Investment Q&A

Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe

Q: Please recommend forestry or resource companies in Canada that are secure and have the best growth potential. Similarly, which Canadian consumer ( defensive and cyclical) would you favour in terms of stability and growth. Thanks

Q: Could I have your opinion on Loblaws as a consumer addition to a portfolio

Q: I currently hold Loblaws in an RRSP account. Which should be held the long term investor. L or WN , thanks

Q: I need to add to my consumer stocks. I am looking for short term reasonable safety, liquidity and dividends. Your thoughts on L, PBH, QSR. Thanks

Q: If the federal government implements a national pharma care program, are there any Canadian Stocks that would benefit?

Q: Hi,

Quick thoughts on these companies. I'm doing some clean up and these positions are under 1% in my portfolio. Which ones would you continue to hold, add to or just sell? Can you please rank. I have a diversified portfolio. Thanks!

Q: Early thoughts on the earnings releases today?

Q: I am trying to figure out my sector distribution. I think that some stocks could be classified in a couple sectors. Could you please let me know what percentage of the following would you allocate to different sectors? For example, would you consider L to be 90% Cons Staples and 10% Healthcare?

L Cons Staples:Healthcare
CTC.A Cons Staples:Cons Discret
ENB Energy:Utilities
TRP Energy:Utilities
SIS Industrial:Healthcare

Are there any others of note that you can think of?

Thank you,

Fed

Q: Hello 5i,

What stocks can you suggest for Consumer cyclical and Consumer defense? Preferably stocks that pay a dividend .

Thanks Colette

Q: Hi, I hold full positions in ATD, L, and PBH. My PBH is down about 20%, however, and I have a small position in WN as a result of the spin-off.

I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.

Your thoughts?

Thanks,
Robert

Q: Would you please give me your 5 best ideas for momentum stocks in any sector other than tech or healthcare and say why you chose them. A big thank you for all you do for members.

Q: Your thoughts please on best Canadian Grocer for Dividend growth.
Thanks in advance

Q: I have held Loblaws for ten plus years and really liked the Shoppers acquisition. With the grocery business low margins and increased competition, would it make sense to move to a more pure play global pharmacy company like Walgreens to play the aging demographics?

Q: Hi,
I have approx 10% weight in these in a long term RRSP following your porfolios(Only 1% WN as spin off)
I have about $!0,000 to add. What are your thoughts?
Add to a few laggards or add new?

Q: Our 32 year old daughter has $30k for initial positions in her TFSA. She’s looking for balance + growth with a timeframe of 3-5 years. Could you suggest some of your preferred companies at the present time.

Q: Hello, As a follow up to my previous question. You mentioned that Loblaw is cheaper on valuation as compared to MRU. Can you explain how you arrived at this? The P/E showed 43x (L)vs 6.7x(MRU). Are the forward PEs signifacantly different or are you valuing based on other factors. Thank you very much. Shyam

Q: Hello, Which of these consumer staple names would you consider. I was leaning towards MRU as it seems cheaper that than the other two and the Jean Coutou acquisition sets it up for further growth. I already own PBH but thanks to last year my position is much smaller. Thank you. Shyam

Q: I hold Loblaw's in an RRSP account. Have nearly a full position in Loblaws. 75 shares of Weston was added to my account late last year. Should I hold both, sell Weston or add to Weston holdings. Your thoughts ?? Many thanks

Q: Hi Peter:
Season greetings to you and your team.
I would like your opinion on the trade(s) I was thinking about.
1) Sell full positions in POW and NFI.
I've had POW for 5 years and it has done nothing during that time except go down about 20%. However, I also think that at $24.00 it has potentially hit a bottom support number. I would be happy collecting the nice dividend it pays.
I also think based on your recent answers to questions that NFI has potential going forward.
2) If I sold POW and NFI, I would add to the positions that I already have of the other companies that are mentioned.
I'm well diversified and this would not interfere with my sector or geographical weightings or the amount of dividends I am receiving.
I think both scenarios have their positive attributes and would appreciate your thoughts. Do the trade or remain the course.
Thank you very much for your valued opinion.