Q: Do you prefer L or WN ? In general, is it safer to own the parent company or the subsidiary ?
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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: With recent guidance warning regarding minimum wage increases, is this a good time to buy Loblaws?
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Loblaw Companies Limited (L $54.87)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.98)
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Alimentation Couche-Tard Inc. (ATD $72.72)
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Premium Brands Holdings Corporation (PBH $95.15)
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!
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?
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?
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Loblaw Companies Limited (L $54.87)
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Saputo Inc. (SAP $33.50)
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George Weston Limited (WN $84.39)
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Metro Inc. (MRU $92.18)
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Empire Company Limited Non-Voting Class A Shares (EMP.A $48.67)
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Jean Coutu Group (PJC) Inc. (The) Class A Subordinate Voting Shares (PJC.A $24.50)
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Primo Water Corporation (PRMW $37.40)
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Alimentation Couche-Tard Inc. (ATD $72.72)
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Premium Brands Holdings Corporation (PBH $95.15)
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
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
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.
Q: With the weekend to digest the move by Amazon, is this the type of (potentially) fundamental change to an industry that could mean, it's time to go. Is this a sell trigger for a precursor to a serious change, specifically in the grocery sector?
Your insight is greatly appreciated...
Your insight is greatly appreciated...
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Loblaw Companies Limited (L $54.87)
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Empire Company Limited Non-Voting Class A Shares (EMP.A $48.67)
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North West Company Inc. (The) (NWC $46.19)
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Alimentation Couche-Tard Inc. (ATD $72.72)
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
Thnaks
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Loblaw Companies Limited (L $54.87)
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Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
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.
Your comments please.
Q: I currently owned both companies but I am trying to reduce the total numbers of stocks holding and wonder if selling L and putting the cash from this sale into PBH would be ok?
Thanks
Thanks
Q: ATD.B or L assuming one has a diversified balanced portfolio.
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Loblaw Companies Limited (L $54.87)
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Dollarama Inc. (DOL $176.67)
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Alimentation Couche-Tard Inc. (ATD $72.72)
Q: CGX has been flat for me over the past few years, and I'm thinking of selling my position and investing it in something else in the consumer sector. Do you have a preference between L, ATD.B, or DOL? Is there another name I should be considering?
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TIO Networks Corp (TNC $3.33)
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Toronto-Dominion Bank (The) (TD $112.34)
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Loblaw Companies Limited (L $54.87)
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WSP Global Inc. (WSP $280.53)
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Cineplex Inc. (CGX $11.24)
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Avigilon Corporation (AVO $26.98)
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Great Canadian Gaming Corporation (GC $44.98)
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Kinaxis Inc. (KXS $186.06)
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Surge Energy Inc. (SGY $7.69)
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Magna International Inc. (MG $64.50)
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Knight Therapeutics Inc. (GUD $5.87)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
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Savaria Corporation (SIS $21.71)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Spin Master Corp. Subordinate Voting Shares (TOY $19.36)
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
Thank you
KR
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Loblaw Companies Limited (L $54.87)
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TELUS Corporation (T $21.18)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $169.39)
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Cineplex Inc. (CGX $11.24)
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Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
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.
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
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
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