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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: What are your thoughts about Dollarama at these levels? I was lucky to get in around $70 last Jan/Feb and it has run up to nearly $100 now. Would you recommend rotating to something like PBH?
Read Answer Asked by Patrick on August 22, 2016
Q: Could you please provide your top 5 picks from within the 5i watchlist that have committed to share buybacks.

Thanks for your excellent service!
Read Answer Asked by dan on July 15, 2016
Q: Guess you'll be busy w/Brexit - but wondering where I might invest some CAD & USD held on behalf of my kids in light of vote result?
Read Answer Asked by Joel on June 24, 2016
Q: Hi
If you could only buy five out of the six above listed stocks at today's prices (for the long term), which stock would you NOT purchase?
Read Answer Asked by Mike on June 02, 2016
Q: Hi, 5i.

What are your top picks for consumer staples at this time?

Thank you,
Robert
Read Answer Asked by Robert on April 25, 2016
Q: Hi Peter, Can you please suggest me 5 names based on today's price which I will hold until 2030 and those will have a good growing dividend? Does Fairfax financial qualify? I just mentioned FFH as I am looking for those names that will predictably increase book value and dividend on a 15% CAGR basis for next 15 years. Just want to mention that the changes 5i made to the site is very effective. Great service!!
Read Answer Asked by Sridip on April 18, 2016
Q: KNow this has been a hot topic lately. But the reason for the fall might be a report just issued by Veritas calling DOL a sell.

Here is what they said:
"Canadian equities
Dollarama Inc. (DOL) - $81.70
Need-to-Know Veritas: Sell (PT $79)
Dollarama reported record GPM of 45.9% compared to historical average of 42%-43%, which led to a 35% increase in EBITDA to $154.8 million. Dollarama’s multiple price point strategy is the key driver of its strong SSSG, with average transaction size increasing at 3%-6% for the last several years while traffic increase was a mediocre 1% on average. Management indicated on the conference call that it will introduce new price points of $3.50 and $4.00 in the second half of F2017 and moved to a new metric: % of sales above $1.25 (instead of above $1.00 previously), which signals that the retailer is close to reaching a saturation point at the lowest price levels and needs higher prices to supplement SSSG. Given the company’s reliance on SSSG and growing expectations for ‘beat and raise’ quarters, a saturation point could create notable downside in the name should the company see slower than expected growth growing forward.

Sheldon
Read Answer Asked by Sheldon on December 10, 2015
Q: Given Dollarama’s recent good quarterly results and the (perhaps unwarranted) stock price reaction, would you consider this as a buying opportunity? Enough to recommend DOL over ATD.B for a new purchase today, or would you stick with ATD.B as your top pick in the consumer space?
Read Answer Asked by Steven on December 10, 2015
Q: Peter, can you provide any comments on my Consumer stock allocation. Each of the following stocks represent between 4 and 5% of my total portfolio: AYA; ATD.B; BYD.UN; CCL.B; DOL; and L. Please let me know if there are other Consumer stocks I should consider.

Thank you, Stephen
Read Answer Asked by stephen on October 27, 2015
Q: Been a happy shareholder of Dollarama. If one looks at the chart, it's like the late-summer correction didn't even phase it.

There's always talk of increased competition from the dollar stores from the US (Family Dollar, Dollar Tree, Dollar General). Just how much of a threat is this to Dollarama's moat? And if US dollar stores are not a threat, what is their main risk?
Read Answer Asked by Eugene on October 05, 2015
Q: Hi gang...lots of nail biting going on right now..yikes! Anyway last week just after China's announcement, a speaker on BNN mentioned that Dollarama would be a good place to invest at this "junction" due to their connection/buying with/0f Asian products! Do you agree? thanks for your advice as always..cheers for now
Read Answer Asked by El-ann on August 19, 2015
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