Investment Q&A

Q: I need some consumer discretionary for my RRIF. I want to minimize market surprises so I've chosen these two. Both have great dividend history and OK 5 year CAGR. The RIF is not my primary source of income but I do find dividends to be a help when getting over rough patches. Which would you choose for a long term hold. Or perhaps both? Any other choices? Thank You

Q: Hi,
I know that these companies vary widely.
Given today's prices, could you please rank the order if you were to initiate a position for about 3 years? Please also give a short blurb about advantages/disadvantages of buying each one today.
Thank you!

Q: Anything popping ATD.to of late?

Thx

Q: All 3 at or near ATH s !
Time to trim & take some profits ?

Q: Good morning! I know the following are vastly different, but at today's prices, what would be your ranking to initiate a position? Please provide a short justification for each (pros/cons). Thank you!

Q: What are your current favourite Canadian 'low worry' stocks from any category? Please list as many as you like! Cheers.

Q: For a Tfsa investment which of Atd or Lmn do you think would provide the best investment over the next 5 years?

Q: I would appreciate your current thoughts on ATD - do I sense momentum - are they back on track? Any news you are aware of? Thanks

Q: Hi Peter
today is a pull back for the market
but both ATD and Dollarama has pulled back for over 1 week
knowing that DOL is a growth stock
I have a half position in each of Dol and ATD, which one would you
prefer for growth, abit of income? thanks
if there are any particular reasons for the pull back of both, let me know
thanks
Michael

Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?

Q: The market keeps going up with high valuations for many stocks. What are your current top 5 Canadian and 5 US stocks with high convictions, good valuation and growth for the next 3 to 5 yeas in TFSA account. Please provide your rationale for each pick with risk level (H, M, L) and entry price if possible. Thanks.

Q: I am looking to invest in a solid high quality company with a good balance between dividend growth and earnings growth. Would you please add your 4 other favourites to my list of 4 and rank them from highest conviction to lowest for total returns over 1) a 1 year hold and 2) a 3-5 year hold.


Thanks for the great service
Scott

Q: Hi,

Sorry my last question meant to ask about individual stock compounders, not ETF's. Can you list 5 Cdn and US names that you would DCA into over time? For example, I'm assuming BN would be on that list. What other names? Looking for names that can CAGR +10-20% over time. Thanks!

Q: Any info on why ATD has been sinking lately? Cheers.

Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.

Q: I am looking at starting a position in ENS, and I am at a loss in terms of what investment to sell in order to fund the purchase. I am targeting an initial position of 2.5%-3%, and ideally I would like to sell another investment in the same sector, but there are few candidates in my portfolio which would fit this need. The potential candidates I have listed (WSP, REGN, HL, ATD, CRWD) are all in different sectors, and for all but ATD (small gain at this point) and CRWD (in registered account), would involve recognition of significant capital gains.

I would rather not use margin to initiate such a position, but I could if absolutely needed. I am trying to think outside of the box in terms of starting this investment, but I would prefer to stay disciplined in regards to funding new positions while maintaining diversification. If it helps further, my materials exposure has increaseOnd a fair amount over the last year (as has everyone's), and I have a relatively robust exposure to the technology sector, so if it was prudent for me to trim there, I could probably manage.

I'd appreciate any insights you may be willing to share. Thanks so much, and I look forward to reading your response.

Q: I am considering adding to each of the above companies. Can you discuss the EPS, and sales % growth prospects. If you had to provide these %'s for 5 years out, what would they be? Can you also discuss PE's, trailing and forward and their relation to both the projected EPS growth and historical valuations? Please deduct as many question credits as necessary. Thank you.

Q: Out of the following 10 stocks - what would be your top 5 right now for future growth.

ASML, COST, MELI, MKL, WSO, ATD, BN, CNR, CSU, X

Q: Wondering about selling Walmart and replacing it with Atd.. have held Walmart for short time but have more interest in a Canadian company now.
Thanks, Lesley

Q: In the webinar you spoke about CASY. I did some research and really like this company. Performance has been outstanding, +44% YTD.

I own 5000 shares of ATD and it in contrast has been languishing - 7% YTD and at the same level as September 2024.

Do you think this would be a good switch, ATD to CASY?

Sheldon