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Philip Morris International Inc (PM)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
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British American Tobacco p.l.c. (BTI)
Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.
Q: I'm rebalancing stocks on my registered accounts and nearing the ex date for the dividends. Should I wait until after the ex date or sell now? The dividends that would be payable if I sell before is not substantial. Thanks David
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Loblaw Companies Limited (L)
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Dollarama Inc. (DOL)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
Q: 1) Which has the highest & lowest 10-yr total return potential according to 5i’s research & data?
2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.