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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: Hi:

Are you able to list a few factors that let Costco trade at P/E of ~37X while TD Bank trades at ~9.5x and pays a superior dividend to Costo? It "feels" like TD is a bargain but obviously day after day someone / some algorithm feels Costco stock provides equally good value.

Thank you!
Read Answer Asked by Marilou on December 14, 2022
Q: HI,
I'm low in my Consumer Defensive and Industrials sectors as well as my International allocation.
What ETF's and stocks (3-5) would you recommend for a long-term hold?
Thanks,
Camille
Read Answer Asked by Camille on November 28, 2022
Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you
Read Answer Asked by Steven on November 10, 2022
Q: Portfolio Analytics is saying I need to increase consumer cyclical and defensive holding. Can you give me a couple of stocks in Canada and the United States with steady dividends and low risk. And a couple of ETF's too.

Thanks Greg
Read Answer Asked by Greg on October 22, 2022
Q: I am looking for the "safest" dividend paying stocks to add to the above list that will help me weather the recession that according to most commentators will last well into 2023.
5 each from the US and Canada will be of great help.
Many Thanks
Read Answer Asked by John on October 11, 2022
Q: I want to add some consumer stables stock to my portfolio for diversification in my taxable accounts, both Canadian and US. I would appreciate your comments on the Canadian stocks. What would be the US eqvilants and how would you rank them.
Read Answer Asked by Nancy on September 22, 2022
Q: Hello Peter and company,

Aside from Costco, can you recommend other U.S. retail stocks that you like for a long term hold?

Have a great long weekend
Angelo
Read Answer Asked by Angelo on September 06, 2022
Q: Hi 5i,
Reuters reported that WMT has reached a deal with PARA where WMT offers a PARA plus subscription to its WMT plus members. This is certainly beneficial to WMT members as they get a streaming service for no extra charge. PARA has been languishing for some time, with all the other streamers. Do you see any financial benefits to PARA from this deal any potential boost to its prospects in the streaming wars?
Thanks.
Read Answer Asked by Dave on August 17, 2022
Q: Can I please have your top 5 US and Canadian consumer non cyclical stock choices?
Are there any international choices as well?

Thanks so much.
Read Answer Asked by Lorraine on July 19, 2022
Q: The brutal war in the Ukraine is expected to cause global food shortages. With the exception of fertilizers, how should a retail investor play this trade?
Thanks for your insights.
Ian
Read Answer Asked by Ian on June 13, 2022
Q: I'm hearing more and more about a looming global food crisis, largely due to the unfortunate situation in Ukraine and its impact on grain shipments. Apart from fertilizer companies, what other options do you feel would be good expressions for a global food shortage investment thesis?
Read Answer Asked by Scott on June 06, 2022
Q: Hi Peter,

It looks like capitulation is nearing. There isn't anywhere to hide anymore.

Would you wait for further drops in WMT, TGT, COST, L, and PBM or is it a good time to jump in on some or all of the these names?

Can you rank the stocks in order of preference for a 3-5 year or more hold in an RRSP? Would you purchase any of the stocks for a TFSA at this time?

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on May 19, 2022
Q: When you call them an expensive sector that is not so safe for investing until investors re-consider the valuations. When you compare their PE'S with what is being held in the growth portfolio i have to call this the expensive sector and maybe not so safe sector. I feel this market is not that safe until, inflation is under control, interest rates finish rising, covid is under control in China, supply chain issues are fixed, high oil prices, and the war in Russia. The market cannot fight all of the above.
Read Answer Asked by eugene on May 19, 2022
Q: Hi 5i,

I was looking forward to the US part of the answer to Aleem’s recent question.

Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.

Thanks as always,

Kevin
Read Answer Asked by Kevin on May 10, 2022
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