Investment Q&A

Q: For more defensive US stocks (I.e. non tech) how would you rank the long term performance of the following CL, Cost, HD, MCD, SYK and URI. I have all of these, but I am not happy with the performance of CL nor MCD and I am thinking of selling them and upping my positions in the others. I am not worried about being concentrated in too few stocks, as I have the opposite problem.

Thanks for your thoughts.

Q: Hello 5i Team,

What are your top 12 more conservative or dividend-generating US stocks to buy in an RRSP for a 3-5 year hold?

Thanks in advance for your always helpful advice!

Q: I have less than 1% positions in the above companies and am trying to reduce holdings. Can you please rank them buy, sell or hold. Thanks Stew

Q: I would like your thoughts on CL. I have had it for three years and it has done nothing until recently, with a 2% div. I feel I should take my small gain and move on. If you agree, do you have better consumer stocks I should consider. Or should I just add to my COST and ATD holdings.

Q: We have small positions of the above stocks in a well diversified portfolio. Which would you recommend holding and adding to vs eliminating completely?

Q: Which consumer staple / defensive stocks would you recommend and why. (I already hold Alimentation-Couche Tard and will continue to hold this one.)

Also own Proctor & Gamble and OK to trade this one in an RRSP.
Really want something for 10 years and not to worry about ups and downs of market but happy to look at something of good value currently.
Please choose any of the above or another choice. Safety and sleep at night are priorities. Please Rank for me excluding ATD.

Thank you 5i.

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Q: Would appreciate your view and outlook for Colgate Palmolive compared to Proctor and Gamble

Q: How would someone find a list of companies that have been around since the early 1900's (have gone through the depression, wars, hyper inflation etc) and never cut or suspended their dividend? Would those same companies be theoretically safe and follow the same history if we end up in a prolonged recession/depression now?

Q: Do you see value in CL and KMB at this time as stocks and as somewhat safe harbours in volatile times? Do you have a preference between the two?
Thank you for your advice.

Q: Good morning,
Could you suggest a company that would replace P.G. in my portfolio. I have held P.G. for 7 years, bought in at 60 and watched it go to 90, now back to 72. I am starting to think there is a problem with this company.
Thank you,
Dorthy

Q: Walmart is the only retailer in my diversified stock portfolio and is part of my Consumer Staples sector allocation. Much of my portfolio is invested in dividend aristocrats like Walmart, as I am retired and need the dividends. However, the media has done a pretty good job of scaring the heck out of me by saying that Amazon will out-compete Walmart (and everyone else in retail for that matter). I am concerned that future profit growth will be a challenge as WMT is investing heavily in e-commerce. However, WMT is ranked 5 stars by CFRA (formerly S&P) and should benefit from US economic growth under the new administration, so should I stick with it? Or should I switch to a more technology-proof consumer staples company like Colgate Palmolive?

Q: The above group of companies, so called bond proxies medical supply and consumer staples do not seem to be participating in the Trump boost post election. Many have sold off sharply. Do you view this as a buying opportunity?

Q: I hold Colgate Palmolive in my RRSP account. Is this a good long term stock to hold.

Q: Crailar's share price has been a disappointment the last several months. Pease let me know your thoughts on the company going forward for the next couple of years. I have been a long time holder of a significant number of shares, but less than 1% of my portfolio. Do you see much hope for the business going forward or do you think it would be prudent to sell now and get out even though it will be for a big loss. Thanks for sharing your wisdom.

Q: I have been a long term holder of Crailar Technologies (CL) in both open as well as both wife and my TFSA. News has been all positive and yet stock price is not reflecting it. Would you continue to hold.

Q: Colgate-Palmolive (CL-N). Please comment on valuation, on the recent dip in stock price and your opinion on the future performance, capital, dividend increase and recommendation for a stock in this sector. Thank you

Q: What are your thoughts on Crailar Technologies Inc. (CL)? Highly speculative at this point? They appear to be on the verge of generating some revenue, and their IP appears to be quite valuable given cotton/flax dynamics.