Q: Would you consider this correction a good entry point for dollarama?
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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.
Q: Hi, Dollarama was added to your Growth portfolio recently with full position. The stock was quiet for several weeks but took off recently to $169 (+10% since added). I bought a few shares at $158, during recent decline. However, with the market jitters (coupled with Desjardins downgrade citing valuation) specially over past two days, tested the lows of last quarterly release. Valuation seems to be still expensive. What's your take for short/long term ? For now, it's a tiny 1% position for me. Should I take advantage of the pull back and add or just liquidate ? Thanks
Q: Hi Team,
I sold my holdings of AVO, (Thanks for that one!). I own the entire balanced portfolio, and would like to deploy the cash in a company that has been beat down a bit in the last little while that has good upside potential. I was thinking DOL but would like a few suggestions.
Thanks,
Jamie
I sold my holdings of AVO, (Thanks for that one!). I own the entire balanced portfolio, and would like to deploy the cash in a company that has been beat down a bit in the last little while that has good upside potential. I was thinking DOL but would like a few suggestions.
Thanks,
Jamie
Q: Any reason for the recent massive drop in the stock price ?
- Photon Control Inc. (PHO)
- Dollarama Inc. (DOL)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
Q: Hi 5i Team,
Please provide your stock recommendations (growth companies) for an investor who is interested in making regular fixed lump sum contributions to the same entities month after month . Time horizon for contributing to the holdings is 2-3 years.
Thanks for your great work!
Please provide your stock recommendations (growth companies) for an investor who is interested in making regular fixed lump sum contributions to the same entities month after month . Time horizon for contributing to the holdings is 2-3 years.
Thanks for your great work!
Q: I own about 70% of the growth portfolio and the balanced portfolio at about 30%. The momentum for those 2 companies is certainly positive, I want to get a full position on one of the two mentioned above for 2 or 3 yrs. which one would you suggest today?
Thank you as always.
Thank you as always.
- Photon Control Inc. (PHO)
- Dollarama Inc. (DOL)
- Chartwell Retirement Residences (CSH.UN)
- NFI Group Inc. (NFI)
- Great Canadian Gaming Corporation (GC)
- goeasy Ltd. (GSY)
Q: Hi There,
This is a two part question regarding my kids RESP account.
The first question, I hold a full position of REI.UN in this account and just learned that as of November, Riocan has suspended their DRIP program. In light of this and the recent weakness, I am considering selling REI.UN and replacing it with CSH.UN. Is this something you think would be prudent, or should I replace it with something other than CSH.UN? (see second part of question)
If I replace REI.UN with CSH.UN I will still have enough cash to buy a position in two of the following stocks, DOL, NFI, GC, PHO, GSY .
In this account I currently hold BNS, MG, FFH,OTEX & REI.UN with a five plus year time frame.
Thank you for your assistance.
This is a two part question regarding my kids RESP account.
The first question, I hold a full position of REI.UN in this account and just learned that as of November, Riocan has suspended their DRIP program. In light of this and the recent weakness, I am considering selling REI.UN and replacing it with CSH.UN. Is this something you think would be prudent, or should I replace it with something other than CSH.UN? (see second part of question)
If I replace REI.UN with CSH.UN I will still have enough cash to buy a position in two of the following stocks, DOL, NFI, GC, PHO, GSY .
In this account I currently hold BNS, MG, FFH,OTEX & REI.UN with a five plus year time frame.
Thank you for your assistance.
- Photon Control Inc. (PHO)
- Dollarama Inc. (DOL)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Can you recommend you top five growth stocks for my TFSA. I would like to take full advantage of tax free growth in this account. Rest of my portfolio is well balanced in my other registered and non-registered accounts. Time frame is 5 to 10 years.
- Dollarama Inc. (DOL)
- Boyd Group Income Fund (BYD.UN)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: Could you please rank the three Balanced Portfolio consumer non-cyc names along with Dollarama separately for growth potential, value and risk?
Q: Happy New Year to the 5i team! Which one between DOL and ATD.B has more growth potential according to you based on a 5 yrs time frame?
Thanks!
Thanks!
Q: Scotia shows outstanding shares for Dollarama declining from 144 million, in 2014, to an estimated 103 million in 2020. Is it within the realm of possibility that management continues to purchase shares and decrease the share count to the point where just privatizing the company becomes the logical end game?
Thanks for your opinion. I look forward to renewing my subscription before the end of January.
John
Thanks for your opinion. I look forward to renewing my subscription before the end of January.
John
Q: Which would you prefer to hold in a TFSA?
Q: Hello Peter,
We made our annual contribution to our grandsons RESP. He is 4 years old. We would like to add one or two new stocks to his portfolio. The current holdings are:
ATD.B
CXI
GUD
NFI
PBH
In your opinion what would be some good Additions? Thank you
We made our annual contribution to our grandsons RESP. He is 4 years old. We would like to add one or two new stocks to his portfolio. The current holdings are:
ATD.B
CXI
GUD
NFI
PBH
In your opinion what would be some good Additions? Thank you
Q: I own the following stocks and ETFs in a non-registered account:
ATD.B, AIF, AVO, BCE, BNS, BYD-UN, CCL.B, CNR, CSU, GC, KXS, MG, MX, NFI, PPL, PBH, TD, TOY, SJ, WSP, VFV, VUS, VEF, ZQQ
Apart from the ETFS, this mirrors fairly closely your balanced portfolio...
I also have SIS and PHO in my TFSA. I want to add another stock to my TFSA and saw that you had chosen SHOP as a to pick a while back on BNN. Ryan chose DOL just today. Between the two and considering what I already own which one do you think would be best for me? or maybe there's something else? I am looking at 10+ years before I would need the money. cheers
Andy
PS Thanks for the fantastic service and I hope everyone at 5i has an awesome new year!
ATD.B, AIF, AVO, BCE, BNS, BYD-UN, CCL.B, CNR, CSU, GC, KXS, MG, MX, NFI, PPL, PBH, TD, TOY, SJ, WSP, VFV, VUS, VEF, ZQQ
Apart from the ETFS, this mirrors fairly closely your balanced portfolio...
I also have SIS and PHO in my TFSA. I want to add another stock to my TFSA and saw that you had chosen SHOP as a to pick a while back on BNN. Ryan chose DOL just today. Between the two and considering what I already own which one do you think would be best for me? or maybe there's something else? I am looking at 10+ years before I would need the money. cheers
Andy
PS Thanks for the fantastic service and I hope everyone at 5i has an awesome new year!
Q: Happy and prosperous New Year 5i team,
I am just considering adding to my tfsa. I bought a chunk of Toy when it fell and thus have a bit of a profit already. And I was thinking of adding to it in 2018. But, I noticed that you added Dol to your buys this year and I have learned to pay close attention when you make a move. So, the question is, given that I am already well diversified, should I add to Toy or is there something about Dol which you have an extra strongfeeling about, since you added it to your portfolio?
thanks
I am just considering adding to my tfsa. I bought a chunk of Toy when it fell and thus have a bit of a profit already. And I was thinking of adding to it in 2018. But, I noticed that you added Dol to your buys this year and I have learned to pay close attention when you make a move. So, the question is, given that I am already well diversified, should I add to Toy or is there something about Dol which you have an extra strongfeeling about, since you added it to your portfolio?
thanks
Q: Seasons greetings: which company has a better growth potential. Kxs or Dol.
Thanks
Thanks
Q: I'm adding to my Consume Disc. stocks and considering either DOL or TOY. Can you make a suggestion for a long term hold.
Thanks
Thanks
- Dollarama Inc. (DOL)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Sleep Country Canada Holdings Inc. (ZZZ)
Q: Hi Peter,
I am looking for five good stocks to add in my RRSP right now. any advise?
no matters for sector.
Thank you,
KT
I am looking for five good stocks to add in my RRSP right now. any advise?
no matters for sector.
Thank you,
KT
Q: Hello, would you classify Dollarama in the consumer discretionary sector (cyclical) or in the consumer staples sector (non-cyclical)? I think you put it in the discretionary sector (cyclical) but I am not sure. Regards, Gervais
Q: Hello 5i team,
I read an interesting article in the Globe on Thursday on Dollarama. According to the author they are essentially borrowing money to buy back their own shares and are now in a situation of negative book value. In other words, if the stock were wound up today, shareholders would find themselves with negative equity.
Your comments please.
Thanks,
David
I read an interesting article in the Globe on Thursday on Dollarama. According to the author they are essentially borrowing money to buy back their own shares and are now in a situation of negative book value. In other words, if the stock were wound up today, shareholders would find themselves with negative equity.
Your comments please.
Thanks,
David