Q: On Jun 28 ATD"s Q Rev & Eps beat estimates. Jun 29 & 30,4 analysts set price target at $58,59,60 & 77.Please help me understand why price is declining. Txs for u usual great services & views
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- AbbVie Inc. (ABBV)
- Merck & Company Inc. (MRK)
- Sun Life Financial Inc. (SLF)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
- Vanguard Information Technology ETF (VGT)
- Topaz Energy Corp. (TPZ)
- Topicus.com Inc. (TOI)
Q: HI, This retired income couple want to invest 5K for our 20 year old grand daughter from our TFSA. To do so we have to sell some of our holdings in this account. Our largest holding SLF to our smallest TPZ are available with profits in most. Please suggest best to worst to select for raising the necessary cash. Our plan is to use the cash to purchase VGT.US or perhaps your other preferred etfs to be used in about 3-5 years. Thanks
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Gildan Activewear Inc. (GIL)
- Alimentation Couche-Tard Inc. (ATD)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: hello
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
- Enghouse Systems Limited (ENGH)
- Alimentation Couche-Tard Inc. (ATD)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I know you rate this stock as an A and according to your report, think quite highly of it.
Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.
Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.
Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.
If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.
If your answer is no, why?
Thanks
Sheldon
Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.
Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.
Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.
If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.
If your answer is no, why?
Thanks
Sheldon
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Toronto-Dominion Bank (The) (TD)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
Q: Hello 5I,
What are your top 5 buys right now on both the US and Canada looking.
Thanks
What are your top 5 buys right now on both the US and Canada looking.
Thanks
- Loblaw Companies Limited (L)
- Metro Inc. (MRU)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- North West Company Inc. (The) (NWC)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: Please recommend, especially during this uncertain economic times, two to three Consumer Staple stocks to hold, again for longer than 5 years. My aim is 5 % yield but I do understand that yields for good quality companies are usually low. I would be happy to invest in those with really strong growth down the road. This is what I have compiled with: NWC, PBH, ATD, EMP.a, L, MRU. By all means, please include ones that you feel would serve this purpose.
Thank you again for your insight. Roger
Thank you again for your insight. Roger
Q: why has ATD held up so well this year?
Thx
Thx
Q: Can you explain ATD strategy to partner with a company in UK? Do you think this is a positive development?
- Costco Wholesale Corporation (COST)
- Procter & Gamble Company (The) (PG)
- Royal Bank of Canada (RY)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Dollarama Inc. (DOL)
- Fortis Inc. (FTS)
- Alimentation Couche-Tard Inc. (ATD)
- Summit Industrial Income REIT (SMU.UN)
- Jacobs Solutions Inc. (J)
Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Canadian Imperial Bank Of Commerce (CM)
- Dollarama Inc. (DOL)
- Fortis Inc. (FTS)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I have no experience in purchasing stocks during a war & high inflation.
Could you suggest 5 Canadian company's you would buy in todays world situations?
Or would you recommend doing nothing right now?
Thank you.
Could you suggest 5 Canadian company's you would buy in todays world situations?
Or would you recommend doing nothing right now?
Thank you.
- Costco Wholesale Corporation (COST)
- Walmart Inc. (WMT)
- Loblaw Companies Limited (L)
- Metro Inc. (MRU)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: I am low on my consumer defensive allocation.
1. Is this a good time to buy in this sector.
2. What stocks/ etfs would you recommend.
1. Is this a good time to buy in this sector.
2. What stocks/ etfs would you recommend.
- Costco Wholesale Corporation (COST)
- McDonald's Corporation (MCD)
- Loblaw Companies Limited (L)
- Dollarama Inc. (DOL)
- WSP Global Inc. (WSP)
- Alimentation Couche-Tard Inc. (ATD)
- Canadian Tire Corporation Limited (CTC)
Q: Hi Folks,
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Nasdaq Inc. (NDAQ)
- CVS Health Corporation (CVS)
- Home Depot Inc. (The) (HD)
- JPMorgan Chase & Co. (JPM)
- Procter & Gamble Company (The) (PG)
- Thermo Fisher Scientific Inc (TMO)
- Visa Inc. (V)
- Walmart Inc. (WMT)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi team,
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
- Costco Wholesale Corporation (COST)
- Bank of America Corporation (BAC)
- JPMorgan Chase & Co. (JPM)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Manulife Financial Corporation (MFC)
- Canadian Imperial Bank Of Commerce (CM)
- Dollarama Inc. (DOL)
- Algonquin Power & Utilities Corp. (AQN)
- Alimentation Couche-Tard Inc. (ATD)
- Fortis Inc. (FTS)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks
thanks
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Bank of America Corporation (BAC)
- JPMorgan Chase & Co. (JPM)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hello,
Can you please provide your highest conviction names in the US and Canada?
Thanks!
Can you please provide your highest conviction names in the US and Canada?
Thanks!
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Canadian National Railway Company (CNR)
- Fortis Inc. (FTS)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
- Boyd Group Services Inc. (BYD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- Digital Turbine Inc. (APPS)
Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.
Thank you for helpful service.
Cyril
Thank you for helpful service.
Cyril
- Park Lawn Corporation (PLC)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU)
- Boyd Gaming Corporation (BYD)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
- WisdomTree International Dividend Ex-Financials Fund (DOO)
Q: In late January with geopolitical tension increasing I put stops on my stocks. I was stopped out of ATD,BYD,BBP,UN,DOO,MAGT,MG,PBH,PLC, and TSU. I was also stopped out of GSY,KXS,NVEI,TFII, and TOP, all of this group I've repurchased. The remaining stocks, are there any you wouldn't buy back? Thanks for all your good council over the years thru good times and challenging times. David
Q: I'm a bit confused when I look at your assessment when you refer to ATD being a defensive position whereby it's considered a consumer cyclical in your classification. I understand that it could be an hybrid. How do I deal with my position weighting as my cons staples is underweight VS overweight in my cyclical by the same amount...
Thanks for your welcome enlightenment.
Yves
Thanks for your welcome enlightenment.
Yves
- Parkland Corporation (PKI)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Trisura Group Ltd. (TSU)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Neighbourly Pharmacy Inc. (NBLY)
Q: If you had to pick four out of the above names to add to today, which would you choose?