Investment Q&A

Q: Could you please comment on each of these companies with strngths and weaknesses going forward....Also could you comment on a reason for the BIG drop in Loblaw this AM
Thnaks

Q: While sales were up for the Q, net income was about 50%. Management seems to attribute these shocking results to the acquisition of Roadtown Wholesale Trading. It stretches credulity to think that acquisition costs could be so material. Query what integration costs will be? What is your opinion of these results and the impact of Roadtown?

Q: If you could buy one of these 2 stocks for 5 years which one would you choose for a RRSP account? I currently have PBH and want to add another Consumer non cyclical.

Thanks

Q: Is the acquisition a good idea? Or do you think that a grocer should stick to what it knows instead of trying to buy airplanes? According to EIF's new release, it was giving NWC a very competitive price already for they transport services. Does this make NWC still a buy or more a wait and see?

Thanks in advance!

Q: Hi Peter and Team,
What is your thought on North West's earning?

Q: can you give me the reporting date for last quarter& expected earnings do you agree with estimates

Q: Good morning,
If I sell ADW.A (which I am tempted to do) as I am trying to follow the Income Portfolio as well as the Bal. Eq. Portfolio I will need about a 5% ($35000) position in another equity to replenish the Consumer Staples sector. Currently hold ATD.B, DOL, L, and PBH. Thanks as always for your insightful responses.
Ted

Q: NWC recently acquired Roadtown Wholesale in BVI. Since Roadtown is private I can't find much info. Sales. margins. Profit. Could you provide what info you have. Thank You

Q: I am a retired, conservative, dividend-income investor that is, for the most part, fully invested and normally employ a buy-and-hold style. I trim-and-add around my target position allocations.

I normally don't "market time", but am aware of the market decline predicted post-inauguration and "reversion to the mean" with stocks who get too far ahead of themselves. With that as the backdrop, is it reasonable for the following:

1. ABT = can I pick it up for < $6.40?
2. NWC = can I pick it up for < $27.50?
3. SLF = can I pick it up for < sub-$50.00?
4. WSP = can I add to it for < $43.00?

I know this sounds like market timing, but I've only got a small amount of cash and I'm willing to wait for one or more of these to come back to me. Thanks for your help...Steve

Q: Outside of MG, TD and SLF (all of which I own) and their respective sectors, which companies in your coverage universe do you think fit traditional value metrics? Are there any companies in Canada that are outside of your coverage that you would both endorse and seem like value propositions? Thank-you.

Q: Please provide your comments on NWC's quarterly earnings. Thank you.

Q: I have ACQ with a big loss and am thinking that I should sell and buy either KBL or NWC (keeping in the consumer space). Thinking 2 yrs out, would this be a good idea? If yes, would there be a better replacement than KBL or NWC

Q: Hi I see all 3 pulled back today (Wed) , could you clarify the reason
and which do you like best

Thanks

Q: Hi there

I have owned a part position in Northwest Company and was thinking of adding to it on the recent pullback to bring it up to a full position. I like it's steady income characteristics. Do you think it's recent decreased same stores sales issues are a temporary blip, or more of a long term trend going forward? If you were going to invest a full position into a food/merchant seller would it be your first choice or would it be something else?

Much thanks

Stuart

Q: Please provide your comments on NWC's quarterly earnings. Thanks.

Q: I am thinking of adding some Northwest Co. to my portfolio. I have read your comments on NWC's recent quarter and would like any information on insider holdings and any strong institutional interests(s). Appreciate your thoughts on what are the preferred metrics for looking at consumer staple stocks such as L, MRU, EMP.B and ATD.B Thanks for all you do. / Bill

Q: May I have your comments on NWC's quarterly earnings. Thank you.

Q: I am doing some sector re-balancing of an income oriented portfolio. Can you please suggest a name other than Loblaw or Alimentation C-T to add in the Consumer staples/non-cyclical space, and also a recommendation for two new positions in Utilities (I am considering Fortis, Algonquin, Enbridge and Canadian Utilities, but open to other ideas).

Thank you,

Q: Please provide your observations on NWC's 4th quarter and full year earnings. Thank you.

Q: I'd appreciate your comments on NWC's Q3 earnings. Thanks.