Q: Peter; Has PLC released their earnings and if yes could you comment? Thanks
Rod
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Park Lawn Corporation (PLC)
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BCE Inc. (BCE)
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TC Energy Corporation (TRP)
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Fortis Inc. (FTS)
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North West Company Inc. (The) (NWC)
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Evolve Global Healthcare Enhanced Yield Fund (LIFE)
Q: Retired, dividend-income investor. I have monies dedicated to top up reasonably full positions held in BCE, FTS, LIFE, NWC, PLC, TRP. Ignore asset allocation. In what order would you deploy monies, based on total return over the next few years?
Thanks...Steve
Q: Full positions held in mostly my Cash Account but some in my TFSA. Which of PBH and PLC do you prefer for Total Return over the next couple of years and a short explanation of why?
Thanks...Steve
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Park Lawn Corporation (PLC)
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Dollarama Inc. (DOL)
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Gildan Activewear Inc. (GIL)
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Restaurant Brands International Inc. (QSR)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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A&W Revenue Royalties Income Fund (AW.UN)
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Boston Pizza Royalties Income Fund (BPF.UN)
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Leon's Furniture Limited (LNF)
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MTY Food Group Inc. (MTY)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?
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Park Lawn Corporation (PLC)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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ECN Capital Corp. (ECN)
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WELL Health Technologies Corp. (WELL)
Q: Hello. I already hold these 4 stocks, in a well diversified by sector, TFSA with WELL down considerably and the other 3 near break even. I have 26 stocks in my TFSA, so rather than deploying new money into an additional holding, I am considering adding to these companies. Your thoughts.
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Park Lawn Corporation (PLC)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Fortis Inc. (FTS)
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Algonquin Power & Utilities Corp. (AQN)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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goeasy Ltd. (GSY)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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Vanguard S&P 500 Index ETF (VFV)
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Hydro One Limited (H)
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WELL Health Technologies Corp. (WELL)
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Waste Connections Inc. (WCN)
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GFL Environmental Inc. subordinate voting shares (GFL)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Definity Financial Corporation (DFY)
Q: These are my holding inside my TFSA. I am 25 years old and would like to know your opinion on this Portfolio and if you think these are good longterm holdings or if they could be replaced with a better investment (please indicate what company you would replace with). Also witch companies would you consider a Buy in 2023 from these holdings for my 6,500$ contribution room.
Thanks
Q: 1. PLC is in the highest red in my RRSP, If to sell what stock would you suggest as a replacement for better recovery?
2. Own 1/2 position of Hydro. Would you suggest buying more at today's price?
Thanks
Q: Have a bit of cash I want to add deploy to one of MAL, PLC, X. Preference right now? Longterm hold, unregistered account, hybrid of income/balanced follower. Yes they are very different and yes this is a market timing question!
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Q: Thoughts on the latest quarter? Please wait until after the conference call to respond.
Thanks....Steve
Q: Downward trend continues for PLC and I am considering tax loss sale. Do you have some level of confidence that it remains a good business and can recover in an improving economy?
Thanks
Q: Do you know of any reason for the large downward move on plc’s share price today.
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Park Lawn Corporation (PLC)
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Premium Brands Holdings Corporation (PBH)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Ninepoint Energy Fund (NNRG)
Q: When NNRG reaches my next target price, I plan to do some additional trimming (for asset allocation reasons, as well as to fund some topping up of existing positions in my TFSA.
In which order would you add to the following, based on where we are at in the market cycle and where you see the best current value: XIT, PBH, PLC. Please add a brief reason why the sequence.
Thanks...Steve
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Park Lawn Corporation (PLC)
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Carriage Services Inc. (CSV)
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MKS Instruments Inc. (MKSI)
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Ultra Clean Holdings Inc. (UCTT)
Q: Hi Team. I have taxable losses in CSV (-36.5%) and UCTT (-53.9%) I am thinking of selling them and replacing CSV with PLC ( I appreciate the later is C$) and UCTT with MKSI. The switch depends on whether the substitutes have similar expectations going forward. The alternative is to simply sell CSV and UCTT and wait 30 days to buy them back. Which strategy do you think makes more sense at the present time?
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Q: Can I have your outlook on these 2 companies.
Would you still consider PLC a safe holding despite its huge drop?
Thank you
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Park Lawn Corporation (PLC)
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Amazon.com Inc. (AMZN)
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Home Depot Inc. (The) (HD)
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Dollarama Inc. (DOL)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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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
Q: What one to select?...that is the question for me. GOOG is trading at 20.6 x earnings and AMT at 43.1 x earnings. Wow what a difference in this metric.....Guess I go with GOOG, right?!......(Even thought keen to add to AMT)
Then there is PLC...keen to top up, like overweight as some investors are bailing out, while future revenue growth is expected to be strong for the rest of this year and 2023. PLC is now trading at 27.4 times earnings. Time to add, right?!...........Tom
Q: I received the following in one of my TD alerts:
"Park Lawn ranks poorly in our screen as consensus estimates were significantly lowered after its Q2/F22 earnings miss last month. The 2022 consensus earnings estimate was reduced 19.4% and the 2023 estimate was lowered 11.6% (Exhibit 4). As a result, Park Lawn has seen its ranking in our QGM tumble to 223, and we are removing it from our small-cap portfolio."
Should I be selling PLC?
Carl
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Park Lawn Corporation (PLC)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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Parkland Corporation (PKI)
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TFI International Inc. (TFII)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
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Boyd Group Services Inc. (BYD)
Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.
Q: Park Lawn stock price is falling. Is there a change in the fundamentals of the company or is it because of a recent acquisition or just the sentiment that there will be fewer high fee burials, or something else??? Your take would be appreciated.......Tom
Read AnswerQ: Could i get your opinion on this company was the quarter that bad and if so do you think its just a bad quarter or the start of something worse.On ascale of 1-10 what would their moat be for that industry.i realise the barriers to entry anyone could do what they are doing, but they must be getting a solid infrastructure and scalibility created,would you consider this pullback to low thirties a good entry point,,,,thanks
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