Q: I am considering these two stocks for my wife's RRSP. It is fairly diversified with 21 stocks and most sectors but only A&W Royalties Fund in the consumer sector. I like PBH because it is more defensive but QSR has a better yield. In the past I have concentrated on income but am trying to add more growth to the portfolio. What are your thoughts on these two? Is there another consumer oriented stock you would suggest instead?
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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: Own NFI and CIX. Looking to diversify with a high growth stock - PBH? I know you are bullish on it. What's caused the recent drop?
- Covalon Technologies Ltd. (COV)
- Boyd Group Income Fund (BYD.UN)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I previously asked a question about deploying a lump sum of $100K to $200K. Can you suggest a handful of Companies that you think are the most attractive right now in terms of future growth?
Thank you,
Jason
Thank you,
Jason
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Yesterday one of your answers to a question was "We would suggest KXS, TOY and PBH for growth".
Eleven days ago my 29 year old son transferred his tfsa from all cash to 85% etfs (VGG, VEE, ZWB at your suggestion) and to 15% equities (csu, sis, pbh per my suggestion and I was looking for growth with his long term horizon).
Given your growth picks of yesterday, do you think it's worth swapping his csu and sis for kxs and toy?
Eleven days ago my 29 year old son transferred his tfsa from all cash to 85% etfs (VGG, VEE, ZWB at your suggestion) and to 15% equities (csu, sis, pbh per my suggestion and I was looking for growth with his long term horizon).
Given your growth picks of yesterday, do you think it's worth swapping his csu and sis for kxs and toy?
- Algonquin Power & Utilities Corp. (AQN)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
Q: I'm looking to add 6 Canadian stocks to my registered accounts; stocks (and if appropriate ETFs) that display good growth potential and have a bit of a dividend. I'd appreciate your suggestions, in order of preference please. Thanks as always.
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi team,
I know this is a difficult, and perhaps speculative question; but what would be your top couple picks today for a growth stock that is capable and in your view, likely, to replicate the long term stellar performance of a stock such as CSU? I am looking for a long term, steady eddy growth that is capable of over years, producing that (000's of % return that CSU for example has done. Would you consider KXS a junior CSU? Or perhaps something such as pho? Give me your best, educated couple picks. Thanks,
Shane
I know this is a difficult, and perhaps speculative question; but what would be your top couple picks today for a growth stock that is capable and in your view, likely, to replicate the long term stellar performance of a stock such as CSU? I am looking for a long term, steady eddy growth that is capable of over years, producing that (000's of % return that CSU for example has done. Would you consider KXS a junior CSU? Or perhaps something such as pho? Give me your best, educated couple picks. Thanks,
Shane
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Loblaw Companies Limited (L)
- Saputo Inc. (SAP)
- Fortis Inc. (FTS)
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- Algonquin Power & Utilities Corp. (AQN)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks
Thanks
Q: You have repeatedly recommended PBH, TSGI and PHO in your portfolios, so I am interested at starting positions in PBH and TSGI, and adding to my existing position in PHO.
While I like that they have all come down in price, I am hesitant to buy because you recommend buying into positive momentum not negative.
I use stockcharts for my evaluations before I buy so my question is: How would you determine when to enter a stock showing negative momentum using technicals? Do you wait until it crosses the xx day ema, MACD crosses positive, RSI above 50, etc.?
While I like that they have all come down in price, I am hesitant to buy because you recommend buying into positive momentum not negative.
I use stockcharts for my evaluations before I buy so my question is: How would you determine when to enter a stock showing negative momentum using technicals? Do you wait until it crosses the xx day ema, MACD crosses positive, RSI above 50, etc.?
Q: Would this be a good time to add to PBH or should I wait until it reverses its downward trend?
Thank You
Thank You
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi,
Can you provide your top 3 picks for growth for my daughters RDSP.
Can you provide your top 3 picks for growth for my daughters RDSP.
- Adobe Inc. (ADBE)
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- NFI Group Inc. (NFI)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Arista Networks Inc. (ANET)
Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave
- Park Lawn Corporation (PLC)
- Enbridge Inc. (ENB)
- Saputo Inc. (SAP)
- Constellation Software Inc. (CSU)
- Pembina Pipeline Corporation (PPL)
- Maxar Technologies Inc. (MAXR)
- Stars Group Inc. (The) (TSGI)
- Freehold Royalties Ltd. (FRU)
- BlackBerry Limited (BB)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Ag Growth International Inc. (AFN)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Boralex Inc. Class A Shares (BLX)
Q: Hello, I am a young retiree in my sixties I have a portfolio focused on growth while promoting dividends. I would like to add to the titles mentioned so that they reach 5% of the portfolio. Could you place them in order of preference according to these criteria with a horizon of 3 to 5 years. Feel free to suggest reducing or eliminate any of them to free some cash to add to others. Thank you
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- NFI Group Inc. (NFI)
- Parkland Corporation (PKI)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael
Thanks, Michael
- Covalon Technologies Ltd. (COV)
- Constellation Software Inc. (CSU)
- Stars Group Inc. (The) (TSGI)
- Premium Brands Holdings Corporation (PBH)
- Tencent Holdings Ltd. ADR (TCEHY)
Q: Hi 5i Team,
I had to dump TCEHY for a 15% loss today after riding it down from the highs based on continued negative volatility with the stock. I am thinking of buying some of your favorites to replace it, with stable growth in mind. I am looking for companies that have also pulled back recently, and that you consider a good buying opp today. I am looking at initiating a position in CSU, COV, PBH, and possible ADDING to TSGI as I am now down 20% on that one and am thinking that averaging down may be the thing to do here soon. Do you have any other better suggestions or top picks you can suggest? ( I already own TOY, PHO, GSY, FB, BABA, ENB, RHT, HD) Thanks for you input.
Shane.
I had to dump TCEHY for a 15% loss today after riding it down from the highs based on continued negative volatility with the stock. I am thinking of buying some of your favorites to replace it, with stable growth in mind. I am looking for companies that have also pulled back recently, and that you consider a good buying opp today. I am looking at initiating a position in CSU, COV, PBH, and possible ADDING to TSGI as I am now down 20% on that one and am thinking that averaging down may be the thing to do here soon. Do you have any other better suggestions or top picks you can suggest? ( I already own TOY, PHO, GSY, FB, BABA, ENB, RHT, HD) Thanks for you input.
Shane.
- Procter & Gamble Company (The) (PG)
- Methanex Corporation (MX)
- Stars Group Inc. (The) (TSGI)
- Premium Brands Holdings Corporation (PBH)
- Box Inc. Class A (BOX)
- The Trade Desk Inc. (TTD)
- Just Eat Takeaway.com N.V. (GRUB)
Q: Given the recent market volatility, which stocks -US and Canada- look like good buys at this time ?
Thanks
Dave
Thanks
Dave
Q: Hi, Market reaction on PBH earnings was spot on, as you anticipated. We were able to add few shares, at the open. Thank You.
On Stars Group, do you have further insight as to the reasons for lower guidance ? Stock is weak this morning, as you expected but I am hesitant to add at this point. I know, you like to look past a few quarters for long term growth potential but is it really worth to wait for recovery (20% + and how long ?) or better take the loss and move on. Thanks
On Stars Group, do you have further insight as to the reasons for lower guidance ? Stock is weak this morning, as you expected but I am hesitant to add at this point. I know, you like to look past a few quarters for long term growth potential but is it really worth to wait for recovery (20% + and how long ?) or better take the loss and move on. Thanks
Q: I have some cash and want to add to / top up one of these positions.
How would you rank these in terms of long term growth opportunity to add to today.
Thank you
How would you rank these in terms of long term growth opportunity to add to today.
Thank you
Q: Please comment on earnings, thanks,
Q: Hi 5i,
PBH has been weak as of late. Any concerns?
Thanks!
PBH has been weak as of late. Any concerns?
Thanks!
Q: pbh reporting soon, and has had weak earnings last 3 quarters, do you think it would be better to wait for earnings to come out to buy, or buy on this pre earnings dip?