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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: With the Bloc doing so well in the election and the PM sure to lavish our taxes their way, what companies generate a lot of income from Quebec, and/or are candidates for charity ? Thanks.
Read Answer Asked by Paul on October 23, 2019
Q: What kind of EPS growth do you forecast over the next 1-5 years? The estimates that I have seen are similar to the past 5 years, ie quite good.

Morningstar and others have been and continue to be negative on this company, due to the highly competitive environment which is only expected to get worse. Yet, the company continues to put up good numbers. I’m confused.
Read Answer Asked by Greg on June 14, 2019
Q: I'm looking at adding these for a recession/defensive type of portfolio.
For a longer term holder, do see any reasons not to buy these ones?
Do you like any one of these more than others?
Thanks as always....
Read Answer Asked by adam on May 14, 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
Q: I have a question about CGI, which I've held since 2013, so I've done very well with them, but they don't have a dividend policy, so I'm feeling that the capital gain that I have is being lazy and not working for me without any divvy income to offset. If I was going to sell half, what would you suggest would be a good 3 to 5 year replacement to consider? I tend to favour medium to large caps, and mostly dividend payers. I also have Open Text and Syzlogist as other tech holdings, in a fairly diversified portfolio that includes international and US etf's. I currently do not have any resource/energy (I was thinking Vermillion) or consumer (I was thinking Loblaws or Metro, Dollarama looks expensive still)holdings.

thank you,
Read Answer Asked by g on August 02, 2018
Q: Hi team:

Metro has been going up in the last week
I have been holding it for awhile and is barely breaking even
(for income with hope of a small capital gain)
is there any news to account for the small surge in price ?

would you recommend another stock to replace it in the same industry?
Thanks
Michael
Read Answer Asked by Michael on June 19, 2018
Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L
Read Answer Asked by David on October 17, 2017
Q: Hi, i am looking to add some of these names to my portfolio. I want long term growth. I am young and can hold 5 years plus. Please ignore sector diversification. Can you rank best to worst. Can you also comment on significant valuation differences? IE MG versus NFI or WPK. Is it simply business earnings stability? Because it appears growth in Magna earnings is quite significant even relative to NFI or WPK.
Read Answer Asked by Jordan on October 16, 2017
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