Investment Q&A

Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?

Q: Hi Peter &Staff

Switched from PBH to PRMB months ago (thank you) and have done well .PRMB falling daily and analysts have high targets for PBH due to expansion- time to switch back or not)

Thanks for all you
Dennis

Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.

Q: Hi. Of the 6 listed companies, which 3 are your favorites for a long term hold. I am trying to consolidate smaller positions so that I have less stocks.

Q: Hi Peter and 5i Team,

Realizing that there are a number of catalysts that 'could' boost the share price of PBH, we're concerned that it will take too long. It was purchased several years ago for a TFSA at an (ugh) average cost of $122. The last time I looked, it was trading at $80.23.
Even with the dividends received (thank goodness for dividends in this case), we are still down $17,300.

Here's the question: Even with all the positive catalysts going forward, do you think that the share price will increase enough to at least break even when accounting for dividends? Or do you think that we should swallow the loss and move to something else that has a more attractive valuation and greater upside?

As always, your comments and insights are very helpful.

Q: Why the drop in PBH today ?

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.

Q: looking for an entry point for a half or quarter position, for dividend income and some capital growth, 3 years hold
thanks

Michael

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.

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

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

Q: Hi 5i

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?

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

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

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