Q: Please comment on earnings
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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: I am into your Balanced Equity portfolio for my CDN equity exposure. Thinking of switching out of PBH and replace with QSR with the idea that PBH has had a good run but admittedly I missed most of it. Does this seem reasonable to you?
- Toronto-Dominion Bank (The) (TD)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Major Drilling Group International Inc. (MDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.
- Revvity Inc Com (PKI)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Premium Brands Holdings Corporation (PBH)
- Sun Life Financial Inc. (SLF)
- Boyd Gaming Corporation (BYD)
Q: Hello,
I wish to bring up some percentage allocation in one or two of the above companies from the balanced portfolio and was wondering how you would rate them for (1) growth and (2) safety over next, say three years. Thanks for your great service!
I wish to bring up some percentage allocation in one or two of the above companies from the balanced portfolio and was wondering how you would rate them for (1) growth and (2) safety over next, say three years. Thanks for your great service!
- Loblaw Companies Limited (L)
- Saputo Inc. (SAP)
- George Weston Limited (WN)
- Maple Leaf Foods Inc. (MFI)
- Premium Brands Holdings Corporation (PBH)
- High Liner Foods Incorporated (HLF)
Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.
Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.
Also could you please rank in terms of estimated dividend growth going forward - best to least.
Thanks so much!
Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.
Also could you please rank in terms of estimated dividend growth going forward - best to least.
Thanks so much!
- Sangoma Technologies Corporation (STC)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- BRP Inc. Subordinate Voting Shares (DOO)
- Premium Brands Holdings Corporation (PBH)
- Leon's Furniture Limited (LNF)
- Real Matters Inc. (REAL)
- Converge Technology Solutions Corp. (CTS)
- Boyd Group Services Inc. (BYD)
- Dye & Durham Limited (DND)
Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.
Q: How did earnings look?
- Park Lawn Corporation (PLC)
- Costco Wholesale Corporation (COST)
- Booking Holdings Inc. (BKNG)
- Home Depot Inc. (The) (HD)
- TJX Companies Inc. (The) (TJX)
- BRP Inc. Subordinate Voting Shares (DOO)
- Primo Water Corporation (PRMW)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Leon's Furniture Limited (LNF)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: Hello 5i team,
According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.
In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.
In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.
Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?
Thanks for your advice.
According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.
In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.
In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.
Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?
Thanks for your advice.
Q: Hi Team
What would be your favourite consumer staple stock today, and why please? Thank you.
What would be your favourite consumer staple stock today, and why please? Thank you.
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: I want to buy positions in these companies in my unregistered account. Could you put them in order to purchase based on market economy timing, if possible. And in my TFSA I'd like to purchase ECN, LGO, ATS--any thoughts on sequence and timing of purchase? Thank you.
- Park Lawn Corporation (PLC)
- North West Company Inc. (The) (NWC)
- Premium Brands Holdings Corporation (PBH)
- Leon's Furniture Limited (LNF)
Q: Retired, dividend-income investor. I own the following Cons Staples = NWC, PBH, PLC, as well as I am building a Cons Discretionary position in Leon's.
I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.
Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.
Thanks for your help...much appreciated...Steve
I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.
Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.
Thanks for your help...much appreciated...Steve
Q: I need to increase consumer defensives in my portfolio. I own these 2 stocks and would like to know which one should I add to at this time (only to one of the two). Thank you for your valuable help.
- Park Lawn Corporation (PLC)
- Costco Wholesale Corporation (COST)
- Dollar General Corporation (DG)
- Walmart Inc. (WMT)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: What are your suggestions for US and CDN Consumer Defensive at this time?.
Q: Hi. I own the following stocks in an RESP account and have some cash to deploy. Can you kindly recommend 5 stocks in order of preference to add to this account. I have a long term time horizon. Thx. AEM, AQN, ATZ, AW.UN, BCE, BEP.UN, BEPC, CSU, ENB, LSPD, SHOP, TD, TOI, WELL.
- Park Lawn Corporation (PLC)
- Royal Bank of Canada (RY)
- BCE Inc. (BCE)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Chartwell Retirement Residences (CSH.UN)
- Alaris Equity Partners Income Trust (AD.UN)
- North West Company Inc. (The) (NWC)
- Premium Brands Holdings Corporation (PBH)
- Leon's Furniture Limited (LNF)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Nutrien Ltd. (NTR)
- Shaw Communications Inc. (SJR.A)
- Evolve Global Healthcare Enhanced Yield Fund (LIFE)
Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).
I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.
Thanks for your help....Steve
I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.
Thanks for your help....Steve
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Visa Inc. (V)
- WSP Global Inc. (WSP)
- Premium Brands Holdings Corporation (PBH)
Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.
As always, thanks for the insights and keeping us grounded in fact.
Don
As always, thanks for the insights and keeping us grounded in fact.
Don
- Loblaw Companies Limited (L)
- Dollarama Inc. (DOL)
- Metro Inc. (MRU)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: Hi 5i,
I currently own DOL, ATD and PBH for Consumer Staples. I'm getting a little bored of the progress that DOL has made over the last three years and I'm looking for a little more growth.
Looking at EMP, L or MRU as a replacement. Based on today's news from I'm leaning towards EMP. Please let me know what your thoughts on this switch, or if you'd recommend another stock not mentioned.
I have a long horizon, 7+ years, and looking for some more growth.
Thx
I currently own DOL, ATD and PBH for Consumer Staples. I'm getting a little bored of the progress that DOL has made over the last three years and I'm looking for a little more growth.
Looking at EMP, L or MRU as a replacement. Based on today's news from I'm leaning towards EMP. Please let me know what your thoughts on this switch, or if you'd recommend another stock not mentioned.
I have a long horizon, 7+ years, and looking for some more growth.
Thx
Q: Please comment on earnings
- Park Lawn Corporation (PLC)
- North West Company Inc. (The) (NWC)
- Primo Water Corporation (PRMW)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike
Thanks,
Mike
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- WSP Global Inc. (WSP)
- Air Canada Voting and Variable Voting Shares (AC)
- Algonquin Power & Utilities Corp. (AQN)
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- Boralex Inc. Class A Shares (BLX)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- WELL Health Technologies Corp. (WELL)
- SolarEdge Technologies Inc. (SEDG)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Dye & Durham Limited (DND)
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles