Investment Q&A

Q: Both of these had small pullbacks. Which of these two looks more attractive? Thanks

Q: Hello Peter,
Given the issues with some world banks, I have decided to hold off buying XLF. Do you think i am overly concerned here? Second, Sienna Senior Living is either stable or goes down a bit where as Chartwell continues to grind a bit higher. Any idea? Lastly, ATD.B has pulled back a bit. Do you see this as a good opportunity? Alternatively, i was simply thinking of increasing my weights on Savaria Corp given the results and forward guidance and Knight Therapeutics as it seems like it is becoming a health care fund with great management. Please advise fo your thoughts. Thanks again.

Q: Hi good people,

ATD.B has dipped recently, maing me think this may be a good entry point.

But what is the status of the governance issue (sunset of the super voting shares)? Can this issue hurt the stock in the future?

Thx,
Mike

Q: I am a new subscriber. Why are some of the stocks in the Model Portfolios recommended but no research reports are available on them? i.e. ATD.B

Q: Recently I've sold some non performing stocks as well as stocks that were a very small portion of my portfolio in an effort to concentrate my portfolio on some higher quality, better performing stocks and I've come up with these 6. Wondering if you could rank these based on risk from less risky to most risky. I'm fairly conservative, tend to hold good quality companies for long periods (5-10 years) and I don't like a lot of volatility - I'd rather get a 5% return and sleep at night than a 10% return and stress about it.

Q: I have a question about ATD.B.Was it the increase in debt from the acquisition from Imperial Oil that caused the drop in share price today or profit taking or something I'm unaware of? By the way my portfolio is up more than 52% so far this year, in no small measure, because of your sage advice.Thanks, as always.
Dave

Q: I am wondering which two from the list above I should add. I am a long term investor who typically buys and holds for 5-10 years or longer (basically until the fundamentals change). I am 40 years old with a 70/30 stocks/bonds split and I hold emerging markets etc. in the recommended amounts. I am just looking to add two high quality names for the long term here to add to my existing equity portion. Thanks.

Q: Hi guys,

Your thoughts on ATD.B latest quarter.

Thanks

Jim

Q: I am a new member to 5I and wish to realign my RRSP investments partially with the above stocks in my balanced portfolio. Kindly give your input. Thanks

Q: Hi team, given today's news on Alimenation Couche Tard and price jump, is it still a buy for long term growth, or would PBH or DOL be good alternatives
Thanks. Sam

Q: Hi guys,

I read an article on Stella Jones from a couple of years ago where the CEO said that eventually the Company would move up its payout ratio after its exhausted its acquisition/growth phase and it envisions itself similar to a utility in the future with slow growth, but a high payout ratio and yield. Do you think the same can be said for ATD.B eventually. Do you think they will raise their payout ratio to more than 50% when growth slows and transform themselves into a utility like stock?

Thanks,
Jason

Q: Would you add to positions in either of these companies after today's news and the subsequent rises, or wait?

Q: When does the amount of debt that ATD.b take on become a problem? It seems all companies that grow through acquisition eventually hit the debt wall and collapse? thank you for the quality service

Q: Hi Guys,

Could you please comment on both the Atd.b and Loblaw deals.

Thanks

Jim

Q: Can you comment on the potential takeover news and the impact to ATD and its debt level and the potential to do more acquisitions in the future? What premium do you think will be paid to the current share price of CST? Thanks.

Q: I would like to increase my investments in the Canadian consumer staple sector. I am looking for yield, but the sector doesn't seem exciting in that record. My only holding in the sector is North West Co. (NWC).

Q: I own both of these in my TFSA. I think of them as different because ATD is international with a focus on gas sales while PKI is Canadian and has propane distribution along with its gas. However, given your comments on BNN last night, should I consider them more as similar companies and combine my investments when calculating my portfolio exposure?

Appreciate your insight.

Paul F.

Q: My question concerns fuel pricing and specifically, profit margins. Prior to ATD.B's last quarter results, concerns were raised about a potential decline in profit margins from gas sales. However, I thought retail gas price margins were quite stable and that it was the underlying price of oil that caused gas prices to gyrate. In fact, I thought retailers were helped by fluctuating oil prices because they are quick to raise prices when oil goes up (thus selling lower priced inventories gas at a higher price) but slow to lower them when oil drops. Is this thesis correct? If I am at least somewhat correct, it would therefore seem that overall sales is not that important a metric for these companies.

How much do gasoline profits contribute to these companies over all profits? Or are in store sales more important?

Appreciate your insight.

Paul F.

Q: Thank you 5i for your excellent service!!!

I have divided up my portfolio into thirds.
One third is a diverse group of ETFs.
One third is cash and a group fluid group of stocks made up primarily from stocks you recommend. SJ, CCL, SIS, KXS... etc.
One third is made up of the seven stocks listed above. Do you have any concerns about any of these being a long term hold. I know Magna is cyclical but is that a concern?
Cheers,
Bryan

Q: Hi teams
may I have your opinion on BTO,CEE,CUF.UN ATD.B please. Is it time to sell or keep them for more growth?
thank you
JOHN.