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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: Hi, 5i.

What are your top picks for consumer staples at this time?

Thank you,
Robert
Read Answer Asked by Robert on April 25, 2016
Q: I am thinking of switching my holdings in Canadian Tire and buying Loblaws with the proceeds. Just seems to me that the retail space is inherently more risky than food and drugs and I think the Shoppers Drug/Loblaws tie in has a lot of synergy potential. CTC has been a strong performer for years so it comes done to valuations and growth potential. How do the two compare on valuation metrics and would you favour one over the other, assuming long term holds for each and total growth (dividends and gains) the ultimate goal.

Appreciate for the insight.

Paul F.
Read Answer Asked by Paul on March 03, 2016
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
Read Answer Asked by Tamara on December 11, 2015
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.
Read Answer Asked by Paul on September 21, 2015
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!
Read Answer Asked by Sylvia on March 26, 2015
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
Read Answer Asked by Joe on March 10, 2015
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