Investment Q&A

Q: Hi 5i, pls provide your analysis of their quarterly results and forward guidance. Also would you continue to buy/hold or sell and get into something better within the same sector. Thx.

Q: Hello, just got my income tax refund back and need to buy the above companies to bring up to allocated levels in BE portfolio. Can you please identify if any of them are particularly good or strong buys at this point...or would you suggest putting more or less equal amts of money into a number of them? I note that all are at or close to new highs. Still buyable? Thank you for your excellent services!!

Q: Hi guys,

I would like to add the above companies into my portfolio (balance portfolio), please rank them. (must have to steady eddie)

thanks

Jim

Q: Hi 5
2 questions (please use required credits)
1) For the stock list above would you please suggest a HOLD SELL BUY.

2) I would like to consolidate all of the above stocks into: NVDA GOOGLE and
MSFT for a 2 years hold, I understand the stocks are good ones , but I'm only looking at a faster recovery. Would you be om with it.

Thanks

Q: Can you please comment on earnings, as well as the acquisition by couche-tard? Please and thank you

Q: Your analysis of earnings and outlook please


Sheldon

Q: Any reason for the 10% drop last week, while the major grocers were down only ~2%?

Thanks
Chris M.

Q: Piggybacking off this question from Domenic on March 09:
Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.

Wondering what your answer would be if MRU was thrown in the mix.

Q: Hello 5i team,
What is with the PBH decline this week? Is this to do with the CAN government inquiry on food inflation this week?
Thank You,
Andrew

Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.

Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).

Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].

Thank you.

Q: Full positions held in mostly my Cash Account but some in my TFSA. Which of PBH and PLC do you prefer for Total Return over the next couple of years and a short explanation of why?

Thanks...Steve

Q: I have some cash to deploy in an unregistered account. Add equally to the names above or start a new full positon in your current can't miss top pick from the income or balanced portfolio.

Q: I need to free up some cash in an un-registered account for a large purchase. Which of the above holdings have the worst outlook. So I guess rank in order you would sell them. I will likely need to sell 2 of them. I don't hate any of them but something needs to go to free up the cash.

Q: I have 1% positions of Premium Brands Holdings and Boyd in a TFSA. Considering consolidating into one or starting a new 2% position in something with better growth prospects. Do you have three prospects to consider that would be better than PBH and BYD?

Q: I am thinking of topping up GSY, PBH, and TOU. Do you see any issues? If I was only going to top up 2 which would you recommend? Thanks. Dan

Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.

Q: I need to increase my consumer cyclical and consumer defensive
Could I get your top 3 suggestions for each
Thanks Terry

Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.

Q: I’ve held PBH through thick and thin for over 5 years waiting for the “growth” to materialize and yet after this time I’m down nearly 20%. How long do you give a company to perform before moving on? Even if I was just breaking even I’d have some more patience with this but the opportunity cost of 5 lost years and a 20% loss is telling me it’s time to find something else. Your perspective would be appreciated. Thanks.