed
3) Would you add to existing positions in T and/or TD given their current outlooks or look elsewhere?
These are a held in a TFSA and are planned to be 15-20 year holds
Thanks for the Great Service and Happy New Year!
Colin
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Loblaw Companies Limited (L $56.88)
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North West Company Inc. (The) (NWC $50.69)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $60.21)
Q: Hello Team,
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
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BCE Inc. (BCE $35.24)
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Enbridge Inc. (ENB $66.33)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.30)
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TELUS Corporation (T $22.94)
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Toromont Industries Ltd. (TIH $144.71)
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North West Company Inc. (The) (NWC $50.69)
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Hydro One Limited (H $50.65)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
Q: I would like your thought if it make sense to replace BCE with Rogers or Telus at all, or there are better alternatives , even in other sectors. Please suggest a few alternatives if outside of the above. Thank you as always
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Dollarama Inc. (DOL $193.35)
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North West Company Inc. (The) (NWC $50.69)
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Premium Brands Holdings Corporation (PBH $95.72)
Q: I need to increase my consumer defensive sector. Which would be your favourite among the listed companies or do you have a better suggestion on the Canadian market?