Q: Good day, can you please provide some comments on ATZ’s quarter? Much appreciated
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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.
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- Walgreens Boots Alliance Inc. (WBA)
- 3M Company (MMM)
- Philip Morris International Inc (PM)
- Williams Companies Inc. (The) (WMB)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Capital Power Corporation (CPX)
- Parkland Corporation (PKI)
- ATS Corporation (ATS)
- Richards Packaging Income Fund (RPI.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- K-Bro Linen Inc. (KBL)
- A&W Revenue Royalties Income Fund (AW.UN)
- Acadian Timber Corp. (ADN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- goeasy Ltd. (GSY)
- Blackstone Inc. (BX)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- Stag Industrial Inc. (STAG)
- Scotts Miracle-Gro Company (The) (SMG)
- SVB Financial Group (SIVB)
- Crocs Inc. (CROX)
- Fox Factory Holding Corp. (FOXF)
- Lantheus Holdings Inc. (LNTH)
Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
- Park Lawn Corporation (PLC)
- Amazon.com Inc. (AMZN)
- Home Depot Inc. (The) (HD)
- Dollarama Inc. (DOL)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: First thanks for the swift turnaround response for ADBE, yesterday.
Now my focus is on Consumer Discretionary stock positions. I hold Canadian positions in ATD, BYD, DOL and PLC and then for the US, AMZN and HD.
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is 13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you think I should consider for the brighter future, I'd be pleased to know about them.........Much thanks..............Tom
Now my focus is on Consumer Discretionary stock positions. I hold Canadian positions in ATD, BYD, DOL and PLC and then for the US, AMZN and HD.
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is 13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you think I should consider for the brighter future, I'd be pleased to know about them.........Much thanks..............Tom
Q: Hello Peter,
I am looking for potential double in the next 3 years or so.. which stock do you think has the highest probability ? Much appreciated.
I am looking for potential double in the next 3 years or so.. which stock do you think has the highest probability ? Much appreciated.
- Booking Holdings Inc. (BKNG)
- Home Depot Inc. (The) (HD)
- Sun Life Financial Inc. (SLF)
- BRP Inc. Subordinate Voting Shares (DOO)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Five Below Inc. (FIVE)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Trisura Group Ltd. (TSU)
- Celsius Holdings Inc. (CELH)
- Upstart Holdings Inc. (UPST)
Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what I’m currently holding in my non registered account.
Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U
Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. I’m looking to have a mix of growth and value holdings.
I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.
Please take as many credits a you see fit.
Thanks
Joe
I have $50K to invest and would like your advice. This is what I’m currently holding in my non registered account.
Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U
Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. I’m looking to have a mix of growth and value holdings.
I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.
Please take as many credits a you see fit.
Thanks
Joe
Q: Why the nice ascent in ATZ shares?
Sheldon
Sheldon
- TFI International Inc. (TFII)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trane Technologies plc (TT)
Q: Wow, it appears that there will be further, possibly much further decline in stock prices over the next while. That got me thinking/wondering about trimming of selling Canadian stock held in the TFSA....and these stocks are also held in a trading and registered account. Some, like ATZ and PBH are in the consumer discretionary sector, a sector that might be considered more risky in the current market setting. An others, like GSY that is the loan business, a subsector of the financial sector. And finally, there is industrials like TFII, and a US position in TT that also sells into Europe which is in turmoil. This is a sample of the holds that are still in a gain position. Would you consider trimming back to a more risk appropriate weighting, selling the ones in TFSA and avoid income tax or just hold and ride it out???....Thanks for your insight....Tom
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- NextEra Energy Inc. (NEE)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- NV5 Global Inc. (NVEE)
Q: Hi again. A couple days ago Rose was asking about your top 5 US stock picks and you gave the above 5. Wasn't she asking about USA stocks and if yes, what would they be? If I misunderstood, they I would ask what would your top 5 USA stocks be please? Thanks again for this wonderful service.
Q: Hello,
Question I've been wondering about for some time. ATZ appears to be one of your favourite companies. However, given its focus on higher end fashion, in a downturn, would not GIL stand to benefit more, given its focus is more lower end day to day needs? What makes ATZ more preferable to own? Thanks as always for your great service.
Question I've been wondering about for some time. ATZ appears to be one of your favourite companies. However, given its focus on higher end fashion, in a downturn, would not GIL stand to benefit more, given its focus is more lower end day to day needs? What makes ATZ more preferable to own? Thanks as always for your great service.
Q: What are your top 5 us stocks to buy? Thank you Rose
- Eli Lilly and Company (LLY)
- Bank of Nova Scotia (The) (BNS)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- MTY Food Group Inc. (MTY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
Q: Hi group markets really tough to read right now ? what you 3 top sector's c/w 3 top picks in each / ideal entry price /short blurb on each.
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help
Q: Hello
Presently ATZ is 4.29% of my RRSP account. I have done well as a result of your help.
I am thinking of selling half of my ATZ and increasing my holding in GOOG that is only 1% of my RRSP holdings.
My thinking is GOOG is huge and appears to be safer based on its size.
Your comments please.
Thank you
Mike
Presently ATZ is 4.29% of my RRSP account. I have done well as a result of your help.
I am thinking of selling half of my ATZ and increasing my holding in GOOG that is only 1% of my RRSP holdings.
My thinking is GOOG is huge and appears to be safer based on its size.
Your comments please.
Thank you
Mike
- Toronto-Dominion Bank (The) (TD)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ECN Capital Corp. (ECN)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: What 4-5 Cdn Companies would go good with this group if looking to balance things out a bit (more growth focus vs income). A couple of stocks I had in mine include: BAM.A, DOO, MG, DOL. Do any of these stocks seem like they w/b a good fit/mix or our there others that you think would be better choices?
- Alphabet Inc. (GOOG)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- MEDIFAST INC (MED)
Q: Is Medifast worth holding. Pls give some stocks for TFSA US and CANADIAN.
Thanks
Thanks
- Alphabet Inc. (GOOG)
- BRP Inc. Subordinate Voting Shares (DOO)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Uncle Harry finally died and left me $100000.00 which I totally didn’t expect from the old tight wad…. Would you feel comfortable investing it all now? 5 of your favorites would be appreciated and I am not risk adverse in this situation….Appreciate your great service….
Q: I have cash available to add a couple of stocks to this portfolio.
AQN,AT,ATA,BAM.A,BCE,BNS,EIF,ENB,KEY,NVEI,PBH,PRN,PXT,SLF,TFII,TOI,TSU,VDY,VFV,VGG,VVL,WELL,WSP,XAW.
Regardless of sector what are your top 2 or 3 recommendations to add to this portfolio.
Roy
AQN,AT,ATA,BAM.A,BCE,BNS,EIF,ENB,KEY,NVEI,PBH,PRN,PXT,SLF,TFII,TOI,TSU,VDY,VFV,VGG,VVL,WELL,WSP,XAW.
Regardless of sector what are your top 2 or 3 recommendations to add to this portfolio.
Roy
Q: Hi,
I have a position in Lulu (slightly underwater) and ATZ (slight gain), but wondering if - all else equal - I should sell some Lulu and make ATZ a bigger allocation.
Can you compare them in terms of valuation, growth prospects, and any other general comments?
Also, how do you think the sector and Lulu/ATZ will do in a period of economic weakness and high inflation? My thoughts are that it is discretionary spending so that's not ideal, but also they should be able to pass on some inflation to the end user.
Some anecdotal thoughts - my good friend is a model and just started working for ATZ's new men's line. I asked him what he thought of the men's clothing he said it was really good, stylish, and thinks it will sell well. Take that with a grain of salt, but he's extremely fashionable and if he likes it that's definitely a good sign.
Thanks!
I have a position in Lulu (slightly underwater) and ATZ (slight gain), but wondering if - all else equal - I should sell some Lulu and make ATZ a bigger allocation.
Can you compare them in terms of valuation, growth prospects, and any other general comments?
Also, how do you think the sector and Lulu/ATZ will do in a period of economic weakness and high inflation? My thoughts are that it is discretionary spending so that's not ideal, but also they should be able to pass on some inflation to the end user.
Some anecdotal thoughts - my good friend is a model and just started working for ATZ's new men's line. I asked him what he thought of the men's clothing he said it was really good, stylish, and thinks it will sell well. Take that with a grain of salt, but he's extremely fashionable and if he likes it that's definitely a good sign.
Thanks!
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Alimentation Couche-Tard Inc. (ATD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
Q: Hi Peter & team:
Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you
Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Tricon Residential Inc. (TCN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Hi 5i; Thanks for your wonderful advice. You have helped my portfolio to grow for many, many years.
What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.
Thanks, your fan
Cathy
What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.
Thanks, your fan
Cathy
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
Q: YOU ARE smart and patient investors give me 5 five ones you like that have a double in them if market turns