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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: 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
Read Answer Asked by Rajinder on April 15, 2021
Q: What are your suggestions for US and CDN Consumer Defensive at this time?.
Read Answer Asked by Jean on March 24, 2021
Q: In making a comparison of the discount Canadian dollar store, Dollarama with the American equivalent, Dollar General, one has to be impressed with Dollar General. DG has more than 17,000 stores compared to 1300 for DOL and DG is opening more than 1,000 new stores each year. The performance and execution of DG has been steady and in an upward direction while DOL has been much more choppy. In addition it seems like DG has found a way to improve its on line presence with digital coupons and other measures while DOL has on line case sales only. It would make sense that if DG wanted to expand beyond its borders, DOL would make an excellent target.
Can you please provide your opinion as to which company you would favour regardless of country of origin and if you believe DOL would be a possible acquisition target for DG? Thanks for your on going great service.
Read Answer Asked by mitchell on January 18, 2021
Q: Please, your views on rth-q. VanEck Vectors Retail ETF ? What would you rather buy now in consumer cyclicals ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on September 08, 2020
Q: hello hello...I have a full position in DOL, like held for long-term grow for a Cdn stock. If DOL is a good buy now, how about Dollar General?......me, pondering if DG would be good addition to the my US dollar portfolio which also includes the long held Costco in that same sector but without going sector overweight.......Keen to e-hear your take.......Thanks and enjoy the upcoming week-end.........Tom
Read Answer Asked by Tom on June 15, 2020
Q: Which sector, consumer discretionary or staples do you believe will be a better bet currently.
Please name 3 stocks on the Can + US side that should work in this thesis and why.
As always, keep up the great work.
Mark
Read Answer Asked by Mark on May 06, 2020
Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD
Read Answer Asked by Patrick on April 17, 2020
Q: Hello I just read your comments on the Brit exit I agree with what you say and selling into this kind of created market turmoil is suicidal .This is a classic example of the Pigmailia effect the remain side said the market would fall as vote getting strategy and when they lost investors panic but nothing changed Boston pizza is still the same
Stan
Read Answer Asked by Stan on June 26, 2016