Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?
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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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Canadian Natural Resources Limited (CNQ)
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Loblaw Companies Limited (L)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Stella-Jones Inc. (SJ)
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TerraVest Industries Inc. (TVK)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: hi 5i. sorry for the number of equities in this. you seem to like all (most?) of these companies. I have none of these in my portfolio, but have been trying to get in at lower prices. can you please rank as buy, sell, or hold. can you flag any that you have more concern with re the uncertain investing markets right now ie any to totally avoid? could you give a price point at which you would be buyers of the equities.
cheers and thanks, Chris
cheers and thanks, Chris
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Illinois Tool Works Inc. (ITW)
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Loblaw Companies Limited (L)
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Dollarama Inc. (DOL)
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Metro Inc. (MRU)
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Toromont Industries Ltd. (TIH)
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North West Company Inc. (The) (NWC)
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Hydro One Limited (H)
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Rollins Inc. (ROL)
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Brown & Brown Inc. (BRO)
Q: Please rank the following stocks to purchase today for a 20 year hold. Thanks
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AbbVie Inc. (ABBV)
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Johnson & Johnson (JNJ)
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UnitedHealth Group Incorporated (DE) (UNH)
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Loblaw Companies Limited (L)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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Wheaton Precious Metals Corp. (WPM)
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Agnico Eagle Mines Limited (AEM)
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Pan American Silver Corp. (PAAS)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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Hydro One Limited (H)
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SPDR Gold Shares ETF (GLD)
Q: Hi,
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Abbott Laboratories (ABT)
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Mastercard Incorporated (MA)
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NextEra Energy Inc. (NEE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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WSP Global Inc. (WSP)
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Alimentation Couche-Tard Inc. (ATD)
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Copart Inc. (CPRT)
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MSCI Inc. (MSCI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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
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Alphabet Inc. (GOOG)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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RTX Corporation (RTX)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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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Caterpillar Inc. (CAT)
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Chubb Limited (CB)
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Deere & Company (DE)
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Duke Energy Corporation (Holding Company) (DUK)
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Ecolab Inc. (ECL)
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Coca-Cola Company (The) (KO)
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NextEra Energy Inc. (NEE)
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Procter & Gamble Company (The) (PG)
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Progressive Corporation (The) (PGR)
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Roper Technologies Inc. (ROP)
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Walmart Inc. (WMT)
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Xylem Inc. New (XYL)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Hydro One Limited (H)
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Nutrien Ltd. (NTR)
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Arthur J. Gallagher & Co. (AJG)
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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Costco Wholesale Corporation (COST)
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AbbVie Inc. (ABBV)
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Procter & Gamble Company (The) (PG)
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Loblaw Companies Limited (L)
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Fortis Inc. (FTS)
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Hydro One Limited (H)
Q: Hi Peter and gang,
Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.
Cheers,
Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.
Cheers,
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
Q: considering a buy
i am looking for defensive but with potential for growth
i like the pharmacy/food stores they are rolling out
please advise on this buy and please suggest another 2 options in list of defensive stocks
i am generally diversified and hold financials and tech
many thanks
i am looking for defensive but with potential for growth
i like the pharmacy/food stores they are rolling out
please advise on this buy and please suggest another 2 options in list of defensive stocks
i am generally diversified and hold financials and tech
many thanks
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
Q: Of these 3 Staples, which one is cheaper on financial metrics and which is your preference.
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Loblaw Companies Limited (L)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
Q: Hello Team,
I am enjoying 5i Macro Models services! Thank you! Could I have three Canadian Staples individual + ETF names please.
Thank you!
I am enjoying 5i Macro Models services! Thank you! Could I have three Canadian Staples individual + ETF names please.
Thank you!
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Loblaw Companies Limited (L)
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North West Company Inc. (The) (NWC)
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Alimentation Couche-Tard Inc. (ATD)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
Q: Hello Team,
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
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Philip Morris International Inc (PM)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
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British American Tobacco p.l.c. (BTI)
Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.
Q: I'm rebalancing stocks on my registered accounts and nearing the ex date for the dividends. Should I wait until after the ex date or sell now? The dividends that would be payable if I sell before is not substantial. Thanks David
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Loblaw Companies Limited (L)
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Dollarama Inc. (DOL)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
Q: 1) Which has the highest & lowest 10-yr total return potential according to 5i’s research & data?
2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
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Alphabet Inc. (GOOG)
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Eli Lilly and Company (LLY)
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Loblaw Companies Limited (L)
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Tourmaline Oil Corp. (TOU)
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South Bow Corporation (SOBO)
Q: In a portfolio with banks at 42% (TD, and National), energy at 35% (TC, Sobo, and Tourmaline) and consumer discretionary 16% (ATD), what companies would you suggest diversifying into? This is my husband's account and he buys and holds. He will be selling Telus and needs some options for telecommunications and more. Could he be more diversified? He is asking my advice but I appreciate hearing from you.
Many thanks.
V.
Many thanks.
V.
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
Q: I sold BCE and T some time ago and no have zero communications shares. What do you suggest for telecom exposure today? Also, which consumer defensive companies, preferably Canadian but US is OK too. Many thanks Al
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Costco Wholesale Corporation (COST)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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George Weston Limited (WN)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
Q: Hi I asked this question last week and think it may have slipped through.
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks
Q: Hi Peter and 5i,
Loblaw's is up YTD 40% and 1 year 56%. I keep thinking about taking a bit of money off the table here.
Then I review their financial metrics - ROIC-up, EPS-up, Margins - improving, Dividend growth - stellar, Payout ratio - low, Price/EPS - current is basically the same as historical averages, share count - decreasing since 2014.
Am I missing anything here with regards to the current valuations as compared to their historicals. Is this just a company that is firing on a cylinders (despite the news headlines) with their grocery, Shoppers and PC Financial products. Love PC optimum and their Insiders Credit Card!
Thanks for your always great feedback.
Loblaw's is up YTD 40% and 1 year 56%. I keep thinking about taking a bit of money off the table here.
Then I review their financial metrics - ROIC-up, EPS-up, Margins - improving, Dividend growth - stellar, Payout ratio - low, Price/EPS - current is basically the same as historical averages, share count - decreasing since 2014.
Am I missing anything here with regards to the current valuations as compared to their historicals. Is this just a company that is firing on a cylinders (despite the news headlines) with their grocery, Shoppers and PC Financial products. Love PC optimum and their Insiders Credit Card!
Thanks for your always great feedback.
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Maple Leaf Foods Inc. (MFI)
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Premium Brands Holdings Corporation (PBH)
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MTY Food Group Inc. (MTY)
Q: Hello,
I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you
I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you