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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: Hello,

The following 5 companies are on my buy list to complete my portfolio:

PBH
TOY
NFI
BCE
CAR.UN

I have room for two in my TFSA, two in my non-registered and one in my RRSP. How should I divide the above 5 stocks into these accounts?

My plan is to buy on pullbacks. But I'm thinking about buying CAR.UN now because it has already pulled back on the mortgage news. Does this make sense?
Read Answer Asked by Carla on October 11, 2016
Q: Own HLF took the ride down and back up at a nice profit but is there anymore left. Like the rationnalisation story im progress. Dowgraded at Scotia this morning due to price runup but it looks cheap to me on a forward p/e basis ? Thinking of maybe switching to PBH which is a lot more expensive on p/e basis.
Would like your take on these stocks ?
Thanks for the ongoing learning process !
Read Answer Asked by Denis on October 03, 2016
Q: Hello,
May I have your opinion on selling part if my Amaya (3%) and Boyd (7%) positions to purchase Premium Brands. As I am over in consumer discretionary and hold only a 2% posit in Saputo in basics. This would bring basics up to approx. 5% and discretionary down to approx. 16%. I also hold aw.un, bpf.un cgx dhx.b and gsy. In your opinion is there a better rebalancing option?

Your input is much appreciated.
Brian
Read Answer Asked by Brian on September 19, 2016
Q: 2nd try:

Peter, I read your answer to Richard, September 8, 2016, about the slow-and-steady value creators and for the Industrial sector you gave PBH. TMXmoney.com and 5i Coverage summary in their classifications put PBH in Consumer staples (defensive) non-cyclical sector. And now, you have 2 problems: find a favorite for the Industrial and is ATD.B still the one for the Consumer staples sector?

Thanks for all you do for us.
Read Answer Asked by Ray on September 09, 2016
Q: Hello Peter and 5i team,
Our sector percentage in the consumer staples space is a low weighting , having only ATD.B. We would like to add one small cap and one large cap. In the small cap space we like PBH. Is it a good time to enter this sector now and what is your favourite large cap?
thank you as always for your opinion.
Read Answer Asked by john on September 06, 2016
Q: I have 20k in which to invest in a new TFSA what are your thoughts on the following as to dividend growth and safety NFI KEY PBH WPK PLC This is for a long term hold
THKS much
Read Answer Asked by Marcel on August 22, 2016
Q: In a recent member's question regarding a conservative portfolio construction you said that there are good consumer discretionary companies that are growing income and dividends. Which ones in Canada and the US would you recommend other than the auto related ones? Many thanks for the great service.
Read Answer Asked by Derek on August 18, 2016
Q: I have just brought my soaring PBH down by over half and it is still 5% of my portfolio. I know it and L are very different despite being in the same asset category, but will PBH "do" nonetheless without my adding a more traditional grocery store?
Thank you for your help and advice. I am with those who recognize that you do not have a crystal ball, and given the unreliability of crystal balls, it's just as well
Read Answer Asked by M.S. on August 16, 2016
Q: I currently own Amaya and would like to sell and buy either CXR, KBL or PBH. How would you rank these 3 stocks for 2 year total return potential and why.
Read Answer Asked by Sandy on August 09, 2016
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