-
Philip Morris International Inc (PM)
-
Loblaw Companies Limited (L)
-
Metro Inc. (MRU)
-
Alimentation Couche-Tard Inc. (ATD)
-
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.
-
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: 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.
-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOG)
-
Loblaw Companies Limited (L)
-
Metro Inc. (MRU)
-
Alimentation Couche-Tard Inc. (ATD)
Q: I sold BCE and T some time ago and no have zero communications shares. What do you suggest for telecom exposure today? Also, which consumer defensive companies, preferably Canadian but US is OK too. Many thanks Al