Investment Q&A

Q: DOL seems to be going out of favor with investors as the stock is drifting downward. With the current thesis by many that we are heading towards recession, does it make sense that consumers will "shop" more at a Dollarama when that happens? Would you continue to hold on, add on further weakness or move on to something else? It is currently a 2% (Half) position.
Thanks

Q: Due to higher minimum wages, lower Canadian Dollar, fear of trade wars, ,Dollarama has been under pressure. As a result they need to increase prices to restore their profit margins
Do you think markets will react favorably if Dollarama increases their Ceiling price from $4.00 to $5.00 ?

Q: Dollerama stores are everywhere. They must be reaching a saturation point. I understand that they are trying to move up the value chain and gradually increasing prices. But they also face pressure from the potential tariffs on Chinese goods since the majority of their products are sourced from China. Do you still like this company or is there another retail company that would be a better fit?
thanks in advance.

Q: I have a well diversified portfolio using a passive index strategy. I have the above stocks in my TFSA to boost the total portfolio return. Thanks to 5i that has worked well. My current TFSA holdings are listed and I am up at least 15% on the first 5 stocks listed and plus / minus 5% on the last 5 stocks listed. I am in my early 70's and feel I don't want to spend as much time on the TFSA investments. Can you give me up to 10 buy and forget growth names for the TFSA and if some of the listed stocks are included in your list then so much the better. Thanks

Q: For a growth-oriented investor would you see any compelling reason to switch ATD.B for DOL at this time or are the prospects so similar it's a wash? Long term focused. Already have PBH in the sector and don't want to own all three.

Q: Hi, I am trying to reduce/consolidate number of stocks in my portfolio and also raise some cash. Except SJ (1.5%), all others mentioned here currently have < 1% position. I am holding YGR and BDI for Energy exposure, as my only other holdings in the sector are ENB (3.5%) and PKI (1.7%). I also like the momentum and prospects, based recent developments and your comments on COV and waiting for an opportunity to add on a pullback. RHT, VB and DOL were purchased in small quantities, at the time of addition to 5i potfolios. I also like SJ, and think, market is not assigning it proper valuation at this time. So, I am considering selling RHT, VB and DOL and use some cash to add to SJ. What is your opinion ? Do you believe, there are any near term catalysts for these 3 companies to hold on for now or it should be fine to liquidate. Thanks

Q: The Debt to Capital ratios on DOL and BRP are 108.94% and 152.63% respectively ( source TD Webroker). Are their ratios for real? If so, what would happen to the stock price when a recessive events (i.e. cash flow stalls, fast interest rate rise or other) occurs?

Q: 6/56 5I blog--Tech analysis:consumer staple & telcom stocks breaking out on seasonal cue.In light of a rising rate environment,is it the right time to buy ATD.B,DOL & PBH?.If so,please list your order of preference(best first). The top 10 holdings of XST(cons staple ETF) includes ATD.b(22.35%) & PBH(4.53%).Thanks for u usual great services & advices.

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