Investment Q&A

Q: Can you please explain how support levels are determined. Reviewing comments from numerous web sites as well comment from BNN the support level for ATD is mid 60's and then watch out.
I have been a holder of ATD since 2016 and decided to sell the majority of my holdings because of current market conditions.
Just wondering if I jumped the gun on this one.
Your comments would be appreciated
Rick

Q: hi and thanks
should one be concerned with the downturn ATD is going through right now? Is it maybe related to the outlook for energy and the transition from gasoline to electric? ATD is facing big costs going forward converting or adding charging stations.
thanks Joe

Q: ATD has gone from $86 to $75. Is it time to buy the dip?

Q: Some 4% drop on Mar 21 after Q misses estimates.But on Mar 22 it closed at $77.90 - .19 after announcement that former PM ,Mr Harper has joined the board.Is it timely to buy/add? and what is good entry price?.Txs for u usual great services & views

Q: Several of these stalwarts have taken significant falls as of late. Are any of these compelling buys? Are any generational opportunities ? Can you rank which order you would be and add a level of conviction to each once (10 being a table poounding but)?

Thank you

Q: If you were expecting a bit of a market swoon and don't want to sit on cash what would you consider to be "defensive stocks" or "stocks that benefit" in downturns? I've tried options in the past with mixed (mostly not so good) results so that's not something I would like to do.

Thanks in advance-Dave

Q: Hi, ATD stock is considered as One of the Best compounders in Canada and is strongly liked at 5i, for a long term ownership. Shares dropped sharply today after soft results, due to lower fuel margins ( It was expected and analysts believe these margins could be volatile and turn any time ) and sequentially lower SSSG, caused by reduced foot traffic ( Inflation impacting purchasing power of consumers ).

Do you believe that above issues could be resolved over time and the sell-off is presenting a buying opportunity to accumulate more shares ?

Thank You

Q: Hello, I am tempted to buy ATD to round up my consumer stocks allocation, for a long term hold (10+ years). I am less comfortable with their future with EVs. Did they ever develop and comunicated their vision when vehicles would be mostly EVs? What is your opinion of their future (after 2035)? Thanks.

Q: Please comment on the latest results and guidance going forward.Txs for u usual great services & views

Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.

Q: Hi Peter and Staff

Please rank the 4 stocks in order of preferred ownership today for long term hold with a ranking 1 to 10 score as well with 10 being perfect
Thanks for all you do
Dennis

Q: On March 12 I asked your opinion on . ATD $81; CSU $3,750; ENB $48; XIU $32.50; MFC $31
May I ask why you recommend buys pls? Thank you.

Q: ATD has had a very nice run over the past year. Having said that, do you view it as more of a defensive play that will not do as well relative to other positions if the Canadian economy starts to grow more rapidly or do you think it is the type of company that will do well relative to others in any economy? I am trying to figure out whether it is starting to look like a good time to trim it back any take some profits. Thanks as always.

Q: I want to buy the above 6 stocks at a full position of each in a balanced portfolio for a long time hold. Are there any you wouldn't buy at this time and continue to watch, or any you would buy a half position and watch? Thanks!

Q: What does the market expect from ATD this quarter?

Thx

Q: Do you see ATD as priced-for-perfection right now? I increased my position after the hickup of ATD-Carrefour in Jan 2021, it could happen again. However, it does not look expensive. Is debt OK? Do you see any particular risks near term? Thanks.

Q: Can I please have your thoughts about this company’s future and overall prospects?

Thanks

Q: I’m trying to form a kind of hybrid of the Hodson and the Buffet approach to investing. Hodson: balanced portfolio. Buffet: a few excellent companies. So I would form a fairly balanced portfolio but be overweight considerably in a few.

Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)

On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.

If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.

Q: You hold PKI.ca in the Income Portfolio and ATD in the Balanced Portfolio.

PKI has a higher dividend.

Is there an issue holding both in the same account? Is there any overlap?

Bob

Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys