Investment Q&A

Q: Given the weakness in consumer staples in the US, if you were looking in this sector what are some names that'd be on your watch list?

Q: Hello Peter/Ryan,
I listed many names on the list in one question in order for other members benefiting from your advises as well. Feel free to deduct as many credits if it needs to be.

4-part questions:
1) Market rotation: Many solid consumer staples and industrial stocks went down significantly, what do you think of their directions in the next two years (I will get pay to wait if buy now) and what causing this downturn?
2) I list them in pair for long term hold over 5 years (pleas suggest a name that you like better)
FLR (Fluor-US) Industrials versus VEOEY/VEOEF (Veolia Env. ADR French) Environment-Water Treatment
DANONE ADR (French) versus Saputo
MDLZ (Mondelez -US) versus HSY (Hershey-US)/NSRGY (Nestle-CH Swiss co.)
KHC (Kraft Heinz-US) versus UL (unilever- UK)
PEP (Pepsi) versus KO (Coca cola)
3) Large international companies listed on US-OTC (over the counter) market instead of NYSE or NASDAQ to lower the listing cost and regulatory complexity of a stock exchange listing.
What to choose and ADR stock ticker ending with a Y (sponsored by a US Bank) or with a F (unsponsored) ? Why such a large price difference between them? In case of unsponsored ADR, how safe will it be time to sell the stock and time to get for the dividend declared.
In this case 52 weeks Low-High Veolia -VEOEY= 20.22 to 26.40 versus VEOEF = 19.50 to 26 (almost same dividend 1.03 versus 1.04)
4) Tax withholding:
Inside RRSP: none on US-UK co. shares and mostly 15% on European co. shares (anyway to get this back?)
Inside: TFSA: 15% in most cases (anyway to get this back)
Outside in investment account.

Thank you!

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

Q: Hi I want to increase my position in Consumer Stocks by about $40,000 to be balanced and defensive plus receive some dividend income, currently hold Conagra ($20K); Lamb Weston ($8K);Magna ($18K); Mondelez $18K);Rogers Sugar ($21K); and Saputo ($25K).
Are there some better choices out there I can buy, your ideas appreciated, thanks!

Q: Hi Peter and Team!! I know you don't really report on US stocks, but with this Heinz Kraft buy up...do you think the same could happen with MDZL?? and what are your thoughts on this company as an investment? Regards, Tamara

Q: I have shares in kraft foods, they just spinn of some of their business into a new company called mondelez inc your thoughts on this move and you sell opinion.Thanks.