skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would you expect PBH to hold up as well as Loblaw in a downturn? I hold both as part of my non-cyclical portion of my portfolio but I view PBH's growth prospects as greater and am therefore considering selling Loblaw. I realize that Loblaw is significantly larger although your report shows PBH's shares did hold up well in the last recession. My main concern with PBH is that a significant portion of revenues/profits comes from specialty foods. Would you expect this sector to hold up well in a downturn as I don't know if PBH product mix has changed significantly since 2008? I have no intention of selling PBH - I am just wondering if I can find a better substitute for Loblaw.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 14, 2018
Q: Looking to add to consumer staples exposure. I am looking for best-in-class in the sector. PBH has performed spectacularly, and ATD.B has a great long-term track record, but poor 12-month performance. Leaning somewhat towards PBH, but would like to hear your thoughts. Thanks so much!
Read Answer Asked by Domenic on June 14, 2018
Q: These company shares were strong yesterday GC, TSGI, TOY and GOOS. I own all four. Do you like them all for Long Term. What others would you buy ? RAK
Read Answer Asked by bob on June 13, 2018
Q: Good morning
Could you name a few other companies that you cover that have management quality similar to CSU

Thank You
Clarence
Read Answer Asked by Clarence on June 13, 2018
Q: Keeping in mind the extended length of the current bull market, the often bewildering ‘noise’ emanating from our once friendly neighbour to the south, and a myriad of other moving parts, I’m finding it difficult to identify Canadian companies that can survive and continue to grow over the long term. I would greatly appreciate it if you would share with me a list of dividend paying Canadian companies that are so well-managed and have such strong stories that you believe they have an excellent chance to continue to grow and flourish well into the future. I would consider these companies to become core holdings and held for 5 to 10 years. Hopefully, your choices would represent multiple sectors.
Read Answer Asked by Les on June 12, 2018
Q: Good afternoon guys:
The following names are in my portfolio and am looking to add a couple more.
Savaria,ccl, cargojet, Td, new flyer, Crh , knight, couche tard, mty food, great Canadian gaming, people, Stella jones.
Could you provide me with 2 more names to add. I am looking at Dollarama, premium brands, pollard banknote, kinexis. Could you please provide me with your professional and honest opinion with 2 more names and your opinion on my present portfolio. I am in this long term for 3 to 5 year hold on these names.
Thank you for the great work you folks do
Mark
Read Answer Asked by Mark on June 11, 2018
Q: Thanks for u comments on the poor/below estimated results of DOL.I may add that It blames on poor weather(also negative impact on earlier results of $ Tree & $ General) & new increase in min wages in some provinces(eg Ontario).The competition may be getter tougher as $ Tree stated last year that it may open another 1000 stores in Can,over time Also a Chinese $ store is opening..So DOL is hit & hit hard(currently down some $10).This also have a carry over impact on PBH(one of u stars) & ATD.B ,both down by some 3%.Please u short view if this is an opportunity to buy these 3 stocks,Always appreciate u normal great services & views
Read Answer Asked by Peter on June 08, 2018
Q: Hi guys, love the service thanks!
Looking at a long term hold of 15-20 years , growth and dividend , but not really risky. I suspect all 3 are good, do you have a particular favourite? Or perhaps a better recomendation?
Thanks again!
Read Answer Asked by Lee on June 08, 2018
Q: I own 3/4 positions in the above company’s. Rht I’m in at $2.10. The other two are up from my purchase prices. I have some more money to invest. Would you top up the positions? Or could you recommend 2 stocks that you would by for a couple year hold. Thanks
Read Answer Asked by sean on June 07, 2018
Q: It’s becoming increasingly clear Canada is facing challenges on many economic fronts from increasing regulatory burdens, inability to attract foerign capital and sub-national debt at the provincial level. Given that these, among many other, factors make Canada a questionable destination for investment, I’m wondering about your take on what this means going forward. Apart from an increased international focus, are there some Canadian companies doing business in Canada you feel can benefit from a potentially deteriorating economic scenario in Canada. I've recently taken a position in GSY and am considering DOL. Your thoughts on these and other suggestions would be greatly appreciated.
Read Answer Asked by Warren on June 07, 2018
Q: I am transferring funds to a TFSA and an unregistered account.I have picked the above to be put in my TFSA and would like another 10 picks for my unregistered account as well as your opinion on the 10 for TFSA please.Both accounts have 100k to invest with a 10 year time line to retirement.
Read Answer Asked by Brad on June 07, 2018
Q: I notice that David Rosenberg will be on Bnn this Friday with Andrew McCreath.
On May 19 He published an article in The Globe & Mail stating that Trumponomics will cause the next recession within the next 12 months.
If he is correct, am I right in assuming that interest rates will then to begin to decline , eventually leading to better prices down the road for the bond proxies?
Could you recomend from your portfolios the best recession proof companies with a history of regularly increasing their dividends?
Read Answer Asked by Terry on June 06, 2018
Q: I sold Enercare in my RIF and was considering TCL.A . I own CCL.B is therean overlap ? what other income plus moderate growth stock should I consider
Read Answer Asked by thambirajah on June 06, 2018
Q: In my daughter's RESP I hold TD(39%)up 13%, PBH (39%)up 110%, GUD(17%) down 20% and 5% cash.
I still have 9 years to go before the first withdrawal.
I was thinking of diversifying TD and/or PBH. Which dividend ETF (with growth potential) would you recommend?
Read Answer Asked by JR on May 31, 2018
Q: Goodmorning 5i,
I have noted your positive views on Premium Brands and have been considering purchasing it. I don't want to have too many stocks and so I have thought of selling Conagra in order to purchase it. This is also because companies like Conagra seem to be having trouble negotiating the change in habits and diets of people today. Although analysts seem to think it has a little brighter future at the moment. I generally have a well diversified and relatively conservative portfolio. My concern is that pbh seems to be quite narrowly focused in comparison to a company like CAG. Do you think this would be a reasonable switch?
thanks for the great service, as always
Read Answer Asked by joseph on May 29, 2018
Q: Can you please name a few of your favorite conservative, dividend-paying stocks?

Many thanks.
Read Answer Asked by Chris on May 28, 2018
Q: What is your view at this time of Canadian bond proxy stocks versus Cdn dividend growth stocks, and their valuations relative to interest rates?

If you are of the view that dividend growers are more appropriate at this time, can you provide three growers that you recommend, and 3 bond proxy stocks that you would suggest to stay away from, to better understand the types of stocks that fall into this category. Thanks.
Read Answer Asked by Kirk on May 28, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!