Q: For a long term hold of three years or longer, which one between NTR and ATD.B would you recommend in terms of a combined return (growth + yield)? They are about the same size in market cap now, but NTR has a higher dividend yield while ATD.B is very strong in growth in the past five years. 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.
Q: Hello team,
Your comments pls. on Q4 earnings and what to expect going forward.
Thank you!
Your comments pls. on Q4 earnings and what to expect going forward.
Thank you!
Q: Hi there, at first glance the Q looks on the weak side. Can I please have your opinion? Thanks!
Q: Peter,
I am trying to get a handle on the way the industry calculates debt to equity ratio. I look at ATD.B and on 5-I it shows .84. Morningstar shows 1.17. They don't seem to include other LT liabilities. My calculation shows 15,577 / 7563 = 2.05 ( April 2019 YE).
Please advise the calculation method that is consistent in the industry so I can compare apples to apples with different companies.
Thank you,
Paul
I am trying to get a handle on the way the industry calculates debt to equity ratio. I look at ATD.B and on 5-I it shows .84. Morningstar shows 1.17. They don't seem to include other LT liabilities. My calculation shows 15,577 / 7563 = 2.05 ( April 2019 YE).
Please advise the calculation method that is consistent in the industry so I can compare apples to apples with different companies.
Thank you,
Paul
- FLIR Systems Inc. (FLIR)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Xylem Inc. New (XYL)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- Great Canadian Gaming Corporation (GC)
- 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)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Atlassian Corporation (TEAM)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE
Thanks,
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE
Thanks,
Q: What stocks would you focus on acquiring if a recession is around the corner?
Q: Hi Any reason for the $4.00 drop in Alimentation Couche-Tard over the last two days. Looked for recent news can not find any. Thanks
Q: Am wondering if you know the reason the stock is down more than 2 % today
Q: Trying to decide what to do with this company which has done very well recently and is now selling above analysts one year target. After being under water for a couple of years I'm now up 30%. It's grown to 50% of my TFSA tho' less than 3% of my overall portfolio. Should I stay the course? Reduce? Sell outright and hope for a dip?
Appreciate your comments, please.
Appreciate your comments, please.
- Stars Group Inc. (The) (TSGI)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Open Text Corporation (OTEX)
- Alimentation Couche-Tard Inc. (ATD)
Q: I want to add positions in each of these companies as money becomes available. In what order would you add to the portfolio?
Thanks
Thanks
Q: What would be your top few companies to invest in today? I am looking for growth, but am also somewhat risk adverse. I have a 3 year time horizon.
Q: Good day,
I currently have 15K$ in KXS, PHO, SIS, PBH, TSGI, TOY, DOL, PXT.
Are any of these stocks I mentioned worth dumping at this point?
Also, I have 10K$ in cash that I would like to invest, what would you recommend from the three portfolios as medium risk?
I currently have 15K$ in KXS, PHO, SIS, PBH, TSGI, TOY, DOL, PXT.
Are any of these stocks I mentioned worth dumping at this point?
Also, I have 10K$ in cash that I would like to invest, what would you recommend from the three portfolios as medium risk?
Q: I have shares in these two companies in my TFSA. I have sold another position and would like to add the proceeds to one of these two. Which one do you believe has the greatest growth potential over a 5 year period? Thanks
- NFI Group Inc. (NFI)
- Parkland Corporation (PKI)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- Open Text Corporation (OTEX)
- Pan American Silver Corp. (PAAS)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).
- Sylogist Ltd. (SYZ)
- Stars Group Inc. (The) (TSGI)
- Alimentation Couche-Tard Inc. (ATD)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I own the above companies with the following corresponding weighting:
2.6%;1.3%;2.2%;2.5%;2.7%;2.2%. I am looking at the possibility of doing some consolidating - what are your thoughts on consolidating? If I consolidate - what 1 or possibly 2 companies would you eliminate and what 1 or 2 companies would you add to?
Use as many of my questions as you need and thanks for your excellent service.
RAM
2.6%;1.3%;2.2%;2.5%;2.7%;2.2%. I am looking at the possibility of doing some consolidating - what are your thoughts on consolidating? If I consolidate - what 1 or possibly 2 companies would you eliminate and what 1 or 2 companies would you add to?
Use as many of my questions as you need and thanks for your excellent service.
RAM
- Loblaw Companies Limited (L)
- George Weston Limited (WN)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: Hi, I hold full positions in ATD, L, and PBH. My PBH is down about 20%, however, and I have a small position in WN as a result of the spin-off.
I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.
Your thoughts?
Thanks,
Robert
I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.
Your thoughts?
Thanks,
Robert
Q: Hi if 2020 earning forcast less then 2019, would you still hold on to the stock?
Q: According to INK Research the CEO of ATD (Hannasch) sold all his ATD shares ($10 million) in mid Apr. Any word on the reason?
Many thanks. Bob
Many thanks. Bob
Q: What would be your preference today of these two stocks in the consumer sector?