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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: Spruce Point has written some quite negative things about Dollarama such as saturation of the market, more competition than expected or mentioned, buying back stock at inflated prices to line the pockets of upper management & buying the distribution centre in the east of Canada rather than building one in the west to enrich the family that began the business in 1992.I'm down a ton on this stock so I'd appreciate your comments on the above accusations. They value the stock at $25 with hopes at best of it going to $43.00. Thanks as always for your valued insights.
Read Answer Asked by Dave on October 31, 2018
Q: Hi, The listed companies have been where I have taken a big hit. As a novice investor the lesson I've learned is that it makes sense to average into a position, especially in an uncertain market. Losses in these stocks have taken over 5% of my portfolio. Can you comment please that all of these companies show promise for the long term, and there is good reason to say they will bounce back when the markets do recover? I know that MFC has a litigation issue, and TCL.A has an acquisition that is somewhat off the rails. I don't need this money for at least 15 years, but also want to feel sure I'm setting up my RSP for an increase within a few years. Thanks.
Read Answer Asked by Dan on October 30, 2018
Q: Hi 5i:

Is it a good time to re-enter VET and DOL? Full or Half positions? I have regretfully waved my 10% rule on ALA. What do you see for its future?
Thanks for your unbiased insight which is tremendous foundation of 5i that benefits all members.

Tom

Read Answer Asked by Tom on October 22, 2018
Q: hi Peter a little confused by the P/E ratios which you show on these companies profiles. if I use 2019 EPS estimates that you Kindly provided I get PBH p/e of 17.34 not 34.10 SIS p/e of 23.20 not 34.40. DOL p/e of 20.52 not 24.50 and TSGI p/e of 11.82 not 73.50. not sure what I am missing. thanks Richard
Read Answer Asked by richard on October 09, 2018
Q: Hello 5I.
I just was wondering how best to handle tax loss selling season? Do I wait till late november early december to buy some "losers" or do you strike when it falls into my range. I am just tentative as I don't want to buy way to early if a stock is probably going to drop further (best guess).. Dollarama for example..
Thanks
Read Answer Asked by Tyler on October 09, 2018
Q: Hi, I see other members are selling stocks for a tax loss. In my case I only have investments in my rsp, so will not be able to use this strategy. How much of the downward momentum on stocks like DOL and TCL can be attributed to selling for a tax loss? The recent negative market reaction to both of these stocks was quick and as you have stated possibly an "over reaction". How much of the drop can be attributed to sellers seeing the chance to take a tax loss. This is a part of the market I don't understand all that well. Thanks.
Read Answer Asked by Dan on October 04, 2018
Q: I'm curious as to what you think of Dollarama now that it’s fallen so much. The company's growth forecast was lowered, but I’m thinking with high household debt and rising interest rates, many people might shop there out of necessity. Do you recommend it as a buy at these levels, and what are the risks associated with the stock? Do you think it’s better to wait until December to buy?
Read Answer Asked by Pamela on October 04, 2018
Q: Would you rank these in order of preference to buy today today? THANKYOU
Read Answer Asked by John on October 04, 2018
Q: Just crystallized losses on the above and planning to buy back in a month.
Is the 30 days from the settlement date and what would you advise to do with the cash in the next 30 days while waiting?
Thanks
Read Answer Asked by JEFF on October 02, 2018
Q: hi Peter what are the 2019 earnings per share estimates for SIS DOL COV PBH and TGSI. thanks Richard
Read Answer Asked by richard on September 27, 2018
Q: whats your overall thoughts on retail in Canada in general? all these retail names have expeirenced sizable pull backs, and are looking more attractive now. is the strength of the consumer that large of a threat?
Read Answer Asked by matthew on September 25, 2018
Q: I was going to sell my position (loss) in TSGI for the tax benefit but with the drop in Dollarama I now am considering selling that instead (also loss). Intention is to buy back the position after 30 days (or more).

Am leaning more to selling DOL but which would you let go?

Thanks
Read Answer Asked by Rudy on September 19, 2018
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