Investment Q&A

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.

Q: Looking for suggestions for Recession Proof Stocks. Could I please have your suggestions. Thanks!

Q: I had a half position in Loblaws before the Weston spinout, so now I have a tiny position in Wn. I'd welcome your thoughts as to how best to proceed. Do I dump Wn and build L to a full position or fill out Wn to a second half position?

(Supplemental info: If you looked at my full portfolio, you would likely say I am rather long on banks and utilities and short on consumer stocks, though I do have some ATD.b and ADW.a. However, I am about to retire, so I am keen on fairly reliable dividends.)

Q: The stock is down about 20% today. What was the reason? Thank you.

Q: Loblaws recently spin out Choice Property to GWL. What do you think of GWL and the spin out? Where would I find out additional info on GWL?

Q: Hi,
Would you please comment on the impact of the news that Loblaw will spin out its interest in Choice Properties REIT? It sounds like Loblaw Minority Shareholders will receive 0.135 common shares of George Westin Limited for each common share of Loblaw held. Does that mean after the deal closes these shares will be added to a brokerage account? If so, and if those Westin shares are sold, is this a tax-free transaction?
Thank you. Michael

Q: Which of the two stocks - L or PBH - is preferable for a long-term hold, with the lower risk? Thank you.

Q: What are your top 5 recommended stocks (in order of preference) that would do the survive the best through a recession?

Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks

Q: There are not many Canadian stocks in the healthcare sector. Telus is now in the Electronic Health Records business, and Loblaws now owns Shoppers Drug Mart. Would you consider L and T to be partially healthcare?

Do you have any stock suggestions for healthcare in Canada? If not, could you recommend US or European stocks that would be advisable?

Thank you,

Fed

Q: I have a question about CGI, which I've held since 2013, so I've done very well with them, but they don't have a dividend policy, so I'm feeling that the capital gain that I have is being lazy and not working for me without any divvy income to offset. If I was going to sell half, what would you suggest would be a good 3 to 5 year replacement to consider? I tend to favour medium to large caps, and mostly dividend payers. I also have Open Text and Syzlogist as other tech holdings, in a fairly diversified portfolio that includes international and US etf's. I currently do not have any resource/energy (I was thinking Vermillion) or consumer (I was thinking Loblaws or Metro, Dollarama looks expensive still)holdings.

thank you,

Q: I am having difficulty finding industrial and consumer defensive stocks that have decent yields and security. I suppose this is because they doing well right now. Do you have any suggestions? I am looking for stability in economic downturn, while offering a reasonable yield and dividend growth.

Q: Hi,
I"m going to sell my L and purchase PBH.

You good with that?

Q: Have NFI, DOL, and CIX.

Not too impressed with DOL, looking to sell.

Want to add a good growth stock. Loblaws and BCE look appealing. BCE appears on multiple picklists, and seems sector-leading . And Loblaws shows strong fundamentals and consistently growing profits.

Your views on these or other better options please.

Q: Would you expect PBH to hold up as well as Loblaw in a downturn? I hold both as part of my non-cyclical portion of my portfolio but I view PBH's growth prospects as greater and am therefore considering selling Loblaw. I realize that Loblaw is significantly larger although your report shows PBH's shares did hold up well in the last recession. My main concern with PBH is that a significant portion of revenues/profits comes from specialty foods. Would you expect this sector to hold up well in a downturn as I don't know if PBH product mix has changed significantly since 2008? I have no intention of selling PBH - I am just wondering if I can find a better substitute for Loblaw.

Appreciate your insight.

Paul F.