Q: Please comment on earnings.
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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.
- Dollarama Inc. (DOL)
- Gildan Activewear Inc. (GIL)
- WSP Global Inc. (WSP)
- Air Canada Voting and Variable Voting Shares (AC)
- Maple Leaf Foods Inc. (MFI)
- Descartes Systems Group Inc. (The) (DSG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi, 5i Team
In the market updates email that you sent on Mar/01, you mentioned the following companies deserved a closer look:
Air Canada (AC), Lightspeed (LSPD), BRP Inc. (DOO),Maple Leaf Foods (MFI),Dollarama (DOL),Aritzia (ATZ),Gildan Activewear (GIL),
Alimentation Couche-Tard (ATD.b), Canada goose (GOOS), Descartes Systems. Group (DSG), WSP Global (WSP),
In the "5i special Opportunities Report" within the Special Market Volatility Report email sent on Mar/09, you recommended 10 stocks that were very attractive. Only WSP and DSG were also included. What do you think of the others? Is it a good time to buy them around March?
Are they also solid names worth owning especially now after some huge corrections?
Thank a lot!
In the market updates email that you sent on Mar/01, you mentioned the following companies deserved a closer look:
Air Canada (AC), Lightspeed (LSPD), BRP Inc. (DOO),Maple Leaf Foods (MFI),Dollarama (DOL),Aritzia (ATZ),Gildan Activewear (GIL),
Alimentation Couche-Tard (ATD.b), Canada goose (GOOS), Descartes Systems. Group (DSG), WSP Global (WSP),
In the "5i special Opportunities Report" within the Special Market Volatility Report email sent on Mar/09, you recommended 10 stocks that were very attractive. Only WSP and DSG were also included. What do you think of the others? Is it a good time to buy them around March?
Are they also solid names worth owning especially now after some huge corrections?
Thank a lot!
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Starbucks Corporation (SBUX)
- Raytheon Company (RTN)
- Alimentation Couche-Tard Inc. (ATD)
- Atlassian Corporation (TEAM)
- Boyd Group Services Inc. (BYD)
Q: In light of current market actions and the now widely anticipated economic recession, I am looking for your thoughts on stocks you would buy for long term (10 plus years) and/or forever holds -- Canadian and U.S. names please. I am investing for retirement (within 5 years) but also for our heirs. We have built a portfolio of sleep at night holdings over the past 25 years and just looking to tweak the portfolio. Although we do not like to see these kinds of volatile markets, we also do not get freaked out by them. We have ample cash or near cash always in hand to combat such actions -- something you learn through experience! Thanking you in advance for your answer.
- Loblaw Companies Limited (L)
- Saputo Inc. (SAP)
- Metro Inc. (MRU)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: What would you recommend as the best Consumer Staple at this time? I have a long time horizon and am looking for a steady performer (hopefully) over the next 5+ years. What portfolio percentage would you recommend for consumer staples? Should I have 1 holding or more?
Thanks!!
Thanks!!
- Costco Wholesale Corporation (COST)
- FLIR Systems Inc. (FLIR)
- Gilead Sciences Inc. (GILD)
- QUALCOMM Incorporated (QCOM)
- Starbucks Corporation (SBUX)
- Suncor Energy Inc. (SU)
- Gildan Activewear Inc. (GIL)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Parkland Corporation (PKI)
- Badger Infrastructure Solutions Ltd. (BDGI)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard S&P 500 Index ETF (VFV)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- CAE Inc. (CAE)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: I have CCL.B in a few of my portfolios; do you think its time to sell and replace? I allocate 50% of CCL.B to Consumer Staples and 50% to Materials. Right now CAE is the only Material security that interests me, are there others that you would recommend, I don't want MX. I have PBH and ATD.B in Consumer Staples and could add to either of these or are there others that I should consider. I'm a buy and hold type of investor; with a growth focus.
Q: Would you add to 1/2 position of BYD and/or ATD.B to bring them to a full position? Would you add to just one or would you add to both, if so, would you wait or just buy now?
Thanks for your service
Thanks for your service
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- CAE Inc. (CAE)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
Q: "This is the chance I've been waiting for". Based on the market sell-off and a scenario where I have no stock holdings and want to build a new portfolio, which 6 Canadian companies do you believe:
1. have the most short and long term upside potential based on the fact that they are now undervalued
2. have the strongest fundamentals to power them upward
3. are located in the right sectors
Yet still, because of the nature of their business, are somewhat insulated from the current negative market conditions.
Which companies should I buy today?
I thank you for your guidance.
1. have the most short and long term upside potential based on the fact that they are now undervalued
2. have the strongest fundamentals to power them upward
3. are located in the right sectors
Yet still, because of the nature of their business, are somewhat insulated from the current negative market conditions.
Which companies should I buy today?
I thank you for your guidance.
- Photon Control Inc. (PHO)
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- The Walt Disney Company (DIS)
- JPMorgan Chase & Co. (JPM)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Methanex Corporation (MX)
- CAE Inc. (CAE)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Gamehost Inc. (GH)
- Knight Therapeutics Inc. (GUD)
- Canopy Growth Corporation (WEED)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi guys, I own the following with the respective total portfolio weightings. My TFSA is all CDN and RRSP is a mix of USD/CDN. When I rebalance, should I try and rebalance with respect to % of TFSA and % of RRSP or rebalance each holding as a percent of overall portfolio? If the latter, I would consolidate some of the holdings in my TFSA to bump up the individual weightings. Are there any obvious adjustments that I should make? I’m heavy on AAPL but have sold so much of it over the years I’m very tempted to let the remaining shares ride.
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%
- Costco Wholesale Corporation (COST)
- Procter & Gamble Company (The) (PG)
- Walmart Inc. (WMT)
- Loblaw Companies Limited (L)
- Alimentation Couche-Tard Inc. (ATD)
Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe
thanks
Joe
Q: Please recommend a few stocks to deploy some cash. I am hesitant to buy into these strong markets (I'm cheap) but am getting impatient waiting for any kind of correction. Looking for reasonable safety, decent dividend and some growth, irrespective of sector.
Thanks as always
Thanks as always
- Costco Wholesale Corporation (COST)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Alimentation Couche-Tard Inc. (ATD)
Q: A highly regarded economist/strategist recently recommended going overweight consumer staples, energy and utilities for 2020. Can you please provide your top picks for these sectors considering their current valuations??
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Alimentation Couche-Tard Inc. (ATD)
Q: Hi,
I have the above stocks in my wife's account and I'm looking to diversify further. Ultimately, I'm looking to build my own ETF through individual stocks. What else would you add here to fully diversify?
Thanks
Robert
I have the above stocks in my wife's account and I'm looking to diversify further. Ultimately, I'm looking to build my own ETF through individual stocks. What else would you add here to fully diversify?
Thanks
Robert
Q: Hi,
If the Caltex acquisition doesn't go through (either ATD pulling out, or Caltex continuing rejecting offer, or other party such as EG making higher bid etc.) - how much short term affect do you think it will have on the stock price?
Thanks,
Brad
If the Caltex acquisition doesn't go through (either ATD pulling out, or Caltex continuing rejecting offer, or other party such as EG making higher bid etc.) - how much short term affect do you think it will have on the stock price?
Thanks,
Brad
- Verizon Communications Inc. (VZ)
- Algonquin Power & Utilities Corp. (AQN)
- Enghouse Systems Limited (ENGH)
- Alimentation Couche-Tard Inc. (ATD)
Q: Looking at a 3 to 5 year time horizon, please rank the above companies as to total growth prospects.
Thanks again. RAM
Thanks again. RAM
Q: I find Insider Filings quite confusing. Would the following entry for ATD Couche-Tard indicate that the company is buying back shares? Thank you.
Filed 2020-01-07
Subordinate Voting Shares Catégorie B
38 - Redemption, retraction, cancellation, repurchase
-210,900 vol
Filed 2020-01-07
Subordinate Voting Shares Catégorie B
38 - Redemption, retraction, cancellation, repurchase
-210,900 vol
- Algonquin Power & Utilities Corp. (AQN)
- Alimentation Couche-Tard Inc. (ATD)
- Vanguard S&P 500 Index ETF (VFV)
- Brookfield Asset Management Inc Class A Limited (BAM)
Q: Greetings 5i - I am helping my 29-year old daughter with her TFSA. She has $9,500 to invest and we're thinking about putting it into VFV:CA so she has some US exposure. She currently holds BNS, FTS, PPL and PBH. Alternatively, we were thinking of dividing it between AQN and ATD.B or BAM. Would appreciate your thoughts on what's best for a long term hold. Happy New Year to you all.
- Alimentation Couche-Tard Inc. (ATD)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: I have some additional funds to add to one of the above companies. Which one seems better and why?
Much appreciated as usual. RAM
Much appreciated as usual. RAM
Q: Could I have your top 5 Canadian and USA blue Chip stocks that fit the following critea: low payout ratios,dividend growth, strong cash flow in non cyclical parts of the market. Thanks as usual.
Q: Hi, I have owned/followed this company for years but not sure how the stores ended up being Circle K instead of Mac's? See very few Mac's anymore?
Happy Holidays to all! Lavern
Happy Holidays to all! Lavern