Investment Q&A

Q: I'm looking to add a dividend growth stock to my portfolio and considering DOL, TRI, STN, GSY, WCN. What are your views on these stocks and please rank given current market conditions and price. I hold others such as BN, TFII, CSU, and ATD. Others to consider?

Q: My sense is that Dollarama will continue to grow on plan and perhaps do better under the US Tariff plan.

From a Tariff perspective please provide your evaluation of the following names and how they might prevail or be negatively affected by US Tariffs:

SHOP
ATD
DOL
PRL (propel Holdings)
WCN
GFL

Thank You, Patrick

Q: Hi 5i Team,

I have held DFY for awhile and have doubled my investment. Experience has taught me to take some money off the table when one of my stocks has reached this point. I'm thinking about selling 1/3 of the position and reinvesting the rest in 2 or 3 of the following stocks:

I have partial positions in BCE, EIF, NWC, WCN and X
I have full positions in T and TD and open to averaging down

My questions are:

1) Would you trim a position in DFY given current market conditions?

2) How do you currently rank the 7 other stocks listed

3) Would you add to existing positions in T and/or TD given their current outlooks or look elsewhere?

These are a held in a TFSA and are planned to be 15-20 year holds

Thanks for the Great Service and Happy New Year!

Colin

Q: Thoughts on WCN for a new investment and/or continuing to hold ? Been drifting lower. How was their last earnings report in guidance ? Thank you.

Q: Your comments please on recent earnings of these two companies. Thanks.

Q: I would appreciate your comments on above US equities. Which one is your favorite?
Are there any Canadian equivalents?
Thank you!

Q: Hi can i get your opinion on Waste Connections(WCN.TO)? Also is the company to expensive to initial a position?? should i wait for a pullback?

Q: Your comments please on earnings of FSV and WCN.

Thanks

Q: I hold the listed stocks that are at or very close to their 52wk highs. As a momentum play, would you please rank the order in which you would add to the positions. Thank you

Q: GFL or Waste Management?

Q: Considering a switch from WCN waste connections to GFL as WCN has run up significantly; comments please.

Q: Can you provide commentary on the earnings for WCN released earlier in the week. The market response has been positive and the shares are at all time highs. If owned, would you recommend a hold.

Thanks!

Q: What do you think of the waste companies in Canada or US as industrial candidates?

Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.

Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?

Thank you,
V

Q: Peter; Any guessestimate as to the value of the company compared to its peers ? Thanks.
Rod

Q: Please provide your analysis of the earnings of these two companies.

Thanks

Q: Would appreciate your comments on the 3rd quarter 2023 financial results for WCN, Waste Connection Inc. The drop in the stock value would seem to indicate
that the market was disappointed. Is it still worth holding or has the outlook changed?
Thank you for your information.

Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam

Q: Looking for stocks based on the same business model as CSU AME and TDG - collection of entrepreneurial businesses in same sector growing organically and by acquisition, leaving managers and ulture intact [provide corporate support] with siognificant market share and pricing power. I think that describes these 3 companies. Please identify others and rank all with initial buy prices.

Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..