Investment Q&A

Q: I have been considering acquiring three of the above companies. I what order would you acquire for a balanced portfolio looking for combination of growth and income.

Q: Hi Peter and Staff

PRMW had a big run up for about a week a couple of months back and has been down since.......how do you feel about capital appreciation on it versus PLC going forward.

Thanks for all you do
Dennis

Q: Hi 5i,

If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?

Q: I have held XYL as an investment in the water theme. Would you consider this as a hold and what would be you preferred stock for water? Thank you as always. Barb

Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal

Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend

1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same

Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.


Thanks

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: Hi Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!

Q: Hi why the exuberant response to PRMW earnings release?
Do you think EIF will get a good response next Friday?

Thanks to all

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Q: U correctly recommended PRMW on 5/21/20 @ $15.77 & on 6/21/21 @ $20.35. It closed on 9/3 @ $22.24. What is u current opinion now? In view of the above good increase,is it ok for me to start a position now? Txs for u usual great services & views

Q: Would you recommend to buy Ko(coca cola) or a different beverage company?

Q: Hi 5i team
Could I please get your thoughts on Primo water.
Many thanks Ken

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike

Q: Interested in your take of PRMW's recent report of results and forward guidance. Also, if I add to a full position, at what price level would you top-up?....Thanks....Tom

Q: Wow, the stock price of Primo declined, about 5.25% on Wednesday and on very high volume....Me, didn't see any news. What say you....hold, or sell and move on?
......Any other suggestion(s) would be helpful, as Primo held for income as recovery from much earlier mountain size decline in stock price......Tom

Q: My advisor has suggested I average down buy these two stocks PEP and K (underwater on both). I'm hesitant to proceed that way and would rather look at consumer discretionary ideas with more growth. What would you suggest? I consider myself an aggressive investor. Looking for a 2-3 year hold.

Thanks, as always for th great advise.

Dave

Q: Retired dividend-income investor. I am a little light in the Consumer sector. I already own PBH, NWC and PLC with "full" positions relative to their individual risk level, as well as consumer stocks held within various ETFs (ZLB, CDZ, ZWC). I save a full 5% position for blue-chip stocks, like RY, FTS, BCE.

I started looking into the above stocks (AW, CTC, LNF, MG, PRMW, QSR), but filtered it down to a choice of LNF vs PRMW, using both fundamentals and technicals as well as considering my current holdings.

Q#1 = Based on PBH, NWC and PLC being long term holds, do you agree that 2 food companies are enough => I should select a non-food consumer, right?

Q#2 = If I had to choose between LNF and PRMW today, I am leaning towards LNF (better P/B, P/CF, P/S, ROE...better dividend too). So, in my opinion, I think it shows better value. Do you agree? Which shows better upside (I only see 1 analyst on LNF with a target of $17.00)?

Q#3 = Are there other Consumer stocks I should consider? Or, in your opinion, are any of the 5 stocks mentioned above deserve consideration?

Bottom line = where would you put your money?
Thanks, I appreciate your help.....Steve

Q: Comments on quarter? Thanks.