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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: What would you recommend as the best Consumer Staple at this time? I have a long time horizon and am looking for a steady performer (hopefully) over the next 5+ years. What portfolio percentage would you recommend for consumer staples? Should I have 1 holding or more?
Thanks!!
Read Answer Asked by Grant on March 11, 2020
Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe
Read Answer Asked by joe on February 10, 2020
Q: If the federal government implements a national pharma care program, are there any Canadian Stocks that would benefit?
Read Answer Asked by Thomas on October 25, 2019
Q: Hi,

Quick thoughts on these companies. I'm doing some clean up and these positions are under 1% in my portfolio. Which ones would you continue to hold, add to or just sell? Can you please rank. I have a diversified portfolio. Thanks!
Read Answer Asked by Keith on August 02, 2019
Q: I am trying to figure out my sector distribution. I think that some stocks could be classified in a couple sectors. Could you please let me know what percentage of the following would you allocate to different sectors? For example, would you consider L to be 90% Cons Staples and 10% Healthcare?

L Cons Staples:Healthcare
CTC.A Cons Staples:Cons Discret
ENB Energy:Utilities
TRP Energy:Utilities
SIS Industrial:Healthcare

Are there any others of note that you can think of?

Thank you,

Fed
Read Answer Asked by Federico on July 17, 2019
Q: Hi, I hold full positions in ATD, L, and PBH. My PBH is down about 20%, however, and I have a small position in WN as a result of the spin-off.

I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.

Your thoughts?

Thanks,
Robert
Read Answer Asked by Robert on May 09, 2019
Q: Would you please give me your 5 best ideas for momentum stocks in any sector other than tech or healthcare and say why you chose them. A big thank you for all you do for members.
Read Answer Asked by Elaine or Gerry on May 08, 2019
Q: Hi,
I have approx 10% weight in these in a long term RRSP following your porfolios(Only 1% WN as spin off)
I have about $!0,000 to add. What are your thoughts?
Add to a few laggards or add new?
Read Answer Asked by Paul on March 08, 2019
Q: Our 32 year old daughter has $30k for initial positions in her TFSA. She’s looking for balance + growth with a timeframe of 3-5 years. Could you suggest some of your preferred companies at the present time.
Read Answer Asked by Warren on March 05, 2019
Q: Hello, Which of these consumer staple names would you consider. I was leaning towards MRU as it seems cheaper that than the other two and the Jean Coutou acquisition sets it up for further growth. I already own PBH but thanks to last year my position is much smaller. Thank you. Shyam
Read Answer Asked by Shyam on January 23, 2019
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