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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: I have CCL.B in a few of my portfolios; do you think its time to sell and replace? I allocate 50% of CCL.B to Consumer Staples and 50% to Materials. Right now CAE is the only Material security that interests me, are there others that you would recommend, I don't want MX. I have PBH and ATD.B in Consumer Staples and could add to either of these or are there others that I should consider. I'm a buy and hold type of investor; with a growth focus.
Read Answer Asked by stephen on March 05, 2020
Q: I follow your balanced portfolio and have taken opportunities in the past to harvest a tax loss and replace with another company in the same sector. I have losses in CCL.B and MX. Considering NTR in the same sector. Does this seem reasonable or is there another non gold company you would recommend. If so CCL and MX are each currently a 2% position. Would you sell both and buy a 4% NTR position or just sell one. If so which one?
Read Answer Asked by Paul on February 27, 2020
Q: Another question about CCL. I've been a long time holder but only at a half position. I've been holding off adding as the share price has not done a whole lot for the last 3 years, even prior to the big drop last week. I've been waiting for signs of a breakout and it looks like i got it - although in the wrong direction! To be honest the earnings report did not inspire confidence with negative organic growth. And I believe the previous quarter before this one was fairly uninspiring as well. So with a lot of good companies out there that are executing well and in good/growing markets what would be the rationale for still holing on to CCL? Seems it will be dead money at best for the next little while.
Read Answer Asked by Richard on February 26, 2020
Q: Hi,
I am wondering what to do with CCL.B now that it has fallen quite dramatically. I trimmed an oversized position last August, leaving a normal weighting for the holding. With the decline I am now underweight. My question is should I top it up to bring it back to a normal weight, sell it since it is a small holding, or do nothing and live with the underweight position (it is my smallest holding at around 2% of equities).
Thank you, Michael
Read Answer Asked by Michael on February 24, 2020
Q: The stock is down about 13% after the release of their quarterly results
- overreaction or about right? Is M&A activity the only thing that will move this stock or is there some other catalyst(s)? While the longer-term dividend growth has been nice would you expect an upswing in the next two years? I have held this a long time but wondering if its best days are behind it.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 21, 2020
Q: Your opinions on CCL.B please. The quarter looked weak and CCL has contributed little to my portfolio over the last few years although I am sitting on a sizeable-gain in both my TFSA and RRSP accounts. Your recommendation going forward please and suggestion on a company with more growth regardless of sector.
Thank you
Read Answer Asked by Marty on February 21, 2020
Q: I am overweight financials and I am thinking of selling PWF, which has a nice yield but no growth, and replacing it with a non-financial large cap dividend growth stock of similar quality. I am looking at QSR which has a lower yield but hopefully more growth, and CCL.B which has an even lower yield but presumably higher growth. If not one of these, what would your top recommendations be in the large cap dividend growth space?
Read Answer Asked by David on January 16, 2020
Q: Hi guys,

I own both ccl.b and rpi.un at 1.5% each, trying to get my portfolio down to 30 names (right now 37). Do I need to own both and treat them as one or should I sell one and buy the other name.

Thanks,
Jim
Read Answer Asked by jim on November 25, 2019
Q: For non-Canada exposure I use ETFs (VFV, HXS, XQQ) along with Canadian companies that have significant international exposure. In 2016 you wrote an article on this topic and recommended ATD.B, CCL.B, WSP AND XTC. I particularly liked that you provided a table outlining the countries where the 4 companies were invested. Do you have further information on this topic?
Read Answer Asked by Dennis on November 22, 2019
Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave
Read Answer Asked by Dave on November 21, 2019
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