Investment Q&A

Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please

What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point

Q: Hi peter I have a 1.7% position in ATD in my TFSA with about a 1000.00 gain in it. I was thinking of selling it and adding to my position in TOI. How much upside would the deal with 7 Eleven give ATD and would this be an ok move in general. Thanks

Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks

Q: I've held Premium Brands Holdings Corporation (PBH) for eight years with minimal returns. Given its recent challenges, such as weaker Canadian sales and a premium valuation relative to peers, I’m considering switching to Alimentation Couche-Tard (ATD) for better long-term growth potential. ATD seems to offer a more resilient business model, steady earnings growth, and strategic acquisition opportunities, like the potential 7-Eleven deal. What’s your view on the rationale for trading PBH for ATD and the timing? PBH is forecasting stronger growth however rarely materializes... Does ATD’s scale, diversification, and growth trajectory make it a stronger candidate for long-term value creation, or should I hold PBH given its U.S. expansion plans and historical dividend growth? Welcome hearing 5i's insight especially considering PBH's pop today resulting from positive earnings report. Thank you!

Q: Thoughts on the quarter please?

Thx

Q: Top of the morning to ya. I know very little about technical analysis but I am guessing if it was applied to ATD it might signal “sell”. Can I have your thoughts on its valuation right now given the current conditions/risks against the expected earnings going forward? Any insights much appreciated.

Q: I am an 80 year old income investor with some growth. I have $20,000 to employ. The above is a list of my losers out of 50 winners in a portfolio of mostly the Income Portfolio plus 15 yield maximizer ETF's like UMAX. Should I:
1. wait for your monthly advice before acting
2. distribute evenly accross the losers
3. add to the winners
Any other suggestions would be appreciated.
Please take as many credits as needed.
Thank you

Q: I hold Atd in a tfsa with a small gain and considering a switch to Pbl for a 2 to 3 year hold. Given their recent financials,do you see a case for this switch? Thanx.

Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.

Q: If ATD is successful in the Seven & i Holdings takeover, it is likely to have to do so at the current bid or higher (eg $50B). What do you expect the stock price reaction will be in the near, mid, and long term should they be successful in their efforts, even at the current 47B? In addition, what do you expect to be the effect on their balance sheet (eg a ton of new debt etc)?

Q: Would you add to ATD today? It appears that their bid for seven and i is progressing?
What would be a good price to add more?

Q: How do you see the ATD stock reacting if they are able to buy the North American retail business of Seven & I? (initial reaction) And how do yo see it reacting if they cannot reach and agreement to purchase these assets? Does the U.S. SEC have to endorse the purchase?

Thanks for all your help? Mike

Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?

Please deduct appropriately…

Thank you
Tim

Q: ATD has been stagnating lately and I am considering swapping some of it for Dollarama. Your opinion is appreciated. Joe

Q: Can i please get your favorite Consumer Staple and Utility stock to buy right now. 1 for each CAD and US. I already own COST.
Thank you

Q: Peter; With the failure of the founding family bid for Seven & I does this put ATD back in the game - and as the front runner? Thanks.
Rod

Q: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!

Q: Five plus year holder here of Alimentation Couch Tard stock, but can't help but notice the share price has flat lined for a few years now. Revenues haven't grown consistently and ROE & ROIC have been deteriorating YOY for a while now, and enough to make me question this holding going forward. Mgmt must be concerned of their decline, hence the 7-11 acquisition push. Thinking of selling out entirely and moving the position to DSG. Two very different companies, but what are your thoughts?

Q: ATD shares had been doing well until some months ago when they announced an intention to acquire 7/11, and the stock price began to fall. However the owners of 7/11 said they were opposed and appeared to take steps to resist. There has not been any news about ATD's efforts in a couple of months (at least that I have heard) and I would conclude that this is no longer in the cards. But the share price continues to decline.

1. Are you aware of news indicating ongoing efforts by ATD to pursue that purchase?
2. Do you have any insight why the share price continues to decline?
3. Would they be (much) affected by tariffs, if that should ever happen?
4. What is your outlook for ATD going forward?

Many thanks for your excellent service

Q: Good morning 5i staff
A couple of months ago I sold pbh for a tax loss and bought a Td for a replacement. Since that time atd has gone down close to15%. I am now thinking about selling it for tax loss. Even if I buy pbh or some other stock for thirty days, I would rather own atd. Do you see any catalyst in the near future that would cause atd to rise quickly.?
Thanks as always for the great service