Investment Q&A

Q: Hi 5iGang,

Would you please recommend 3 or 4 defensive stocks in each of the CDN and US markets.
Thanks for the nice work.
H

Q: Any reason why Loblaws has increased so much when it is usually a defensive play?
Do you think this is sustainable?

thanks, Paul

Q: Thanks 5i for your valuable inputs. I owe KHC for about past 4 to 5 years and am down about 50%. For a long term hold with appetite for risk would you recommend to hold and ride it out or suggest something better in the same sector.

Thanks as usual

Q: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated

Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible

Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.

Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.

Also could you please rank in terms of estimated dividend growth going forward - best to least.

Thanks so much!

Q: HI 5i,
My daughter (still in school for another 3 years) has L, REAL, AQN, BAM-A, SLF, TIXT, BYD on a tfsa account and has some cash to add to one of this positions.
Also has ATD-B and MG in a cash account and wants to add another position.
Please suggest adding to current TFSA choices and a new idea for cash account. 3 year horizon.
Thanks
Vitor

Q: Hi,

I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.

Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).

Thx,

Cam

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

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: Good morning,

Just wondering your take on Empire in light of news re Longo’s takeover. Relatedly, how would you rank L, EMP.A and MRU for a TFSA investment of likely five years or so?

Thanks,

Steven

Q: Hi 5i,
Loblaws has long been a laggard. Slow, stodgy, nothing exciting. Reputation for not paying its workers well. Has it finally turned the corner with yesterday’s earnings? Conversely, COST has always been in growth mode. Pays its workers well. Yesterday, it announced a $16 U.S. minimum wage. The stock has dropped from $380 to $330 in two months with no apparent news. Seems odd to me.
Is this a good entry point for either of these?
Thanks again.
Dave

Q: Hold all 3. They reported earnings last night. I am 57 and slowly migrating to more dividend payers. Have held them for a while and looking for an exit point. Your thoughts ?

Q: Any rationale why these solid dividend growers are unloved right now? They are all well off their highs and 3 of the 4 pay very good divs. Is it 'risk on' causing these to be ignored? I am tempted to add to all of them with the expectation that at some point in the next 2-3 years we will hit a 'risk off' market and these will recovery nicely

Q: I came across PUMP, World Class Extractions, on Jan 26 had an update on Pineapple Express Delivery, they have controlling interest. They deliver Cannabis B-B, and B-C, and also Liquor in some jurisdictions. They deliver Medical Cannabis for Shoppers Drug mart , as well as for Spectrum, medical division of Canopy Growth. Now they’re applying for license from Canadian Gov for “Sale for Medical Purposes “ for its facility in GTA. They seem relatively undiscovered, but getting attention lately. Do you think they could be a good Aquisition target by Shoppers or Canopy Growth, or any other bigger player for that matter.
Plus in their own business in the CBD products and devices could also be attractive part to the package
Thanks

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: Would you consider Loblaws a wise choice to add to my growth porfolio? I notice they are in to far more than just selling groceries? I don't have much experience and that is why I subscribed. I would appreciate your insight or other recommendations in the same category. Thank you, John

Q: I asked similar question awhile back, but I'm baffled by Loblaws???
The only stores I see crowds at are Loblaws (Superstore), Costco, & Walmart. Is there something going on behind the scenes with Loblaws? Why does a staple remain low during a crisis?
Thanks, Paul

Q: I currently own $10K in each of these companies,,, looking to invest another $10k into possibly SLF or BCE. I look at 1 year at a time and then judge after. My aim is growth. Would you change anything?

Q: What would be your 2 Top buys from this list for a long term hold?

Q: Thanks for your very helpful and informative service. I have the following stocks in an RESP for three young grandchildren. Could you kindly suggest any of them that I should sell or add to along with three other names in order of preference which I could buy with new money. THX.