Investment Q&A

Q: Hello, I have the following balanced portfolio....Can you recommend 3-5 additional names with good growth prospects and a decent current valuation that would help bring some diversification. 3-5 year time horizon.

Q: My understanding is that this company generates its revenue from the sale of fuel, beverages, pass by restaurants, car washes, ... leading to a diversified source of revenue. It is also my belief that most of these sales are generated when people stop to get gaz. While filling up their tank they get a car wash, they buy an ice cream... As a long term investor, I really question the viability of their future. I think that in 5 years, there will be more cars on the road; however, I also believe that hybrids/electrical vehicles will start to steal some of their market share. A loss of one customer not buying fuel (I feel) has rippling effects. That customer may not stop to eat at their restaurant, may not stop to buy an ice cream... impacting their entire revenue stream. In 10 (15) years, I think the problem will multiply, eventually questioning their entire business model.

This past quarter was great as recent acquisitions demonstrated benefits, such as savings due to synergies but the pain has yet to start. In contrast to competitive forces trying to push them out, they are about to experience an industry shift, which may slowly make them somewhat irrelevant.

Your thoughts are appreciated. Thank You.

Q: Which one is a better buy at the current price after the recent weakness of the PBH stock price for long term hold ? Thank you. Bill.

Q: I am having difficulty finding industrial and consumer defensive stocks that have decent yields and security. I suppose this is because they doing well right now. Do you have any suggestions? I am looking for stability in economic downturn, while offering a reasonable yield and dividend growth.

Q: ATD.B has been range trading for about two years now. As fundamentalists, do you see a breakout above $68 soon? Should we hang in and hope?

Q: Hello Peter & Ryan,
Thank your team for great recommendation on Photon.

Your opinions on the these three companies are very much appreciated.
BLO-for cannabis play
QSR versus RECP
PKI versus ATD.B

Thanks!

Q: For a growth-oriented investor would you see any compelling reason to switch ATD.B for DOL at this time or are the prospects so similar it's a wash? Long term focused. Already have PBH in the sector and don't want to own all three.

Q: I currently have MFI, PBH, ATD.B. I'm under weight in consumer non-cycl. I'm planning to add to PBH to bring it up to a 2% position. Could you recommend a US non-cycl. name you find interesting.

Thank you

Q: Would you buy ATD.B at this point while the momentum is good. Or wait for itbto settle in and maybe pull back?

Q: Please comment on earnings, thanks.

Q: Like to know what you think about atd.b. I’am a somewhat long term investor, I consider 3 years as the beginning of a long term hold and will hold at lot longer 5+ years if the stock is performing.
I have had look at atd.b with a three year chart and seen three years ago it was at about $57 and today it was at about $57, with a high of $68 a year ago. Did the have a stock split?
I do find it hard holding this stock as I only get .70% for waiting, and I do have a hard time picking the highs and selling.
Question is I do like a combination of dividend and growth ( I’m not greedy but do like to see something in 3 years) would you hang on, or could you suggest a company with more dividend and a little more growth.
Thanks for your comments

Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you

Q: What are your top picks in CD and CS
Thanks

Q: 6/56 5I blog--Tech analysis:consumer staple & telcom stocks breaking out on seasonal cue.In light of a rising rate environment,is it the right time to buy ATD.B,DOL & PBH?.If so,please list your order of preference(best first). The top 10 holdings of XST(cons staple ETF) includes ATD.b(22.35%) & PBH(4.53%).Thanks for u usual great services & advices.

Q: Morning, Have held this company for a few years, slight loss over this period. Given the small dividend, lack lustre performance, do you still see this as worthy of patience? Looking long term, prefer a balance between dividend/growth potential. Other suggestions with better future? Thanks, Lavern

Q: Looking to add to consumer staples exposure. I am looking for best-in-class in the sector. PBH has performed spectacularly, and ATD.B has a great long-term track record, but poor 12-month performance. Leaning somewhat towards PBH, but would like to hear your thoughts. Thanks so much!

Q: Thanks for u comments on the poor/below estimated results of DOL.I may add that It blames on poor weather(also negative impact on earlier results of $ Tree & $ General) & new increase in min wages in some provinces(eg Ontario).The competition may be getter tougher as $ Tree stated last year that it may open another 1000 stores in Can,over time Also a Chinese $ store is opening..So DOL is hit & hit hard(currently down some $10).This also have a carry over impact on PBH(one of u stars) & ATD.B ,both down by some 3%.Please u short view if this is an opportunity to buy these 3 stocks,Always appreciate u normal great services & views

Q: Your idea of the weakness today? Thanks

Q: Is there any reason for the close to 4% drop of atd.b today ?
Thanks

Q: I notice that David Rosenberg will be on Bnn this Friday with Andrew McCreath.
On May 19 He published an article in The Globe & Mail stating that Trumponomics will cause the next recession within the next 12 months.
If he is correct, am I right in assuming that interest rates will then to begin to decline , eventually leading to better prices down the road for the bond proxies?
Could you recomend from your portfolios the best recession proof companies with a history of regularly increasing their dividends?