Q: ATD has had a nice run lately. I have held this company for a long time now and it is very steady. Current weight is 5.3% of my portfolio, but that and PBH are my Consumer defensive positions which are in line with analytic recommendations.
Any good reason to trim or trade at this time?
Or a recommend weight?
Only logic on a trade is it seems to go up settle down for a while and then marches back up. Not something I normally do, but an option.
Thanks.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Royal Bank of Canada (RY)
-
Sun Life Financial Inc. (SLF)
-
Constellation Software Inc. (CSU)
-
Capital Power Corporation (CPX)
-
Descartes Systems Group Inc. (The) (DSG)
-
TMX Group Limited (X)
-
Alimentation Couche-Tard Inc. (ATD.A)
Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.
Read Answer-
Royal Bank of Canada (RY)
-
Canadian National Railway Company (CNR)
-
Manulife Financial Corporation (MFC)
-
Canadian Natural Resources Limited (CNQ)
-
TELUS Corporation (T)
-
Power Corporation of Canada Subordinate Voting Shares (POW)
-
Fortis Inc. (FTS)
-
Emera Incorporated (EMA)
-
Algonquin Power & Utilities Corp. (AQN)
-
Alimentation Couche-Tard Inc. (ATD.A)
Q: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you
Read AnswerQ: May I have your comments on earnings please. Is it a buy at this price?
Read Answer-
Costco Wholesale Corporation (COST)
-
NextEra Energy Inc. (NEE)
-
Southern Company (The) (SO)
-
Bank of Nova Scotia (The) (BNS)
-
Enbridge Inc. (ENB)
-
Sun Life Financial Inc. (SLF)
-
Dollarama Inc. (DOL)
-
Capital Power Corporation (CPX)
-
Alimentation Couche-Tard Inc. (ATD.A)
Q: In anticipation of a possible recession in the near future, I would like to slowly tweak a few of my holdings. Could you please list some of the best sectors to hold in a recession, and if possible, list a few excellent Canadian companies in each sector and perhaps some US stocks. What may be the worst sectors to hold in a recession? Sorry, this is a big question, but one that I think many members may be thinking about.
Thanks!
Q: Do you think this would be a good entry point for PBH ?
Or would you prefer buying ATD.A ?
I am a long term investor.
Thank you
-
Costco Wholesale Corporation (COST)
-
Walmart Inc. (WMT)
-
North West Company Inc. (The) (NWC)
-
Premium Brands Holdings Corporation (PBH)
-
Premier Gold Mines Limited (PG)
-
Alimentation Couche-Tard Inc. (ATD.A)
Q: what are your top three picks ,us and cdn, for consumer staples thanks
Read Answer-
Park Lawn Corporation (PLC)
-
Costco Wholesale Corporation (COST)
-
Monster Beverage Corporation (MNST)
-
Walgreens Boots Alliance Inc. (WBA)
-
Walmart Inc. (WMT)
-
Loblaw Companies Limited (L)
-
North West Company Inc. (The) (NWC)
-
Premium Brands Holdings Corporation (PBH)
-
Flowers Foods Inc. (FLO)
-
Alimentation Couche-Tard Inc. (ATD.A)
Q: Can I please have your top 5 US and Cdn consumer non cyclical stock choices ?
Read Answer-
Costco Wholesale Corporation (COST)
-
Roper Technologies Inc. (ROP)
-
Xylem Inc. New (XYL)
-
Dollarama Inc. (DOL)
-
Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
-
Premium Brands Holdings Corporation (PBH)
-
Nutrien Ltd. (NTR)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
Jacobs Solutions Inc. (J)
-
Trane Technologies plc (TT)
Q: I'm lacking in Consumer Defensive, Industrials, and Basic Materials. Please provide some names you like in each of those sectors.
I'd prefer safe income stocks but I'm open to hear a couple growth suggestions.
-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOG)
-
Intuitive Surgical Inc. (ISRG)
-
Booking Holdings Inc. (BKNG)
-
AbbVie Inc. (ABBV)
-
The AES Corporation (AES)
-
Duke Energy Corporation (Holding Company) (DUK)
-
Home Depot Inc. (The) (HD)
-
Hess Corporation (HES)
-
JPMorgan Chase & Co. (JPM)
-
Medtronic plc. (MDT)
-
Mosaic Company (The) (MOS)
-
Morgan Stanley (MS)
-
Prologis Inc. (PLD)
-
PPG Industries Inc. (PPG)
-
Public Storage (PSA)
-
Sherwin-Williams Company (The) (SHW)
-
Stryker Corporation (SYK)
-
TJX Companies Inc. (The) (TJX)
-
Verizon Communications Inc. (VZ)
-
Exxon Mobil Corporation (XOM)
-
Xylem Inc. New (XYL)
-
Bank of Nova Scotia (The) (BNS)
-
Suncor Energy Inc. (SU)
-
BCE Inc. (BCE)
-
Canadian Natural Resources Limited (CNQ)
-
Loblaw Companies Limited (L)
-
Sun Life Financial Inc. (SLF)
-
Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
-
TELUS Corporation (T)
-
Dollarama Inc. (DOL)
-
Fortis Inc. (FTS)
-
ARC Resources Ltd. (ARX)
-
WSP Global Inc. (WSP)
-
Algonquin Power & Utilities Corp. (AQN)
-
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
-
Descartes Systems Group Inc. (The) (DSG)
-
TFI International Inc. (TFII)
-
Whitecap Resources Inc. (WCP)
-
ATS Corporation (ATS)
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Primo Water Corporation (PRMW)
-
Premium Brands Holdings Corporation (PBH)
-
Knight Therapeutics Inc. (GUD)
-
Block Inc. Class A (SQ)
-
goeasy Ltd. (GSY)
-
InterRent Real Estate Investment Trust (IIP.UN)
-
Dream Industrial Real Estate Investment Trust (DIR.UN)
-
Profound Medical Corp. (PRN)
-
Boralex Inc. Class A Shares (BLX)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
CubeSmart (CUBE)
-
Nutrien Ltd. (NTR)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
Extra Space Storage Inc (EXR)
-
MEDIFAST INC (MED)
-
T-Mobile US Inc. (TMUS)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
CrowdStrike Holdings Inc. (CRWD)
-
Jacobs Solutions Inc. (J)
-
Trane Technologies plc (TT)
-
Celsius Holdings Inc. (CELH)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
-
Topicus.com Inc. (TOI)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
Q: I asked the question earlier re ATD listed on the TSX being converted to a US share listed on the pink sheets when dual shares were removed. This morning it's back to being Canadian & listed on the TSX so all is well again. It was in a RRIF which made things even stranger.
Dave
-
Enbridge Inc. (ENB)
-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
-
Parkland Corporation (PKI)
-
TFI International Inc. (TFII)
-
Badger Infrastructure Solutions Ltd. (BDGI)
-
Agnico Eagle Mines Limited (AEM)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
Bank Nova Scotia Halifax Pfd 3 (BNS)
Q: Hi 5i Team,
In general I follow 5i Balance Equity Portfolio. Lately, I went through comparing my portfolio to 5i Balance portfolio I found that I have to add the following stocks BDGI,PKI and SHOP and I am under weight on AEM,ATD,ATZ,BAM.A,CCL, ENB,TFII. Can you please advise in order which stock consider a good buy at this time.
Also, Can you please advise good buying stocks from the Growth Portfolio.
Thanks,
-
Apple Inc. (AAPL)
-
Starbucks Corporation (SBUX)
-
Verizon Communications Inc. (VZ)
-
Walmart Inc. (WMT)
-
BCE Inc. (BCE)
-
Loblaw Companies Limited (L)
-
lululemon athletica inc. (LULU)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
Teck Resources Ltd (TECK)
Q: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.
Read Answer-
Starbucks Corporation (SBUX)
-
3M Company (MMM)
-
Verizon Communications Inc. (VZ)
-
Walmart Inc. (WMT)
-
BCE Inc. (BCE)
-
CAE Inc. (CAE)
-
lululemon athletica inc. (LULU)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
Teck Resources Ltd (TECK)
Q: If inflation is going to be a concern, do you have 5 company suggestions in the US and Canada that would have pricing and so earnings power? Thank you
Read Answer-
Costco Wholesale Corporation (COST)
-
Mondelez International Inc. (MDLZ)
-
PepsiCo Inc. (PEP)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
MEDIFAST INC (MED)
-
Monro Inc. (MNRO)
-
T-Mobile US Inc. (TMUS)
-
Boyd Group Services Inc. (BYD)
-
Celsius Holdings Inc. (CELH)
-
Driven Brands Holdings Inc. (DRVN)
Q: My recent question about defensive growth stocks - let me rephrase it as I was after growth in defensive sectors . In defensive sectors I would appreciate your advice on top 3 growth stocks within each sector for 5-10 year hold. For example, in staples sector, could you advise top 3: COST, ATD, MED, CELH, PEP, MDLZ, BYD, DRVN, MNRO, or others. For Utilities sector, please advise top 3: for example, BEP, BIP, RUN, PBW, ENB, or others. For REITs and Telecoms, same. Please deduct requisite points.
Thank you..
-
Mission Ready Solutions Inc. (MRS)
-
Artis Real Estate Investment Trust (AX.UN)
-
Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
-
Cematrix Corporation (CVX)
-
Immunoprecise Antibodies Ltd. (IPA)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
Premier Health of America Inc. (PHA)
-
Wishpond Technologies Ltd. (WISH)
-
Voxtur Analytics Corp. (VXTR)
-
Emerge Commerce Ltd. (ECOM)
Q: I currently hold in my portfolio symbols ,WISH,ECOM,PHA,VXTR,CVX ,IPAand MRS
They have all gone down recently, do you think Ishould hold on to these stocks for long term growth
I am thinking of adding TCL ATD and AX.UN to my portfolio , what are your thoughts on these stocks . do they still have more upside to them
Thank you
Howard
Q: I realize they are completely different sectors but which has more upside for a two year hold, TOU or ATD.A. Thanks
Read Answer
Q: Good morning, is there any benefit to own class A shares over class B, my son bought the A shares and is not sure if he made a mistake, and i can't really give him the answer, which one would you recommend.
Thanks
Q: Why the Ceo still express interest to buy the french grocerer,a low margin industry,when refuted by the French government ? Is it because France is his motherland?(heart over mind)The market does not like it.Price dropped 3.08% on friday,Down from $45.16 on Dec 17 to current $39.70.Please comment on the co.Txs for u usual great services & views
Read AnswerQ: My information source discloses that institutional holdings of ATD have dropped 20 million shares in the past three months to overall 31.4%. Two questions, is 31.4% low for institutional holdings? And is it a concern that institutions may be negative on the company?
Read Answer