Q: Hello,
Dollarama is a holding in my kids' Resp. I imagine them shopping there once they move out of residence while at university so see it as one to hold toward near the end of their tertiary education:) That said I have become nervous on its reporting dates (June 7). They have a nice gain and it's a little more than 5% but not quite 6% yet. For a longer term hold should I hold this one or swap it out for mru or loblaw?(defensive sector with less growth). The account also holds atd.b
P.s. I have my first 400% gain with NFI - thanks 5i!
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Defensive (Staples - Non Cyclical) sector which is 15% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you - my portfolio is now cleaner and easier - sold the losers.
Q: I have a nice profit in DOL, would be taxable if I sold.
I still do not have any transport stks in my portfolio, should I sell Dol and move the proceeds into one of the above or a combination of the above mentioned.
Thank you for your insight.
Despite the nice QoQ growth at DOL, the debt is also rising drastically. Is this a concern to you? From what I can tell they are essentially issuing debt to buy back stock - at very elevated prices. This can't go on forever? I have a very healthy gain on the DOL shares that I have left and am considering selling all.
Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.
In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.
Q: Which one of these 4 companies would you buy today
for growth and long term hold? (disregarding sector)
In which order would you rank them?
Thank you.
Q: CGX has been flat for me over the past few years, and I'm thinking of selling my position and investing it in something else in the consumer sector. Do you have a preference between L, ATD.B, or DOL? Is there another name I should be considering?
Q: I noticed this stock is not part of the list of stocks in the summary. I hear a lot good things about this company and I'm considering it as part of my portfolio even at 114$/share. Would you consider this stock as good long term investment.
I am thinking about selling my DOL position and moving into MDA. I have held DOL for a while with no traction. I feel the upside could be $5.00 per share, but the downside could be sizable with any earnings miss, etc. There appears to be better analyst price appreciation with MDA, and with the new acquisition for the imaging company it could play into US defense commencements?? Any comments on this thought process would be great. Thank you.
Q: Hi, I own growth stocks PBH and KXS and have been lucky with them. Im looking for one more growth stock to hold for several years. Which of the stocks SYZ, ATD, or Dol would you choose and why?
Q: Hi Peter at my family's insistence we took a position on the subject stock when the posted their last results since this stock has been dead money with a very small dividend .
What your thinking on this stock is it worth to hold or should I move on and take the heat from the family
Kind regards
Stan
Q: You mentioned DOL still has lots of growth potential in Canada. Is the growth coming mainly frow new stores opening or from existing stores ? I believe they now have more than 1000 stores in CDA. Would you know how many stores are they planning to open over the next few years ?
What is the insider ownership ? Thank you .