Q: Hi guys. I really enjoy your service and have done well in my investments since joining. I was wondering if there is anything behind the recent weakness in Loblaw that you are aware of? This right now is the worst performing stock in my portfolio. Is this still good for a 2 year hold? Thanks.
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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: Managing my wife's RRSP. She is 30 years old, but a somewhat conservative investor. I have a position in TD, SLF, NFI after recent pullback ($38), SJ ($42) and BEI ($50). I am looking for another stock to add. With limited funds, it is hard to diversify across all sectors. What stock would you suggest?
Thanks,
Jason
Thanks,
Jason
Q: Greetings Peter et all,
I am in need of your astute assistance.
Scenario:
A 58 year old with failing health. (10-15 years?)
With approx 600K to deploy...I require approx 4K tax free from dividend and stock appreciation to maintain a life.
Need appropriately safe investments to achieve above.
Small, safe, manageable, tax friendly.
Two example vehicles would be very much appreciated thank-you
Be well my friends
I am in need of your astute assistance.
Scenario:
A 58 year old with failing health. (10-15 years?)
With approx 600K to deploy...I require approx 4K tax free from dividend and stock appreciation to maintain a life.
Need appropriately safe investments to achieve above.
Small, safe, manageable, tax friendly.
Two example vehicles would be very much appreciated thank-you
Be well my friends
Q: I am looking to by Loblaw in my SDRSP and DBOX in my TFSA. I'm wondering whether I should purchase tomorrow or wait until after the election as I understand markets usually decline after a US election. Also, WRT DBOX should I invest in ZCL in the meantime and wait on DBO? It seems DBO has remained stagnant for a while. Does it need some positive news to move?
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Loblaw Companies Limited (L $60.51)
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Metro Inc. (MRU $98.04)
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North West Company Inc. (The) (NWC $47.87)
Q: Hi I see all 3 pulled back today (Wed) , could you clarify the reason
and which do you like best
Thanks
and which do you like best
Thanks
Q: Hi 5i,
Could I please get your thoughts on Loblaw, I was thinking of adding to my position or would you wait for further pull back.
Thanks David
Could I please get your thoughts on Loblaw, I was thinking of adding to my position or would you wait for further pull back.
Thanks David
Q: I am somewhat concerned about the negative momentum for the last couple of months. I understand there are concerns about food cost deflation and perhaps the ongoing price competition investigation. I also know that you like Loblaw because of the Shoppers earnings growth potential. Should I continue to hold or should I sell. I purchased at $72.00 today down to $66.00. Is there more downside to the stock going forward or do you see this as just a temporary set back and perhaps cycle rotation? Besides Loblaw, I own Premium Brands in the same sector and have done very well with it.
Thanks for your help.
Joseph
Thanks for your help.
Joseph
Q: Which would be a better buy? Loblaw or PBH?
Q: Hi , I am contemplating a position in Loblaw
My understanding is the pullback in the sector is based of food price deflation (?) Can you clarify how this effects the sector , or correct me if that is not the reason .
Thanks
My understanding is the pullback in the sector is based of food price deflation (?) Can you clarify how this effects the sector , or correct me if that is not the reason .
Thanks
Q: According to the RBC Direct Investing data base MRU has a lower p/e, higher roe, lower debt to capital, higher net profit ratio, larger sales growth and a better 3 year stock performance { 50% vs 100% }. Why do you favor L so much? Thank you.
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Bank of Nova Scotia (The) (BNS $94.65)
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BCE Inc. (BCE $32.01)
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Loblaw Companies Limited (L $60.51)
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Cineplex Inc. (CGX $12.26)
Q: In view of the effect on the market of the unknowns coming up in the next few months - with US election and its aftermath, and good possibility of US bankrate going up in Dec. I am thinking of going defensive. I have quite a few of the stocks listed in both your Balanced and Income portfolios, could you please list for me which of these stocks you would designate as best 'defensive' - (whatever that means). Thanks again, always look forward to hearing your comments.
Q: Hi Loblaw seems to go down on USD strength
My thinking is the pull back is an over reaction to a possible rate increase by Fed
Would a miniscule raise by the Fed have a major effect on USD/CAD?
My thinking is the pull back is an over reaction to a possible rate increase by Fed
Would a miniscule raise by the Fed have a major effect on USD/CAD?
Q: Which would you prefer for a 2 to 3 year hold considering your usual thorough evaluation metrics? Thanx.
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Loblaw Companies Limited (L $60.51)
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Metro Inc. (MRU $98.04)
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Premium Brands Holdings Corporation (PBH $87.98)
Q: Hello Peter and 5i team,
Our sector percentage in the consumer staples space is a low weighting , having only ATD.B. We would like to add one small cap and one large cap. In the small cap space we like PBH. Is it a good time to enter this sector now and what is your favourite large cap?
thank you as always for your opinion.
Our sector percentage in the consumer staples space is a low weighting , having only ATD.B. We would like to add one small cap and one large cap. In the small cap space we like PBH. Is it a good time to enter this sector now and what is your favourite large cap?
thank you as always for your opinion.
Q: Hi, considering buying Loblaw. Is now a good time with the rather steep p/e of 42? Are their any better Canadian consumer staples other than couche tard? Thanks in advance
Q: I hold a small position in L currently up 53% and am in a position to double it or add ATD.B to my well diversified portfolio. My focus is dividends with some growth. What is your recommendation at this time?
Thank you for your valued opinion.
Thank you for your valued opinion.
Q: Hi , if Loblaw goes ahead with the sale of their gas bars, would you assume the share price responds positively?
Thanks,David
Thanks,David
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Loblaw Companies Limited (L $60.51)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $87.74)
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Alimentation Couche-Tard Inc. (ATD $70.30)
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Premium Brands Holdings Corporation (PBH $87.98)
Q: I'm looking for Canadian consumer stocks. Any suggestions?
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Loblaw Companies Limited (L $60.51)
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Dollarama Inc. (DOL $194.93)
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Alimentation Couche-Tard Inc. (ATD $70.30)
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Premium Brands Holdings Corporation (PBH $87.98)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $61.36)
Q: Hi, 5i.
What are your top picks for consumer staples at this time?
Thank you,
Robert
What are your top picks for consumer staples at this time?
Thank you,
Robert
Q: PBH vs Loblaws?
Thanks
Thanks