Q: It looks like the market isn't fond of the recent quarter from NWC. What will it take to get this stock going again? Is this a good entry point?
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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: Thoughts on earnings release and what might be a good entry point if you recommend starting a position? Thanx
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Costco Wholesale Corporation (COST $884.47)
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Coca-Cola Company (The) (KO $70.52)
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Procter & Gamble Company (The) (PG $142.84)
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Walmart Inc. (WMT $116.70)
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Loblaw Companies Limited (L $61.21)
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Dollarama Inc. (DOL $202.23)
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Metro Inc. (MRU $99.02)
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North West Company Inc. (The) (NWC $48.10)
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Alimentation Couche-Tard Inc. (ATD $72.24)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $62.35)
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State Street Consumer Staples Select Sector SPDR ETF (XLP $79.42)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $23.99)
Q: Hello,
I have owned stpl for years as a sector based diversification strategy but feel it has had disappointing returns, even for that sector noting that there are some great breakout picks in the staples sector.
Could you please advise if you think it is a reasonable choice for the staples sector versus specific picks?
I realize that you typically recommend dol as well as wmt, cost and pg. just wondering what you think are good long term picks at this time given significant movement in these in the last couple of years.
I have owned stpl for years as a sector based diversification strategy but feel it has had disappointing returns, even for that sector noting that there are some great breakout picks in the staples sector.
Could you please advise if you think it is a reasonable choice for the staples sector versus specific picks?
I realize that you typically recommend dol as well as wmt, cost and pg. just wondering what you think are good long term picks at this time given significant movement in these in the last couple of years.
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Canadian National Railway Company (CNR $134.71)
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Enbridge Inc. (ENB $65.46)
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Brookfield Renewable Partners L.P. (BEP.UN $38.44)
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North West Company Inc. (The) (NWC $48.10)
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Brookfield Infrastructure Partners L.P. (BIP.UN $47.83)
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BMO Equal Weight Utilities Index ETF (ZUT $25.07)
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HIGH INTEREST SAVINGS ACCOUNT FUND (HISA)
Q: I am looking at fixed income potential across sectors as a low risk offset to my equities and would appreciate your recommendations. It doesn’t look like the space has good future prospects overall with rates having just dropped.
Of notable options, high interest saving accounts, bond funds, utilities, dividend index’s and perhaps reits, the reits and dividend indexes have superior yields.
Could you please comment on the space overall, which sectors are advisable and possible suggestions for purchase please?
Of notable options, high interest saving accounts, bond funds, utilities, dividend index’s and perhaps reits, the reits and dividend indexes have superior yields.
Could you please comment on the space overall, which sectors are advisable and possible suggestions for purchase please?
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BCE Inc. (BCE $32.62)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $166.34)
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Capital Power Corporation (CPX $61.48)
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Extendicare Inc. (EXE $22.36)
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North West Company Inc. (The) (NWC $48.10)
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Alimentation Couche-Tard Inc. (ATD $72.24)
Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?
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Philip Morris International Inc (PM $153.65)
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Enbridge Inc. (ENB $65.46)
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Brookfield Renewable Partners L.P. (BEP.UN $38.44)
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North West Company Inc. (The) (NWC $48.10)
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BMO Canadian Dividend ETF (ZDV $27.20)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.25)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.46)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $61.52)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.01)
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British American Tobacco p.l.c. (BTI $57.10)
Q: I want to start drawing some yield income from my TFSA.
What would be your top 5 etf or stocks?Good yield,Low to Moderate risk.
Thankyou
What would be your top 5 etf or stocks?Good yield,Low to Moderate risk.
Thankyou
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Kroger Company (The) (KR $63.19)
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Philip Morris International Inc (PM $153.65)
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Loblaw Companies Limited (L $61.21)
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North West Company Inc. (The) (NWC $48.10)
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Premium Brands Holdings Corporation (PBH $96.22)
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British American Tobacco p.l.c. (BTI $57.10)
Q: Good morning;
I am doing some rebalancing of my portfolio. In light of my views on world events over the next 3-5 years I am looking for the top 3 "Consumer Defensive" stocks. I believe there to be risk in the US dollar over this period so would appreciate your recommendations on 3 Canadian and 3 American consumer defensive stocks and what makes them a consideration.
As always, thanks for your insights!
I am doing some rebalancing of my portfolio. In light of my views on world events over the next 3-5 years I am looking for the top 3 "Consumer Defensive" stocks. I believe there to be risk in the US dollar over this period so would appreciate your recommendations on 3 Canadian and 3 American consumer defensive stocks and what makes them a consideration.
As always, thanks for your insights!
Q: From a technical standpoint, I see that NWC had been within a fairly consistent rising 18-year stock price channel. Roughly May 2024, the price shot above the upper resistance of that channel and has been above that (rising) line ever since.
Question: Do you know of any fundamental change at the company that would justify the elevated stock price since May 2024? Were there some sort of positive changes within the company?
Question: Do you know of any fundamental change at the company that would justify the elevated stock price since May 2024? Were there some sort of positive changes within the company?
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IGM Financial Inc. (IGM $60.70)
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Brookfield Renewable Partners L.P. (BEP.UN $38.44)
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Tourmaline Oil Corp. (TOU $63.07)
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North West Company Inc. (The) (NWC $48.10)
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Premium Brands Holdings Corporation (PBH $96.22)
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A & W Food Services of Canada Inc. (AW $37.80)
Q: Any Canadian companies paying a decent dividend, that in you opinion, are undervalued these days? Any sector.
Thanks
Thanks
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Alphabet Inc. (GOOG $310.52)
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Dollarama Inc. (DOL $202.23)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.13)
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North West Company Inc. (The) (NWC $48.10)
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Trisura Group Ltd. (TSU $39.94)
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WELL Health Technologies Corp. (WELL $4.01)
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Propel Holdings Inc. (PRL $24.51)
Q: Each of these have fallen below 1% percent of total portfolio value in my non-reg account. What order of preference would you suggest for adding to top up? Altrnatively should any go or should there be a new addition? I am low in consumer cycles, comms and health.
Q: Thoughts on the quarter?
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Loblaw Companies Limited (L $61.21)
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Dollarama Inc. (DOL $202.23)
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Metro Inc. (MRU $99.02)
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North West Company Inc. (The) (NWC $48.10)
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Alimentation Couche-Tard Inc. (ATD $72.24)
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Caseys General Stores Inc. (CASY $540.07)
Q: ATD has not really done much for some time now. What stock would you recommend to replace it at this time.
Q: Looking to add one of the above for a 2 to 3 year hold and would like your analysis,outlook , recommendation and entry price for each. Thanx.
Q: This company has had a rough go since the last Q's results. To me it looks like a very stable business that is now trading at trough multiples. It looks like the buyback has been re-initiated at these levels. Feels like this might be an opportunity - do you agree?
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Philip Morris International Inc (PM $153.65)
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Constellation Brands Inc. (STZ $147.42)
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North West Company Inc. (The) (NWC $48.10)
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Alimentation Couche-Tard Inc. (ATD $72.24)
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Premium Brands Holdings Corporation (PBH $96.22)
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British American Tobacco p.l.c. (BTI $57.10)
Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?
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Toronto-Dominion Bank (The) (TD $125.80)
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Bank of Nova Scotia (The) (BNS $100.17)
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Enbridge Inc. (ENB $65.46)
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Canadian Natural Resources Limited (CNQ $45.44)
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Sun Life Financial Inc. (SLF $83.16)
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Fortis Inc. (FTS $70.16)
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North West Company Inc. (The) (NWC $48.10)
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Russel Metals Inc. (RUS $43.17)
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Leon's Furniture Limited (LNF $28.82)
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Hydro One Limited (H $52.74)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.08)
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.
Thanks
Thanks
Q: I bought NWC in 2021 for $33 and subsequently sold it. I am interested in buying it again, although the price has increased significantly and yesterday closed at $49.
Is this still a good company for a long-term hold? I am looking for a healthy company with good share price appreciation prospects and a decent dividend.
Also, what would you consider a good entry price? Thank you.
Is this still a good company for a long-term hold? I am looking for a healthy company with good share price appreciation prospects and a decent dividend.
Also, what would you consider a good entry price? Thank you.
Q: Is it just the impact of the wildfires causing the big price drop today?
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Illinois Tool Works Inc. (ITW $258.02)
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Loblaw Companies Limited (L $61.21)
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Dollarama Inc. (DOL $202.23)
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Metro Inc. (MRU $99.02)
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Toromont Industries Ltd. (TIH $165.43)
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North West Company Inc. (The) (NWC $48.10)
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Hydro One Limited (H $52.74)
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Rollins Inc. (ROL $60.05)
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Brown & Brown Inc. (BRO $81.62)
Q: Please rank the following stocks to purchase today for a 20 year hold. Thanks
Q: North West has bucked the market trend rising 13% in the last two weeks on good volume. Is it that increased spending in the Northern stores is expected due to settlements or is there some other factor at play? They report Q4 April 9.