Q: Hi 5i, may I have your thoughts on the quarter and forward guidance. I've been waiting patiently, as have you, for their capital spending to see results. Thx.
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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.
Q: looking for an entry point for a half or quarter position, for dividend income and some capital growth, 3 years hold
thanks
Michael
thanks
Michael
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Restaurant Brands International Inc. (QSR)
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Premium Brands Holdings Corporation (PBH)
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Leon's Furniture Limited (LNF)
Q: I have half positions of these three stocks: QSR, PBH, & LNF. PBH is underwater. Are these good stocks to own long term? They haven't really done much in the last few years. Or on this pullback, make them full positions for their div and possible future growth? Do you have other favourites in Consumer stocks? YOUR THOUGHTS PLEASE. Thanks.
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Northland Power Inc. (NPI)
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Athabasca Oil Corporation (ATH)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Magna International Inc. (MG)
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Premium Brands Holdings Corporation (PBH)
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Cargojet Inc. Common and Variable Voting Shares (CJT)
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Nexus Industrial REIT (NXR.UN)
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Valhi Inc. (VHI)
Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks
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Premium Brands Holdings Corporation (PBH)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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AeroVironment Inc. (AVAV)
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Magna International Inc. (MGA)
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Brookfield Renewable Corporation Class A Subordinate (BEPC)
Q: I'm holding the above in a RSP and the above stocks are quite down. Given the current environmnet, is it time to sell them? today, rather than last week!
Q: I've held Premium Brands Holdings Corporation (PBH) for eight years with minimal returns. Given its recent challenges, such as weaker Canadian sales and a premium valuation relative to peers, I’m considering switching to Alimentation Couche-Tard (ATD) for better long-term growth potential. ATD seems to offer a more resilient business model, steady earnings growth, and strategic acquisition opportunities, like the potential 7-Eleven deal. What’s your view on the rationale for trading PBH for ATD and the timing? PBH is forecasting stronger growth however rarely materializes... Does ATD’s scale, diversification, and growth trajectory make it a stronger candidate for long-term value creation, or should I hold PBH given its U.S. expansion plans and historical dividend growth? Welcome hearing 5i's insight especially considering PBH's pop today resulting from positive earnings report. Thank you!
Q: Thoughts on the quarter please?
THX
THX
Q: Hi 5i
Between the 2 which company do you feel would be a better buy today?
Thx
Gerry
Between the 2 which company do you feel would be a better buy today?
Thx
Gerry
Q: What do you think of debentures and do you think this is a good way to possibly hold as a proxy for ones bond side of your portfolio? How are they different from preferred stock? Do you think PBH are a good choice of company to hold them with? I have cash coming out of GIC's and am looking for a better rate now that GIC interest has gone down. Is the Div of 5.5% safe and is it considered interest or div for Canadian taxes? Is it good to get in or wait with a new issue regarding the price- do they tend to fluctuate with the market? Thanks so much.
Q: Hi- PBH has just issued a debenture paying 5.5%- would this be a decent fixed income investment for a medium risk ? How will the stock impact this?
Q: I am getting “twitchy” on Premium Brands ahead of them reporting on March 21st (a Friday, but reporting before markets open?). Can you give me an idea of how often they have beat expectations in the past and how the share price has reacted historically as well? I know it is asking for crystal ball gazing but can you make an educated/experienced guess about what you expect?
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Caterpillar Inc. (CAT)
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Chubb Limited (CB)
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Deere & Company (DE)
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Duke Energy Corporation (Holding Company) (DUK)
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Ecolab Inc. (ECL)
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Coca-Cola Company (The) (KO)
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NextEra Energy Inc. (NEE)
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Procter & Gamble Company (The) (PG)
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Progressive Corporation (The) (PGR)
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Roper Technologies Inc. (ROP)
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Walmart Inc. (WMT)
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Xylem Inc. New (XYL)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Hydro One Limited (H)
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Nutrien Ltd. (NTR)
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Arthur J. Gallagher & Co. (AJG)
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
Q: Good morning 5i staff
A couple of months ago I sold pbh for a tax loss and bought a Td for a replacement. Since that time atd has gone down close to15%. I am now thinking about selling it for tax loss. Even if I buy pbh or some other stock for thirty days, I would rather own atd. Do you see any catalyst in the near future that would cause atd to rise quickly.?
Thanks as always for the great service
A couple of months ago I sold pbh for a tax loss and bought a Td for a replacement. Since that time atd has gone down close to15%. I am now thinking about selling it for tax loss. Even if I buy pbh or some other stock for thirty days, I would rather own atd. Do you see any catalyst in the near future that would cause atd to rise quickly.?
Thanks as always for the great service
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Canadian Pacific Kansas City Limited (CP)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Boyd Group Services Inc. (BYD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these CDN stocks are......Many thanks.....Tom
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BCE Inc. (BCE)
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Saputo Inc. (SAP)
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Dollarama Inc. (DOL)
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Maple Leaf Foods Inc. (MFI)
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Premium Brands Holdings Corporation (PBH)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Jamieson Wellness Inc. (JWEL)
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Fortis Inc. (FTS)
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MDA Space Ltd. (MDA)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: Hi Group looking for some direction on following stocks. Looking for growth along with some dividend return. \plse give me a couple (5) of your suggestions that fit the guidelines lastly please rate them all 10 being best
Q: It’s getting more difficult to stay positive on PBH. I know that better things are expected after recent Capex but share price keeps falling. Are you still optimistic or is it time to sell
Thanks
Thanks
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Dollarama Inc. (DOL)
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Stantec Inc. (STN)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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Premium Brands Holdings Corporation (PBH)
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Mainstreet Equity Corp. (MEQ)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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EQB Inc. (EQB)
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Boyd Group Services Inc. (BYD)
Q: Looking at some Canadian mid cap stocks. How would you rank these 9 stocks for estimated total return potential over the next 5 years. BYD, DIR.UN, DOL, EQB, MEQ, PBH, STN, TFII, TIH. Thanks.
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Micron Technology Inc. (MU)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Premium Brands Holdings Corporation (PBH)
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Novo Nordisk A/S (NVO)
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ON Semiconductor Corporation (ON)
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Nutrien Ltd. (NTR)
Q: I am underwater significantly (-20 %to 30%) on the above 5 companies. I have a well balanced portfolio so am looking to either sell the above and replace them or add to them. Can you please give me your thoughts on which ones you would ditch and which ones (if any) you would add to. If you have any suggestions as replacements for any that you consider should be sold I would appreciate it. Thanks for your ongoing great insights. Peter
Q: Hello 5i team,
The stock price has fallen a bit below my entry price and I wanted to add to it. Would you still be comfortable adding at this level. The tariff craze is not spooking the markets as much as implied and was wondering how much product PBH sells to the US(or if they have operations there)?
I am holding for the long term (purchased in Dec 2022).
Thank You,
Andrew
The stock price has fallen a bit below my entry price and I wanted to add to it. Would you still be comfortable adding at this level. The tariff craze is not spooking the markets as much as implied and was wondering how much product PBH sells to the US(or if they have operations there)?
I am holding for the long term (purchased in Dec 2022).
Thank You,
Andrew
Q: A recent analysis from Queen's University points out that consumers could see the prices of goods and services drop by up to 14.5% if free trade between the provinces were to be achieved. Which Canadian companies would benefit the most from elimination of interprovincial trade barriers?