Q: Do you feel that Saputo has better growth prospects and lower risk than Loblaw?  I currently hold both (2% position in SAP, 3% position in L) and am considering trimming Loblaw and adding to Saputo.  What do you think?....thank you....Glenn
        
    
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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: Hello
Can you comment on Saputo earnings?
Thank you
Stephane
    Can you comment on Saputo earnings?
Thank you
Stephane
            Q: I believe yesterday you had somewhat indicated that Saputo's future growth may be limited.  If this were to be the case, do you see an eventual longterm decline / flattening of the stock price due to a potential decline in P/E ratio?  Do you see it becoming more of a dividend paying stock as opposed to growth stock as it matures?
Thanks.
    Thanks.
            Q: What are your current thoughts on Saputo?
        
    
            Q: Hello 
I am looking at Canadian non-cyclical segment stocks.
What are your thoughts on TPX.B and SAP?
Can you also comment on their projected growth for 2018?
I currently own some Premium Brand, Aliment Couch Tard, Coke, and Mondalez.
Am I over diversifying by adding two more names to my Non-Cyclical segment in your view?
Thank you!
Stephane
   
 
        
    I am looking at Canadian non-cyclical segment stocks.
What are your thoughts on TPX.B and SAP?
Can you also comment on their projected growth for 2018?
I currently own some Premium Brand, Aliment Couch Tard, Coke, and Mondalez.
Am I over diversifying by adding two more names to my Non-Cyclical segment in your view?
Thank you!
Stephane
            Q: Hello
Could you comment on Saputo and Freshi earnings please?
Thank you
    Could you comment on Saputo and Freshi earnings please?
Thank you
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                             CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88) CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
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                             Saputo Inc. (SAP $33.31) Saputo Inc. (SAP $33.31)
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                             Dollarama Inc. (DOL $181.09) Dollarama Inc. (DOL $181.09)
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                             Gildan Activewear Inc. (GIL $82.24) Gildan Activewear Inc. (GIL $82.24)
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                             Metro Inc. (MRU $93.03) Metro Inc. (MRU $93.03)
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                             WSP Global Inc. (WSP $272.23) WSP Global Inc. (WSP $272.23)
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                             Air Canada Voting and Variable Voting Shares (AC $18.24) Air Canada Voting and Variable Voting Shares (AC $18.24)
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                             Stella-Jones Inc. (SJ $78.70) Stella-Jones Inc. (SJ $78.70)
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                             Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $44.74) Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $44.74)
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                             Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B $1.83) Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B $1.83)
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                             Intertape Polymer Group Inc. (ITP $40.48) Intertape Polymer Group Inc. (ITP $40.48)
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                             Laurentian Bank of Canada (LB $32.60) Laurentian Bank of Canada (LB $32.60)
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                             RONA inc. (RON $23.99) RONA inc. (RON $23.99)
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                             Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.61) Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.61)
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                             Uni-Select Inc. (UNS $47.96) Uni-Select Inc. (UNS $47.96)
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                             Bausch Health Companies Inc. (BHC $9.25) Bausch Health Companies Inc. (BHC $9.25)
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                             Alimentation Couche-Tard Inc. (ATD $70.70) Alimentation Couche-Tard Inc. (ATD $70.70)
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                             Savaria Corporation (SIS $21.90) Savaria Corporation (SIS $21.90)
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                             MTY Food Group Inc. (MTY $33.55) MTY Food Group Inc. (MTY $33.55)
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                             GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.44) GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.44)
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                             New Look Vision Group Inc. (BCI $50.00) New Look Vision Group Inc. (BCI $50.00)
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                             D-Box Technologies Inc. Class A Common Shares (DBO $0.43) D-Box Technologies Inc. Class A Common Shares (DBO $0.43)
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                             Logistec Corporation Class B Subordinate Voting Shares (LGT.B $66.95) Logistec Corporation Class B Subordinate Voting Shares (LGT.B $66.95)
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                             Cascades Inc. (CAS $11.01) Cascades Inc. (CAS $11.01)
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                             Supremex Inc. (SXP $3.53) Supremex Inc. (SXP $3.53)
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                             Stingray Group Inc. Subordinate Voting Shares (RAY.A $11.36) Stingray Group Inc. Subordinate Voting Shares (RAY.A $11.36)
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                             5N Plus Inc. (VNP $19.31) 5N Plus Inc. (VNP $19.31)
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                             Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.14) Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.14)
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                             DAVIDsTEA Inc. (DTEA) DAVIDsTEA Inc. (DTEA)
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                             Richelieu Hardware Ltd. (RCH $37.73) Richelieu Hardware Ltd. (RCH $37.73)
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                             Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $205.85) Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $205.85)
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                             Goodfellow Inc. (GDL $11.86) Goodfellow Inc. (GDL $11.86)
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                             Tembec Inc. (TMB $5.18) Tembec Inc. (TMB $5.18)
            Q: Howdy!  The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L
    Thank you,
David L
            Q: Hi Team,
Can you please comment on Saputo's recent earning report.
Thanks you,
R
    Can you please comment on Saputo's recent earning report.
Thanks you,
R
            Q: Saputo has shown downward momentum since Trump's inauguration.  Supposing this risk were overblown, then one would expect the stock price to be 'cheap', but the current price is pretty-much what the long-term trend-line would predict.  Put another way: if the price is only now touching the trend-line, does that imply that the Trump factor isn't fully baked-in yet - which, in turn, suggests further declines?
        
    - 
        
                             Loblaw Companies Limited (L $55.19) Loblaw Companies Limited (L $55.19)
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                             Saputo Inc. (SAP $33.31) Saputo Inc. (SAP $33.31)
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                             George Weston Limited (WN $83.99) George Weston Limited (WN $83.99)
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                             Metro Inc. (MRU $93.03) Metro Inc. (MRU $93.03)
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                             Empire Company Limited Non-Voting Class A Shares (EMP.A $46.95) Empire Company Limited Non-Voting Class A Shares (EMP.A $46.95)
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                             Jean Coutu Group (PJC) Inc. (The) Class A Subordinate Voting Shares (PJC.A $24.50) Jean Coutu Group (PJC) Inc. (The) Class A Subordinate Voting Shares (PJC.A $24.50)
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                             Primo Water Corporation (PRMW $37.40) Primo Water Corporation (PRMW $37.40)
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                             Alimentation Couche-Tard Inc. (ATD $70.70) Alimentation Couche-Tard Inc. (ATD $70.70)
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                             Premium Brands Holdings Corporation (PBH $95.42) Premium Brands Holdings Corporation (PBH $95.42)
            Q: I need to increase my holdings of Consumer staples.  Please rank the following in order of your preference when the main focus is dividend growth with secondary goal of capital appreciation.
ATD, L, MRU, SAP, WN, EMP.A, MFI, BCB, PBH, PJC.A
I can be patient in the timing of my purchases. Do you think this is a good time in the economic cycle tp purchase this sector?
Many Thanks
Paul
        
    ATD, L, MRU, SAP, WN, EMP.A, MFI, BCB, PBH, PJC.A
I can be patient in the timing of my purchases. Do you think this is a good time in the economic cycle tp purchase this sector?
Many Thanks
Paul
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                             Mondelez International Inc. (MDLZ $57.78) Mondelez International Inc. (MDLZ $57.78)
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                             ConAgra Brands Inc. (CAG $17.42) ConAgra Brands Inc. (CAG $17.42)
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                             Saputo Inc. (SAP $33.31) Saputo Inc. (SAP $33.31)
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                             Magna International Inc. (MG $62.49) Magna International Inc. (MG $62.49)
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                             Rogers Sugar Inc. (RSI $6.13) Rogers Sugar Inc. (RSI $6.13)
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                             Lamb Weston Holdings Inc. (LW $62.19) Lamb Weston Holdings Inc. (LW $62.19)
            Q: Hi I want to increase my position in Consumer Stocks by about $40,000 to be balanced and defensive plus receive some dividend income, currently hold Conagra ($20K); Lamb Weston ($8K);Magna ($18K); Mondelez $18K);Rogers Sugar ($21K); and Saputo ($25K).
Are there some better choices out there I can buy, your ideas appreciated, thanks!
    Are there some better choices out there I can buy, your ideas appreciated, thanks!
            Q: I have a question about saputo . I have owned it for quite a while . What do you think of this company . I am wondering if I should take profits and go somewhere else .? I read a bad report from TD
        
    
            Q: Saputo earnings were 0.42 cents per share. Can you tell me what the expectations were and what the is the new current P/E ratio? Google Finance doesn't seem to adjust the P/E ratio according the recent earnings. Do you think Metro would be a good switch? Seems like Saputo is starting a downtrend whereas Loblaws and Metro are in uptrends? I'm not looking for confirmation, but rather for flaws in my observations.
        
    
            Q: I held this one since 2009. From time to time I hear news about trade deals that can negatively affect this company. I generally ignore the news as it is an international company. This time is Trump's protectionism. Is it different this time?
        
    
            Q: Saputo has been very weak as of late,m with the dairy disputes stock has lost approx 7 percent in the past few trading days alone. What do you think of the situation? Would you step in? Or would you let the waters settle first (as in not catching a falling knife).
Many thanks
Karim
    Many thanks
Karim
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                             Saputo Inc. (SAP $33.31) Saputo Inc. (SAP $33.31)
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                             Exco Technologies Limited (XTC $6.51) Exco Technologies Limited (XTC $6.51)
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                             PHX Energy Services Corp. (PHX $7.41) PHX Energy Services Corp. (PHX $7.41)
            Q: Your thoughts please on these 3 companies. 
Thank you
    Thank you
            Q: Could you please comment on these 2 {FTS & SAP} Companies  for a long term hold.  I'm looking for income and modest appreciation.  Also, do they qualify for the Dividend Tax Credit on a Non-Registered account.
Thanks Valter
    Thanks Valter
            Q: Good afternoon,
Looking to see if there is a reason for the decline in Saputo today? The secondary offering settled yesterday- not sure how/why this would be germane, but hoping you can provide some insights.
Thanks
Brad
        
    Looking to see if there is a reason for the decline in Saputo today? The secondary offering settled yesterday- not sure how/why this would be germane, but hoping you can provide some insights.
Thanks
Brad
            Q: Please comment on $SAP for a long term hold, thanks Valter
        
    
            Q: Saw this article about Saputo in the Globe & Mail and thought to share it with the membership. You may share it if you feel it is worthwhile. 
Your thoughts on the validity of the arguments in this article would be appreciated.
Joseph
    Your thoughts on the validity of the arguments in this article would be appreciated.
Joseph
 
                             
                             
                    