Investment Q&A

Q: Do you feel that the coronavirus will interrupt Chinese inventory flow of items to Dollarama stores?

Q: Which of these 2 stocks would you but for growth for a 3-5 year hold

Q: Have to raise cash - the above are my poorest performers (SIS is negative). Have to sell 1 & 1/2 positions. What do you suggest I sell.
Thanks for all the great performers you have named.
Bill

Q: hi there, currently own Dollarama and CSH.UN in my TFSA and was thinking of switching out and purchasing XEG for some energy exposure and HMMJ as both ETF's seem to be exhibiting some upside after a down year. What are your thoughts on this switch (based on your examination of where DOL and CSH.UN seem to be going from here)? Note, this only effects approximately 1.5% of my total portfolio so neither will represent a significant weighting. Thank you.

Q: Currently hold Dollarama in my RRIF and underwater. I am considering moving it to my TSFA as part of my yearly contribution $6000.00. If and when a downturn occurs I am thinking this stock should be a decent holding, or should I just sell and take my loss
Your thoughts and thank you
Rick

Q: Thank you for your response of Dec 9, but I am still a bit confused. The commentary provided by DOL indicates that for fiscal '20 they expect to have opened 60 - 70 new stores, and this appears to be without any contribution from their new acquisition, which in turn is expected to open 40 - 50 new stores (each year?) which is a growth rate of around 20 - 25% pa. And the forecast for the coming year repeats the new store openings of 60 - 70.... excluding any Dollarcity contribution?? So while I did not appreciate that their new acquisition was so much smaller in comparison to DOLs current assets the growth contribution from this purchase looks as though it has been quite heavily discounted. If you can clarify that would be nice. Thanks

Q: Good afternoon folks
With a better China/US trade agreement which of these would you expect to do better from here? I own a bit of DOL but have watched DLRT for awhile now.
Thank you for a good year and all you do for us! You have "steered my ship" for over 5 years now! Happily I am up 60%. All by shaving at highs and buying at lows(mostly but of course not always). I only added just under 2% of new money.
Thank YOU and MERRY CHRISTMAS

Q: With Cineplex gone, another dominant Canadian company is bought out. How likely is this the fate of Dollarama?. Buyout from Dollar General a possibility as they don't appear to have a presence here ?

Q: Good Morning.
I like the momentum and your positive comments on XBC. In an effort to establish a position in XBC I can add new money to an unregistered account or sell DOL and COV in my TFSA or TSGI and CLIQ in my RRSP.
This may be a too specific question with regards to my portfolio so in the alternative do you have more conviction in XBC than the other for companies at present?
Thank you

Q: I thought DOL had recently bot into a Brazilian outfit which promised significant growth potentially replacing or supplementing a possible slower NA profile. Yet there is no mention of this acquisition or its potential(?) benefits. Can you add some clarity please. Thank you.

Q: Dropped to 40% gain this year for people who bought it at the lows and not the ones that bought on 5i recommendations, who are probably 12+% down.

Q: What could have possible be said in the conference call to cause a crash of the stock? This is in free fall now.

Q: In your opinion why is DOL being hit so hard today after a relatively alright quarter? Thanks

Q: Thoughts on DOL's quarter?

Q: Is it timely to start a position on the above 4 stocks,& please rank them in order.Thanks for u usual great advices & services

Q: DOL reports on Dec 4th . What are estimates ? A good Q or not ? RAK.

Q: Hi,

What would be your top 4 consumer discretionary stocks , with a slight growth tilt, at the current moment?

Q: I have been monitoring the above list of stocks. I have some cash to deploy in the names. Can you please list the above names in your preferred order to purchase them. Which ones you like the best? Should I wait for tax loss selling season to see more pressure on the names. Thank you for your opinion.

Q: Which of these 2 stocks would you start a small position in with a 2 to 3 year hold?I’m looking for some growth,stability of earnings and being somewhat recession defensive. Thanx. Great service.

Q: My local Dollarama store is getting more traffic. I asked the salesperson why and her answer was since they started selling food she finds the traffic has been increasing. Good comment. Should help this quarter eps. RAK