Investment Q&A

Q: Good morning,

I added Unilever yesterday following a sharp drop of 15%, just a speculative move in my RRSP portfolio; however, I considering keeping it a bit longer but have room only for 1. Your thought on selling Kraft Heinz holding and replacing it with Unilever. Thank you!

Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend

1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same

Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.


Thanks

Q: Thanks 5i for your valuable inputs. I owe KHC for about past 4 to 5 years and am down about 50%. For a long term hold with appetite for risk would you recommend to hold and ride it out or suggest something better in the same sector.

Thanks as usual

Q: Hi,

My question is of the companies I've listed, which 2 or 3 would you add to for a 5-10 year horizon. I currently own all of these, with no total value exceeding $500.

I am just starting a small portfolio and have $1000 USD to put into my RRSP to add to these exisiting stocks.

How would you rank them?

Thanks!

Q: Which of these would you currently recommend for a 5yr hold?

Thanks!

Q: Would you see KHC a buy today? Thx.

Q: Do you think KraftHeinz is a contrarian buy now? What do you view it in the long term?

Q: Hello 5i
If you had owned KraftHeinz for the last four years would you sell it now or wait for the anticipated turnaround?
Thanks
Dave

Q: Would you please give me your latest outlook & comments on these companies. Thank you.

Q: Please comments on KHC's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

Q: You have been quite negative in your commentary about Kraft Heinz. Unfortunately I hold it in my RRIF and hang onto it for the yield of about 6% at the current price. Since I need the income to live on, and can't claim the capital loss, should I hang onto it for income or switch into something else? If the latter, what alternative investment(s) could you suggest with comparable safety of yield and long term buy-and-hold potential?

Q: Hi,

What do you think of Kraft Heinz? It’s drifting down toward a 5% yield. Warren Buffet is still a believer....are you ?

Thanks

Q: Is KHC a buy after the drop today? Thanks. Liping

Q: Given its latest results and stock movement (down) what are your thoughts on trying to catch this falling knife? It would seem that with the likes of Berkshire and 3G Capital on board, they are bound to shake it up soon. Thanks.

Q: hi, the PE ratio just changed from around 6 to over 12 ( depends which "source" you look at, these are from BNN and globe ), yet there has not been an earnings announcement or update from the company?? do you know what is going on? do you know where investors can find accurate data??
also, thoughts on KHC

Q: Hi
Would like to get your opinion on which of the following blue chips is a good buy at current valuation and financial health/future growth.

KHC, TAP, DEO, CPB, BUD, PM

Thanks
Ninad

Q: I would appreciate an opinion on two-three year outlook for these two companies.

Q: Would you view KHC as a buy at current prices? They are controlled by 3G Capital and Berkshire Hathaway.

Q: Hello Folks
What are your feelings re: holding on to both Kraft Heinz and Starbucks, which are both struggling with their own issues. Would you consider McDonalds a decent bet/ replacement at present as it has been taking positive steps, but is expensive. Do you have other suggestions in this sector?
Thanks for your good work
brian

Q: I have some money in an RRSP and I feel that my diversification is broad enough. My preference is in consistent reliable dividends (nearing retirement) and honestly some potential in a market increase. Which of these would you pick? Also, I would like you to give me a better idea about Centurylink. At what stock price level would you consider to be a purchase point? ( or would you stay away period).