Q: Which would be your first choice between COST and DOL for initiating a full position today with a long term (multi year) horizon, and can you provide a bit of comparison between the two.
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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.
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Dollarama Inc. (DOL $189.38)
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Firan Technology Group Corporation (FTG $11.46)
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Kits Eyecare Ltd. (KITS $17.12)
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MDA Space Ltd. (MDA $38.80)
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AtkinsRéalis Group Inc. (ATRL $98.11)
Q: Hello, how would you rate in order the above 5 companies going out 2-3 years. Thanks as always.
Q: Do you feel the valuation is stretched? Have been tracking results quarterly for the past 2 years and have noticed the number of stores, including Dollarcity, has been increasing while, at the same time, the number of common shares outstanding has been decreasing. I feel those 2 metrics are very favourable for the shareholder.
An option I have been considering is taking profits in DOL and investing the proceeds in CHP.UN and just compound the 5.1% yield. I recognize there is some risk with Choice REIT but it seems to one of the most conservative REITs available. The reason I am considering this option is my parents, over the course of their lives, lived frugally and saved a substantial amount of money by simply purchasing GICs and reinvesting proceeds on maturity; they never took any equity risk.
Thank you
B
An option I have been considering is taking profits in DOL and investing the proceeds in CHP.UN and just compound the 5.1% yield. I recognize there is some risk with Choice REIT but it seems to one of the most conservative REITs available. The reason I am considering this option is my parents, over the course of their lives, lived frugally and saved a substantial amount of money by simply purchasing GICs and reinvesting proceeds on maturity; they never took any equity risk.
Thank you
B
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Sangoma Technologies Corporation (STC $7.85)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.58)
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Dollarama Inc. (DOL $189.38)
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WSP Global Inc. (WSP $285.30)
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Descartes Systems Group Inc. (The) (DSG $146.39)
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Kinaxis Inc. (KXS $205.64)
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Thomson Reuters Corporation (TRI $278.08)
Q: Hi, I'm thinking of initiating a position in one of these. Thinking of three plus years and the highest growth. How would you rank these in order, and please give a good entry/price. Please note that I just submitted a question but forgot to include DOL and GIB.A. Thank you.
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Royal Bank of Canada (RY $177.79)
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Canadian National Railway Company (CNR $129.38)
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Enbridge Inc. (ENB $62.75)
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Canadian Pacific Kansas City Limited (CP $101.90)
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Dollarama Inc. (DOL $189.38)
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Thomson Reuters Corporation (TRI $278.08)
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Berkshire Hathaway Inc. (BRK.B $471.88)
Q: Hi 5i,
I am Canadian and holding the above stocks. I am so upset that brk.b not do well these days, because I am holding 2/3. 1/3 are holding the rest including RY, TRI, CNR, CP, ENB, DOL. would you please comment above stocks. I am not an aggressive person but look for re-balance to get better sleep.
Many thanks.
I am Canadian and holding the above stocks. I am so upset that brk.b not do well these days, because I am holding 2/3. 1/3 are holding the rest including RY, TRI, CNR, CP, ENB, DOL. would you please comment above stocks. I am not an aggressive person but look for re-balance to get better sleep.
Many thanks.
Q: For the above two companies TRI and DOL. They both doing good. However, I do want to buy only one, which one you recommend?
Many thanks.
Many thanks.
Q: Do you have a strong preference between these 2 today?
Thanks.
Thanks.
Q: I have been wanting to start a position in Dollarama, and it just seems to keep going up. With the TSX at an all-time high, would you start a position here? If not at what price is a good entry point?
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Costco Wholesale Corporation (COST $938.34)
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Loblaw Companies Limited (L $224.07)
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Dollarama Inc. (DOL $189.38)
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Metro Inc. (MRU $105.95)
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Empire Company Limited Non-Voting Class A Shares (EMP.A $55.18)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $59.95)
Q: Hi Peter and the 5i Team,
John Heinzl on June 20 rated EMP.A as a “star” in his Stars and Dogs column in the Globe & Mail. We recently purchased a smallish amount in Empire EMP.A to round out our Consumer Defensive holdings which include COST, DOL, XST, and L.
As far as Metro MRU is concerned, it’s held in XST which also contains some of the other smaller firms in the sector.
Do you believe that the troubled takeover of Safeway by Empire several years ago is now a ‘thing of the past’, making Empire a reasonable investment, given its successful takeover of Farm Boy as well as its 51% share of Longos? Both Farm Boy and Longos are quite busy in our Oakville location.
Thanks as always for your insight. Happy Canada Day to all at 5i as well as my fellow 5i members!
John Heinzl on June 20 rated EMP.A as a “star” in his Stars and Dogs column in the Globe & Mail. We recently purchased a smallish amount in Empire EMP.A to round out our Consumer Defensive holdings which include COST, DOL, XST, and L.
As far as Metro MRU is concerned, it’s held in XST which also contains some of the other smaller firms in the sector.
Do you believe that the troubled takeover of Safeway by Empire several years ago is now a ‘thing of the past’, making Empire a reasonable investment, given its successful takeover of Farm Boy as well as its 51% share of Longos? Both Farm Boy and Longos are quite busy in our Oakville location.
Thanks as always for your insight. Happy Canada Day to all at 5i as well as my fellow 5i members!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.58)
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Dollarama Inc. (DOL $189.38)
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WSP Global Inc. (WSP $285.30)
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Descartes Systems Group Inc. (The) (DSG $146.39)
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FirstService Corporation (FSV $273.12)
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TFI International Inc. (TFII $120.50)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $123.94)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.81)
Q: Good morning, These stocks have shown strong returns over the past 5 and 10 years. In your opinion, and looking ahead at the next 3-5+ years, which order might you choose to buy today? Please also indicate if any of these might still be a 'hold' for now.
Thank you for the service!
Thank you for the service!
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Dollarama Inc. (DOL $189.38)
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goeasy Ltd. (GSY $183.00)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $123.94)
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Zedcor Inc. (ZDC $4.00)
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kneat.com inc. (KSI $5.86)
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WELL Health Technologies Corp. (WELL $4.57)
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Celestica Inc. (CLS $199.86)
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Galaxy Digital Inc. Class A common stock (GLXY $39.30)
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Propel Holdings Inc. (PRL $35.98)
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D2L Inc. Subordinate Voting Shares (DTOL $15.98)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.81)
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Luca Mining Corp. (LUCA $1.64)
Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?
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Apple Inc. (AAPL $207.57)
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Amazon.com Inc. (AMZN $234.11)
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Alphabet Inc. (GOOG $192.86)
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Intuitive Surgical Inc. (ISRG $481.09)
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NVIDIA Corporation (NVDA $177.87)
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Booking Holdings Inc. (BKNG $5,504.06)
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Salesforce Inc. (CRM $258.33)
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Welltower Inc. (WELL $165.07)
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JPMorgan Chase & Co. (JPM $296.24)
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Visa Inc. (V $345.47)
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Enbridge Inc. (ENB $62.75)
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Constellation Software Inc. (CSU $4,780.28)
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Dollarama Inc. (DOL $189.38)
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WSP Global Inc. (WSP $285.30)
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Celestica Inc. (CLS $277.01)
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Thomson Reuters Corporation (TRI $278.08)
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Alimentation Couche-Tard Inc. (ATD $72.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.37)
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Axon Enterprise Inc. (AXON $755.49)
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Toronto Dominion Bank (The) (TD $72.88)
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CrowdStrike Holdings Inc. (CRWD $454.57)
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Vertiv Holdings LLC Class A (VRT $145.60)
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RTX Corporation (RTX $157.57)
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Cellebrite DI Ltd. (CLBT $13.98)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.81)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $85.44)
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Lumine Group Inc. (LMN $53.75)
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TransMedics Group Inc. (TMDX $118.97)
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Costco CDR (CAD Hedged) (COST $42.83)
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
Q: I am a longterm holder of DOL. They should continue to prosper as long as they continue to execute as they have been doing.
The one concern we hear about is the company debt. I would appreciate your comments on risk going forward as it relates to this company's debt?
Thank you,
Patrick
The one concern we hear about is the company debt. I would appreciate your comments on risk going forward as it relates to this company's debt?
Thank you,
Patrick
Q: Is DOL still a good investment opportunity for a longer term investor, even after today's dandy pop?
Q: Your thoughts on Dollarama's results. They seem to have a lot of pathways for growth. Keith
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Toronto-Dominion Bank (The) (TD $100.92)
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Bank of Nova Scotia (The) (BNS $77.09)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.58)
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Constellation Software Inc. (CSU $4,780.28)
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Dollarama Inc. (DOL $189.38)
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Intact Financial Corporation (IFC $286.40)
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WSP Global Inc. (WSP $285.30)
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Stantec Inc. (STN $151.46)
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Descartes Systems Group Inc. (The) (DSG $146.39)
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FirstService Corporation (FSV $273.12)
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Toromont Industries Ltd. (TIH $140.49)
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Thomson Reuters Corporation (TRI $278.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.37)
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goeasy Ltd. (GSY $183.00)
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EQB Inc. (EQB $103.00)
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Propel Holdings Inc. (PRL $35.98)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.81)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $85.44)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
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Amazon.com Inc. (AMZN $234.11)
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Booking Holdings Inc. (BKNG $5,504.06)
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Dollarama Inc. (DOL $189.38)
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lululemon athletica inc. (LULU $200.53)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.37)
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Pool Corporation (POOL $308.14)
Q: Do you have any suggestions for consumer discretionary buys, Canada, US or other, and is now an advisable time to jump in?
Q: Hi 5I,
Just wanted to get your input on supply chain challenges from the tariffs and what impact this might have specifically for Dollarama. It is in my portfolio and has done well but will there come a time where some shelves are bare and successes are challenged. Should we be trimming Dol.ca in anticipation of this event?
Just wanted to get your input on supply chain challenges from the tariffs and what impact this might have specifically for Dollarama. It is in my portfolio and has done well but will there come a time where some shelves are bare and successes are challenged. Should we be trimming Dol.ca in anticipation of this event?
Q: What's with the steep dive of DOL of almost $8 in share price in the last five days and high volumes?
Q: What would be a good entry point to start a position, it always seems to trade at a premium ?