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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: 1) Which has the highest & lowest 10-yr total return potential according to 5i’s research & data?

2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
Read Answer Asked by Trevor on October 31, 2024
Q: I am thinking of starting a position in ATD, given its current weakness, as I am underweight consumer discretionary. As usual it is also difficult to know what to sell, but I am thinking of selling one or two of my small cap technology stocks, namely AIF and SYZ. Selling one would give me a half position in ATD and selling both would give me a full position. There are no capital gains implications as the stocks are in my TFSA. With regard to quality of the companies and their growth prospects, would you advise me to make this trade? If so, which of AIF and SYZ would you sell or would you sell both?
Read Answer Asked by David on October 28, 2024
Q: For some time I have been considering increasing my position in ATD but the company’s continued push to acquire Japanese 7-Eleven parent Seven & i Holdings Co gives me pause. Sounds like a whole lotta debt and considerable risk. Is the management team carefully assessing this or could this mainly be driven by Alain Bouchard‘s ego?
Read Answer Asked by Trevor on October 24, 2024
Q: I sold BCE and T some time ago and no have zero communications shares. What do you suggest for telecom exposure today? Also, which consumer defensive companies, preferably Canadian but US is OK too. Many thanks Al
Read Answer Asked by alex on October 23, 2024
Q: For my 6yr old daughter's RESP I hold 50% in XBAL and ~12.5% in the 4 securities listed. When I make my next contribution I am looking to add another position.

Given a 10 year timeframe before the funds are needed what are some names that you would consider to complement the existing holdings?
Read Answer Asked by Jeffrey on October 18, 2024
Q: A few days ago Caisse stated it will support Atd in acquisition of 7&I. Aritsan,a major shareholder of 7&I encouraged negotiations with Atd instead of reorganization. This resulted in Atd's rise of $1.20. It appears that the Japanese Gov't will block a take over,however it may allow sale of the N.American stores. Atd has dropped quite sharply since initial offer.In view of foregoing,is it timely to buy/add Atd.What is a good entry price? Txs for u usual great services & views
Read Answer Asked by Peter on October 18, 2024
Q: What are the unloved companies that have strong businesses - ones that are poor short-term but good long term? I'm planning on buying a few t5ax-loss candidates.
John
Read Answer Asked by John on October 17, 2024
Q: Please rank these stocks best to worse regarding potential capital gains from current prices over next 3 to 5 years
Read Answer Asked by Nigel on October 16, 2024
Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?
Read Answer Asked by Valerie on October 11, 2024
Q: Regardless of sector, please suggest 5 or so each Cdn and US holdings that would expect to average an 8%+ return per year including dividend and capital appreciation (can be company or ETF, but for ETF should consider fee) for 10 year hold. Thank-you!
Read Answer Asked by Kim on October 11, 2024
Q: We are planning to set up a separate investment account for our grandkids. Assume a 10 year hold. There are a few sectors we would want to overweight - 3 stocks, CAD or US, in Financials, Industrials, Technology and 1-2 stocks in the others. What would you look for and how would that translate into individual stock selections.
Read Answer Asked by sam on October 10, 2024
Q: Which do you prefer for a long term hold? Which currently has a cheaper valuation?

Costco or Walmart ? Thank you
Read Answer Asked by Nick on October 09, 2024
Q: If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following Canadian names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
CSU
BN
ATD
X
CNR
Read Answer Asked by Anh on October 07, 2024
Q: Hi Team - for my RRSP I have cash for a full position, or 2 partials, and based on portfolio analyzer I am under weight on Utilities and Consumer Defensive. Are conditions decent to enter those areas now, and what would be your top 3 in each area. Bonus points for options that increase global exposure since I’m also needed some international exposure.
Read Answer Asked by Ryan on October 04, 2024
Q: Thinking about selling ATD (50% gain ) and entering ATS and QBR.
Your thoughts are appreciated. Thank you.

TOM
Read Answer Asked by Tom on October 02, 2024
Q: Hi I asked this question last week and think it may have slipped through.
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks
Read Answer Asked by Marco on October 01, 2024
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