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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: Piggybacking off this question from Domenic on March 09:
Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.

Wondering what your answer would be if MRU was thrown in the mix.
Read Answer Asked by Jacqueline on March 10, 2023
Q: It appears that Transcontinental published pretty bad numbers for its Q1FY2023 and the market has reacted quite negatively and the drop has been brutal. In your opinion, how bad are these results? In their press release for the quarter they mentioned the printing segment drop considerably. Do you see other problems showing up? They also mentioned they are continuing paying the dividend but in your educated opinion, given these results, is it realistic for them to keep doing so or is it more an eventuality they will cutting it, akin to what happened with AQN. Is it a SELL or HOLD? -- My guess is, it's not a BUY.
Read Answer Asked by André on March 10, 2023
Q: Our allocation to cash at present represents $750,000 and is unlikely to change in the near- to mid-term.
Can you provide direction on placements/investments for this position? Though we understand the inflation piece, optimally we are seeking high(er) returns, with minimal (or no) exposure to market risk (capital preservation). Also are there any instruments paying out distributions in dividends versus interest income. Any advice around the specific (and general) placement of these monies appreciated.
Read Answer Asked by Elyse on March 10, 2023
Q: Good morning, comments please on the deal between the government of Panama and First Quantum. I expected the share prices of FM and FNV to have a decent pop when the standoff was resolved but that didn't happen. Is the deal not as favourable as was expected? Will this deal affect the future royalty stream for FNV (did FNV have to provide any concession to assist in getting the agreement)?
Read Answer Asked by Robert on March 10, 2023
Q: I have a follow up question on my earlier question about UTWO. You said in your answer that it is providing a current yield of 4.9%, but when I call up a quote it says the yield is 3.94%. Is this because the quote is showing the 12-month yield rather than the current yield?
Read Answer Asked by Ken on March 10, 2023
Q: TBIL is an ETF offering 3 month US T-Bills and provides a reasonable return of 4.53%. Is there an ETF that offers 2 year T-Bills? I think it might offer a higher return.
Read Answer Asked by Ken on March 10, 2023
Q: Hi Peter & Team:

Of the above consumer stocks , could u rank them from 1-5 (least prefer to most prefer)
Secondly, are they at the attractive price to buy now? What would be a good price to get in.

Take as many credits as you see fit. Thank you
Read Answer Asked by DAVID on March 10, 2023
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