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: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.
Read Answer Asked by Pierre on April 23, 2024
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).

Thank you for considering my lengthy question for which I apologize.
Read Answer Asked by Gail on April 10, 2024
Q: I am interested in buying Metro in a non-registered account with an investment horizon of 5 to 10 years. Dividends are not important. I am looking for capital appreciation in the stock price over that time.

Is Metro a good choice in the consumer staples space? And what would be a good entry point to buy it at? Thank you and have a great day.
Read Answer Asked by Cathy on April 08, 2024
Q: I have owned Costco for many years and have done well on my investment...
- I have Always kept Walmart on my radar, never purchased...

1. Should I Add to my Costco holdings or Add Walmart as well to my Portfolio...

2. Your thoughts on Valuations at current for both

Thanks in Advance,
M
Read Answer Asked by michael on March 18, 2024
Q: I hope you all had a great holiday. This is for when you get a chance.
I am planning trigger a loss by selling DG to help offset all the capital gains that I will have in 2024. Wanting to replace it with WMT, Cost, L, MRU or EMP.A. Looking for net return. Your thoughts please.
Happy New Year.
Ian
Read Answer Asked by Ian on January 01, 2024
Q: Hi 5i,
What’s your thesis on Empire? I’ve held the position for several years and it seems to be the perennial underperformer of the grocers (MRU, L). Trying to decide whether it’s time to cut the position and move on to better opportunities.

Thank you!
Read Answer Asked by Greg on September 05, 2023
Q: What is your current assessment of George Weston. Its share price is down about 20% since its high of 4-5 months ago, and seems to be in a downward trend. It has a fairly small dividend. How does it look to you? Are there any reasons you to continue to hold this? Do you have any other defensive names that you prefer? Thanks,
Read Answer Asked by Leonard on September 01, 2023
Q: My portfolio analytics says I'm low on consumer staples.

I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.

Please comment and rate these companies and ETFs.

Thanks as always for your insight.
Read Answer Asked by Kevin on May 16, 2023
Q: Piggybacking off this question from Domenic on March 09:
Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.

Wondering what your answer would be if MRU was thrown in the mix.
Read Answer Asked by Jacqueline on March 10, 2023
Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.
Read Answer Asked by Domenic on March 09, 2023
Q: I am debating taking a half position in MRU and EMP-A or a full position in DIR-UN. The two grocery stores are down a bit but will there not be consumer pressure to keep prices reasonable which could influence profits? I have no idea! What would the experts at 5i suggest here?
Read Answer Asked by Dan on February 09, 2023
Q: I personally feel the grocery stores are gouging Canadians like never before , this should give them great profits . Is there a ETF or specific company that one could invest in that hasn't already taken off , thanks and have a super 2023.
Read Answer Asked by jim on January 23, 2023
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
Read Answer Asked by John on January 23, 2023
Q: I am a holder of MRU and currently trying to decide if I should either trim or sell and deploy capital somewhere else. the P/E seems high, relative to pears, and it has had a good run recently. My holdings represent 4.0% of the portfolio, but would love to get a little juicier yield. Is it still and good holding in a recession situation? Your perspective would be appreciated.
Read Answer Asked by Francisco on November 21, 2022
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!