Q: I had been eyeing both of these to add to a TFSA, and they have been rising steadily, especially Couche-Tarde after earnings. Which do you prefer for TFSA for 25 year old? Or, do I add a little of both? Suggested buy price? Thank you for your great work!!
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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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Loblaw Companies Limited (L $62.17)
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Intact Financial Corporation (IFC $274.00)
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TMX Group Limited (X $51.27)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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GFL Environmental Inc. subordinate voting shares (GFL $61.79)
Q: Besides CNR, NWC, TIH, and BN, I'm looking for 5 other quality Canadian companies that have at least somewhat of a moat, and are resistant to AI and other types of disruptions to their businesses. I'm looking for companies that are not technology, banks, pipelines, materials or the other Brookfields. Can you please help? By the way, if you do not agree with the four I've listed, you can also let me know.
Q: Your thoughts please on the quarter?No question credit please as this one is in the BE portfolio. THX
Q: ATD: own small position - 1000 shs in NON-registered - shares have been stagnant for quite a while. Thinking of selling and buying CJT or TFII for turn around. Comments please.
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NexGen Energy Ltd. (NXE $13.00)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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TerraVest Industries Inc. (TVK $125.77)
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EQB Inc. (EQB $96.71)
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Axon Enterprise Inc. (AXON $550.95)
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Galaxy Digital Inc. Class A common stock (GLXY $35.26)
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Tantalus Systems Holding Inc. (GRID $4.27)
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Cellebrite DI Ltd. (CLBT $18.28)
Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?
Thanks very much
Brad
Thanks very much
Brad
Q: I know they are in different sectors but I am under weight in both and have some funds to add to one of them. Which would you recommend for a long term hold?
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BCE Inc. (BCE $32.59)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $171.36)
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Capital Power Corporation (CPX $62.35)
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Extendicare Inc. (EXE $22.33)
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North West Company Inc. (The) (NWC $48.34)
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Alimentation Couche-Tard Inc. (ATD $74.17)
Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?
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Bank of Nova Scotia (The) (BNS $99.26)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
Q: While I could buy a number of international or emerging market ETFs, are there any large cap Canadian stocks that would provide some degree of exposure?
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Restaurant Brands International Inc. (QSR $101.65)
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RB Global Inc. (RBA $137.84)
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Alimentation Couche-Tard Inc. (ATD $74.17)
Q: Good Afternoon. I'm looking at consolidating my low weight stocks. Out of QSR, RBA and ATD, which two would you sell and which one would you keep? Cheers.
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The Kraft Heinz Company (KHC $24.34)
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Clorox Company (The) (CLX $104.90)
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The Campbell's Company (CPB $29.60)
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General Mills Inc. (GIS $45.93)
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Kimberly-Clark Corporation (KMB $102.96)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Caseys General Stores Inc. (CASY $567.03)
Q: Hey 5i, these consumer staple stocks have basically done nothing over the last 10yrs. They used to be a place to go when you were concerned about market pricing with a little growth and a dividend. Have things fundamentally changed or is everyone just obsessing over AI and technology and forgetting this sector. Also is there anything buyable in the sector with some growth and a dividend.
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Canadian Pacific Kansas City Limited (CP $101.95)
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Intact Financial Corporation (IFC $274.00)
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Tourmaline Oil Corp. (TOU $65.50)
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TMX Group Limited (X $51.27)
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Thomson Reuters Corporation (TRI $184.66)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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GFL Environmental Inc. subordinate voting shares (GFL $61.79)
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A & W Food Services of Canada Inc. (AW $37.50)
Q: Good morning, could you please identify 8 "safer" companies you see at or close to the bottom of their trough at this time that have a dividend (% of dividend does not matter)? For example my guess would be CNR which was at $178 in March 2024 and now at $135 with a yield of 2.63% at this price.
Thx,
Kevin
Thx,
Kevin
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Hemisphere Energy Corporation (HME $2.13)
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Canadian National Railway Company (CNR $135.78)
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Canadian Natural Resources Limited (CNQ $47.96)
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Magna International Inc. (MG $67.83)
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Alimentation Couche-Tard Inc. (ATD $74.17)
Q: Hello Team,
Could I have your top 5 Canadian "value stocks"please.
Many thanks!
Could I have your top 5 Canadian "value stocks"please.
Many thanks!
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Loblaw Companies Limited (L $62.17)
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Dollarama Inc. (DOL $201.11)
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Gildan Activewear Inc. (GIL $81.35)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Premium Brands Holdings Corporation (PBH $98.89)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.29)
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State Street Consumer Staples Select Sector SPDR ETF (XLP $78.46)
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State Street Consumer Discretionary Select Sector SPDR ETF (XLY $119.73)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $78.29)
Q: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph
Many thanks,
Ralph
Q: Over four percent decline today, no readily apparent reason. Is this a an opportunity to add to current holdings?
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Caseys General Stores Inc. (CASY $567.03)
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Murphy USA Inc. (MUSA $392.70)
Q: You had recommended MUSA as a Best Stock Idea. It has dipped below $365 today. Do you still recommend this a good discretionary/cyclical name? Do you prefer others in the US? Also what would be a good entry point? Thanks
Q: Any comments on ATD for future potential?
Are staples reasonably priced right now?
Are staples reasonably priced right now?
Q: Between BYD and ATD, which do you believe has better returns in the next 3-5 years?
Q: I am thinking of selling my full position in TCS and investing the proceeds in ATD. This will reduce my Technology holdings to market weight and increase my Consumer Discretionary holdings to be closer to market weight. What do you think?
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Lam Research Corporation (LRCX $158.70)
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Royal Bank of Canada (RY $224.72)
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Bank of Nova Scotia (The) (BNS $99.26)
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Suncor Energy Inc. (SU $61.19)
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Sun Life Financial Inc. (SLF $81.12)
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Dollarama Inc. (DOL $201.11)
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Restaurant Brands International Inc. (QSR $101.65)
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Stella-Jones Inc. (SJ $85.43)
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TMX Group Limited (X $51.27)
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Kinaxis Inc. (KXS $176.30)
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Agnico Eagle Mines Limited (AEM $233.57)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
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Savaria Corporation (SIS $21.67)
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BMO S&P 500 Index ETF (ZSP $104.11)
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Cogeco Inc. Subordinate Voting Shares (CGO $64.21)
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Fidelity Canadian Growth Company Fund Series F (FID665 $144.15)
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Topicus.com Inc. (TOI $125.98)
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Global X Data Center REITs & Digital Infrastructur (VPN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.68)
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
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National Bank of Canada (NA $170.76)
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Granite Real Estate Investment Trust (GRT.UN $76.20)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Waste Connections Inc. (WCN $173.11)
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Canadian Natural Resources Limited (CNQ $34.66)
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Enbridge Inc (ENB $48.09)
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Fortis Inc. (FTS $51.10)
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Toronto Dominion Bank (The) (TD $88.32)
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Royal Bank Of Canada (RY $162.48)
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Brookfield Asset Management Inc Class A Limited (BAM $53.26)
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Core Natural Resources Inc Com (CNR $83.27)
Q: Hi there: I have been retired for 5 years, in my late 60's. In which order of the above will you buy, given that a few of them are in their all time high. Could u rank them from high (10) to Low (1), and what entry price make sense to you. From a dividend return point of view, and from a Growth point of view. Take as many credit as you see fit. Thank you again