Q: Will the closing of the Hudson's Bay Company be of any benefit to NWC?
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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.
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Caterpillar Inc. (CAT)
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Chubb Limited (CB)
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Deere & Company (DE)
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Duke Energy Corporation (Holding Company) (DUK)
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Ecolab Inc. (ECL)
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Coca-Cola Company (The) (KO)
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NextEra Energy Inc. (NEE)
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Procter & Gamble Company (The) (PG)
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Progressive Corporation (The) (PGR)
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Roper Technologies Inc. (ROP)
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Walmart Inc. (WMT)
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Xylem Inc. New (XYL)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Hydro One Limited (H)
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Nutrien Ltd. (NTR)
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Arthur J. Gallagher & Co. (AJG)
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Thank you,
Mike
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Enbridge Inc. (ENB)
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North West Company Inc. (The) (NWC)
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Hydro One Limited (H)
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BCE Inc. (BCE)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Peter, I have 100 shares of BCE both in my RRSP and TFSA accounts both at a loss of course. I've been using it as income. Would it be wise to sell and buy back after a month my break even point is around 47.00 and 49.00. If you would replace what are some stocks that could replace BCE. Thanks
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North West Company Inc. (The) (NWC)
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Exchange Income Corporation (EIF)
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Diversified Royalty Corp. (DIV)
Q: Hi 5i Team,
Could you please give me your outlook for these three companies in this new age of orange uncertainty? The headwinds and any growth opportunities.
Thanks for the Great Service!
Could you please give me your outlook for these three companies in this new age of orange uncertainty? The headwinds and any growth opportunities.
Thanks for the Great Service!
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Dollarama Inc. (DOL)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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AstraZeneca PLC (AZN)
Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?
Q: Retired, dividend-income investor.
I've held NWC since 2019 and have done quite well, averaging roughly 15%/yr. I have trimmed and added over the years. Late last year I trimmed at just under $50. It has since ran to $55 and corrected roughly 20% to $45...now at $47. I see it's P/E range over 5 years has been 7-35-ish, now at 17. I was thinking of topping up again. To me a good price would be $45 and a great price would be $40, even though I'd happily buy where it is now.
From a Trump tariff point of view, my research shows mostly northern Canada, plus USA, then Caribbean as it's markets....any concern here?
Your thoughts on the current valuation, my entry top-up ideas and the Trump tariff would be appreciated....thanks....Steve
I've held NWC since 2019 and have done quite well, averaging roughly 15%/yr. I have trimmed and added over the years. Late last year I trimmed at just under $50. It has since ran to $55 and corrected roughly 20% to $45...now at $47. I see it's P/E range over 5 years has been 7-35-ish, now at 17. I was thinking of topping up again. To me a good price would be $45 and a great price would be $40, even though I'd happily buy where it is now.
From a Trump tariff point of view, my research shows mostly northern Canada, plus USA, then Caribbean as it's markets....any concern here?
Your thoughts on the current valuation, my entry top-up ideas and the Trump tariff would be appreciated....thanks....Steve
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Lockheed Martin Corporation (LMT)
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Suncor Energy Inc. (SU)
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Cenovus Energy Inc. (CVE)
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CAE Inc. (CAE)
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Stantec Inc. (STN)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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North West Company Inc. (The) (NWC)
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Agnico Eagle Mines Limited (AEM)
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iShares U.S. Aerospace & Defense ETF (ITA)
Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...
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Royal Bank of Canada (RY)
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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Restaurant Brands International Inc. (QSR)
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Northland Power Inc. (NPI)
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North West Company Inc. (The) (NWC)
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Exchange Income Corporation (EIF)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.
Question 1. Should I take the loss on these two and redeploy into the other holdings?
Question 2. Any glaring omissions in this account which you think I should add in here?
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Exchange Income Corporation (EIF)
Q: A good portion of my smaller cap portfolio weighting is in these 4 stocks. They seem reasonably diverse sector wise but the first three have been trending down for 3 months or more, and EIF seems to be now following suit. From a lot of recent commentary I was thinking small and mid-cap names might have a bit of a tail wind, at least on a valuation basis. I know I shouldn’t focus on 3-6 months but still a bit “vexing” watching them slide. I’ve read the recent q&a on all of them, don’t see any alarming comments really, any new concerns I’m missing?
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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TELUS Corporation (T)
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TMX Group Limited (X)
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North West Company Inc. (The) (NWC)
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Exchange Income Corporation (EIF)
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Waste Connections Inc. (WCN)
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Definity Financial Corporation (DFY)
Q: Hi 5i Team,
I have held DFY for awhile and have doubled my investment. Experience has taught me to take some money off the table when one of my stocks has reached this point. I'm thinking about selling 1/3 of the position and reinvesting the rest in 2 or 3 of the following stocks:
I have partial positions in BCE, EIF, NWC, WCN and X
I have full positions in T and TD and open to averaging down
My questions are:
1) Would you trim a position in DFY given current market conditions?
2) How do you currently rank the 7 other stocks listed
3) Would you add to existing positions in T and/or TD given their current outlooks or look elsewhere?
These are a held in a TFSA and are planned to be 15-20 year holds
Thanks for the Great Service and Happy New Year!
Colin
I have held DFY for awhile and have doubled my investment. Experience has taught me to take some money off the table when one of my stocks has reached this point. I'm thinking about selling 1/3 of the position and reinvesting the rest in 2 or 3 of the following stocks:
I have partial positions in BCE, EIF, NWC, WCN and X
I have full positions in T and TD and open to averaging down
My questions are:
1) Would you trim a position in DFY given current market conditions?
2) How do you currently rank the 7 other stocks listed
3) Would you add to existing positions in T and/or TD given their current outlooks or look elsewhere?
These are a held in a TFSA and are planned to be 15-20 year holds
Thanks for the Great Service and Happy New Year!
Colin
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Loblaw Companies Limited (L)
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North West Company Inc. (The) (NWC)
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Alimentation Couche-Tard Inc. (ATD)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
Q: Hello Team,
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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TELUS Corporation (T)
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Toromont Industries Ltd. (TIH)
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North West Company Inc. (The) (NWC)
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Hydro One Limited (H)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I would like your thought if it make sense to replace BCE with Rogers or Telus at all, or there are better alternatives , even in other sectors. Please suggest a few alternatives if outside of the above. Thank you as always
Q: I need to increase my consumer defensive sector. Which would be your favourite among the listed companies or do you have a better suggestion on the Canadian market?
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Enbridge Inc. (ENB)
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Toromont Industries Ltd. (TIH)
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North West Company Inc. (The) (NWC)
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Hydro One Limited (H)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi 5i.
Which Canadian companies would meet the criteria to be considered dividend aristocrats, if they were listed in the US? I know one of the criteria is that the company must be a member of the S&P 500 Index, so obviously an equivalent index membership will have to be used; perhaps the S&P/TSX? Or, would you apply a minimum market cap threshold? It would be interesting to know what Canadian companies would meet the test. Thanks.
Which Canadian companies would meet the criteria to be considered dividend aristocrats, if they were listed in the US? I know one of the criteria is that the company must be a member of the S&P 500 Index, so obviously an equivalent index membership will have to be used; perhaps the S&P/TSX? Or, would you apply a minimum market cap threshold? It would be interesting to know what Canadian companies would meet the test. Thanks.
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Enbridge Inc. (ENB)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Toromont Industries Ltd. (TIH)
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North West Company Inc. (The) (NWC)
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Hydro One Limited (H)
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T-Mobile US Inc. (TMUS)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: telecoms have had a rough year and have not reacted positively to the lowering of interest rates with the heavy debt levels they have I would have expected a positive reaction by now. That being said if you had to choose between Rogers, Telus or BCE what one would you choose and why ?
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BioSyent Inc. (RX)
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Intuitive Surgical Inc. (ISRG)
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Church & Dwight Company Inc. (CHD)
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Eli Lilly and Company (LLY)
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Martin Marietta Materials Inc. (MLM)
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Philip Morris International Inc (PM)
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Dollarama Inc. (DOL)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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North West Company Inc. (The) (NWC)
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Agnico Eagle Mines Limited (AEM)
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Premium Brands Holdings Corporation (PBH)
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Capstone Copper Corp. (CS)
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Novo Nordisk A/S (NVO)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Linde plc (LIN)
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United States Lime & Minerals Inc. (USLM)
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British American Tobacco p.l.c. (BTI)
Q: Hello
What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Q: Have owned NWC for many years - it always paid a decent dividend but the share price has acted like a bond proxy. Now it seems like it's price has increased a dollar a day for the last few weeks. Has management made major operating changes or are there other reasons for the share price increase.
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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TELUS Corporation (T)
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TMX Group Limited (X)
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North West Company Inc. (The) (NWC)
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Hydro One Limited (H)
Q: I am an income investor. I try and purchase equities who raise their dividend by approximately at least the rate of inflation. I hold both BCE and Telus. Given the announcement today by BCE that they will not be raising their dividend in 2025, what are your thoughts on selling Telus and purchasing BCE simply due to the spread in their yields in order to pick up the higher BCE dividend as sort of a proxy to make up for the lack of an expected increase?
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Costco Wholesale Corporation (COST)
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Walmart Inc. (WMT)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Alimentation Couche-Tard Inc. (ATD)
Q: Which do you prefer for a long term hold? Which currently has a cheaper valuation?
Costco or Walmart ? Thank you
Costco or Walmart ? Thank you
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Abbott Laboratories (ABT)
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Philip Morris International Inc (PM)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Brookfield Renewable Partners L.P. (BEP.UN)
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North West Company Inc. (The) (NWC)
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Blackstone Inc. (BX)
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Ares Management Corporation Class A (ARES)
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British American Tobacco p.l.c. (BTI)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Your top 5 Dividend stocks in order please for CND and US? Long term holds
Thanks you
Thanks you