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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 Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!
Read Answer Asked by Jerry on November 19, 2021
Q: If you had to pick a food staple long term hold which would you pick from the examples or other suggestions welcome.
Read Answer Asked by Kolbi on November 18, 2021
Q: Hi, I need to harvest realized gain of approx. $15000. I plan to repurchase the above funds after 30 days. Are there any that you would not sell at this point?
Or after the 3rd quarter results?
Thank you for your excellent service.
Read Answer Asked by Lorraine on September 13, 2021
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
Read Answer Asked by Cameron on May 06, 2021
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
Read Answer Asked by Christopher on March 17, 2021
Q: Could you please rank these consumer defensive stocks and why - STZ, DOL, ATD.B, MRU and PG.
Need to increase my US and International exposure, however considering selling STZ (in a RRSP)
What are you thoughts? Is there an ETF in this sector you favour with US /International exposure? Thank you
Read Answer Asked by Lorraine on February 19, 2021
Q: I am planning to buy a half position in one of these companies, partly as a defensive holding. Even though the markets are up significantly in the last 6 months, shares in both these companies have been in fairly steady decline totalling over 10% in that time. I find it difficult to buy when a stock price has negative momentum. Do you have any indicators of what is leading to the price decline and when it could turn around?
Read Answer Asked by John on February 12, 2021
Q: Hi 5i team,
Need to up my % in the following two sectors consumer cyclical and consumer defensive.

Can you point me to a few stocks from each sector that are fairly valued and are included in either your balanced or income portfolio? Or if there are other canadian stocks outside your model portfolio that fits the bill.

Thank you.

Rino
Read Answer Asked by Rino on December 10, 2020
Q: This is not a question, but a comment. Many years ago I read "One Up on Wall Street" by Peter Lynch. My main takeaway was to look around me. As a shopper I hate Loblaws since there are always bare shelves and they seldom have what I want. If there is a special, they are sold out within hours on the first day. This has gone on for many years. In contrast, Metro always has what I want and sometimes more. Therefore I own Metro and have done well by it.
Read Answer Asked by Rita on November 23, 2020
Q: Hi Team,
For some years it seems 5i has preferred Loblaw over Metro. I believe this has to do with L being bigger (by about 50%) and more diversified with its Shoppers and financial services operations and Optimum loyalty program vs. MRU with only the Jean Coutu operation and no financial services. MRU is more concentrated geographically (~70% in Quebec).
Debt levels are lower for MRU than L.
Yet for almost any timeframe one selects, MRU has outperformed L on a total return basis.
I'm sure I'm missing something here but why the preference for L and is that still the case?
Thank you, Michael
Read Answer Asked by Michael on November 23, 2020
Q: Hi Team,
On a Corporate account, where capital gain is the main goal for long term hold.
Consumer Staple holdings are ATD.b 6 % PF & 15% gain & MRU 1.8% PF, 8.5% gain.
Your thought on MRU, (hold or sell) ?
Want to add 2.5% one another Cons Staple stock Ca or US. You suggestion please.
Thanks. Best Regards

Read Answer Asked by Djamel on August 05, 2020
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