Q: PPI , Producer Price Index in the US, reported this morning (September 10) , show a surprising drop of 0.1% vs. an expected increase of 0.03%. It’s unclear where tariffs, which is essentially a consumption tax, is being absorbed. Logically it should show up in consumer prices before long. It’s either that, or margins at retail companies will adjust down. Over the next year , how will this affect the share prices of Costco and Walmart? In your opinion are such retailers likely to drift down, or trade sideways at best, for the next year or so? Or do you believe things are too uncertain to make portfolio changes based just on tariff impacts?
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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.
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Costco Wholesale Corporation (COST $967.90)
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Lockheed Martin Corporation (LMT $471.31)
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Walmart Inc. (WMT $103.49)
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Xcel Energy Inc. (XEL $73.35)
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Dollarama Inc. (DOL $188.77)
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Intact Financial Corporation (IFC $277.97)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $59.97)
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iShares S&P/TSX Capped Utilities Index ETF (XUT $30.59)
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Consumer Staples Select Sector SPDR (XLP $80.32)
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Health Care Select Sector SPDR (XLV $138.11)
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Utilities Select Sector SPDR ETF (XLU $85.50)
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Texas Pacific Land Corporation (TPL $937.17)
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GFL Environmental Inc. subordinate voting shares (GFL $65.31)
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RTX Corporation (RTX $155.85)
Q: Good Day 5i team... thank you for your very valuable time, answers to questions and guidance. My question is, can you list out your top 10 ETF and or Equities you see as insulation/defensible should the over bought North American equity markets begin to slide. Thank you
Q: Hello 5i
Can you give me some feedback on Roku's earnings?
What caused the large fall in stock price?
What is your take on ROKU? Is it worth investing in, or should it be avoided.
Thank you
Steve
Can you give me some feedback on Roku's earnings?
What caused the large fall in stock price?
What is your take on ROKU? Is it worth investing in, or should it be avoided.
Thank you
Steve
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Walmart Inc. (WMT $103.49)
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Dollarama Inc. (DOL $188.77)
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Costco CDR (CAD Hedged) (COST $43.95)
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Amazon.com CDR (CAD Hedged) (AMZN $26.68)
Q: I have those 4 stocks; if I had to choose one to sell, which one would you choose to sell? Thank you.
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Costco Wholesale Corporation (COST $967.90)
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Progressive Corporation (The) (PGR $248.28)
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United Rentals Inc. (URI $938.00)
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Walmart Inc. (WMT $103.49)
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Caseys General Stores Inc. (CASY $553.89)
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Axon Enterprise Inc. (AXON $756.13)
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Arthur J. Gallagher & Co. (AJG $297.28)
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Comfort Systems USA Inc. (FIX $753.69)
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Brown & Brown Inc. (BRO $93.54)
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Robinhood Markets Inc. (HOOD $115.03)
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Skyward Specialty Insurance Group Inc. (SKWD $46.07)
Q: What are your top 3 sectors (ex tech) to invest in the US right now for the next 3 years ? I am looking to hold 3-5 years.
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
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Freeport-McMoRan Inc. (FCX $44.72)
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Walmart Inc. (WMT $103.49)
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iShares S&P/TSX Global Gold Index ETF (XGD $41.99)
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Hecla Mining Company (HL $11.21)
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Invesco DB Commodity Index Tracking Fund (DBC $22.35)
Q: Could I ask you to please suggest a half dozen or more equity based inflation protection ideas, perhaps mostly individual stocks and a couple of ETFs, CDN and/or US. Does CME-Q fit the bill at all?
Thanks.
Thanks.
Q: Is there a specific reason why Walmart dividend appears so erratic over the last few months? Two payments in May.
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Costco Wholesale Corporation (COST $967.90)
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Intuitive Surgical Inc. (ISRG $449.68)
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Eli Lilly and Company (LLY $755.39)
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Walmart Inc. (WMT $103.49)
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ironSource Ltd. Class A (IS)
Q: What's going on with Natural gas sector i own TOU ARX,TRP CNQ would you add hold or sell and in what order also own small positions in Gold (GDXJ and Silver same question ) lastly own COST WMT ....LLY ISRG also same question buy more sell or hold CW entry prices thanks for all your help
same question
same question
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NVIDIA Corporation (NVDA $177.82)
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Booking Holdings Inc. (BKNG $5,458.32)
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Abbott Laboratories (ABT $133.73)
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Mastercard Incorporated (MA $580.41)
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NextEra Energy Inc. (NEE $71.64)
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UnitedHealth Group Incorporated (DE) (UNH $352.51)
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Visa Inc. (V $339.43)
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Walmart Inc. (WMT $103.49)
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Loblaw Companies Limited (L $55.58)
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Constellation Software Inc. (CSU $4,392.79)
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Intact Financial Corporation (IFC $277.97)
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Fortis Inc. (FTS $68.37)
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WSP Global Inc. (WSP $288.28)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Copart Inc. (CPRT $48.40)
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MSCI Inc. (MSCI $583.25)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
Q: Hi Folks,
If you could only pick one of these to invest in and are looking for growth and some stability which would you pick and why?
Thanks so much!
If you could only pick one of these to invest in and are looking for growth and some stability which would you pick and why?
Thanks so much!
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Alphabet Inc. (GOOG $241.38)
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Walmart Inc. (WMT $103.49)
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Loblaw Companies Limited (L $55.58)
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Constellation Software Inc. (CSU $4,392.79)
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Intact Financial Corporation (IFC $277.97)
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WSP Global Inc. (WSP $288.28)
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Stantec Inc. (STN $153.14)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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RTX Corporation (RTX $155.85)
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Propel Holdings Inc. (PRL $31.80)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks
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Intuitive Surgical Inc. (ISRG $449.68)
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Eli Lilly and Company (LLY $755.39)
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Walmart Inc. (WMT $103.49)
Q: I need to do some portfolio rebalancing. I want to increase weghtings in Basic Materials, Consumer Defensive and Health care. Could you please give me your top 3 picks in each category for a 3 - 5 year hold. Canadian or US stocks are fine.
Take as many credits as you think appropriate.
Take as many credits as you think appropriate.
Q: Which one is better to invest in?
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Eli Lilly and Company (LLY $755.39)
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Walmart Inc. (WMT $103.49)
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Enbridge Inc. (ENB $67.98)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,440.84)
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Brookfield Renewable Partners L.P. (BEP.UN $35.03)
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ARC Resources Ltd. (ARX $24.29)
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Tourmaline Oil Corp. (TOU $60.06)
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WSP Global Inc. (WSP $288.28)
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Pan American Silver Corp. (PAAS $50.80)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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goeasy Ltd. (GSY $207.45)
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TerraVest Industries Inc. (TVK $137.61)
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Aritzia Inc. Subordinate Voting Shares (ATZ $84.25)
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WELL Health Technologies Corp. (WELL $4.70)
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Fortis Inc. (FTS $49.36)
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Boyd Group Services Inc. (BYD $236.56)
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VanEck Junior Gold Miners ETF (GDXJ $90.03)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
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Costco CDR (CAD Hedged) (COST $43.95)
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Microsoft CDR (CAD Hedged) (MSFT $36.62)
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Alphabet CDR (CAD Hedged) (GOOG $39.36)
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
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Costco Wholesale Corporation (COST $967.90)
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Home Depot Inc. (The) (HD $422.69)
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Walmart Inc. (WMT $103.49)
Q: Hi - I'm trying to get a sense as to how much these companies have the trade/tariff war issues priced in. I know it's a short term question here, but would you wait to buy these great companies given the economic uncertainty? My sense is purely anecdotal, but my gut tells me that people are pulling back on extra spending....so while COST and WMT benefit from people looking for low prices, they may also avoid the spending on extras. Thoughts? In other words, would you expect negative earnings revisions over next few months on these companies? Even if trade war averted (unlikely), they still may miss this quarter as people are already tightening their belts.
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Walmart Inc. (WMT $103.49)
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Enbridge Inc. (ENB $67.98)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,440.84)
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Constellation Software Inc. (CSU $4,392.79)
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ARC Resources Ltd. (ARX $24.29)
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Tourmaline Oil Corp. (TOU $60.06)
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goeasy Ltd. (GSY $207.45)
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JPMorgan Chase (JPMPRG)
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Royal Bank Of Canada (RY $144.14)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
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Costco CDR (CAD Hedged) (COST $43.95)
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Microsoft CDR (CAD Hedged) (MSFT $36.62)
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Amazon.com CDR (CAD Hedged) (AMZN $26.68)
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Alphabet CDR (CAD Hedged) (GOOG $39.36)
Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio
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Caterpillar Inc. (CAT $431.52)
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Chubb Limited (CB $278.11)
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Deere & Company (DE $470.51)
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Duke Energy Corporation (Holding Company) (DUK $121.95)
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Ecolab Inc. (ECL $272.62)
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Coca-Cola Company (The) (KO $67.01)
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NextEra Energy Inc. (NEE $71.64)
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Procter & Gamble Company (The) (PG $157.90)
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Progressive Corporation (The) (PGR $248.28)
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Roper Technologies Inc. (ROP $512.53)
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Walmart Inc. (WMT $103.49)
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Xylem Inc. New (XYL $141.55)
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Loblaw Companies Limited (L $55.58)
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Sun Life Financial Inc. (SLF $82.06)
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Dollarama Inc. (DOL $188.77)
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Intact Financial Corporation (IFC $277.97)
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Fortis Inc. (FTS $68.37)
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Metro Inc. (MRU $96.71)
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North West Company Inc. (The) (NWC $47.76)
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Premium Brands Holdings Corporation (PBH $93.51)
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Hydro One Limited (H $49.28)
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Nutrien Ltd. (NTR $78.88)
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Arthur J. Gallagher & Co. (AJG $297.28)
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Thank you,
Mike
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NextEra Energy Inc. (NEE $71.64)
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Walmart Inc. (WMT $103.49)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Hydro One Limited (H $49.28)
Q: Can i please get your favorite Consumer Staple and Utility stock to buy right now. 1 for each CAD and US. I already own COST.
Thank you
Thank you
Q: So why is the market so in LOVE with this stock and where does it go from here.
Thanks Again
Thanks Again
Q: Long term hold or peaked?