Investment Q&A

Q: Long term holder of ATD and starting to rethink my investment based on their company size. I feel the company may now be too large to emulate their previous track record. When compared to the smaller Casey's in the US, ATD has vastly underperformed it's smaller peer recently. Also, they seem to be missing forecasts more frequently the last couple of years which may explain their all in pursuit of 7-11. If the takeover doesn't occur, are there other growth levers the company can pursue to resume growing their top & bottom lines consistently again? Thx

Q: No need to post if others have asked already.

Your comments on the Okta quarter? Is it a buy at $107? How did their forecast compare to expectations and do you see this as a company on the right trajectory? Finally, the market didn't like the quarter but was it an overreaction or a justified reaction to a material change in the future value of the company?

Q: Can you comment on the dividend for this stock? It is elevated likely due to a depressed stock price but would you view it as stable or chance for a cut?
Thanks.

Q: looking for an ETF that covers non-North American securities. I need to increase my international exposure.
Also do you suggest to hold it in a non registered or registered account?
TIA

Q: Can I have your comments on PNG's earnings please

Q: Best Canadian day trading stocks with a brief explanation why please. Asking for a friend, lol.

Q: I’m looking for a way to assess the correlation of certain holdings to determine whether it makes sense to consolidate positions.

How would you think about this? Are there any free tools to pull correlations? What kind of correlation figure should one look for when assessing whether two holdings are too correlated to provide diversification value?

Just as one example, I’m looking at VVL and VUN. But please keep your answer focused on the general questions above.

Thanks very much.

Q: Would I be correct in concluding that Trump's on again off again tariffs are good for covered call ETF's ? When he announces a tariff the market takes a dive. When he backs off the market rises ..... Under those conditions can not the call writers charge a higher premium ? I've noticed GDXY yielding 43% was at 52.9% the previous month. And SLVO is yielding 23.2% . Even the US treasury ETF HPYT is yielding 20% .....Even boring old UMAX a utility covered call ETF is yielding a hair under 16% ..... Do you see a relationship between the amount of the premiums covered call ETF's can get to " Yeah I'm going to tariff the snot out of you " to " Nah, i was just kidding " ..... market swings ?
Basically I'm wondering if Trump is the perfect storm for options .....

Q: It seems from the latest trends of questions that you are starting to favor VHI more and more as a small cap stock.

How would you rate it for future growth and versus other software M&A plays such as TOI, LMN etc?

Thx as always. I have this stock and like it very much so always happy to see others feel similarly.

Q: After reading Peter's May 29th question on withholding taxes on Limited Partnerships [LPs] I worry a lot about the Brookfield companies, in particular about BEP.UN = Brookfield Renewable Partners LP. and BIP.UN = Brookfield Infrastructure Partners LP. Are these not limited partnerships?

You say they are "domiciled" in Bermuda I believe, and BAM is moving it's head office to the US so it is all most confusing. Are these companies safe to own now or should I just sell them and move on to other less worrisome companies? They are in my cash account. Trouble is I have very large unrealized capital gains in BIP.UN and BEP.UN and nice dividend income so really don't want to trigger the taxes.
Thank you......... Paul K.

Q: Hi Peter,
How would the tariffs, and dampening of corporate and consumers’ spending affects the revenue growth of V, SRAD and ASML? Both V and SRAD are near their 12 months high. What would be a good entry price for these 3 stocks? Thanks.

Q: Good morning,

Could you please offer your insights , specifically after May 12th news release.

Thank you,

Q: Would love your thoughts and analysis on this small manufacturer in Nanaimo BC.
Has been slowly moving up since its bottom and reported today!
Thanx Gary

Q: Middle East. Thank you for your answer. This is a follow up to that question,
There appears to be a limited number of opportunities in the ME.
However, I understand that some of the Saudis are enormously wealthy. Given that situation is there a BX, APO, BN or BLK kind of company that would offer a positive risk/ reward?
As usual thank you for your help.

Q: Would you sell or hold Danaher stock? Long term investor.
Thanks

Q: Hello, what is your opinion of these cos? Are they a BUY at this time? Which one do you prefer and why? Thanks

Q: Hi Peter and 5i Team,

Can a case be made to own both EXE and SIA in a RRIF? If only one could be owned, which one would you keep, and why?

Other holdings in the Healthcare Sector (across other accounts) include WELL, VHI, and XHC. CSH is also owned, but it’s in the Real Estate Sector.

As always, thanks for your valuable insight.

Q: Kindly comment on the CM quarterly results just released this morning. Thanks.

Q: Hello, what is your opinion of Nestlé? Is this a BUY at this time? Thanks

Q: Hi 5i Team; Please reply with two or three companies that produce natural gas, and will benefit the most from supplying the LNG Canada in Kitimat, after it begins shipping LNG?