Q: Some 4% drop on Mar 21 after Q misses estimates.But on Mar 22 it closed at $77.90 - .19 after announcement that former PM ,Mr Harper has joined the board.Is it timely to buy/add? and what is good entry price?.Txs for u usual great services & views
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Alimentation Couche-Tard Inc. (ATD)
- lululemon athletica inc. (LULU)
- Advanced Micro Devices Inc. (AMD)
Q: Several of these stalwarts have taken significant falls as of late. Are any of these compelling buys? Are any generational opportunities ? Can you rank which order you would be and add a level of conviction to each once (10 being a table poounding but)?
Thank you
Thank you
- Philip Morris International Inc (PM)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Alimentation Couche-Tard Inc. (ATD)
- Berkshire Hathaway Inc. (BRK.B)
Q: If you were expecting a bit of a market swoon and don't want to sit on cash what would you consider to be "defensive stocks" or "stocks that benefit" in downturns? I've tried options in the past with mixed (mostly not so good) results so that's not something I would like to do.
Thanks in advance-Dave
Thanks in advance-Dave
Q: Hi, ATD stock is considered as One of the Best compounders in Canada and is strongly liked at 5i, for a long term ownership. Shares dropped sharply today after soft results, due to lower fuel margins ( It was expected and analysts believe these margins could be volatile and turn any time ) and sequentially lower SSSG, caused by reduced foot traffic ( Inflation impacting purchasing power of consumers ).
Do you believe that above issues could be resolved over time and the sell-off is presenting a buying opportunity to accumulate more shares ?
Thank You
Do you believe that above issues could be resolved over time and the sell-off is presenting a buying opportunity to accumulate more shares ?
Thank You
Q: Hello, I am tempted to buy ATD to round up my consumer stocks allocation, for a long term hold (10+ years). I am less comfortable with their future with EVs. Did they ever develop and comunicated their vision when vehicles would be mostly EVs? What is your opinion of their future (after 2035)? Thanks.
Q: Please comment on the latest results and guidance going forward.Txs for u usual great services & views
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Boyd Group Services Inc. (BYD)
Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.
Thanks again.
- Costco Wholesale Corporation (COST)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: Hi Peter and Staff
Please rank the 4 stocks in order of preferred ownership today for long term hold with a ranking 1 to 10 score as well with 10 being perfect
Thanks for all you do
Dennis
Please rank the 4 stocks in order of preferred ownership today for long term hold with a ranking 1 to 10 score as well with 10 being perfect
Thanks for all you do
Dennis
Q: On March 12 I asked your opinion on . ATD $81; CSU $3,750; ENB $48; XIU $32.50; MFC $31
May I ask why you recommend buys pls? Thank you.
May I ask why you recommend buys pls? Thank you.
Q: ATD has had a very nice run over the past year. Having said that, do you view it as more of a defensive play that will not do as well relative to other positions if the Canadian economy starts to grow more rapidly or do you think it is the type of company that will do well relative to others in any economy? I am trying to figure out whether it is starting to look like a good time to trim it back any take some profits. Thanks as always.
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I want to buy the above 6 stocks at a full position of each in a balanced portfolio for a long time hold. Are there any you wouldn't buy at this time and continue to watch, or any you would buy a half position and watch? Thanks!
Q: What does the market expect from ATD this quarter?
Thx
Thx
Q: Do you see ATD as priced-for-perfection right now? I increased my position after the hickup of ATD-Carrefour in Jan 2021, it could happen again. However, it does not look expensive. Is debt OK? Do you see any particular risks near term? Thanks.
Q: Can I please have your thoughts about this company’s future and overall prospects?
Thanks
Thanks
- Canadian National Railway Company (CNR)
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Canadian Pacific Kansas City Limited (CP)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Alimentation Couche-Tard Inc. (ATD)
Q: I’m trying to form a kind of hybrid of the Hodson and the Buffet approach to investing. Hodson: balanced portfolio. Buffet: a few excellent companies. So I would form a fairly balanced portfolio but be overweight considerably in a few.
Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)
On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.
If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.
Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)
On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.
If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.
Q: You hold PKI.ca in the Income Portfolio and ATD in the Balanced Portfolio.
PKI has a higher dividend.
Is there an issue holding both in the same account? Is there any overlap?
Bob
PKI has a higher dividend.
Is there an issue holding both in the same account? Is there any overlap?
Bob
- Park Lawn Corporation (PLC)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Alimentation Couche-Tard Inc. (ATD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.
Thanks guys
Thanks guys
- Amazon.com Inc. (AMZN)
- Broadcom Inc. (AVGO)
- Monster Beverage Corporation (MNST)
- NVIDIA Corporation (NVDA)
- O'Reilly Automotive Inc. (ORLY)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- OTC Markets Group Inc - Class A (OTCM)
- Fair Isaac Corporation (FICO)
- Copart Inc. (CPRT)
- Transdigm Group Incorporated (TDG)
- Axon Enterprise Inc. (AXON)
- Old Dominion Freight Line Inc. (ODFL)
- Saia Inc. (SAIA)
- Boyd Gaming Corporation (BYD)
- Heico Corporation (HEI)
- Celsius Holdings Inc. (CELH)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
- Lowe's Companies Inc. (LOW)
- Nike Inc. (NKE)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- lululemon athletica inc. (LULU)
Q: Please help me pair one of the noted consumer discretionary stocks with ATD. I am looking for growth at a reasonable valuation with consistent returns for a 5 year hold. Could you rank the 4 stocks in accordance with my selection criteria. Thank you
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- WSP Global Inc. (WSP)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- EQB Inc. (EQB)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?
Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?
Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?