Q: Saputo has shown downward momentum since Trump's inauguration. Supposing this risk were overblown, then one would expect the stock price to be 'cheap', but the current price is pretty-much what the long-term trend-line would predict. Put another way: if the price is only now touching the trend-line, does that imply that the Trump factor isn't fully baked-in yet - which, in turn, suggests further declines?
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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.
- Loblaw Companies Limited (L)
- Saputo Inc. (SAP)
- George Weston Limited (WN)
- Metro Inc. (MRU)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- Jean Coutu Group (PJC) Inc. (The) Class A Subordinate Voting Shares (PJC.A)
- Primo Water Corporation (PRMW)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: I need to increase my holdings of Consumer staples. Please rank the following in order of your preference when the main focus is dividend growth with secondary goal of capital appreciation.
ATD, L, MRU, SAP, WN, EMP.A, MFI, BCB, PBH, PJC.A
I can be patient in the timing of my purchases. Do you think this is a good time in the economic cycle tp purchase this sector?
Many Thanks
Paul
ATD, L, MRU, SAP, WN, EMP.A, MFI, BCB, PBH, PJC.A
I can be patient in the timing of my purchases. Do you think this is a good time in the economic cycle tp purchase this sector?
Many Thanks
Paul
- Mondelez International Inc. (MDLZ)
- ConAgra Brands Inc. (CAG)
- Saputo Inc. (SAP)
- Magna International Inc. (MG)
- Rogers Sugar Inc. (RSI)
- Lamb Weston Holdings Inc. (LW)
Q: Hi I want to increase my position in Consumer Stocks by about $40,000 to be balanced and defensive plus receive some dividend income, currently hold Conagra ($20K); Lamb Weston ($8K);Magna ($18K); Mondelez $18K);Rogers Sugar ($21K); and Saputo ($25K).
Are there some better choices out there I can buy, your ideas appreciated, thanks!
Are there some better choices out there I can buy, your ideas appreciated, thanks!
Q: I have a question about saputo . I have owned it for quite a while . What do you think of this company . I am wondering if I should take profits and go somewhere else .? I read a bad report from TD
Q: Saputo earnings were 0.42 cents per share. Can you tell me what the expectations were and what the is the new current P/E ratio? Google Finance doesn't seem to adjust the P/E ratio according the recent earnings. Do you think Metro would be a good switch? Seems like Saputo is starting a downtrend whereas Loblaws and Metro are in uptrends? I'm not looking for confirmation, but rather for flaws in my observations.
Q: I held this one since 2009. From time to time I hear news about trade deals that can negatively affect this company. I generally ignore the news as it is an international company. This time is Trump's protectionism. Is it different this time?
Q: Saputo has been very weak as of late,m with the dairy disputes stock has lost approx 7 percent in the past few trading days alone. What do you think of the situation? Would you step in? Or would you let the waters settle first (as in not catching a falling knife).
Many thanks
Karim
Many thanks
Karim
Q: Your thoughts please on these 3 companies.
Thank you
Thank you
Q: Could you please comment on these 2 {FTS & SAP} Companies for a long term hold. I'm looking for income and modest appreciation. Also, do they qualify for the Dividend Tax Credit on a Non-Registered account.
Thanks Valter
Thanks Valter
Q: Good afternoon,
Looking to see if there is a reason for the decline in Saputo today? The secondary offering settled yesterday- not sure how/why this would be germane, but hoping you can provide some insights.
Thanks
Brad
Looking to see if there is a reason for the decline in Saputo today? The secondary offering settled yesterday- not sure how/why this would be germane, but hoping you can provide some insights.
Thanks
Brad
Q: Please comment on $SAP for a long term hold, thanks Valter
Q: Saw this article about Saputo in the Globe & Mail and thought to share it with the membership. You may share it if you feel it is worthwhile.
Your thoughts on the validity of the arguments in this article would be appreciated.
Joseph
Your thoughts on the validity of the arguments in this article would be appreciated.
Joseph
Q: Saputo reported what seemed to me good results but the market still sent it down slightly today. Is your opinion of Dec. 2015 that SAP is expensive still held?
Q: <I>December 03, 2015 (asked by Desmond)
Question: I would like your opinion on Saputo, would it be a buy at this time. Thanks for all the great information this year.
5i Research Answer:
Saputo is not overly exciting, but in this market that is not a bad thing. Good earnings growth is expected over the next two years, but it does have a fairly weak record of meeting estimates. Its business is fairly secure and its balance sheet is 'OK'. It is buying back stock, and at 21X earnings is a bit expensive. Over the past 15 years the stock is up nearly 10-fold, and we would be comfortable with a long term position.</I>
I have to mostly disagree with your response to Desmond regarding SAP. Or at least the tone I extracted from your response.
How could SAP not be anything but exciting if a person is looking to make money? Unless they "play" stocks for excitement as in gambling and look only at short term fun.
If SAP has been almost a 10 bagger in 15 years that is a 16.5%/annum return plus a constant growing dividend. An original investment of say, $100,000 would now be approx. $1,000,000. A profit of $900,000! Most people and retail investors would love to have that big a profit both $ wise and % wise as most never produce that in a life time.
I am an investor who does not care if a company meets estimates! So what? Who cares other than the media? Without insider information is not an estimate just that? An estimate, a guess?What matters is the question, "Is the company growing itself, revenue and free cashflow...properly and in a sustainable way?"
I find SAP to be exciting in the short term because I can sleep at night knowing I do not have to monitor it daily/weekly and it should continue to make me money as I sleep with a growing dividend income stream for my future retirement days. Just like CNR, ENB, BNS....
Have a great day.
Stan
Question: I would like your opinion on Saputo, would it be a buy at this time. Thanks for all the great information this year.
5i Research Answer:
Saputo is not overly exciting, but in this market that is not a bad thing. Good earnings growth is expected over the next two years, but it does have a fairly weak record of meeting estimates. Its business is fairly secure and its balance sheet is 'OK'. It is buying back stock, and at 21X earnings is a bit expensive. Over the past 15 years the stock is up nearly 10-fold, and we would be comfortable with a long term position.</I>
I have to mostly disagree with your response to Desmond regarding SAP. Or at least the tone I extracted from your response.
How could SAP not be anything but exciting if a person is looking to make money? Unless they "play" stocks for excitement as in gambling and look only at short term fun.
If SAP has been almost a 10 bagger in 15 years that is a 16.5%/annum return plus a constant growing dividend. An original investment of say, $100,000 would now be approx. $1,000,000. A profit of $900,000! Most people and retail investors would love to have that big a profit both $ wise and % wise as most never produce that in a life time.
I am an investor who does not care if a company meets estimates! So what? Who cares other than the media? Without insider information is not an estimate just that? An estimate, a guess?What matters is the question, "Is the company growing itself, revenue and free cashflow...properly and in a sustainable way?"
I find SAP to be exciting in the short term because I can sleep at night knowing I do not have to monitor it daily/weekly and it should continue to make me money as I sleep with a growing dividend income stream for my future retirement days. Just like CNR, ENB, BNS....
Have a great day.
Stan
Q: Peter; Just a add on to Peters quesrion re SAP and the TPP- the US congress still has to pass it and we all know how well they get along with a looming election. Publish if you wish. Rod
Q: The Trans-Pacific Partnership(TPP) will reduce or eliminate barriers on a range of canadian exports,inclyding machines,canola,beef & pork,minerals,forestry products & seafood.It will also allow more foreign dairy into canada & expose workers to cheaper foreign labour. Please advise if TPP will have any material impact on stocks,especially in 5I portfolios.If has,please provide some names that are adversely impacted & some names that are fovourablly affected.Appreciate your usual great advices & services.
Q: If Canada enters into the Trans Pacific Trade agreement, as our current government is determined to do, a side effect will be on our dairy industry as cheaper US products will start to be allowed into our country. How do you see this effecting Saputo? (SAP-T)
Q: From time to time, the feds negotiate for a free trade deal- with Europe, the TPP,- what would happen to SAP if they gave up daily protection to open other markets? How much does SAP depend on the daily marketing board?
Q: Hi guys. Was there anything in the previous Saputo's earning report that may lead one to suspect future earnings contraction?
I have 22% in what I consider the "consumer" portion of my portfolio made up of names like atd.b, gil, emp.a, l, hlf, dol and the only stinker of the group, SAP, with 2.3% position. Going forward, do you think SAP is the type of company you can slowly allocate a 5% position at current valuations?
Thanks, again.
John
I have 22% in what I consider the "consumer" portion of my portfolio made up of names like atd.b, gil, emp.a, l, hlf, dol and the only stinker of the group, SAP, with 2.3% position. Going forward, do you think SAP is the type of company you can slowly allocate a 5% position at current valuations?
Thanks, again.
John
Q: Peter and Team
Would you please provide your opinion on SAP, value and future prospects.
Would you please provide your opinion on SAP, value and future prospects.