Investment Q&A

Q: Hi - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).

Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam

Q: Hi Peter & Team:

Of the above consumer stocks , could u rank them from 1-5 (least prefer to most prefer)
Secondly, are they at the attractive price to buy now? What would be a good price to get in.

Take as many credits as you see fit. Thank you

Q: Would you have better stocks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks

Q: I have very little exposure to Consumer Cyclicals
in my portfolio. I am considering taking a small position (say 2-3%) in Cdn Tire - it has a 4% dividend and some analysts seem to like it. Question - is now a good time to being taking a position in consumer cyclicals and what are your thoughts on CTC. Are there better options?

Q: My portfolio needs more utility, consumer defensive and consumer cyclical exposure. It also needs more international exposure. Do you have a few suggestions that you like now that might kill two birds with one stone? Would be long term holds inside of an RRSP.
Thanks!

Q: Can you give me your current opinion of Dollarama.

I'm beginning to feel it's over-valued. Can you also comment on its debt level.

I'm thinking that trimming or even selling might be the best move at this point.

Q: I have space for 3 growth stocks in my TFSA. Looking at various sources, I found the above suggestions. Ideally, I am looking at 15-20% or more of annual earnings growth for the foreseeable future. How would you rank the above stocks, without regard for sectors, with a short explanation for the top 3. Also, any other suggestions? Thanks.

Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?

Q: I would like i5R thoughts on how to invest this year’s RESP contribution. Withdraws will occur around 2038. I am trying to decide between, DOO, DOL, ATD, PET, XIC & XIU. Do you have any recommendations or should I just flip a coin. Thanks … Cal

Q: Can you give me your 4 best ideas for consumer discetionary and your reasoning for each. Already own MG,Atz

Q: For a long term hold within a TFSA, if you were to choose just one, which would it be and why? Thanks.

Q: hey guys can you please elaborate on the insider sale of shares on f Friday is it a bad thing or is it status quo thanks as always

Q: What would be your top five income and growth investments for an rrsp

Q: For a long term hold would you prefer DOL or ATD or is there another Consumer Defensive company you would recommend?
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.

Q: GSY's YTD results are disappointing and in spite of the many positive touts (including 5i), I am losing patience in the almost 39% drop so far.

I've been interested in DOL for some time, would you recommend a swap of GSY to DOL at their current prices today? Or should I wait for the GSY report due on 11/10 before I do anything? Please advise.

Q: Hi Peter and Staff

Earlier this month Dollarama issued $700,000,000 of notes with a rate approximately of 5% with a substantial amount being used to repay notes with a rate just above 2 %

How significant is this additional interest cost per annum versus current earnings ?

Thanks for all you do
Dennis

Q: First thanks for the swift turnaround response for ADBE, yesterday. 
Now my focus is on Consumer Discretionary stock positions. I hold Canadian positions in ATD, BYD, DOL and PLC and then for the US, AMZN and HD. 
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is  13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you think I should consider for the brighter future, I'd be pleased to know about them.........Much thanks..............Tom

Q: Hi 5i,
Thanks for the great work. Can I please ask your opinion on ATD and DOL? Do you prefer one company to the other today, or are both buys?

ATD seems to be seeing strength recently. Thank you.

Q: Leaving other factors aside (eg taxes etc), within a well diversified portfolio would you be ok with selling CIX and TECK.b in favour of buying WCN and DOL? Basically I am asking if you think these latter two (at current valuations) might outperform the former in what I expect to be a somewhat moderate to deep recession? Thanks!