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?
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?
Q: Currently own a 4% position of Dollarama and after the disappointment today was thinking of switching over to Covalon as a replacement. Looking out 3+ years would you look at this as a better long term strategy? Starting to worry the Dollar store space could get crowded in the coming years.
Q: Add comments on earlier Qs SIS--Tech Analysis on Aug 23 provided by 5i show a break out(B.O.) at $17.50.Globe & Mail has some positive comments & on the positive B.O. list the last few days. DOL---this morning Industrial Alliance Securities upgraded to a BUY & a TP of $54.50 GC---Many months ago,the manager of VIP sector was let go & reportedly the gov't tightened the check up on money laundry.The gov't gets huge revenue from casinos
Q: Good Morning,
I currently have a half-position in DOL and would like to add to this space. Would you buy a half-position in DLTR or top up DOL to a full position? Or....any other suggestions?
Dennis
Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave
Q: I currently own TOY (my only holding for Cyclical Consumer). I did have MG but sold it. I am wondering for a RRSP with a long time frame which 2-3 stocks of the list BCI, DOL, DOO. GSY, CCL.B. AW.UN which be best as I am trying to increase my holdings in this sector.
Thanks
Q: Prices are down quite a bit from their highs.
Do you think one of the reasons for the decline is a switch by some investors from growth to value?
If so and faced with higher interest rates in the future it might time for you to consider starting a value equity model portfolio
Please comment
I currently own the subject shares in my TFSA portfolio. Are these stocks still worth hanging onto with the current volatility? I was considering selling everything and going with Vanguard or iShares.