Q: DOL has been doing better than ATD. How do you feel about switching? 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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Dollarama Inc. (DOL $170.49)
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Element Fleet Management Corp. (EFN $30.80)
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Alimentation Couche-Tard Inc. (ATD $79.65)
Q: I am looking to purchase one of these 3. Each seems to recently have had a bit of a price decrease. The purchase is intended as a long term, dividends are not needed. Which would you favour, and why? Thank you for your excellent service.
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Costco Wholesale Corporation (COST $1,012.79)
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O'Reilly Automotive Inc. (ORLY $93.98)
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AutoZone Inc. (AZO $3,482.24)
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TJX Companies Inc. (The) (TJX $154.64)
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Walmart Inc. (WMT $130.33)
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Loblaw Companies Limited (L $61.98)
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Dollarama Inc. (DOL $170.49)
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Metro Inc. (MRU $90.09)
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Alimentation Couche-Tard Inc. (ATD $79.65)
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Aritzia Inc. Subordinate Voting Shares (ATZ $139.50)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $87.06)
Q: What do you think are the 5 best opportunities with consumer staples and with consumer discretionary ?
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Loblaw Companies Limited (L $61.98)
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Constellation Software Inc. (CSU $2,470.95)
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Dollarama Inc. (DOL $170.49)
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Fortis Inc. (FTS $77.51)
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Brookfield Renewable Partners L.P. (BEP.UN $44.56)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $68.08)
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Descartes Systems Group Inc. (The) (DSG $100.33)
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Whitecap Resources Inc. (WCP $16.08)
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Athabasca Oil Corporation (ATH $12.11)
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Alimentation Couche-Tard Inc. (ATD $79.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.37)
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Tamarack Valley Energy Ltd. (TVE $12.83)
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Hydro One Limited (H $58.55)
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Cardinal Energy Ltd. (CJ $12.49)
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Aritzia Inc. Subordinate Voting Shares (ATZ $139.50)
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Topicus.com Inc. (TOI $97.10)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $87.06)
Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?
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Canadian National Railway Company (CNR $148.92)
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Constellation Software Inc. (CSU $2,470.95)
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Alimentation Couche-Tard Inc. (ATD $79.65)
Q: In response to a recent question on companies worth considering, 5i suggested ATD, CSU and CNR. I have 'some basic understanding' of ATD's and CNR's business, strengths, and financials. Just now taking an initial look at CSU, and wondering, how does a company with a P/E ratio (using 2025 EPS) of roughly 100, more debt than equity, and a negligible dividend rate so highly in today's uncertain environment?
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Mastercard Incorporated (MA $504.74)
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Canadian National Railway Company (CNR $148.92)
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Constellation Software Inc. (CSU $2,470.95)
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Alimentation Couche-Tard Inc. (ATD $79.65)
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S&P Global Inc. (SPGI $424.75)
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Transdigm Group Incorporated (TDG $1,149.72)
Q: Can you name 3 Canadian and 3 US companies that have above average EBITDA, pricing power, generate high cash flow. Please rank in order of preference to buy now for long term hold
Thx Yves
Thx Yves
Q: ATD: I think I have held it for 2 years: 1000 in wife's account and same in mine. I sold my shares because stock not going anywhere; but, kept wife's.
Do you really think this company still has growth potential and why?
Do you really think this company still has growth potential and why?
Q: Thoughts on the quarter please?
Thx
Thx
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Canadian National Railway Company (CNR $148.92)
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Suncor Energy Inc. (SU $93.30)
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Enbridge Inc. (ENB $74.50)
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Canadian Natural Resources Limited (CNQ $64.75)
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Loblaw Companies Limited (L $61.98)
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Dollarama Inc. (DOL $170.49)
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Fortis Inc. (FTS $77.51)
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Cameco Corporation (CCO $161.22)
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Wheaton Precious Metals Corp. (WPM $169.03)
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Tourmaline Oil Corp. (TOU $66.89)
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Kelt Exploration Ltd. (KEL $10.21)
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Agnico Eagle Mines Limited (AEM $244.74)
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Alimentation Couche-Tard Inc. (ATD $79.65)
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Capstone Copper Corp. (CS $10.84)
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Tamarack Valley Energy Ltd. (TVE $12.83)
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Hydro One Limited (H $58.55)
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TerraVest Industries Inc. (TVK $132.02)
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Nutrien Ltd. (NTR $103.20)
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
Q: Is this still worth holding? Contemplating on selling it and I investing the money on something a little more exciting like PNG.
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
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Dollarama Inc. (DOL $170.49)
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Alimentation Couche-Tard Inc. (ATD $79.65)
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Mainstreet Equity Corp. (MEQ $176.48)
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Aritzia Inc. Subordinate Voting Shares (ATZ $139.50)
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Tantalus Systems Holding Inc. (GRID $6.35)
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MDA Space Ltd. (MDA $42.09)
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!
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
Thx
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Toromont Industries Ltd. (TIH $217.80)
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Alimentation Couche-Tard Inc. (ATD $79.65)
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Vertiv Holdings LLC Class A (VRT $330.97)
Q: All 3 at or near ATH s !
Time to trim & take some profits ?
Time to trim & take some profits ?
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Dollarama Inc. (DOL $170.49)
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Stantec Inc. (STN $123.99)
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Alimentation Couche-Tard Inc. (ATD $79.65)
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Mainstreet Equity Corp. (MEQ $176.48)
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Aritzia Inc. Subordinate Voting Shares (ATZ $139.50)
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Tantalus Systems Holding Inc. (GRID $6.35)
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!
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Royal Bank of Canada (RY $242.37)
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Toronto-Dominion Bank (The) (TD $144.54)
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Bank of Nova Scotia (The) (BNS $104.29)
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Canadian National Railway Company (CNR $148.92)
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Enbridge Inc. (ENB $74.50)
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Canadian Imperial Bank Of Commerce (CM $149.67)
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Canadian Pacific Kansas City Limited (CP $113.07)
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Loblaw Companies Limited (L $61.98)
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Sun Life Financial Inc. (SLF $98.18)
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National Bank of Canada (NA $202.84)
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Dollarama Inc. (DOL $170.49)
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Intact Financial Corporation (IFC $258.08)
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Alimentation Couche-Tard Inc. (ATD $79.65)
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Hydro One Limited (H $58.55)
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
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
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Costco Wholesale Corporation (COST $1,012.79)
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Chevron Corporation (CVX $192.28)
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Deere & Company (DE $578.39)
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Sherwin-Williams Company (The) (SHW $310.49)
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Walmart Inc. (WMT $130.33)
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Exxon Mobil Corporation (XOM $153.69)
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Suncor Energy Inc. (SU $93.30)
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Canadian Natural Resources Limited (CNQ $64.75)
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Loblaw Companies Limited (L $61.98)
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Cenovus Energy Inc. (CVE $40.79)
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Alimentation Couche-Tard Inc. (ATD $79.65)
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TerraVest Industries Inc. (TVK $132.02)
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Nutrien Ltd. (NTR $103.20)
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Linde plc (LIN $493.55)
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Corteva Inc. (CTVA $81.69)
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VanEck Agribusiness ETF (MOO $83.66)
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 ?