Q: Hello Peter, Any thoughts about the ongoing middle east geopolitical risk on ATD and PKI? Thanks.
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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.
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Parkland Corporation (PKI $38.66)
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Alimentation Couche-Tard Inc. (ATD $70.70)
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CCL Industries Inc (CCLA)
Q: What would be your top pick for a consumer defensive in any of the 5I portfolios please? Thanks Rick
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Roxgold Inc. (ROXG $1.90)
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Walmart Inc. (WMT $102.05)
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Enbridge Inc. (ENB $64.79)
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Pembina Pipeline Corporation (PPL $50.77)
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AltaGas Ltd. (ALA $41.56)
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ARC Resources Ltd. (ARX $26.66)
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Algonquin Power & Utilities Corp. (AQN $8.02)
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Vermilion Energy Inc. (VET $9.86)
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Capital Power Corporation (CPX $60.85)
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Chartwell Retirement Residences (CSH.UN $18.50)
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Parkland Corporation (PKI $38.66)
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Aecon Group Inc. (ARE $20.16)
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Alaris Equity Partners Income Trust (AD.UN $18.28)
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Savaria Corporation (SIS $20.99)
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Exchange Income Corporation (EIF $73.45)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.87)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.95)
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Kraken Robotics Inc. (PNG $3.66)
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BeWhere Holdings Inc. (BEW $0.81)
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ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.
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Algonquin Power & Utilities Corp. (AQN $8.02)
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Parkland Corporation (PKI $38.66)
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Innergex Renewable Energy Inc. (INE $13.74)
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Kinaxis Inc. (KXS $198.04)
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Premium Brands Holdings Corporation (PBH $95.84)
Q: I've got some cash in my RSP I would like to put to work. How would you rank the above to top up from a half weight to a full weight position, (Strongest to Weakest). I am growth investor with a 5 to 10 year timeline.
Thanks and hope you are enjoying your summer.
Greg.
Thanks and hope you are enjoying your summer.
Greg.
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Walmart Inc. (WMT $102.05)
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Enbridge Inc. (ENB $64.79)
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Pembina Pipeline Corporation (PPL $50.77)
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Algonquin Power & Utilities Corp. (AQN $8.02)
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Vermilion Energy Inc. (VET $9.86)
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Capital Power Corporation (CPX $60.85)
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Chartwell Retirement Residences (CSH.UN $18.50)
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NFI Group Inc. (NFI $19.03)
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Parkland Corporation (PKI $38.66)
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Aecon Group Inc. (ARE $20.16)
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Alaris Equity Partners Income Trust (AD.UN $18.28)
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Savaria Corporation (SIS $20.99)
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Exchange Income Corporation (EIF $73.45)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.87)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.95)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $20.38)
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Kraken Robotics Inc. (PNG $3.66)
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BeWhere Holdings Inc. (BEW $0.81)
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ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks
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Dollarama Inc. (DOL $197.60)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Parkland Corporation (PKI $38.66)
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Kinaxis Inc. (KXS $198.04)
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Premium Brands Holdings Corporation (PBH $95.84)
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goeasy Ltd. (GSY $206.95)
Q: Hi Gang,
I already own many of your balanced and growth funds stocks and have some cash to put to work. Can you rate the above going out 12-24 months out.
Thank you Anthony
I already own many of your balanced and growth funds stocks and have some cash to put to work. Can you rate the above going out 12-24 months out.
Thank you Anthony
Q: Hi, could you please comment on Parkland earnings. Looks like a nice beat !! Thanks
Q: Would you be comfortable for someone retired in their mid 50's to hold PKI rather than ENB in a RIF account?
Q: Please comment on what results are expected in PKI's upcoming Q2 report.
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Walmart Inc. (WMT $102.05)
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Enbridge Inc. (ENB $64.79)
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AltaGas Ltd. (ALA $41.56)
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Algonquin Power & Utilities Corp. (AQN $8.02)
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Vermilion Energy Inc. (VET $9.86)
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Capital Power Corporation (CPX $60.85)
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Chartwell Retirement Residences (CSH.UN $18.50)
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NFI Group Inc. (NFI $19.03)
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Parkland Corporation (PKI $38.66)
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Alaris Equity Partners Income Trust (AD.UN $18.28)
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Western Forest Products Inc. (WEF $12.74)
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Savaria Corporation (SIS $20.99)
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Exchange Income Corporation (EIF $73.45)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.87)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $98.95)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $20.38)
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Kraken Robotics Inc. (PNG $3.66)
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BeWhere Holdings Inc. (BEW $0.81)
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Teck Resources Ltd (TECK $31.64)
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ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
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Sangoma Technologies Corporation (STC $7.89)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.13)
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Enghouse Systems Limited (ENGH $22.47)
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Parkland Corporation (PKI $38.66)
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Savaria Corporation (SIS $20.99)
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Brookfield Infrastructure Partners L.P. (BIP.UN $41.84)
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BMO Low Volatility Canadian Equity ETF (ZLB $54.89)
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Viemed Healthcare Inc. (VMD $6.96)
Q: Hi guys! I asked this question a few days ago and received no reply. Not sure what happened, it could have been on my end. I have equal portions of these 8 stocks in my TFSA. What do you think of these stock selections?
Thank You !
Thank You !
Q: Hi, Parkland Fuel share price has retreated this week, since company announced the private offering of USD$500 mln Unsecured Notes isuue.
Is this a concern? NR states its purpose to repay $250mln Term Loan, due 2021 and other o/s borrowings in revolving credit facilities. We have 2% position in RRSP accounts and have been considering to add in a Non Regd account to generate income (and growth). Is it reasonable and safe to view the pullback as an opportunity ? Thanks
Is this a concern? NR states its purpose to repay $250mln Term Loan, due 2021 and other o/s borrowings in revolving credit facilities. We have 2% position in RRSP accounts and have been considering to add in a Non Regd account to generate income (and growth). Is it reasonable and safe to view the pullback as an opportunity ? Thanks
Q: I am looking into to buy parkland fuel. How is the debt level, does the earning per share cover the dividend and is there potential for growth in the next 5 years.
Thank you for the help
Thank you for the help
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CAE Inc. (CAE $38.00)
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Parkland Corporation (PKI $38.66)
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TFI International Inc. (TFII $128.48)
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Boyd Group Income Fund (BYD.UN)
Q: I own all the BE portfolio except the above four stocks. In what order would you buy the remaining four stocks?
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Suncor Energy Inc. (SU $53.23)
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Sun Life Financial Inc. (SLF $81.17)
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Gildan Activewear Inc. (GIL $78.32)
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WSP Global Inc. (WSP $279.78)
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Parkland Corporation (PKI $38.66)
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TFI International Inc. (TFII $128.48)
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Western Forest Products Inc. (WEF $12.74)
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Agnico Eagle Mines Limited (AEM $183.76)
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Magna International Inc. (MG $61.69)
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Premium Brands Holdings Corporation (PBH $95.84)
Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?
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Parkland Corporation (PKI $38.66)
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TFI International Inc. (TFII $128.48)
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Open Text Corporation (OTEX $43.85)
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Alimentation Couche-Tard Inc. (ATD $70.70)
Q: I want to add positions in each of these companies as money becomes available. In what order would you add to the portfolio?
Thanks
Thanks
Q: I bought PKI around 5 years being impressed with management and it has paid off.
However, I am slowly extracting myself from the oil and gas sector.
Could you give me 3 suggestions for replacement that mirrors the management quality and growth prospective of PKI. Any sector ( X o and g of course).
Thanks
Derek
Any sec
However, I am slowly extracting myself from the oil and gas sector.
Could you give me 3 suggestions for replacement that mirrors the management quality and growth prospective of PKI. Any sector ( X o and g of course).
Thanks
Derek
Any sec
Q: PKI or LNF to buy today?Txs for u usual great services & views
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NFI Group Inc. (NFI $19.03)
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Parkland Corporation (PKI $38.66)
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Kinaxis Inc. (KXS $198.04)
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Agnico Eagle Mines Limited (AEM $183.76)
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Open Text Corporation (OTEX $43.85)
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Pan American Silver Corp. (PAAS $43.88)
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Alimentation Couche-Tard Inc. (ATD $70.70)
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Premium Brands Holdings Corporation (PBH $95.84)
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Knight Therapeutics Inc. (GUD $6.32)
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Savaria Corporation (SIS $20.99)
Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).
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Metro Inc. (MRU $101.41)
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NFI Group Inc. (NFI $19.03)
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Parkland Corporation (PKI $38.66)
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Kirkland Lake Gold Ltd. (KL $49.71)
Q: I'm looking at adding these for a recession/defensive type of portfolio.
For a longer term holder, do see any reasons not to buy these ones?
Do you like any one of these more than others?
Thanks as always....
For a longer term holder, do see any reasons not to buy these ones?
Do you like any one of these more than others?
Thanks as always....