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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.

Q: You recently answered another question in the following words.
you may be best served by a well-diversified conservative (or even balanced) portfolio. For your equity component (what ever allocation you decide) stay focused on large-cap dividend payers and weight defensive sectors generously.

If I want to stay with Canadian stocks only, please name your top 10 stocks that would fit this bill.

Thanks.
Read Answer Asked by Curtis on November 23, 2017
Q: Today (Oct 10) you identified Loblaw (L.ca) as a "forever" hold. Have you all seen a doctor about this problem? L is in a most challenging and very vulnerable sector. Razor thin margins which cannot always be made up in high volume.

Please take this comment 9not a question) in good humor. I write tongue in cheek because the inclusion of a supermarket in your supplementary list baffled me no end.
Sent most RESPECTFULLY
Read Answer Asked by Adam on October 11, 2017
Q: As a follow up question to that asked by Mary Ann about the ten "forever" stock ideas. You indicated a few names could be added to the list and I was interested if you could provide a few of the names you think could be added.
Read Answer Asked by Graham on September 28, 2017
Q: I have a reasonably well-balanced portfolio encompassing many 5i suggestions. I have recently opened a TFSA account and would like your assessment of the above for immediate purchase in that account.
Thanks for your assistance.
Geoff
Read Answer Asked by Geoffrey on September 19, 2017
Q: Greetings 5i,

I would like to ask your advice about my consumer non-cyclical holdings. I currently hold L at a little more than a half position. I am making an effort to increase my exposure to American stocks, and am considering adding a comparable position in PG. Given that L owns Shoppers Drug Mart, do you feel as if the addition of PG would create an unnecessary overlap? If so, is there another US non-cyclical option you might recommend??

I am 36 years old, conservative, and prefer-long term holds.

Thank you.
Read Answer Asked by Lucas on September 06, 2017
Q: Hi 5i,
Recognizing Loblaw is much bigger (but has a small dividend) and more diversified than North West Co (but has a big dividend), but is also more prone to competition from Amazon/Whole Foods, what are the pros and cons of switching from L to NWC from a risk/return perspective for a consumer staple holding a this time?
Thank you, Michael
Read Answer Asked by Michael on August 29, 2017
Q: Greetings, guys.

I have Winpak and Loblaws. I like both names because Loblaws is trading at a roughly 15 p/e and Winpak has no debt and a large cash position. However, eps growth in 2018 is fairly muted in both names.

All things being equal, I was wondering, would you sell Loblaw for WSP Global and Winpak for Cae? I have a small loss on Loblaw in a tax free account and I have a 10% gain on Winpak in a taxable account.

Do you think these changes improve the growth profile of my portfolio, without increasing the volatility? I appreciate your thoughts.
Read Answer Asked by john on August 28, 2017
Q: Hi 5i Team:
I've held L for the better part of 3 years now. It seems range bound between $60 - $70. Sometimes going over $70 and then having a pullback. With Amazon entering/disrupting the grocery business. I would like your opinion if you think switching Loblaw's for Premium Brands would be appropriate. Same sector, same dividend and PBH probably better growth and dividend prospects.
Read Answer Asked by Dennis on August 28, 2017
Q: Hi, currently I hold these stocks as part of my consumers staples. Thinking of selling L and moving funds into one of the other names. Which would be best? Can you rank these? Thanks!
Read Answer Asked by Keith on July 27, 2017
Q: I am retired living off dividend income. In your income portfolio, Loblaw stands out as it only has a 1.52% yield and a relatively low 5 year DGR. It seem that it was originally included for growth vs. income in 2014, however it had a higher yield then of 2%.
Do you still recommend Loblaw in the income portfolio with only a 1.52% yield? Are you considering switching for a higher yield company?
What other consumer non-cyclical looks attractive at current prices with a higher yield for an income portfolio?
Read Answer Asked by Curtis on July 17, 2017
Q: I need to increase my holdings of Consumer staples. Please rank the following in order of your preference when the main focus is dividend growth with secondary goal of capital appreciation.
ATD, L, MRU, SAP, WN, EMP.A, MFI, BCB, PBH, PJC.A

I can be patient in the timing of my purchases. Do you think this is a good time in the economic cycle tp purchase this sector?

Many Thanks

Paul
Read Answer Asked by paul on July 10, 2017
Q: About a month ago, a member asked about the above companies, and you responded that you considered PBH riskier (although not *that* risky overall). In light of the AMZN move, do you still consider PBH riskier? I hold L, should I switch to PBH? For longterm, hopefully indefinite hold. Thank you.
Read Answer Asked by Walter on June 19, 2017
Q: Could you please comment on each of these companies with strngths and weaknesses going forward....Also could you comment on a reason for the BIG drop in Loblaw this AM
Thnaks
Read Answer Asked by lyle on June 19, 2017
Q: Premier Wynn announced today minimum wage goes to $ 14.00 an hour Jan. 1st 2018 and then to & 15.00 Jan 1st 2019. Alberta is similar $ 15.00 in 2019. B C will have a NDP government soon and they may follow. Not good for Service Industry like A & W, Tim's, Cara etc. What other Industries will be effected ? Part Time workers to get same benefits. Corporate Leaders are concerned. Good for Workers.

Your comments please.
Read Answer Asked by bob on May 31, 2017
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