Investment Q&A

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.

Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.

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

Q: May I have your comments on earnings please. Is it a buy at this price?

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

Q: what are your top three picks ,us and cdn, for consumer staples thanks

Q: Can I please have your top 5 US and Cdn consumer non cyclical stock choices ?

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.

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

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,

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.

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

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..

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

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

Q: 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?