Investment Q&A

Q: Would you buy today on the pullback?

Q: In trying to determine whether ATD is now a buying opportunity. In terms other than " EBITDA was a big miss " and more along the lines of " We didn't sell any milk because the fridge wasn't turned on " . Why was there such a big miss ?

Q: Comments regarding earnings plse

Q: Good afternoon,
Earnings are coming up next week on ATD. It hasn't done anything since july 2015 what can we expect. It's everybody's darling but ?
Your view ?
Thanks !

Q: Several commentators on BNN recently have indicated that we should be moving away from Consumer Staple stocks and investing in Industrials as cyclical strength is expected. Do you agree with this position and if so what names would you recommend other than the ones already held in your model portfolios. Thanks.

Q: What would your choice be for medium term growth between these two sets? Would you swap out SJ for WEF?
Thanks

Q: Have Couche Tard on my watch list for a market pullback, but in the back of my mind I'm a little concerned about the long term impact of the switch to electric and/or self driving vehicles. Do you have a sense how much of their revenue is tied to fuel and percentage of their stores tied to gas retail?

Should I be worried about technology disruption here? I tend to hold shares long term if possible.

Q: Hi 5i Research team,
Can you please provide current analysis of ATD.B. I have a small position at this time, and have bought on dips, / sold on gains, over the past 5 years. Year end is April - is it a good time to buy this stock now? Thank you, Linda

Q: I have sent this question 2 days ago but so far I have not receive the answer
1-Is it possible to put in parenthesis which category the stock belong(e.g. finance ,utility telecom etc.) when you are responding to a question
2-Which stocks do you suggest for TSF for a 74 years client.
Thank you.ebrahim

Q: Hey guys, due to the NHL trading deadline, what about selling Loblaw for Couchetard . Long term hold

Thanks,

Jim

Q: I can't add to my RIF, I can't put more than $5,500 in my TFSA annually, so my unregistered cash account is holding shares that will mean major capital gains. I have trimmed periodically, but currently ATD.B is up 1,068 %, SQ up 119%, NVDA up 324%, SHOP up 207%, BYD.UN up 118%. I am not complaining. I offer 5i my sincere thanks for your advice over several years that has been so rewarding. I tend to hold overly long , so I am wondering whether I should in future sell when a stock has reached, say 40%, and buy another stock? What to do?

Q: Hello Peter and Ryan,
I am thinking of increasing my weight to 6 percent each for Enbridge and TransCanada to take advantage of the weakness in stock declines during this week. Overall, i am down on both names but expect to keep them for 3 to 5 years as the dividends are great. My covalon technologies position has gone up alot and am thinking of selling half. Lastly, Alimentation couche tard does not seem to be getting too much attention on the positive side as the stock is simply building a base in the low 60s. I would appreciate your opinion on the four stocks please. Thanks very much.

Q: If you had to pick two of these three consumer non-cyclicals to buy, which two would you choose?

Q: My 20year old son has at least 2years of school left and has enough summer income and RESP to cover those years. He has been slowly building a portfolio that mirrors your balanced portfolio. With the take over of AVO his tech weightings are now 33% ( youth seems more comfortable with tech!). I am encouraging him to rebalance. Which do you think has the best 2+ year outlook. ATD.B, SLF, WSP or SJ on the recent pullback. Thank you for all your suggestions, this is a fun kind of “problem” to have!

Q: hi 5i, as a retired couple with your income portfolio, 10% cash and our largest 5 positions above pulling back between 4% and 8% in the last 2 weeks, is now or soon a good time to deploy 5% cash? if so should we add to your income portfolio or add to the above stocks and in what order, best to last or wait for a bottom to form. Thanks so much for your reply. Peter

Q: Hi Peter, Ryan, and Team,

Darren Sissons, in a recent BNN "Top Picks" segment wrote an interesting few paragraphs in which he attempted to debunk some common 'opinions': "Telcos, pipelines, consumer staples and consumer discretionary are now inferior investments. (NOT TRUE, in his opinion) For fresh capital, the yields in these sectors are now actually becoming increasingly attractive. The broader issue is these segments have been over-owned since the global financial crisis and the recent underperformance is skewing their longer-term performance. For fresh capital, these segments offer an attractive risk-adjusted total return looking forward, in addition to protection against market corrections.

If you agree with his thesis, what stocks (in particular, from ones that you cover) in telcos, pipelines, consumer staples, and consumer discretionary would be most attractive at this time?

Thanks for your valued insight.

Q: Good afternoon,

I have enough money to add a 5% position in one of the above companies. I know you like them all. Is there a particular one that jumps out at you at today's levels that you may consider a buy above the others? Growth being the main consideration, to be held inside a TFSA. Thanks for the great service. - Jeff

Q: Can you please provide the strength of each company in terms maintaining growth within this 6 months or more from good to least?

Q: Is the recent pullback on ATB Dec./Jan. profit taking? I can’t find any news. Seems a good time to add this one. What are your thoughts on the P/E and debt?

Q: Could you please rank the three Balanced Portfolio consumer non-cyc names along with Dollarama separately for growth potential, value and risk?