Q: Hello 5I team,
I feel a little repetitious in thanking you for your wonderful service. But, i think that we are all so impressed that we are compelled to do so over and over again!
My question involves Metro (MRU). You mentionned that you didn't think it was one of the best in this area, I believe. You seem to like Loblaws more, if I am not mistaken. But, the question I have concerns the fact that Metro owns a number of Alimentation Couchetarde shares. About seven or eight per cent I believe. Would you see this as a hidden asset and worth holding on to Metro because of? I have a good profit on Metro but I am looking for a few candidates for thinning the herd. Thanks
Q: Your opinion on Metro (MRU) and possible substitutes would be appreciated. When I purchased MRU about a year ago I had looked at it as a "park & hold" type of investment. However, after reading your answer to someone else's question in May/13 when you indicated that MRU is not that kind of company, I realised my mistake. Now it seems that MRU, along with other companies in the same business, are experiencing a tough time and maybe it is time for me to move on. Do you think a switch to either Dollarama (DOL) or Gildan (GIL) would be advantageous? If so, what would you favour at this time as a replacemant (in the same general sector) for MRU - DOL or GIL or something else - I already own Couche Tard (ATD.B) in the Consumer Staples sector?
Q: I am learning so much from your service. Thank you! I hold both MRU and DOL and have had nice run-ups with them. Would you recommend taking some off the table, or would you advise keeping them as core holdings?
Q: Good Morning;
I am looking at either Empire or Metro to add diversification to my portfolio. Do you have a recommendation on a choice between the two companies?
Thank you for a very useful forum.