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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: 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.
Read Answer Asked by Richard on September 26, 2016
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.
Read Answer Asked by Arthur on September 26, 2016
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.
Read Answer Asked by john on September 06, 2016
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.
Read Answer Asked by Martin on May 30, 2016
Q: I'm looking for Canadian consumer stocks. Any suggestions?
Read Answer Asked by Harry on May 09, 2016
Q: Hi, 5i.

What are your top picks for consumer staples at this time?

Thank you,
Robert
Read Answer Asked by Robert on April 25, 2016
Q: I am thinking of switching my holdings in Canadian Tire and buying Loblaws with the proceeds. Just seems to me that the retail space is inherently more risky than food and drugs and I think the Shoppers Drug/Loblaws tie in has a lot of synergy potential. CTC has been a strong performer for years so it comes done to valuations and growth potential. How do the two compare on valuation metrics and would you favour one over the other, assuming long term holds for each and total growth (dividends and gains) the ultimate goal.

Appreciate for the insight.

Paul F.
Read Answer Asked by Paul on March 03, 2016
Q: Hi everyone at 5i. Before I present my question, I would like to thank all of you for your excellent service! You have made me a much more educated investor. I would like to wish all of you a very Merry Christmas and a Healthy, Happy and Prosperous New Year!, My question...I have some money to deploy....I do not own Loblaws, Metro, Magna or Auto Canda. (Different ends of the spectrum)..If you had to pick one, which would it be. Cheers, Tamara
Read Answer Asked by Tamara on December 11, 2015
Q: Hi guys,

Do you think the regulatory hit that PJC.A took, regarding generic prescription drugs, in Quebec, could be a danger to Loblaws in provinces outside of Quebec?

Do you think its still ok to use the consensus $4.04 earnings per share in 2016, in determining value for Loblaws?

Thanks.
Read Answer Asked by john on December 03, 2015
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