Q: Hi, Could you please comment on PBH earnings release. Results seem good, but can you help me understand, how food inflation is likely to impact company's bottomline, in near future. How is the current valuation ? Thank You
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: When does it report please?
Sheldon
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Costco Wholesale Corporation (COST)
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AbbVie Inc. (ABBV)
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Pfizer Inc. (PFE)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Premium Brands Holdings Corporation (PBH)
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Hydro One Limited (H)
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Fortis Inc. (FTS)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.
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Costco Wholesale Corporation (COST)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Premium Brands Holdings Corporation (PBH)
Q: I am low on my consumer defensive allocation.
1. Is this a good time to buy in this sector.
2. What stocks/ etfs would you recommend.
Q: WHAT IS YIUR OPINION OF THIS STOCK> THANKS
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Freeport-McMoRan Inc. (FCX)
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Mosaic Company (The) (MOS)
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Loblaw Companies Limited (L)
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Cameco Corporation (CCO)
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Premium Brands Holdings Corporation (PBH)
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Nutrien Ltd. (NTR)
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Reliance Steel & Aluminum Co. (DE) (RS)
Q: What do you suggest in Food , Fertilizer and
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.
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Finning International Inc. (FTT)
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TMX Group Limited (X)
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Magna International Inc. (MG)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Leon's Furniture Limited (LNF)
Q: Please name and rank five Canadian stocks providing dividends > 2% that are likely to experience strong growth over the next five years. (Please exclude GSY as it's already owned and I'm assuming would be on the list.) Thank you.
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Premium Brands Holdings Corporation (PBH)
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Brookfield Business Partners L.P. (BBU.UN)
Q: Please list preference in order of preference for an rrsp at today’s prices.
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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JP Morgan Chase & Co. (JPM)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Bank Nova Scotia Halifax Pfd 3 (BNS)
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Digital Turbine Inc. (APPS)
Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.
Thank you for helpful service.
Cyril
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Park Lawn Corporation (PLC)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Premium Brands Holdings Corporation (PBH)
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Mistras Group Inc (MG)
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU)
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Boyd Gaming Corporation (BYD)
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Magnet Forensics Inc. Subordinate voting shares (MAGT)
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WisdomTree International Dividend Ex-Financials Fund (DOO)
Q: In late January with geopolitical tension increasing I put stops on my stocks. I was stopped out of ATD,BYD,BBP,UN,DOO,MAGT,MG,PBH,PLC, and TSU. I was also stopped out of GSY,KXS,NVEI,TFII, and TOP, all of this group I've repurchased. The remaining stocks, are there any you wouldn't buy back? Thanks for all your good council over the years thru good times and challenging times. David
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Crescent Point Energy Corp. (CPG)
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Vermilion Energy Inc. (VET)
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Premium Brands Holdings Corporation (PBH)
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High Arctic Energy Services Inc. (HWO)
Q: Hello 5iii
Looking for some perspective about exiting the above listed energy laggards and reallocating the funds to a consumer defensive position.
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Parkland Corporation (PKI)
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BRP Inc. Subordinate Voting Shares (DOO)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Premium Brands Holdings Corporation (PBH)
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Trisura Group Ltd. (TSU)
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Converge Technology Solutions Corp. (CTS)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Neighbourly Pharmacy Inc. (NBLY)
Q: If you had to pick four out of the above names to add to today, which would you choose?
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Costco Wholesale Corporation (COST)
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Sysco Corporation (SYY)
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Walmart Inc. (WMT)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Premium Brands Holdings Corporation (PBH)
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The Andersons Inc. (ANDE)
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Kforce Inc. (KFRC)
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Driven Brands Holdings Inc. (DRVN)
Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.
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Park Lawn Corporation (PLC)
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Fortis Inc. (FTS)
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TFI International Inc. (TFII)
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ATS Automation Tooling Systems Inc. (ATA)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Premium Brands Holdings Corporation (PBH)
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Trisura Group Ltd. (TSU)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I have been looking at recommendations in the questions and have picked the companies listed above to look into.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Q: Any reason why PBH is dropping significantly after a solid quarterly report?
Read Answer
Q: Hello
Can you comment on PBH recent earnings?
Many thanks
Q: Do you think this would be a good entry point for PBH ?
Or would you prefer buying ATD.A ?
I am a long term investor.
Thank you
Q: Hi, I see the demand case for PBH.to. But I'm cautious on the company because I don't understand how inflation might eat their lunch (bad pun). Do they have any fingers in the food production, or are they just a taker of input prices? If so aren't their margins going to get squeezed here as meat and grain input costs rise? I'm guessing there is a limit to how much they can raise their prices to stores before the demand side?
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Lockheed Martin Corporation (LMT)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Fortis Inc. (FTS)
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Premium Brands Holdings Corporation (PBH)
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CrowdStrike Holdings Inc. (CRWD)
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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TFI International Inc. (TFII)
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ATS Automation Tooling Systems Inc. (ATA)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
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Exchange Income Corporation (EIF)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Profound Medical Corp. (PRN)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Vanguard Global Value Factor ETF (VVL)
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Brookfield Asset Management Inc. (BAM)
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Bank Nova Scotia Halifax Pfd 3 (BNS)
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Nuvei Corporation (NVEI)
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy