Q: Hi 5i, pls comment on their results and guidance from Wednesday's earning release. I have it as one of my core consumer staple stocks and was wondering if you continue to like it for a long term position, or is there something better to hold. Thx.
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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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Home Depot Inc. (The) (HD $389.68)
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Dollarama Inc. (DOL $188.42)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.26)
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Hilton Worldwide Holdings Inc. (HLT $323.70)
Q: Is the debt not starting to be a concern here ?
debt/Equity 158%
thanks Gord
debt/Equity 158%
thanks Gord
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Adobe Inc. (ADBE $264.67)
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Microsoft Corporation (MSFT $413.27)
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Church & Dwight Company Inc. (CHD $98.97)
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Dollar General Corporation (DG $146.25)
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PepsiCo Inc. (PEP $166.97)
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Philip Morris International Inc (PM $182.69)
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UnitedHealth Group Incorporated (DE) (UNH $273.22)
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Walmart Inc. (WMT $126.70)
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Enbridge Inc. (ENB $69.25)
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Constellation Software Inc. (CSU $2,440.00)
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Dollarama Inc. (DOL $188.42)
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Restaurant Brands International Inc. (QSR $95.32)
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Brookfield Renewable Partners L.P. (BEP.UN $41.89)
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Descartes Systems Group Inc. (The) (DSG $94.09)
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TMX Group Limited (X $46.14)
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Alimentation Couche-Tard Inc. (ATD $80.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Five Below Inc. (FIVE $206.68)
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Domino's Pizza Inc (DPZ $389.73)
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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Costco Wholesale Corporation (COST $971.23)
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Alphabet Inc. (GOOG $318.63)
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Intuitive Surgical Inc. (ISRG $495.15)
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Microsoft Corporation (MSFT $413.27)
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NVIDIA Corporation (NVDA $188.54)
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Constellation Software Inc. (CSU $2,440.00)
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Dollarama Inc. (DOL $188.42)
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WSP Global Inc. (WSP $266.37)
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Thomson Reuters Corporation (TRI $123.17)
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Alimentation Couche-Tard Inc. (ATD $80.00)
Q: I have been fortunate to own the above names, some for not as long as I wish I did. When you look at their 10 year charts they are impressive. Can I ask you to list a few more Canadian and perhaps several U.S. stocks that maybe also pay a small dividend but that you consider must own names for long term growth? (I do own BN as well). Thank you as always.
Q: Thinking of selling goeasy and buying dollarama what do you think about this transaction.
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Adobe Inc. (ADBE $264.67)
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Intuit Inc. (INTU $421.39)
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TJX Companies Inc. (The) (TJX $153.29)
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Constellation Software Inc. (CSU $2,440.00)
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Dollarama Inc. (DOL $188.42)
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Alimentation Couche-Tard Inc. (ATD $80.00)
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Aritzia Inc. Subordinate Voting Shares (ATZ $115.02)
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S&P Global Inc. (SPGI $401.08)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.72)
Q: Wow, wild ride lately. I'm looking for some solid companies to tame things down in my portfolio. I would greatly appreciate it if you could recommend some companies that fit the following requirements:
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
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Enbridge Inc. (ENB $69.25)
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Dollarama Inc. (DOL $188.42)
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Descartes Systems Group Inc. (The) (DSG $94.09)
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FirstService Corporation (FSV $219.57)
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Open Text Corporation (OTEX $35.27)
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Hydro One Limited (H $54.79)
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Boyd Group Services Inc. (BYD $245.52)
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.).
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Toronto-Dominion Bank (The) (TD $133.64)
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Bank of Nova Scotia (The) (BNS $105.46)
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Enbridge Inc. (ENB $69.25)
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Sun Life Financial Inc. (SLF $88.76)
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Constellation Software Inc. (CSU $2,440.00)
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Dollarama Inc. (DOL $188.42)
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Descartes Systems Group Inc. (The) (DSG $94.09)
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Alimentation Couche-Tard Inc. (ATD $80.00)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.72)
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
Shyam
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Costco Wholesale Corporation (COST $971.23)
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McDonald's Corporation (MCD $325.97)
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Walmart Inc. (WMT $126.70)
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Dollarama Inc. (DOL $188.42)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $178.29)
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Alimentation Couche-Tard Inc. (ATD $80.00)
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Aritzia Inc. Subordinate Voting Shares (ATZ $115.02)
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
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
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Sun Life Financial Inc. (SLF $88.76)
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Dollarama Inc. (DOL $188.42)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $178.29)
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BRP Inc. Subordinate Voting Shares (DOO $106.86)
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goeasy Ltd. (GSY $128.32)
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EQB Inc. (EQB $118.08)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.72)
Q: Would you have better stocks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks
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Dollarama Inc. (DOL $188.42)
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BRP Inc. Subordinate Voting Shares (DOO $106.86)
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Aritzia Inc. Subordinate Voting Shares (ATZ $115.02)
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Canadian Tire Corporation Limited (CTC $212.00)
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?
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!
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.
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.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $109.87)
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Dollarama Inc. (DOL $188.42)
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Descartes Systems Group Inc. (The) (DSG $94.09)
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Kinaxis Inc. (KXS $128.05)
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Open Text Corporation (OTEX $35.27)
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Thomson Reuters Corporation (TRI $123.17)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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.
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Park Lawn Corporation (PLC $26.48)
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Dollarama Inc. (DOL $188.42)
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Gildan Activewear Inc. (GIL $97.62)
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Restaurant Brands International Inc. (QSR $95.32)
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BRP Inc. Subordinate Voting Shares (DOO $106.86)
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Magna International Inc. (MG $76.23)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Boston Pizza Royalties Income Fund (BPF.UN $24.22)
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Leon's Furniture Limited (LNF $28.21)
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MTY Food Group Inc. (MTY $43.08)
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Spin Master Corp. Subordinate Voting Shares (TOY $20.24)
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Aritzia Inc. Subordinate Voting Shares (ATZ $115.02)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.26)
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?
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Dollarama Inc. (DOL $188.42)
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BRP Inc. Subordinate Voting Shares (DOO $106.86)
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Alimentation Couche-Tard Inc. (ATD $80.00)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.10)
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iShares S&P/TSX 60 Index ETF (XIU $48.78)
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Pet Valu Holdings Ltd. (PET $28.97)
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
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Dollarama Inc. (DOL $188.42)
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BRP Inc. Subordinate Voting Shares (DOO $106.86)
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Pet Valu Holdings Ltd. (PET $28.97)
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
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Bank of Nova Scotia (The) (BNS $105.46)
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Enbridge Inc. (ENB $69.25)
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Sun Life Financial Inc. (SLF $88.76)
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Dollarama Inc. (DOL $188.42)
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Brookfield Renewable Partners L.P. (BEP.UN $41.89)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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goeasy Ltd. (GSY $128.32)
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EQB Inc. (EQB $118.08)
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Trisura Group Ltd. (TSU $44.31)
Q: What would be your top five income and growth investments for an rrsp