Investment Q&A

Q: Hi everyone at 5i. Before I present my question, I would like to thank all of you for your excellent service! You have made me a much more educated investor. I would like to wish all of you a very Merry Christmas and a Healthy, Happy and Prosperous New Year!, My question...I have some money to deploy....I do not own Loblaws, Metro, Magna or Auto Canda. (Different ends of the spectrum)..If you had to pick one, which would it be. Cheers, Tamara

Q: Hi guys,

Do you think the regulatory hit that PJC.A took, regarding generic prescription drugs, in Quebec, could be a danger to Loblaws in provinces outside of Quebec?

Do you think its still ok to use the consensus $4.04 earnings per share in 2016, in determining value for Loblaws?

Thanks.

Q: Hello team, Why the drop of ~3%? Have you change your opinion on L? Would this be an opportunity to initiate a position?
Thank you!
Silvia

Q: Hi Peter,
I was thinking of buying either Loblaws ,Metro or Cineplex for consumer sector.Also would you take a chance on TRP or ENB now that their stock is lower,or do you like any others?
Thanks a lot,Brad

Q: I am considering acquiring shares in the food distribution sector for my portfolio, and would like your opinion on Loblaws and George Weston, or do you recommend something else.

Thanks,

Henk

Q: Hi 5i

I have $10,000 to invest for my daughter's RRSP portfolio. She already holds BMO, BNS, TD and BEP.UN What investments do you recommend to round out the portfolio?

Thanks, Henk

Q: Putting the finishing touches on my porfolio review and trying to decide between Loblaws and Metro. I am a long term investor and don't need income yet but I do appreciate the value a growing dividend payor provides.

As well as MRU has done recently, I am thinking that the Shoppers addition might ultimately provide more growth and profitability for Loblaws. I am thinking of buying only one of them (5% of a balanced, 25 stock portfolio) to avoid having too much diversification but is this a case where a half holding in each is better?

Thanks for the insight.

Paul F.

Q: Which is cheaper loblaw metro or dollarama? I want to pick up a consumer staple in this market. I already own loblaw and was thinking of adding to it.

Q: What would be your top 3 dividend paying picks for a "consumer" related stock based on current value / price and future growth. Thanks!!

Q: Can you please give me your thoughts on this, at $25:

Loblaw Companies Ltd Perpetual Preferred Shares Series B

Issue:
Cumulative Perpetual Second Preferred Shares, Series B - 5.30%

Thanks!

Q: Do you still believe that Loblaws is a good long term hold for growth and dividend income? Which would be your preference Loblaws or Thomson-Rueters?

Thanks

Q: In the Consumer Cyclicals, I hold Linamar, Magna, Disney, DHX Media and a bit of BABA. In Consumer Defensives, I hold Couche-Tard and Saputo.

I was thinking I would sell Linamar from cyclicals and add Loblaw to Defensives, under the assumption that it's probably better at this time to have more weighting in defensives than cyclicals. Does it merit holding both Saputo and Loblaw, given that their charts parallel each other in an upward trajectory, with Loblaw slightly outperforming Saputo since about the end of October. I have a sense, from reading all your answers on Loblaw, that you expect good growth from them. If not Loblaw, would you suggest another name, please? .... or should I leave well enough alone, assuming there is still good growth in Linamar? Thanks for your advice, as always: you deliver a stellar service that is beyond compare!

Q: Is this a good entry point for Loblaws? Thank you

Q: With the plans for a major expansion do you see this as a good time to buy Loblaw?

Q: Wondering which one you prefer for growth with a 5 - 10 - 20 year time frame? Any other companies that you'd pick over these 2 given the time frame / growth profile? I am leaning towards ATD.B because of the opportunity for growth outside of Canada but Loblaws recently announced plans to open 50 new stores across the country.

As always, appreciate the input

- J

Q: The globe and mail lists a p/e on loblaw of over 2,000?.. Is is that overvalued? It is one of a few of my winners in my portfolio. Is it time to trim? I like the shoppers acquisition and the expansion of joe fresh but I have watched all my profits in other stocks disappear and wonder if the same will happen to loblaw with that kind of p/e.

Q: Hi,

I own TD, T, Sun, MLF, PBH, CNR, CPR, ZLB, ZUH, GC, and BCI as well as higher growth US names like FB, DIS, SBUX. I'm looking for another canadian dividend payer with some growth (10%? Annually) and wonder if you feel the pipelines are reasonably priced and which you'd recommend?

Or another area/choice? I tend to avoid resources as they are too volatile for me.

Thanks

Q: Loblaw good earnings report. Would you add to get to a 5% full position?

Q: What is your view on Loblaw? So many analysts comment on them as a food chain ignoring the Shopper's acquisition and PC financial.

Q: In comparing my portfolio to your suggested weightings a couple of sectors need to be rebalanced.

The areas where I have the least exposure are:
1. Consumer Disc/ Staples (Total 15%) vs my PF at 5% assuming I have categorized the stocks properly. Current holdings are DHX, AW.un,CGX and ACQ. What would you add to flush out this sector?
2. Telcos (10%) vs my PF at 2%. I do hold T and BCE. Should I just add to these or do have additonal suggestions?

The adjustments will be done over a period of time as much of the new buys will be funded by selling energy stocks where I am sitting at a 21% weighting - even with pullback in this sector. (Another argument for diversification. I thought I was so smart earlier this year with a heavy energy weighting. Live and learn!)

Thanks yet again for you help.