Q: I'm wondering about Dollarama compared to the US dollar stores. DOL is near a 52 week high and DLTR and DG are near 52 week lows. What difference(s) between this companies makes their recent performance so different? Do you think Dollarama going to follow the US companies performance in the near future?
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I realize DG has had a few underperforming quarters. I recognize the competitive landscape in the U.S. I have some questions on DG as an investment going forward.
- Is CAPEX the main reason for recent quarterly disappointments?
- Is debt manageable, and can they now improve their free cashflow going forward?
- Is there still growth available to them relative to the last couple of decades?
- Would you invest in this company today?
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Intuitive Surgical Inc. (ISRG)
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Dollar General Corporation (DG)
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Exchange Income Corporation (EIF)
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Calian Group Ltd. (CGY)
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Albemarle Corporation (ALB)
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iShares S&P Global Clean Energy Index Fund (ICLN)
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Nutrien Ltd. (NTR)
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Crocs Inc. (CROX)
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Opera Limited (OPRA)
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PDF Solutions Inc. (PDFS)
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Dolby Laboratories (DLB)
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InMode Ltd. (INMD)
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RTX Corporation (RTX)
Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
for TSE,CGY,EIF,NTR,
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.
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Dollar Tree Inc. (DLTR)
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Dollar General Corporation (DG)
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Target Corporation (TGT)
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Dollarama Inc. (DOL)
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Five Below Inc. (FIVE)
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Ollie's Bargain Outlet Holdings Inc. (OLLI)
Q: Hi - these two companies, while being similar in business plan, seem to act very differently. can you help me understand why DG seems to perform so much worse? What is making DG seem to be such a weakling while DOL holds firm?
Read AnswerQ: Why did Dollar General get hit so hard at the end of May and is now going sideways. Will it soon move back up to where it was ? Thanks.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Dollar General Corporation (DG)
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Target Corporation (TGT)
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Walmart Inc. (WMT)
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Five Below Inc. (FIVE)
Q: Which company to buy at this time for near term price appreciation. Any other suggestions in consumer staples. Your PA suggests I should increase consumer staples (no staples in my portfolio at this time).
Thanks
Q: 2 Questions :
1) Datadog recently came off of a bottom and is now on an upward move. What do you think of this company and would you initiate a position now ?
2) Which dollar store would you suggest owning ? DLTR or DG or none of them ?
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Costco Wholesale Corporation (COST)
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Dollar General Corporation (DG)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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Five Below Inc. (FIVE)
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Vanguard Consumer Staples ETF (VDC)
Q: My portfolio analytics says I'm low on consumer staples.
I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.
Please comment and rate these companies and ETFs.
Thanks as always for your insight.
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Adobe Inc. (ADBE)
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Microsoft Corporation (MSFT)
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Church & Dwight Company Inc. (CHD)
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Dollar General Corporation (DG)
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PepsiCo Inc. (PEP)
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Philip Morris International Inc (PM)
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UnitedHealth Group Incorporated (DE) (UNH)
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Restaurant Brands International Inc. (QSR)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Descartes Systems Group Inc. (The) (DSG)
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TMX Group Limited (X)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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A&W Revenue Royalties Income Fund (AW.UN)
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Five Below Inc. (FIVE)
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Domino's Pizza Inc (DPZ)
Q: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY
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Dollar Tree Inc. (DLTR)
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Dollar General Corporation (DG)
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Waste Management Inc. (WM)
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Waste Connections Inc. (WCN)
Q: I have some US cash I'm looking to invest in a company that I feel would fair ok in a recession. What are your thoughts on Waste Management and Dollar General? Are there competitor's in their respective sector's you would prefer?
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Starbucks Corporation (SBUX)
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Dollar General Corporation (DG)
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Lowe's Companies Inc. (LOW)
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Restaurant Brands International Inc. (QSR)
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BRP Inc. Subordinate Voting Shares (DOO)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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MEDIFAST INC (MED)
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Airbnb Inc. (ABNB)
Q: I hold the following companies in my consumer cyclical and defensive part of portfolio.
Cyclical:
AirBnb
Aritzia
DOO
MED
SBUX
Defensive:
COST
I’m thinking of selling MED and adding to the balance of my cyclical positions. What are your thoughts on this portfolio of companies and which ones look most attractive today to add to?
For defensive, I only hold Costco. What companies would you suggest I look to diversify my defensive portfolio?
Thanks
Greg
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Costco Wholesale Corporation (COST)
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Church & Dwight Company Inc. (CHD)
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Dollar General Corporation (DG)
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PepsiCo Inc. (PEP)
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Procter & Gamble Company (The) (PG)
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Philip Morris International Inc (PM)
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Loblaw Companies Limited (L)
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Metro Inc. (MRU)
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Unilever PLC (UL)
Q: I am looking to add to the consumer defensive part of my portfolio, I already own Loblaws (L:CA) and Costco (COST:US). What other stocks do you recommend based on low debt/strong balance Sheet, secure and growing dividend, and some growth.
Many Thanks
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Costco Wholesale Corporation (COST)
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Dollar General Corporation (DG)
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UnitedHealth Group Incorporated (DE) (UNH)
Q: Looking to shore up what's left off my growth portfolio, can you give me your thoughts on these 3 stocks for 2023 please?
Thank you
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American Tower Corporation (REIT) (AMT)
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Dollar General Corporation (DG)
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Estee Lauder Companies Inc. (The) (EL)
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Union Pacific Corporation (UNP)
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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Restaurant Brands International Inc. (QSR)
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TFI International Inc. (TFII)
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Domino's Pizza Inc (DPZ)
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Extra Space Storage Inc (EXR)
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Dye & Durham Limited (DND)
Q: Seems to me that the market must be offering up some strong, well run companies that, for some strange reason, are trading at much lower prices than what they deserve. These kinds companies pay a good dividend, have a strong balance sheet and their forward earnings look good and dependable. (perhaps you call these kinds of companies 'value' companies). Anway, here's my question, I would like to begin investing in them and would appreciate your opinion on a number of these value companies that I should consider adding to my portfolio. Perhaps 6 Canadian and 6 American. Thanks as always for your appreciated opinion.
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Q: I would appreciate your views on Dollar General after it's most recent results and a bit of a pull-back. Is this a good entry point ?
Q: Thinking of starting a position in Dol.Ca. What would be a reasonable entry point? What are your 3 favourite stocks in this space? Thank you as always.
Donna
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Dollar General Corporation (DG)
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JPMorgan Chase & Co. (JPM)
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Block Inc. Class A (SQ)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Affirm Holdings Inc. (AFRM)
Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.
Of the 10, we have so far initiated positions in GRMN, LULU and REGN.
As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.
For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.
As always, thanks for the great advice!
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BlackRock Inc. (BLK)
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Dollar General Corporation (DG)
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Realty Income Corporation (O)
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Xylem Inc. New (XYL)
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WPT Industrial Real Estate Investment Trust (WIR.UN)
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Cencora Inc. (COR)
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Teladoc Health Inc. (TDOC)
Q: Decision time...all because WIR.UN is being acquired. When WIR.UN was bought in Cdn loonies, I flipped it to the US dollar side of the account. Now will have US dollars to top up one or more of 44 US positions. But which ones? Like BLK, a very large asset manager with exposure to index ETF that has held up well. Or a specialty retailer, DG. Or TDOC that looks to have a bright future but is down at the moment market price wise. Or finally, XYL with it's water machinery and it has market momentum at this time. Me, looking for your take....like which one or some of these at this time or any others US ones you are excited about. Many thanks for your insights, aka guidance to me.........Tom
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Costco Wholesale Corporation (COST)
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Dollar General Corporation (DG)
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Five Below Inc. (FIVE)
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Sanderson Farms Inc. (SAFM)
Q: Hi Team,
I have owned COST for a while. Based on PEG the stock seems expensive and it 's momentum has stalled. Could you suggest a replacement for this that has similar characteristic but better projected growth. Thank you
RR
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Park Lawn Corporation (PLC)
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Costco Wholesale Corporation (COST)
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Dollar General Corporation (DG)
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Walmart Inc. (WMT)
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Dollarama Inc. (DOL)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
Q: What are your suggestions for US and CDN Consumer Defensive at this time?.
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