Q: Hi, Grocery stocks are holding up well so far in this environment, Do you think companies like Loblaws and Metro can continue this trend?
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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.
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Costco Wholesale Corporation (COST)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
Q: Hi 5i,
Thank you for the great work. My experience grocery shopping this weekend is that the stores are busier than ever.
Is it to simplistic to look at the current virus volatility as an opportunity to add to positions in the grocery companies?
Currently I have existing positions in Empire and Metro.
Thank you in advance.
Thank you for the great work. My experience grocery shopping this weekend is that the stores are busier than ever.
Is it to simplistic to look at the current virus volatility as an opportunity to add to positions in the grocery companies?
Currently I have existing positions in Empire and Metro.
Thank you in advance.
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Toronto-Dominion Bank (The) (TD)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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CAE Inc. (CAE)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Thomson Reuters Corporation (TRI)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Savaria Corporation (SIS)
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Alimentation Couche-Tard Inc. (ATD.A)
Q: Good afternoon.
I’m interested in which you prefer (1 and 2) in each category below.
ATD.B, PBH, MRU, L
SLF, TD, BAM.A, TRI
WSP, SIS, CAE
CSU, SHOP, ENGH, KXS
BEP.UN, FTS, AQN
Thank you.
I’m interested in which you prefer (1 and 2) in each category below.
ATD.B, PBH, MRU, L
SLF, TD, BAM.A, TRI
WSP, SIS, CAE
CSU, SHOP, ENGH, KXS
BEP.UN, FTS, AQN
Thank you.
Q: I know you are recommending Costco but if someone wanted to buy a Canadian grocery store which one would you recommend?
Thanks
Thanks
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Costco Wholesale Corporation (COST)
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Clorox Company (The) (CLX)
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The Campbell's Company (CPB)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
Q: Hi team
As a trade would Clorox fit the bill. Can you suggest a few more of possible in these volatile months ahead. ? It would be my TFSA
Thankyou to alk of you for your sage guidance.
Happy St Patties
As a trade would Clorox fit the bill. Can you suggest a few more of possible in these volatile months ahead. ? It would be my TFSA
Thankyou to alk of you for your sage guidance.
Happy St Patties
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Loblaw Companies Limited (L)
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Saputo Inc. (SAP)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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!!
Thanks!!
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Costco Wholesale Corporation (COST)
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Procter & Gamble Company (The) (PG)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Alimentation Couche-Tard Inc. (ATD)
Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe
thanks
Joe
Q: Please recommend forestry or resource companies in Canada that are secure and have the best growth potential. Similarly, which Canadian consumer ( defensive and cyclical) would you favour in terms of stability and growth. Thanks
Q: Could I have your opinion on Loblaws as a consumer addition to a portfolio
Q: I currently hold Loblaws in an RRSP account. Which should be held the long term investor. L or WN , thanks
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Loblaw Companies Limited (L)
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Restaurant Brands International Inc. (QSR)
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Premium Brands Holdings Corporation (PBH)
Q: I need to add to my consumer stocks. I am looking for short term reasonable safety, liquidity and dividends. Your thoughts on L, PBH, QSR. Thanks
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People Corporation (PEO)
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Manulife Financial Corporation (MFC)
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Loblaw Companies Limited (L)
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Morneau Shepell Inc. 4.75% Convertible Unsecured Subordinated Debentures (MSI.DB.A)
Q: If the federal government implements a national pharma care program, are there any Canadian Stocks that would benefit?
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Methanex Corporation (MX)
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Algonquin Power & Utilities Corp. (AQN)
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Stella-Jones Inc. (SJ)
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Stars Group Inc. (The) (TSGI)
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NFI Group Inc. (NFI)
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MTY Food Group Inc. (MTY)
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!
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!
Q: Early thoughts on the earnings releases today?
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Loblaw Companies Limited (L)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Savaria Corporation (SIS)
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
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
Q: Hello 5i,
What stocks can you suggest for Consumer cyclical and Consumer defense? Preferably stocks that pay a dividend .
Thanks Colette
What stocks can you suggest for Consumer cyclical and Consumer defense? Preferably stocks that pay a dividend .
Thanks Colette
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Loblaw Companies Limited (L)
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George Weston Limited (WN)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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
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
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Canadian Pacific Kansas City Limited (CP)
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Loblaw Companies Limited (L)
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Element Fleet Management Corp. (EFN)
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Thomson Reuters Corporation (TRI)
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Hydro One Limited (H)
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.
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
Q: Your thoughts please on best Canadian Grocer for Dividend growth.
Thanks in advance
Thanks in advance
Q: I have held Loblaws for ten plus years and really liked the Shoppers acquisition. With the grocery business low margins and increased competition, would it make sense to move to a more pure play global pharmacy company like Walgreens to play the aging demographics?