Investment Q&A

Q: I am looking to add to the consumer defensive part of my portfolio, I already own Loblaws (L:CA) and Costco (COST:US). What other stocks do you recommend based on low debt/strong balance Sheet, secure and growing dividend, and some growth.
Many Thanks

Q: Hi. I’ve held Corby since April 2020 and did some profit taking in April when it was trading in the high $19’s; and added to PBH which was trading down.

I’d purchased Corby for safety/stability and reliable income. The dividend is variable and occasionally fluctuates. It has a low beta and has held up well until recently; as I suspect that many investors are seeking better opportunistic for growth.

I’’m considering selling Corby and moving to Loblaw’s Perpetual Preferred for largely the same reason I’d purchased Corby, for safety/reliable income with a lower beta and somewhat higher dividend. It is currently trading at $23.00. As interest rates fall, I can see where there will be some modest growth in addition to a relatively safe dividend. I’m considering L.PR in order to maintain my sector allocation.

In 5i’s view would this trade make sense, or would I be better off “staying the course” on Corby? I currently don’t have any preferred shares. My holdings in the Staples Sector are Corby, Northwest Company and Premium Brands.

Are there any other Staples Preferred shares (either rate reset or perpetual) that you feel are more attractive?

Thanks!

Q: I've held Loblaws in my TFSA for a couple of years. Can you comment on hanging on for more growth or as an alternative some options for tax-free dividends in the 5% or higher range?

Q: Hi, please provide your thoughts on Canadian grocers as investments at this time of anticipated recession and your top choice with a brief explanation. Thank you!

Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

Q: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.

Q: Above are my Consumer Defensive holdings. Can you please rank in terms of Value? I want to hold only 4 consumer defensive large cap buy and hold stocks - would you replace any of these 4?
Thanks!

Q: Hi Ryan, really enjoyed your presentation at the CFS this past weekend.

Using your 5 criteria: momentum, revenue growth, roe, shareholder friendly, and value-momentum; what 5 Canadian stocks would you suggest?

If possible, companies that would survive this current market stresses.

Thx

Q: Can you list the three companies in order to purchase for a 10+ year timeframe.
Thanks

Q: Hi.

My portfolio analytics says I'm low on Consumer Defensive. Can you give me 1-2 Canadian stock suggestions and maybe 1-2 ETFs in the US and Canada.

Thanks,
Robert

Q: Hello Peter and company,

Aside from Costco, can you recommend other U.S. retail stocks that you like for a long term hold?

Have a great long weekend
Angelo

Q: I have partial positions in each, PBH at 2% and 1% in L. Which would you add to while I need to grow my Cons. Def. Would you sell L to buy more PBH or raise my position in L? I also own ATD and DOL. at full positions.

Thanks

Yves

Q: I will have to raise cash by December 30th for a mandatory RIF withdrawal. I will sell from this group of stocks. I assume it is better to retain the stocks with the highest growth potential. So in what order would you sell?

Thanks for all you folks do. You keep me a confident DIY investor... especially during troubled times.

David

Q: If you had the opportunity to invest in a couple of energy plays like ATH or TVE versus the Consumer Defensive/Cyclical like L or ATD at this recessionary like time, where would you put your money?? Dennis

Q: Of Loblaws and Sun Life, which do you think has the most growth potential over a two year period hopefully coming out of recessionary times?

Q: How would you rank L ATD.b and Dol for a two year hold ?? Thnks

Q: Can I please have your top 5 US and Canadian consumer non cyclical stock choices?
Are there any international choices as well?

Thanks so much.

Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.

Q: The brutal war in the Ukraine is expected to cause global food shortages. With the exception of fertilizers, how should a retail investor play this trade?
Thanks for your insights.
Ian

Q: I'm hearing more and more about a looming global food crisis, largely due to the unfortunate situation in Ukraine and its impact on grain shipments. Apart from fertilizer companies, what other options do you feel would be good expressions for a global food shortage investment thesis?