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
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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.
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?
- Enbridge Inc. (ENB)
- Loblaw Companies Limited (L)
- Alimentation Couche-Tard Inc. (ATD)
- Alimentation Couche-Tard Inc. (ATD.A)
- BCE Inc. (BCE)
Q: What would be your 2 Top buys from this list for a long term hold?
Q: These four fine companies are all RSI oversold at present. I know you like all of them, or have, and am wondering if they could be considered strong buys at these levels ( for long term holders) or whether best to wait and see what the coming weeks bring us all. What order of priority would you give them for current investment? BTW, thanks for the consistently calm and perspective-driven approach you take in your advice.
Q: In which order would you add to the following holdings? I’m most interested in long term growth. Thanks
ATD, ATA, BYD, CCL, GSY, GUD, PHO, SIS
ATD, ATA, BYD, CCL, GSY, GUD, PHO, SIS
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi, folks
What would be 2-3 picks to help diversify this portfolio?
Thanks,
Robert
What would be 2-3 picks to help diversify this portfolio?
Thanks,
Robert
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Thanks for your flash report. Much appreciated.
Without doing a full review, which of the above would risk being downgraded if you were to do a full review? Thanks. Your service is great!
Without doing a full review, which of the above would risk being downgraded if you were to do a full review? Thanks. Your service is great!
Q: Can you provide some information on the difference between the two share types Alimentation Couche-Tard Inc offers - Class A Multiple Voting ATD.A or Class B Subordinate Voting Shares ATD.B, and which is better to invest in?
Thanks once again for your time.
Thanks once again for your time.
- Toronto-Dominion Bank (The) (TD)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- Metro Inc. (MRU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- CAE Inc. (CAE)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Thomson Reuters Corporation (TRI)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Good afternoon.
I’m interested in which you prefer (1 and 2) in each category below.
ATD.B, PBH, MRU, L
SLF, TD, BAM.A, TRI
WSP, SIS, CAE
CSU, SHOP, ENGH, KXS
BEP.UN, FTS, AQN
Thank you.
I’m interested in which you prefer (1 and 2) in each category below.
ATD.B, PBH, MRU, L
SLF, TD, BAM.A, TRI
WSP, SIS, CAE
CSU, SHOP, ENGH, KXS
BEP.UN, FTS, AQN
Thank you.
- Sun Life Financial Inc. (SLF)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- CAE Inc. (CAE)
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- Descartes Systems Group Inc. (The) (DSG)
- FirstService Corporation (FSV)
- Parkland Corporation (PKI)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Alimentation Couche-Tard Inc. (ATD.A)
- Boyd Group Services Inc. (BYD)
Q: Hello 5i team,
I've held a good number of stocks you hold in your BE portfolio and I've managed to obtain a 14% compound annual total return in the last 11 years.
100% of my portfolio is in equities; I'll be shortly 77 years old and plan to reduce my equity exposure to 30%, with the above stocks in mind.
Your opinion is most valuable
Antoine
I've held a good number of stocks you hold in your BE portfolio and I've managed to obtain a 14% compound annual total return in the last 11 years.
100% of my portfolio is in equities; I'll be shortly 77 years old and plan to reduce my equity exposure to 30%, with the above stocks in mind.
Your opinion is most valuable
Antoine
Q: With the markets not really pausing for much these days are there any stocks represented in the 5i portfolios that represent good value today or should an investor exercise patience?
Thank you,
Mike
Thank you,
Mike
- BRP Inc. Subordinate Voting Shares (DOO)
- Roku Inc. (ROKU)
- Alimentation Couche-Tard Inc. (ATD.A)
- Boyd Group Services Inc. (BYD)
Q: I have some consumer disc and staples stocks, but I am looking for a few USD with some momentum. Could you suggest a five or more, best to last that I can explore? Many thanks for all you do.
Q: Which of these 2 stocks would you but for growth for a 3-5 year hold
Q: I’m looking at a more concentrated portfolio. Thinking of selling Stella Jones and adding to my existing position in ATD.A. Do you see more growth in ATD.A over the next 5 years?
Q: This stock has split. Would it be better to buy the A or B shares
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Hello:
I am looking for a conservative, growth orientated, low dividend payout company that will give me capital gains. Dividends are a low priority. Any thoughts on CNR, CP or ATD or other companies that would satisfy my objective. Thanks in advance.
Jerry
I am looking for a conservative, growth orientated, low dividend payout company that will give me capital gains. Dividends are a low priority. Any thoughts on CNR, CP or ATD or other companies that would satisfy my objective. Thanks in advance.
Jerry
- Toronto-Dominion Bank (The) (TD)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi Peter and 5i team,
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
- People Corporation (PEO)
- Toronto-Dominion Bank (The) (TD)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi Peter and 5i team,
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
- Covalon Technologies Ltd. (COV)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Intel Corporation (INTC)
- Bristol-Myers Squibb Company (BMY)
- The Walt Disney Company (DIS)
- International Business Machines Corporation (IBM)
- PPL Corporation (PPL)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Canadian Natural Resources Limited (CNQ)
- Saputo Inc. (SAP)
- Constellation Software Inc. (CSU)
- Vermilion Energy Inc. (VET)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- goeasy Ltd. (GSY)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Alimentation Couche-Tard Inc. (ATD.A)
- Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Corteva Inc. (CTVA)
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Kim
Q: Hi can you please tell me your thoughts on BYD.UN Been coming off the highs fairly rapidly (down 6%+). I am sitting on a lot of cash (20%) and was thinking of adding to my 4% positions also same applies to ATD and CSU . Strategy is to add to the winners does that make any sense in this choppy market. Please deduct as you see fit. Thanks