skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Read Answer Asked by Terence on May 25, 2023

Q: My portfolio analytics says I'm low on consumer staples.

I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.

Please comment and rate these companies and ETFs.

Thanks as always for your insight.

Read Answer Asked by Kevin on May 16, 2023

Q: hi group i am looking to increase my % in the 11 stocks (listed) from 2-4% can you list order and price estimate you would target assuming a mild recession Thanks for your guidance

Read Answer Asked by Terence on April 17, 2023

Q: Piggybacking off this question from Domenic on March 09:
Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.

Wondering what your answer would be if MRU was thrown in the mix.

Read Answer Asked by Jacqueline on March 10, 2023

Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.

Read Answer Asked by Domenic on March 09, 2023

Q: I personally feel the grocery stores are gouging Canadians like never before , this should give them great profits . Is there a ETF or specific company that one could invest in that hasn't already taken off , thanks and have a super 2023.

Read Answer Asked by jim on January 23, 2023

Q: I am looking to add to the consumer defensive part of my portfolio, I already own Loblaws (L:CA) and Costco (COST:US). What other stocks do you recommend based on low debt/strong balance Sheet, secure and growing dividend, and some growth.
Many Thanks

Read Answer Asked by John on January 23, 2023

Q: Hi. Iíve held Corby since April 2020 and did some profit taking in April when it was trading in the high $19ís; and added to PBH which was trading down.

Iíd purchased Corby for safety/stability and reliable income. The dividend is variable and occasionally fluctuates. It has a low beta and has held up well until recently; as I suspect that many investors are seeking better opportunistic for growth.

Iíím considering selling Corby and moving to Loblawís Perpetual Preferred for largely the same reason Iíd purchased Corby, for safety/reliable income with a lower beta and somewhat higher dividend. It is currently trading at $23.00. As interest rates fall, I can see where there will be some modest growth in addition to a relatively safe dividend. Iím considering L.PR in order to maintain my sector allocation.

In 5iís view would this trade make sense, or would I be better off ďstaying the courseĒ on Corby? I currently donít have any preferred shares. My holdings in the Staples Sector are Corby, Northwest Company and Premium Brands.

Are there any other Staples Preferred shares (either rate reset or perpetual) that you feel are more attractive?

Thanks!

Read Answer Asked by Cory on January 17, 2023

Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

Read Answer Asked by DAVID on November 22, 2022

Q: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.

Read Answer Asked by Ray on November 11, 2022

Q: Above are my Consumer Defensive holdings. Can you please rank in terms of Value? I want to hold only 4 consumer defensive large cap buy and hold stocks - would you replace any of these 4?
Thanks!

Read Answer Asked by Grant on November 07, 2022

Q: Hi Ryan, really enjoyed your presentation at the CFS this past weekend.

Using your 5 criteria: momentum, revenue growth, roe, shareholder friendly, and value-momentum; what 5 Canadian stocks would you suggest?

If possible, companies that would survive this current market stresses.

Thx

Read Answer Asked by Christopher on October 20, 2022

Q: Hi.

My portfolio analytics says I'm low on Consumer Defensive. Can you give me 1-2 Canadian stock suggestions and maybe 1-2 ETFs in the US and Canada.

Thanks,
Robert

Read Answer Asked by Robert on September 07, 2022