Investment Q&A

Q: I'm looking to start a new half weight position in an RSP account with a 10 year time line. Sector allocation aside, how would you rank these in terms of capital appreciation from most favorable to least. I have good tolerance to risk.

Thanks in advance,
Greg.

Q: can you tell me your top suggestions currently in Canada and the US within the consumer discretionary space?

Q: Have NFI, DOL, and CIX.

Not too impressed with DOL, looking to sell.

Want to add a good growth stock. Loblaws and BCE look appealing. BCE appears on multiple picklists, and seems sector-leading . And Loblaws shows strong fundamentals and consistently growing profits.

Your views on these or other better options please.

Q: HI 5i,
With Dol split is this now an opportunity to buy if not owned, already ? Do you see more growth here?

Thanks

Q: Hi Peter & Team,
Could you tell me the split price of this company and the date of the split.
Thanks
Ivan

Q: It's getting a little scary to see such huge profits in my portfolio (Cash, TFSA, RRIF). I know you are flexible about percentages, so I'd like your opinion on whether to reduce the following equities and by how much?

SIS 7% ; BABA 6% ; NVDA 9%; SHOP 8% ; ALGN 6% ; DOL 9% ; PBH 9%.
Many thanks for all your thoughtful advice.

Q: Hi Peter
which stock do you recommend:
GOOS or DOL and why
Thanks
Ron

Q: DOL splits 1 to 3 as at close,June 14.If I buy tomorrow before close,do I get the split?Thanks for u usual great services & views

Q: Could you help me understand the reason that DOL is interested in buying back shares while also proposing a 3:1 stock split. Isn’t that counter-productive?

Q: Thanks for u comments on the poor/below estimated results of DOL.I may add that It blames on poor weather(also negative impact on earlier results of $ Tree & $ General) & new increase in min wages in some provinces(eg Ontario).The competition may be getter tougher as $ Tree stated last year that it may open another 1000 stores in Can,over time Also a Chinese $ store is opening..So DOL is hit & hit hard(currently down some $10).This also have a carry over impact on PBH(one of u stars) & ATD.B ,both down by some 3%.Please u short view if this is an opportunity to buy these 3 stocks,Always appreciate u normal great services & views

Q: Would you advise adding to a half position in DOL at this point in time (long term holding) or would you suggest waiting a few quarters? Thank-you.

Q: Could you please comment on Dollarama results. Thanks

Q: It’s becoming increasingly clear Canada is facing challenges on many economic fronts from increasing regulatory burdens, inability to attract foerign capital and sub-national debt at the provincial level. Given that these, among many other, factors make Canada a questionable destination for investment, I’m wondering about your take on what this means going forward. Apart from an increased international focus, are there some Canadian companies doing business in Canada you feel can benefit from a potentially deteriorating economic scenario in Canada. I've recently taken a position in GSY and am considering DOL. Your thoughts on these and other suggestions would be greatly appreciated.

Q: Good afternoon guys:
I already asked a question about Dollarama, but with the recent price increase the last few days, would it still be good to buy at the current level. Apparently a 3 to 1 stock split is in the works. Could you please comment?
Thank you
Mark

Q: If you had a perfectly balanced portfolio and room for one more 4% position, what one of the above would you choose?

Q: Could you please post street estimates for the quarter for Dollarama and Transcontinental Inc. Thanks

Q: There is competition coming from Japan from a company called Miniso.
Do you think this will hurt DOL?
Will it drop DOL's sales by 10% or so or it will be negligible.
Thanks

Q: Hey guys:

I have been debating whether to establish a position in this name . Every time I am in there with my kids, it is crazy busy. It has been consolidating as of late. Would it be a good time to buy?
Thank you
Mark

Q: Greetings 5i,

I sock away a bit of cash for the summer months as i find there is always a few opportunities to pick up a good companies at a discount. I limit this to a small portion of my portfolio but would like your recommendations on your top 5 CDn (growth) and 5 top US Dividend Payers (need US income) that you would pick up on a dip or low volume during the summer months? Last August was a great example of picking up really good names at a discount. I realize there are no guarantees that we will see the same market but always on the lookout to pick good long term names to add to my portfolio. In the past i have picked up Visa, JPM this way.

Thanks for your advice.

Q: Hi, I am trying to raise some cash and reallocate for buying a new position ( TCL.a).
Most of my holdings have done well ( many same as Balanced and a few from Growth 5i Portfolios) with moderate to sizable gains since inception with the exception of above names ( Negative YTD Only). I like the prospects of some of them with portfolio weights TOY (3.5%), SIS (3.5%)and SJ (2%).
BCE and ENB are fairly old holdings with 3.5% weight each and have not been acting well for a while. Over past few months, I have sold all KWH.un and most of ECI
( reduced to 0.75% weight), due to rising rates and other company specific concerns. DOL (1.25% weight).
Will it be reasonable to eliminate ECI and DOL (small positions) and/or reduce BCE/ENB ( BCE more due to muted growth prospects and ENB due to its high debt and pipeline sector concerns).

Thank you for your valued advice.