skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: This is not a question, but a comment. Many years ago I read "One Up on Wall Street" by Peter Lynch. My main takeaway was to look around me. As a shopper I hate Loblaws since there are always bare shelves and they seldom have what I want. If there is a special, they are sold out within hours on the first day. This has gone on for many years. In contrast, Metro always has what I want and sometimes more. Therefore I own Metro and have done well by it.
Read Answer Asked by Rita on November 23, 2020
Q: Hi Team,
For some years it seems 5i has preferred Loblaw over Metro. I believe this has to do with L being bigger (by about 50%) and more diversified with its Shoppers and financial services operations and Optimum loyalty program vs. MRU with only the Jean Coutu operation and no financial services. MRU is more concentrated geographically (~70% in Quebec).
Debt levels are lower for MRU than L.
Yet for almost any timeframe one selects, MRU has outperformed L on a total return basis.
I'm sure I'm missing something here but why the preference for L and is that still the case?
Thank you, Michael
Read Answer Asked by Michael on November 23, 2020
Q: Hello Folks:
I owned Costco for a number of years, however moved into Loblaw as Costco has become so expensive. Costco continues moving higher while Loblaw remains stagnant. Is it unreasonable to switch back to Costco, or are there better options?
Thank you for your good service!
brian
Read Answer Asked by Brian on November 19, 2020
Q: Good day,
I have built my daughter's RRSP with your wise direction. She is up 15 to 25% on BAM;EMA;FTS;L;OTEX;RY; BEP and RBF 1030.(My choice) Wonderful. Thank you. We are down in descending order on ENB;CSH;BCE and MFC.

Overweight in Utilities and Financials but okay with that.

Would you add to the latter group? Add any new ones.

Looking forward to Peter on BBN Tuesday.

Long term 25 years+. Many thanks!
Read Answer Asked by Paul on November 16, 2020
Q: Hi team,
For one looking to beef up the consumer defensive sector of it portfolio with strong growth stocks, both Us and Cdians, what would be your best choices at the present time ? I am looking at ATD.B, PBH, NUS, HELE, PG, GIS, DG, HD, BIG, SAM, KR, etc...and just cannot make up my mind. Help, please !

Gratefully,
Jacques IDS
Read Answer Asked by Jacques on October 29, 2020
Q: For long term hold and to choose only one, which one of the following would you pick and why:

. Metro
. Loblaws or George Weston

Thanks
Read Answer Asked by Steve on October 22, 2020
Q: Thank you for your great advise. I currently have a good positive portfolio thanks in large part to your suggestions. I need to increase my consumer defensive by about 1.5%. I currently own the above companies at different weights. ATD 3.5% PBH and L at 2% and DOL at 1%. Where would you add or would you suggest another company. Please rank in terms of preference.

Thanks, Yves
Read Answer Asked by Yves on October 19, 2020
Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks
Read Answer Asked by ralph on October 13, 2020
Q: Hello Folks:
What is your opinion of these companies:
Caterpillar, cummins, cosco, walmart
I currently own caterpillar, cummins and cosco. Cummins and cosco have turned out very well. while caterpillar has struggled. Do you think industrials have much upside?
I am interested in what consumer staple businesses or others you may recommend such as cosco, walmart, touche card etc. to see us through these strange times.
Thank you very much
brian
Read Answer Asked by Brian on October 07, 2020
Q: Would like your opinion on which one of these 3stocks you prefer for a long term hold.
Do you feel the current price is reasonable for a long term hold.
Thanks Gord
Read Answer Asked by Gordon on October 06, 2020
Q: Hi,
I would like to start a new position in L and CSB and increase my existing position to CCL. Defensive portion of my portfolio, long term hold. Would you endorse? Also, can you please comment on L current valuation. Thank you!
Read Answer Asked by Pierre on September 03, 2020
Q: Inflation expectations - which sectors are expected to do well as inflation picks up? Please name your top picks in those sectors.
Thanks for all your advice.
Read Answer Asked by sam on August 11, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!