Q: What would be a good replacement
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Primo Water Corporation (PRMW)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Just to clarify, 5i is selling all of ANRG and PRMW and LSPD from the portfolios.
ANRG and LSPD are at all time lows. So you're selling at the lows.
Prmw is bullish and moving higher and is near its high and you're selling that as well.
What happened to run with the winners and sell the losers (not at their low)?
Sheldon
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
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MTY Food Group Inc. (MTY)
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Jamieson Wellness Inc. (JWEL)
Q: Could I have your thoughts on JWEL please? Do expansion opportunities into the US (purchase of Nutrawise) change your previous coolness on the stock at all?
Are there other stocks in the sector you prefer?
Q: I believe PRMW.CA provides dividends in U.S. dollars. Thus I have journaled the shares into a US account. Is this the correct move?
Thank you
Stanley
Q: Greetings, I already own PBH, ATB and COST but would like to add a consumer non-cyc. In order, I would like to protect against loss of capital, receive a greater than 2% dividend, and enjoy some reasonable growth. Which of the two above would you choose for a long term hold? If you could choose a U.S. name, is there one you prefer over both? Thank-you!
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Sun Life Financial Inc. (SLF)
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Restaurant Brands International Inc. (QSR)
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Primo Water Corporation (PRMW)
Q: Hello everyone.
If your goal was to pick 3 companies that had the highest percentage chance of growing their eps by close to 10% and their dividend by 5% for the next 2 to 3 years, which companies would you select, today?
Thanks.
John
Q: Hi Guys
Just curious why you guys on more concerned about their stretched balance sheet.
Interest coverage is a mere 1.1x . There is also a ton of debt, net debt around 1.45 billion on a Market Cap of about 2.8 billion
Free cash flow also only covers about 16% or so. Will they have to raise more capital in the future?
Thanks Gord
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Primo Water Corporation (PRMW)
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Stingray Group Inc. Subordinate Voting Shares (RAY.A)
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European Residential Real Estate Investment Trust (ERE.UN)
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West Fraser Timber Co. Ltd. (WFG)
Q: I have losses in these four equities (between 10% and 25%) and was contemplating selling them. Would you continue to hold onto these equities or would you sell? What order would you sell them in?
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Loblaw Companies Limited (L)
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Saputo Inc. (SAP)
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North West Company Inc. (The) (NWC)
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.
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Questor Technology Inc. (QST)
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Cameco Corporation (CCO)
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Capital Power Corporation (CPX)
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Parex Resources Inc. (PXT)
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Interfor Corporation (IFP)
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Kelt Exploration Ltd. (KEL)
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Primo Water Corporation (PRMW)
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Ovintiv Inc. (OVV)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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AcuityAds Holdings Inc. (AT)
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
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Park Lawn Corporation (PLC)
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Aecon Group Inc. (ARE)
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North West Company Inc. (The) (NWC)
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Primo Water Corporation (PRMW)
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Savaria Corporation (SIS)
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Income Portfolio (Income)
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
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Loblaw Companies Limited (L)
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Saputo Inc. (SAP)
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George Weston Limited (WN)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Maple Leaf Foods Inc. (MFI)
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North West Company Inc. (The) (NWC)
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
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Jamieson Wellness Inc. (JWEL)
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
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Costco Wholesale Corporation (COST)
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The Kraft Heinz Company (KHC)
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Freeport-McMoRan Inc. (FCX)
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Coca-Cola Company (The) (KO)
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Procter & Gamble Company (The) (PG)
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Constellation Brands Inc. (STZ)
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Walmart Inc. (WMT)
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Dollarama Inc. (DOL)
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Primo Water Corporation (PRMW)
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Sherritt International Corporation (S)
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Nutrien Ltd. (NTR)
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Reliance Steel & Aluminum Co. (DE) (RS)
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
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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The AES Corporation (AES)
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Duke Energy Corporation (Holding Company) (DUK)
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Home Depot Inc. (The) (HD)
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Hess Corporation (HES)
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JP Morgan Chase & Co. (JPM)
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Medtronic plc. (MDT)
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Mosaic Company (The) (MOS)
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Morgan Stanley (MS)
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Prologis Inc. (PLD)
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PPG Industries Inc. (PPG)
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Public Storage (PSA)
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Sherwin-Williams Company (The) (SHW)
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Stryker Corporation (SYK)
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TJX Companies Inc. (The) (TJX)
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Verizon Communications Inc. (VZ)
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Exxon Mobil Corporation (XOM)
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Xylem Inc. New (XYL)
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Bank of Nova Scotia (The) (BNS)
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Suncor Energy Inc. (SU)
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BCE Inc. (BCE)
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Canadian Natural Resources Limited (CNQ)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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TELUS Corporation (T)
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Dollarama Inc. (DOL)
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Fortis Inc. (FTS)
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ARC Resources Ltd. (ARX)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Whitecap Resources Inc. (WCP)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
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Knight Therapeutics Inc. (GUD)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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InterRent Real Estate Investment Trust (IIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Profound Medical Corp. (PRN)
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Boralex Inc. Class A Shares (BLX)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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CubeSmart (CUBE)
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Nutrien Ltd. (NTR)
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Alimentation Couche-Tard Inc. (ATD.A)
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Extra Space Storage Inc (EXR)
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MEDIFAST INC (MED)
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T-Mobile US Inc. (TMUS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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Celsius Holdings Inc. (CELH)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Topicus.com Inc. (TOI)
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
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Loblaw Companies Limited (L)
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Saputo Inc. (SAP)
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George Weston Limited (WN)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Maple Leaf Foods Inc. (MFI)
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North West Company Inc. (The) (NWC)
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Primo Water Corporation (PRMW)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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SunOpta Inc. (SOY)
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Village Farms International Inc. (VFF)
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Jamieson Wellness Inc. (JWEL)
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
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Park Lawn Corporation (PLC)
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Enbridge Inc. (ENB)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Capital Power Corporation (CPX)
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Descartes Systems Group Inc. (The) (DSG)
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TMX Group Limited (X)
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Primo Water Corporation (PRMW)
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Leon's Furniture Limited (LNF)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Dye & Durham Limited (DND)
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
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