Q: Based on it's recent performance is this company a recommended hold or sell?
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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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Toronto-Dominion Bank (The) (TD $106.32)
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Bank of Nova Scotia (The) (BNS $87.74)
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Constellation Software Inc. (CSU $4,392.79)
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Dollarama Inc. (DOL $188.77)
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Intact Financial Corporation (IFC $277.97)
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WSP Global Inc. (WSP $288.28)
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Descartes Systems Group Inc. (The) (DSG $144.53)
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FirstService Corporation (FSV $283.12)
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Toromont Industries Ltd. (TIH $147.08)
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Thomson Reuters Corporation (TRI $239.50)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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goeasy Ltd. (GSY $207.45)
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EQB Inc. (EQB $91.23)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?
Thanks in advance
Sue
Thanks in advance
Sue
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Loblaw Companies Limited (L $55.58)
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Dollarama Inc. (DOL $188.77)
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Metro Inc. (MRU $96.71)
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North West Company Inc. (The) (NWC $47.76)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Caseys General Stores Inc. (CASY $553.89)
Q: ATD has not really done much for some time now. What stock would you recommend to replace it at this time.
Q: Which one would you pick today to initiate a position? Was originally seeking additional US exposure. Adding ATD is a canadian stock, but really a global stock. How do you account for this typically?
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Dollarama Inc. (DOL $188.77)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Topicus.com Inc. (TOI $165.45)
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Lumine Group Inc. (LMN $45.56)
Q: Good evening 5i
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service
Q: Your thoughts please on the quarter?Thx
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WSP Global Inc. (WSP $288.28)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Savaria Corporation (SIS $20.51)
Q: Good morning 5i
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all
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Costco Wholesale Corporation (COST $967.90)
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Coca-Cola Company (The) (KO $67.01)
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Progressive Corporation (The) (PGR $248.28)
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Xcel Energy Inc. (XEL $73.35)
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Toronto-Dominion Bank (The) (TD $106.32)
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Bank of Nova Scotia (The) (BNS $87.74)
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Sun Life Financial Inc. (SLF $82.06)
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Dollarama Inc. (DOL $188.77)
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Intact Financial Corporation (IFC $277.97)
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Fortis Inc. (FTS $68.37)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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BMO Low Volatility Canadian Equity ETF (ZLB $55.28)
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Hydro One Limited (H $49.28)
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Caseys General Stores Inc. (CASY $553.89)
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Invesco S&P 500 Low Volatility ETF (SPLV $73.35)
Q: Hi,
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.
Also please recommend ETFs that mainly invest in companies with the above criteria?
Thank you
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.
Also please recommend ETFs that mainly invest in companies with the above criteria?
Thank you
Q: Are you surprised of the performance of the stock since announcing they were no longer pursuing the takeover of Seven & I? There was a sharp uptick in the stock on the first day, but since drafted back to the $70 range again. Is this a continued buying opportunity?
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Canadian National Railway Company (CNR $129.39)
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Sun Life Financial Inc. (SLF $82.06)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,440.84)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $57.99)
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FirstService Corporation (FSV $283.12)
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Kinaxis Inc. (KXS $187.00)
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Agnico Eagle Mines Limited (AEM $212.24)
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Thomson Reuters Corporation (TRI $239.50)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Nutrien Ltd. (NTR $78.88)
Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: Would U buy/add today the above 3 stocks.Good Entry prices for each. Txs for U usual great services & views.
Q: Hi, now that ATD has formally dropped the proposed take over of 7-Eleven, where do you see the stock price reverting to? Low-mid 70's ...until they announce their next deal.?
I have owned (and trimmed) over the last 10+ years so have done well but I don't think I will get the same returns as I have previously. Can you please suggest a replacement?
Thank you!
Steve
I have owned (and trimmed) over the last 10+ years so have done well but I don't think I will get the same returns as I have previously. Can you please suggest a replacement?
Thank you!
Steve
Q: Good morning
What is ATD's average Historical P/E ratio, say for the past 5 or 10 years?
What is the High and Low Historical P/E ratio, the range, during that time period?
Dividing ATD's current stock price of $69 by their reported net income per share of $2.72 yields a Historical P/E ratio of 25.4.
Am I doing what seems like a simple calculation correctly?
I ask because I am seeing a Future P/E ratio for ATD in the financial press of 17.3, which implies a large increase in net income compared with their last fiscal year, a decline in stock price, or some combination of the two,
How should one interpret this dramatic change in Future vs Historical P/E for ATD?
And finally, what is 5i's view on how expensive ATD's price is currently, compared with past history? Does 5i support accumulating ATD shares at this point?
Thank you.
Edward
What is ATD's average Historical P/E ratio, say for the past 5 or 10 years?
What is the High and Low Historical P/E ratio, the range, during that time period?
Dividing ATD's current stock price of $69 by their reported net income per share of $2.72 yields a Historical P/E ratio of 25.4.
Am I doing what seems like a simple calculation correctly?
I ask because I am seeing a Future P/E ratio for ATD in the financial press of 17.3, which implies a large increase in net income compared with their last fiscal year, a decline in stock price, or some combination of the two,
How should one interpret this dramatic change in Future vs Historical P/E for ATD?
And finally, what is 5i's view on how expensive ATD's price is currently, compared with past history? Does 5i support accumulating ATD shares at this point?
Thank you.
Edward
Q: Good morning. I have a half position in ATD in my RRIF that is the only under performer. I would like to sell it and open a position in gold. I'm not sure whether to buy a producer, a streamer or an ETF. I could add funds and buy 1 full position, or buy 2 of the above categories. Your thoughts and suggestions for tickers would be welcome. Thanks in advance. David
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Apple Inc. (AAPL $234.07)
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Regeneron Pharmaceuticals Inc. (REGN $560.00)
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UnitedHealth Group Incorporated (DE) (UNH $352.51)
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Canadian Natural Resources Limited (CNQ $43.21)
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Sun Life Financial Inc. (SLF $82.06)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.30)
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TFI International Inc. (TFII $129.57)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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AAON Inc. (AAON $82.18)
Q: Sir: What 2 US and Canadian stocks or ETFs do you see most unfairly punished now, and most likely to reward , down the road. Also could you suggest one non US value ETF or stock that cheers you a lot? Thanks-JP
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Philip Morris International Inc (PM $166.11)
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Constellation Brands Inc. (STZ $139.49)
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North West Company Inc. (The) (NWC $47.76)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Premium Brands Holdings Corporation (PBH $93.51)
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British American Tobacco p.l.c. (BTI $56.59)
Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?
Q: How would the acquisition of GETGO CAFE+ MARKET affect ATD earning ? Thanks a million.
Q: Feel free to answer following the conference call.
Would you initiate a position here, I am light in this sector.
Of course this stock has been quite stagnant for sometime. Is it getting harder for acquisitions? Is it also hunting for a big one that would move the needle, ie 7/11.
Thank you for this amazing service.
Would you initiate a position here, I am light in this sector.
Of course this stock has been quite stagnant for sometime. Is it getting harder for acquisitions? Is it also hunting for a big one that would move the needle, ie 7/11.
Thank you for this amazing service.
Q: Thoughts please on the quarter? Thx
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Apple Inc. (AAPL $234.07)
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Amazon.com Inc. (AMZN $228.15)
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Alphabet Inc. (GOOG $241.38)
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Intuitive Surgical Inc. (ISRG $449.68)
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NVIDIA Corporation (NVDA $177.82)
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Booking Holdings Inc. (BKNG $5,458.32)
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Salesforce Inc. (CRM $242.76)
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Welltower Inc. (WELL $169.13)
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JPMorgan Chase & Co. (JPM $306.91)
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Visa Inc. (V $339.43)
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Enbridge Inc. (ENB $67.98)
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Constellation Software Inc. (CSU $4,392.79)
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Dollarama Inc. (DOL $188.77)
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WSP Global Inc. (WSP $288.28)
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Celestica Inc. (CLS $334.53)
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Thomson Reuters Corporation (TRI $239.50)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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Axon Enterprise Inc. (AXON $756.13)
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Toronto Dominion Bank (The) (TD $76.79)
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CrowdStrike Holdings Inc. (CRWD $436.10)
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Vertiv Holdings LLC Class A (VRT $134.84)
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RTX Corporation (RTX $155.85)
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Cellebrite DI Ltd. (CLBT $16.80)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
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Lumine Group Inc. (LMN $45.56)
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TransMedics Group Inc. (TMDX $114.57)
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Costco CDR (CAD Hedged) (COST $43.95)
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.