Q: Interested in your take of PRMW's recent report of results and forward guidance. Also, if I add to a full position, at what price level would you top-up?....Thanks....Tom
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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: Wow, the stock price of Primo declined, about 5.25% on Wednesday and on very high volume....Me, didn't see any news. What say you....hold, or sell and move on?
......Any other suggestion(s) would be helpful, as Primo held for income as recovery from much earlier mountain size decline in stock price......Tom
......Any other suggestion(s) would be helpful, as Primo held for income as recovery from much earlier mountain size decline in stock price......Tom
- Monster Beverage Corporation (MNST)
- Kellanova (K)
- PepsiCo Inc. (PEP)
- Constellation Brands Inc. (STZ)
- Primo Water Corporation (PRMW)
- Celsius Holdings Inc. (CELH)
Q: My advisor has suggested I average down buy these two stocks PEP and K (underwater on both). I'm hesitant to proceed that way and would rather look at consumer discretionary ideas with more growth. What would you suggest? I consider myself an aggressive investor. Looking for a 2-3 year hold.
Thanks, as always for th great advise.
Dave
Thanks, as always for th great advise.
Dave
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Restaurant Brands International Inc. (QSR)
- Primo Water Corporation (PRMW)
- Magna International Inc. (MG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Leon's Furniture Limited (LNF)
Q: Retired dividend-income investor. I am a little light in the Consumer sector. I already own PBH, NWC and PLC with "full" positions relative to their individual risk level, as well as consumer stocks held within various ETFs (ZLB, CDZ, ZWC). I save a full 5% position for blue-chip stocks, like RY, FTS, BCE.
I started looking into the above stocks (AW, CTC, LNF, MG, PRMW, QSR), but filtered it down to a choice of LNF vs PRMW, using both fundamentals and technicals as well as considering my current holdings.
Q#1 = Based on PBH, NWC and PLC being long term holds, do you agree that 2 food companies are enough => I should select a non-food consumer, right?
Q#2 = If I had to choose between LNF and PRMW today, I am leaning towards LNF (better P/B, P/CF, P/S, ROE...better dividend too). So, in my opinion, I think it shows better value. Do you agree? Which shows better upside (I only see 1 analyst on LNF with a target of $17.00)?
Q#3 = Are there other Consumer stocks I should consider? Or, in your opinion, are any of the 5 stocks mentioned above deserve consideration?
Bottom line = where would you put your money?
Thanks, I appreciate your help.....Steve
I started looking into the above stocks (AW, CTC, LNF, MG, PRMW, QSR), but filtered it down to a choice of LNF vs PRMW, using both fundamentals and technicals as well as considering my current holdings.
Q#1 = Based on PBH, NWC and PLC being long term holds, do you agree that 2 food companies are enough => I should select a non-food consumer, right?
Q#2 = If I had to choose between LNF and PRMW today, I am leaning towards LNF (better P/B, P/CF, P/S, ROE...better dividend too). So, in my opinion, I think it shows better value. Do you agree? Which shows better upside (I only see 1 analyst on LNF with a target of $17.00)?
Q#3 = Are there other Consumer stocks I should consider? Or, in your opinion, are any of the 5 stocks mentioned above deserve consideration?
Bottom line = where would you put your money?
Thanks, I appreciate your help.....Steve
Q: Comments on quarter? Thanks.
Q: These four fine companies are all RSI oversold at present. I know you like all of them, or have, and am wondering if they could be considered strong buys at these levels ( for long term holders) or whether best to wait and see what the coming weeks bring us all. What order of priority would you give them for current investment? BTW, thanks for the consistently calm and perspective-driven approach you take in your advice.
Q: Two companies for which you appear to have a favourable view seem to be seriously struggling as far as their stock price goes. There seems to be little interest from investors as is evident from the low trading volume. Would you recommend continued patience and holding on or should I let them go and move the money to more productive areas. No chance for tax losses as they are in a LIRA. Thanks as always.
- Park Lawn Corporation (PLC)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Restaurant Brands International Inc. (QSR)
- North West Company Inc. (The) (NWC)
- Primo Water Corporation (PRMW)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Leon's Furniture Limited (LNF)
Q: Retired dividend-income investor. Looking to add to my Consumer sector. I already own PBH, NWC, PLC. I am looking to add one more name, preferably with a dividend > 3%, although dividend security and dividend growth are more important than todays yield.
I have looked at CTC.A, LNF, MG, PRMW and QSR. I have researched each using both fundamentals (beta, P/E, P/BV, P/CF, P/S, ROE) and technicals (higher highs and higher lows, above 200mda), as well as current analyst estimates.
CTC.A comes across as just "ok". LNF has already had an incredible jump recently, so I am hesitant to buy at current prices. MG is not bad, but shows a ROE = -1%. PRMW looks good except for the ROE = -9%. QSR also looks good, showing a ROE = +29% (I can't find P/BV and P/CF anywhere). The bottom line is there doesn't appear to be a stand out obvious buy. I am leaning toward one of MG, PRMW or QSR.
Would you please rank all 5 companies from best to worst for the following (assuming a 3-5 year hold):
a) Dividend security
b) Capital gain potential
c) Total return potential
Thanks for your help. Much appreciated....Steve
I have looked at CTC.A, LNF, MG, PRMW and QSR. I have researched each using both fundamentals (beta, P/E, P/BV, P/CF, P/S, ROE) and technicals (higher highs and higher lows, above 200mda), as well as current analyst estimates.
CTC.A comes across as just "ok". LNF has already had an incredible jump recently, so I am hesitant to buy at current prices. MG is not bad, but shows a ROE = -1%. PRMW looks good except for the ROE = -9%. QSR also looks good, showing a ROE = +29% (I can't find P/BV and P/CF anywhere). The bottom line is there doesn't appear to be a stand out obvious buy. I am leaning toward one of MG, PRMW or QSR.
Would you please rank all 5 companies from best to worst for the following (assuming a 3-5 year hold):
a) Dividend security
b) Capital gain potential
c) Total return potential
Thanks for your help. Much appreciated....Steve
- Micron Technology Inc. (MU)
- FedEx Corporation (FDX)
- Verizon Communications Inc. (VZ)
- Wells Fargo & Company (WFC)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Primo Water Corporation (PRMW)
- goeasy Ltd. (GSY)
- Leon's Furniture Limited (LNF)
Q: Ifn the event we are seeing a shift from growth to value stocks could you identify five value stocks in Canada and the US that would make good investments at this time?
Thanks for your advice.
Thanks for your advice.
Q: Comments on quarter? Thanks
Q: Good morning folks. What are the anticipated earnings expected on upcoming release?
Are earnings expected to increase over the next year.? What will the driver of any increase in earnings over the next year?
Thank you kind people
Are earnings expected to increase over the next year.? What will the driver of any increase in earnings over the next year?
Thank you kind people
- Sangoma Technologies Corporation (STC)
- CAE Inc. (CAE)
- Great Canadian Gaming Corporation (GC)
- Brookfield Property Partners L.P. (BPY.UN)
- Primo Water Corporation (PRMW)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
Q: Greetings 5i team,
I have some cash in two of my accounts and am looking to add to two or more of these companies. In what order would you suggest I might add to these companies? Are there any that you would not add to at this time? For example, CAE and GC have been badly mauled, have not yet recovered, but perhaps I should treat them as a hold?
I realize that these companies vary according to sector, size growth, income and recovery potential making this a challenging question.
Thank you for your work.
SP
I have some cash in two of my accounts and am looking to add to two or more of these companies. In what order would you suggest I might add to these companies? Are there any that you would not add to at this time? For example, CAE and GC have been badly mauled, have not yet recovered, but perhaps I should treat them as a hold?
I realize that these companies vary according to sector, size growth, income and recovery potential making this a challenging question.
Thank you for your work.
SP
- Park Lawn Corporation (PLC)
- BCE Inc. (BCE)
- Primo Water Corporation (PRMW)
- Leon's Furniture Limited (LNF)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
- Hydro One Limited (H)
Q: I bought shares in this company many years ago in my registered account primarily for income. Would you recommend that I continue to hold them? If not what would you replace it with assuming I want to have a company that provides a dividend yield of at least 3% ?
- Sun Life Financial Inc. (SLF)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Primo Water Corporation (PRMW)
Q: Hi Guys,
From your Model Income Portfolio, which would be your top 5 picks at this time. Thanks
Dave
From your Model Income Portfolio, which would be your top 5 picks at this time. Thanks
Dave
Q: Good morning, could you comment on Primo committing 20 m. to severance etc. Is this overly significant? Good day to you!
Q: What, if any, impact to Primo do you see from Nestle's announced explorations into getting out of the water business in N America? During the Cott-to-Primo business transition, Primo's financial statements are rather more difficult to digest, but at the very least, Primo doesn't seem to have the capability to buy much of the Nestle water business. What other companies might benefit from Nestle's divestiture, and how might that affect Primo?
Deduct credits as required for multiple questions. Thanks.
Deduct credits as required for multiple questions. Thanks.
Q: Hello team, after a large down day in the markets today Primo ended up in the green. Is there any explanation for this? - eg Primo company?👩‍🦲
Mucho gracias
Mucho gracias
Q: Hi Peter and Staff
If I already have a small position in NWC which is still in your income portfolio would you replace it with Primo ? In other words do you like it “better” and why ?
Thanks for all you do
Dennis
If I already have a small position in NWC which is still in your income portfolio would you replace it with Primo ? In other words do you like it “better” and why ?
Thanks for all you do
Dennis
- Sun Life Financial Inc. (SLF)
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
Q: Appreciate u 12 tips today. Too many for me to buy now.Has lots of the big 6 can.banks & Qst (similar to Xbc).Please give me best 5 to buy.Txs for u usual great services & views. FYI China moves to impose HK security law causing drops in Asian markets esp HK( down 4.84% now) as well as US futures(Dow now down 139 after earlier up some 108)
Q: What's your current view on Primo for a buy and long term hold?