Q: What is your current view on CCL.B? Do they have a risk with potentential tarrifs? Would you consider it a buy, hold or sell? Is there a preferred stock in this same sector?
Q: What are your thoughts on CCL.B in light of potential US tariffs? Would you continue to hold? Is there another stock with similar exposure and less risk of being impacted by the changing administration in the US?
What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Q: These are shares purchased from your previous recommendations which have all made reasonable gains.
Which one(s) would you currently recommend? I have some cash to invest and am considering choosing from among these 6.
Regards
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Q: Can you please comment on their recent quarter and news release to acquire the remaining 50% interest in its Middle East JV? How material is the acquisition?
What is the long term value of CCL.B? With the recent quick rise in the stock price tied to decent earnings, it looks like its at the top of the range it has been trading in since about 2016.... I think we've been holding this in the 5i model portfolio since 2010 which is great.
I am wondering if we have realized most of the potential here and this money could be redirected elsewhere that has a higher differential between the current price and the long term value?
Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.
My first purchase of CCL.B in May 2017 was just before the stock split. At the time it was $63.3 per share. I have earned approx $1200 in dividends and am currently down around $600 based on current share price, and up $600 overall. Can you please remind me why I should continue to hold this stock. My patience is beginning to wear thin. Many thanks and my apologies if my expectations are not reasonable.
Q: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you
Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you
Q: Looking to add to my TSFA, working on following the Balanced Portfolio, am missing these stocks. which and in what order would you add these?
Thank you, Shane