Investment Q&A

Q: Hi Team
What would be your favourite consumer staple stock today, and why please? Thank you.

Q: I want to buy positions in these companies in my unregistered account. Could you put them in order to purchase based on market economy timing, if possible. And in my TFSA I'd like to purchase ECN, LGO, ATS--any thoughts on sequence and timing of purchase? Thank you.

Q: Retired, dividend-income investor. I own the following Cons Staples = NWC, PBH, PLC, as well as I am building a Cons Discretionary position in Leon's.

I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.

Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.

Thanks for your help...much appreciated...Steve

Q: I need to increase consumer defensives in my portfolio. I own these 2 stocks and would like to know which one should I add to at this time (only to one of the two). Thank you for your valuable help.

Q: What are your suggestions for US and CDN Consumer Defensive at this time?.

Q: Hi. I own the following stocks in an RESP account and have some cash to deploy. Can you kindly recommend 5 stocks in order of preference to add to this account. I have a long term time horizon. Thx. AEM, AQN, ATZ, AW.UN, BCE, BEP.UN, BEPC, CSU, ENB, LSPD, SHOP, TD, TOI, WELL.

Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).

I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.

Thanks for your help....Steve

Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.

As always, thanks for the insights and keeping us grounded in fact.

Don

Q: Hi 5i,

I currently own DOL, ATD and PBH for Consumer Staples. I'm getting a little bored of the progress that DOL has made over the last three years and I'm looking for a little more growth.

Looking at EMP, L or MRU as a replacement. Based on today's news from I'm leaning towards EMP. Please let me know what your thoughts on this switch, or if you'd recommend another stock not mentioned.

I have a long horizon, 7+ years, and looking for some more growth.

Thx

Q: Please comment on earnings

Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike

Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles

Q: I am a 3-5 year medium and long term investor. I need to increase my position in Consumer Staples by about 3%. I currently hold ATD 3% and PBH 3% are in my taxable account. I have full confidence in the management of ATD but I now wonder if their business model has not changed a bit compared to the company I bought a few years ago.
1- If the electrification of transport raises from 2 to 10% within 3-5 years, how many customers will ATD lose?
2- If you have an electric car will you wait 15 minutes to recharge your battery in a convenience store?
3- Can ATD still grow by buying competitors at attractive prices?
4- Will future growth come in less profitable areas such as grocers and if so the P.E. will drop.

What do I do? Can you help me sort this out?
Buy more ATD? Add DOL? Add a little to the 2 already owned and add DOL, not DOL...

I'm lost.

Thank you.

Yves

Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.

Q: Hello,
Would you consider PBH a good inflationary stock?
Thank you

Q: good afternoon

i have positions in both PBH and NWC. PBH is growing slowly but steadily and NWC has been basically flat, albeit with a decent dividend. What would you say to selling NWC ( no gain) and reinvesting the proceeds in PBH? I have long horizons. Thanks.

Q: I have purchased your Portfolio Analytics tool - so far so good. For my RRSP, I need to increase stock holdings from 2% (average) to 5%. This will assist me to better align my industry allocation while increasing my average stock percentage . Do you feel its a good time/right stocks to bring to a 5% holding - PBH, WSP, WELL and SIS? All are currently at approx. 2% and I have a 17 year investment horizon. If you feel WELL is too much risk can you suggest another health stock?

Q: I want to consolidate my smallest 5 holdings into 2. Using long term share appreciation as the only factor which two would you choose.

Q: I am looking to add a consumer staples stock to my portfolio as I currently own none. Could you please give me your opinion of PBH and L? I see Loblaw as more of a value play and PBH as growing more over the next 2 years. I am concerned over the difference in valuations between the two companies but would like some growth. The dividends are similar for both. Is one riskier over the other? Should I buy one over the other or perhaps buy both? Thanks.

Q: I am looking at putting together a portfolio of set-&-forget Canadian dividend-paying stocks, in what will be my only unregistered account, making up about 30% of our overall portfolio. The registered accounts (70% of portfolio) are now all in mixes of VGRO, VBAL and XAW.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.