Investment Q&A

Q: Hi. Since joining your service I have slowly sold my mutual funds and built up the portfolio listed. I have an equal percentage of these listed except M at 16% AVO at 1.6% and SGY at .6 %. I have a mutual fund left at 6% that I would like to sell. For a balanced portfolio today what would you recommend I purchase? 3 - 5 year timeframe. Please deduct appropriate credits for the long question. Thanks.

Q: Could you compare Loblaw and Metro? Loblaw is in the 5i Income portfolio, but I am somewhat more inclined toward MRU. I like the ongoing contribution to MRU's bottom line from its ATD.B shares and due to current share price weakness, MRU looks to at an attractive entry point. As always, I would appreciate your perspective.

Q: I have some cash to deploy into a consumer stock, which between Atd.b and L would you prefer right now ?

Thank you

KR

Q: We are involving our kids (ages 7 and 8) in choosing companies that they are interested in for their RESP holdings. They love watching their dividends get deposit into their accounts, almost as much as I do.

My son has chosen: CGX (because he likes going to the movies), L (because he sees how busy the grocery store and Shoppers are) and ICE (because he likes playing hockey and noticed how busy the rinks are where we live).

My daughter has chosen: CTC.a (because she likes to go to Sports Check to buy her sports equipment) and CARA (because she likes going to a few of their restaurant brands).

I added T, for some stability and extra dividends.

I realize this mini-portfolio is pretty concentrated in the consumer sectors. Do you have any suggestions to diversify things?

Also, given their age, what percentage of their RESP would you recommend being in equities?

Thanks in advance.

Q: What do you think about the earnings and guidance? Can we expect the stock to grind back up? Thank you!

Q: Hi guys. I really enjoy your service and have done well in my investments since joining. I was wondering if there is anything behind the recent weakness in Loblaw that you are aware of? This right now is the worst performing stock in my portfolio. Is this still good for a 2 year hold? Thanks.

Q: Managing my wife's RRSP. She is 30 years old, but a somewhat conservative investor. I have a position in TD, SLF, NFI after recent pullback ($38), SJ ($42) and BEI ($50). I am looking for another stock to add. With limited funds, it is hard to diversify across all sectors. What stock would you suggest?

Thanks,
Jason

Q: Greetings Peter et all,
I am in need of your astute assistance.
Scenario:
A 58 year old with failing health. (10-15 years?)
With approx 600K to deploy...I require approx 4K tax free from dividend and stock appreciation to maintain a life.
Need appropriately safe investments to achieve above.

Small, safe, manageable, tax friendly.

Two example vehicles would be very much appreciated thank-you

Be well my friends

Q: I am looking to by Loblaw in my SDRSP and DBOX in my TFSA. I'm wondering whether I should purchase tomorrow or wait until after the election as I understand markets usually decline after a US election. Also, WRT DBOX should I invest in ZCL in the meantime and wait on DBO? It seems DBO has remained stagnant for a while. Does it need some positive news to move?

Q: Hi I see all 3 pulled back today (Wed) , could you clarify the reason
and which do you like best

Thanks

Q: Hi 5i,
Could I please get your thoughts on Loblaw, I was thinking of adding to my position or would you wait for further pull back.
Thanks David

Q: I am somewhat concerned about the negative momentum for the last couple of months. I understand there are concerns about food cost deflation and perhaps the ongoing price competition investigation. I also know that you like Loblaw because of the Shoppers earnings growth potential. Should I continue to hold or should I sell. I purchased at $72.00 today down to $66.00. Is there more downside to the stock going forward or do you see this as just a temporary set back and perhaps cycle rotation? Besides Loblaw, I own Premium Brands in the same sector and have done very well with it.

Thanks for your help.
Joseph

Q: Which would be a better buy? Loblaw or PBH?

Q: Hi , I am contemplating a position in Loblaw
My understanding is the pullback in the sector is based of food price deflation (?) Can you clarify how this effects the sector , or correct me if that is not the reason .

Thanks

Q: According to the RBC Direct Investing data base MRU has a lower p/e, higher roe, lower debt to capital, higher net profit ratio, larger sales growth and a better 3 year stock performance { 50% vs 100% }. Why do you favor L so much? Thank you.

Q: In view of the effect on the market of the unknowns coming up in the next few months - with US election and its aftermath, and good possibility of US bankrate going up in Dec. I am thinking of going defensive. I have quite a few of the stocks listed in both your Balanced and Income portfolios, could you please list for me which of these stocks you would designate as best 'defensive' - (whatever that means). Thanks again, always look forward to hearing your comments.

Q: Hi Loblaw seems to go down on USD strength
My thinking is the pull back is an over reaction to a possible rate increase by Fed
Would a miniscule raise by the Fed have a major effect on USD/CAD?

Q: Which would you prefer for a 2 to 3 year hold considering your usual thorough evaluation metrics? Thanx.

Q: Hello Peter and 5i team,
Our sector percentage in the consumer staples space is a low weighting , having only ATD.B. We would like to add one small cap and one large cap. In the small cap space we like PBH. Is it a good time to enter this sector now and what is your favourite large cap?
thank you as always for your opinion.

Q: Hi, considering buying Loblaw. Is now a good time with the rather steep p/e of 42? Are their any better Canadian consumer staples other than couche tard? Thanks in advance