Investment Q&A

Q: Stellar results and share price reflects this. If one were to make a bear case, what are possible headwinds for ATZ? Supply chain/labour issues come to mind...what else could send this back into the low $40's

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: Am I ever happy I bought ATZ at $18.75 about a year ago when you first mentioned it.
Thanks.

Q: May I have your comments on aritiza’s earnings please

Q: Could you comment on their earnings report and prospects for the future.
Many thanks.

Q: What are the Rev & EPS street estimates of ATZ for upcoming Q2. U opinion please. Why is Doo down so much today after up $3.01 yesterday.
Txs for u usual great services & opinions

Q: I am a recent subscriber, but have been around long enough to have taken your advice on TOI:CV. It has done quite well, thanks. I have my TFSA holding only one stock, BNS with the whole $75,000. It has essentially not moved in the last 6 months. Can you suggest one or two stocks that you feel have a similar potential as did TOI, as I would like to sell my BNS and move into something else?

Q: Can you offer 5 companies in Canada and the US that have pricing power in the face of inflation? Thank you

Q: I admit to a "home country" bias, but try to temper that somewhat by investing in Canadian companies that derive significant portions of their income from outside Canada (e.g. I own AQN, ACO and others).
In this context, which do you see as a better fit as a consumer staple holding -- Aritzia or Gildan?
Or is it even, or also, a consumer staple or consumer discretionary question -- everyone needs basic clothing (Gildan) but fashion (Aritzia) is more discretionary?

Q: Good morning, since Aritzia is classified as a Consumer Cyclical where in the cycle would you say it is these days, thanks?

Q: Hi,
I currently have these stocks in my TFSA CAD account. They are almost all equally weighted. Do you think there needs to be any adjustments?

I understand they are all growth stocks except ZSP. Is it a problem if I only have these growth stocks?

Thank you!

Q: Would you continue to add to your position at this price level; going from a 21/2 position to 5% ?

Thanks

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: I've held VEEV for a while and it seems to be stalled. Time to move on? If yes, would you recommend shifting the funds to bring ATZ up to 4%? Alternatively, is there another company in the health sector you would recommend in VEEV's stead? Medium-risk investor.

Thank you.

Q: Hi Folks,
In my non-registered account I hold: ATZ,NVDA,LSPD,TOI,KXS for growth and some blue chippers as well - I would like to add NVEI and possibly sell KXS or would you suggest I just add NVEI - is there more room for NVEI to grow in price
Thanks

Q: Have some cash to purchase one or two companies in my TFSA. Am wondering about CTS or PKK. What is your opinion of these 2, which would you prefer and why?

An alternative would be to add to a couple recent purchases that I have I/2 positions in. These are ATZ, TIXT, NEO.

I await your guidance and please take the appropriate # of credits, I know this is more than one credit.
Again many thanks for your guidance.
John

Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).

Please suggest entry points for each of the companies. Thanks!

Q: Can you please give me the geographic breakdown of sales/revenue for both companies. Thanks.

Q: Thanks for this great service! Love the community. I recently started a position in Aritzia given the current popularity, recent growth, & anticipated bounce back in retail in a post covid word.

Given the similarities, do we anticipate it could follow a similar trajectory to that of LULU?

Q: With the drop in Chewy today, how would you rank it with the above Consumer Cyclical stocks?