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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: For a 40 year old, starting to save for retirement. Currently have in an RRSP these stocks: TOY, ATD.B SIS and TD. Now have room for two more holdings. Can you suggest 2 or 3 please?
Read Answer Asked by Elliott on October 30, 2017
Q: Hi there, I am looking to add 3 of the 5 names to my portfolio. I know you are a fan of all 5 but how would you rank these? I like a balanced approach but am open to growthier names and would be purchasing for a longterm hold. Thanks!
Read Answer Asked by Michael on October 25, 2017
Q: In your Balanced Equity portfolio, you hold both ATD.b and PKI. I thought PKI was a smaller version of ATD.b with gas stations and convenience stores. ATD.B is classified as a Consumer Non-cyclical while PKI is classified as Energy. Why the difference? Both have done nothing lately. Which one would you prefer for long-term growth. Also, ATD.b is not rated while PKI is a B. Does this impact your preference or not?
I am new to this site but love the Q&A.
thanks
dave
Read Answer Asked by Dave on October 24, 2017
Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L
Read Answer Asked by David on October 17, 2017
Q: Hi, i am looking to add some of these names to my portfolio. I want long term growth. I am young and can hold 5 years plus. Please ignore sector diversification. Can you rank best to worst. Can you also comment on significant valuation differences? IE MG versus NFI or WPK. Is it simply business earnings stability? Because it appears growth in Magna earnings is quite significant even relative to NFI or WPK.
Read Answer Asked by Jordan on October 16, 2017
Q: I would like to add to one or two of the above stocks with my gains from Shopify. In a well diversified portfolio I am looking for dividend income with some growth. I hold all of the above just slightly less than a 2% allocation in the portfolio.

Many thanks for your continued support, education, advice and suggestions. I have done well under 5i direction since 2013. Thank you.
Read Answer Asked by Martin on October 11, 2017
Q: Hi Peter,

Could you please choose and rank the top 5 in the list of stocks below based on value today for a 3-5 year hold;
PBL, FTS, ET, KXS, SLF, PKI, GC, PBH, WSP, ATD.B, AEM
The stocks would be purchased for RRSP's
Read Answer Asked by Jerry on October 11, 2017
Q: Was wondering what you thought of Couche-Tard? Seems to be in the doldrums right now and a pretty high valuation - with Metro taking over Jean Coutu and owning 5.7% of ATD.B - they might sell this position to take on less debt for the acquisition - their sales per store in the US wasn't that great either - would you hold, sell or buy more on this dip?
Read Answer Asked by Karen on October 05, 2017
Q: Good morning,
Bearish article on Couche Tard in the Globd this morning. Berman cites Metro would dump its significant stake in ATD in order to find the Jean Coutu acquisition. Je suggests exiting the stock. I just I Have held couche tard for the better part of 18 months and stock only drifting lower.
Please comment. Is couche tard still viewed as a high conviction stock by 5i?
Thank you
Karim
Read Answer Asked by Karim on September 29, 2017
Q: In March 2017 Metro had 32,227,000 Class A Multiple Voting Alimentation Couche-Tard Inc. ("Couche-Tard"), representing approximately 21.81% of the issued and outstanding Class A Multiple Voting Shares of Couche-Tard.
Do you think ATD.B went down today as some concern that Metro sells some of their shares to finance the merger with PJC.A?
Read Answer Asked by Terry on September 28, 2017
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