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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 Peter and gang,

Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.

Cheers,
Read Answer Asked by Harry on March 04, 2025
Q: considering a buy
i am looking for defensive but with potential for growth
i like the pharmacy/food stores they are rolling out
please advise on this buy and please suggest another 2 options in list of defensive stocks
i am generally diversified and hold financials and tech
many thanks
Read Answer Asked by Peter on January 14, 2025
Q: Of these 3 Staples, which one is cheaper on financial metrics and which is your preference.
Read Answer Asked by Michael on December 24, 2024
Q: Hello Team,
I am enjoying 5i Macro Models services! Thank you! Could I have three Canadian Staples individual + ETF names please.
Thank you!
Read Answer Asked by Issaku on December 19, 2024
Q: Hello Team,
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
Read Answer Asked by Issaku on December 18, 2024
Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.
Read Answer Asked by Steven on November 15, 2024
Q: I'm rebalancing stocks on my registered accounts and nearing the ex date for the dividends. Should I wait until after the ex date or sell now? The dividends that would be payable if I sell before is not substantial. Thanks David
Read Answer Asked by David on November 12, 2024
Q: 1) Which has the highest & lowest 10-yr total return potential according to 5i’s research & data?

2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
Read Answer Asked by Trevor on October 31, 2024
Q: In a portfolio with banks at 42% (TD, and National), energy at 35% (TC, Sobo, and Tourmaline) and consumer discretionary 16% (ATD), what companies would you suggest diversifying into? This is my husband's account and he buys and holds. He will be selling Telus and needs some options for telecommunications and more. Could he be more diversified? He is asking my advice but I appreciate hearing from you.

Many thanks.
V.
Read Answer Asked by V on October 28, 2024
Q: I sold BCE and T some time ago and no have zero communications shares. What do you suggest for telecom exposure today? Also, which consumer defensive companies, preferably Canadian but US is OK too. Many thanks Al
Read Answer Asked by alex on October 23, 2024
Q: Hi I asked this question last week and think it may have slipped through.
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks
Read Answer Asked by Marco on October 01, 2024
Q: Hi Peter and 5i,
Loblaw's is up YTD 40% and 1 year 56%. I keep thinking about taking a bit of money off the table here.
Then I review their financial metrics - ROIC-up, EPS-up, Margins - improving, Dividend growth - stellar, Payout ratio - low, Price/EPS - current is basically the same as historical averages, share count - decreasing since 2014.
Am I missing anything here with regards to the current valuations as compared to their historicals. Is this just a company that is firing on a cylinders (despite the news headlines) with their grocery, Shoppers and PC Financial products. Love PC optimum and their Insiders Credit Card!
Thanks for your always great feedback.
Read Answer Asked by Dennis on September 18, 2024
Q: Hello,

I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you

Read Answer Asked by Delbert on August 28, 2024
Q: Would be interested to hear your top picks in the following areas:
metals (gold in particular, with a low cost of production); energy, food.
Thanks

Read Answer Asked by Judith on August 21, 2024
Q: Do you see any of the grocers as investible for a good total return ? How would you rank MRU, L, EMP.A ?

Thanks for your advice.
Ian
Read Answer Asked by Ian on August 20, 2024
Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd
Read Answer Asked by Terence on August 02, 2024
Q: 5i’s opinion of XST for a 5-yr hold in RESP?
I see its 5yr & 10yr returns are 10% & 12%, its 3 largest holdings (ATD, Loblaws, MRU) total about 60% of the fund, and it has 11 holdings.
I would basically purchase for diversification as opposed to buying the main holdings individually and paying commissions. Thank you.
Read Answer Asked by Trevor on July 17, 2024
Q: I hold the listed stocks that are at or very close to their 52wk highs. As a momentum play, would you please rank the order in which you would add to the positions. Thank you
Read Answer Asked by Richard on July 16, 2024
Q: I currently hold COST, WMT, and ADT in consumer staples and am wondering if switching WMT and or ADT for either PRMW, L, or DOL would give me better growth going forward? Or do you have a better option?

Thanks,
Read Answer Asked by Lyle on June 18, 2024
Q: In consumer staples I currently own PBH and have for years in a registered account. Wondering if it's time to move on to either L or ATD. How would you compare these and which do you prefer? Thank you
Read Answer Asked by Ian on April 11, 2024
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