Q: Getting very impatient with this story- more downgrades today - understanding that it is a bit apples /oranges - switch to DOL for growth over next 3 -5 yrs?
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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.
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Suncor Energy Inc. (SU $54.20)
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BCE Inc. (BCE $33.28)
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TC Energy Corporation (TRP $72.33)
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Dollarama Inc. (DOL $180.73)
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Kinaxis Inc. (KXS $182.11)
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Brookfield Infrastructure Partners L.P. (BIP.UN $47.76)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.75)
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Royal Bank Of Canada (RY $145.31)
Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?
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Illinois Tool Works Inc. (ITW $246.94)
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Loblaw Companies Limited (L $58.08)
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Dollarama Inc. (DOL $180.73)
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Metro Inc. (MRU $95.96)
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Toromont Industries Ltd. (TIH $159.55)
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North West Company Inc. (The) (NWC $46.33)
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Hydro One Limited (H $51.90)
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Rollins Inc. (ROL $55.24)
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Brown & Brown Inc. (BRO $87.42)
Q: Please rank the following stocks to purchase today for a 20 year hold. Thanks
Q: HI Peter,
Would you continue to dollar cost average into Dollarama at $164+? Or do you think it's fully valued? The investing site I use for company historical data shows the current PE as 38.3 (high) and in between the 38.3 and 20.9 for the last 10 years. The forward PE for the next 2 years as 36.3 and 32.5. We've been slowly DCAing and it's worked out OK thus far. Thanks for stellar advice during these tumultuous times.
Would you continue to dollar cost average into Dollarama at $164+? Or do you think it's fully valued? The investing site I use for company historical data shows the current PE as 38.3 (high) and in between the 38.3 and 20.9 for the last 10 years. The forward PE for the next 2 years as 36.3 and 32.5. We've been slowly DCAing and it's worked out OK thus far. Thanks for stellar advice during these tumultuous times.
Q: Hi 5i, I went through their results and they matched or beat their goals, and forward growth looks good. I would appreciate you analysis, especially with respect to forward growth. With their expansion in DollarCity and the new purchase in Australia the runway looks good. Again thx for this recommendation several years ago!
Q: What do you think of its acquisition of The Reject Shop in Australia.?
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Toronto-Dominion Bank (The) (TD $110.73)
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Bank of Nova Scotia (The) (BNS $89.91)
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Constellation Software Inc. (CSU $3,855.64)
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Dollarama Inc. (DOL $180.73)
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Intact Financial Corporation (IFC $259.83)
Q: Hi Gang,
If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!
If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!
Q: In the context of Return on Equity (ROE), what is the ideal ROE? I am asking because, when we examine company profiles, we can see significant differences in companies’ ROE. For example, here are the figures for: RY-CA 14%, DOL-CA 104%, and HD-US 405%. Why is there such a disparity? Thank you
Q: Hi Folks,
I currently hold HD in my non-registered account. I am thinking of switching to DOL for a little/lot more growth - they seem to be going in opposite direction. May I have your opinion?
Thanks
I currently hold HD in my non-registered account. I am thinking of switching to DOL for a little/lot more growth - they seem to be going in opposite direction. May I have your opinion?
Thanks
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JPMorgan Chase & Co. (JPM $298.54)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,343.31)
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Dollarama Inc. (DOL $180.73)
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Intact Financial Corporation (IFC $259.83)
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ARC Resources Ltd. (ARX $24.85)
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Tourmaline Oil Corp. (TOU $59.31)
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goeasy Ltd. (GSY $163.37)
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EQB Inc. (EQB $90.40)
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Royal Bank Of Canada (RY $145.31)
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VanEck Junior Gold Miners ETF (GDXJ $111.67)
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Propel Holdings Inc. (PRL $25.97)
Q: Hi group short on financials /gold /silver / oil.... so in what order and what entry price would you add Presently own GSY (4 % position.) also GDXJ (2% weighting ) ARX (5% position ) FFH 5% position...any other suggestions in these sectors are welcome. thanks for your help with this
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Caterpillar Inc. (CAT $540.96)
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Chubb Limited (CB $268.23)
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Deere & Company (DE $457.16)
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Duke Energy Corporation (Holding Company) (DUK $127.40)
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Ecolab Inc. (ECL $270.62)
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Coca-Cola Company (The) (KO $67.59)
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NextEra Energy Inc. (NEE $85.05)
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Procter & Gamble Company (The) (PG $149.60)
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Progressive Corporation (The) (PGR $221.74)
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Roper Technologies Inc. (ROP $500.08)
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Walmart Inc. (WMT $106.47)
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Xylem Inc. New (XYL $144.83)
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Loblaw Companies Limited (L $58.08)
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Sun Life Financial Inc. (SLF $85.72)
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Dollarama Inc. (DOL $180.73)
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Intact Financial Corporation (IFC $259.83)
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Fortis Inc. (FTS $72.32)
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Metro Inc. (MRU $95.96)
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North West Company Inc. (The) (NWC $46.33)
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Premium Brands Holdings Corporation (PBH $96.20)
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Hydro One Limited (H $51.90)
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Nutrien Ltd. (NTR $79.27)
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Arthur J. Gallagher & Co. (AJG $282.68)
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Thank you,
Mike
Q: ATD has been stagnating lately and I am considering swapping some of it for Dollarama. Your opinion is appreciated. Joe
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NexGen Energy Ltd. (NXE $12.64)
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Dollarama Inc. (DOL $180.73)
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Sonida Senior Living Inc Com (New) (CSU)
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Lumine Group Inc. (LMN $36.81)
Q: Can you provide me updates on the 4 companies listed. Thanks very much.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.30)
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Dollarama Inc. (DOL $180.73)
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WSP Global Inc. (WSP $277.99)
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FirstService Corporation (FSV $256.98)
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Thomson Reuters Corporation (TRI $219.75)
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EQB Inc. (EQB $90.40)
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Waste Connections Inc. (WCN $240.02)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.05)
Q: Please ranks these stock for risk from US Tariffs from High to Low.....Tom
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BCE Inc. (BCE $33.28)
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Saputo Inc. (SAP $33.48)
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Dollarama Inc. (DOL $180.73)
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Maple Leaf Foods Inc. (MFI $28.11)
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Premium Brands Holdings Corporation (PBH $96.20)
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Aritzia Inc. Subordinate Voting Shares (ATZ $90.08)
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Jamieson Wellness Inc. (JWEL $34.95)
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Fortis Inc. (FTS $51.45)
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MDA Space Ltd. (MDA $35.23)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.34)
Q: Hi Group looking for some direction on following stocks. Looking for growth along with some dividend return. \plse give me a couple (5) of your suggestions that fit the guidelines lastly please rate them all 10 being best
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Dollarama Inc. (DOL $180.73)
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Stantec Inc. (STN $154.93)
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Thomson Reuters Corporation (TRI $219.75)
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goeasy Ltd. (GSY $163.37)
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Waste Connections Inc. (WCN $240.02)
Q: I'm looking to add a dividend growth stock to my portfolio and considering DOL, TRI, STN, GSY, WCN. What are your views on these stocks and please rank given current market conditions and price. I hold others such as BN, TFII, CSU, and ATD. Others to consider?
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Dollarama Inc. (DOL $180.73)
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TFI International Inc. (TFII $133.96)
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Thomson Reuters Corporation (TRI $219.75)
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Alimentation Couche-Tard Inc. (ATD $73.35)
Q: Hi Peter and Team
I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks
I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks
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Dollarama Inc. (DOL $180.73)
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Stantec Inc. (STN $154.93)
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Toromont Industries Ltd. (TIH $159.55)
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TFI International Inc. (TFII $133.96)
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Premium Brands Holdings Corporation (PBH $96.20)
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Mainstreet Equity Corp. (MEQ $185.20)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.02)
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EQB Inc. (EQB $90.40)
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Boyd Group Services Inc. (BYD $217.26)
Q: Looking at some Canadian mid cap stocks. How would you rank these 9 stocks for estimated total return potential over the next 5 years. BYD, DIR.UN, DOL, EQB, MEQ, PBH, STN, TFII, TIH. Thanks.
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Dollarama Inc. (DOL $180.73)
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Alimentation Couche-Tard Inc. (ATD $73.35)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.10)
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Waste Connections Inc. (WCN $240.02)
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GFL Environmental Inc. Subordinate no par value (GFL $44.83)
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Propel Holdings Inc. (PRL $25.97)
Q: My sense is that Dollarama will continue to grow on plan and perhaps do better under the US Tariff plan.
From a Tariff perspective please provide your evaluation of the following names and how they might prevail or be negatively affected by US Tariffs:
SHOP
ATD
DOL
PRL (propel Holdings)
WCN
GFL
Thank You, Patrick
From a Tariff perspective please provide your evaluation of the following names and how they might prevail or be negatively affected by US Tariffs:
SHOP
ATD
DOL
PRL (propel Holdings)
WCN
GFL
Thank You, Patrick
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Microsoft Corporation (MSFT $511.61)
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NVIDIA Corporation (NVDA $181.81)
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Booking Holdings Inc. (BKNG $4,952.31)
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Mastercard Incorporated (MA $549.88)
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NextEra Energy Inc. (NEE $85.05)
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Visa Inc. (V $335.40)
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Constellation Software Inc. (CSU $3,855.64)
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Dollarama Inc. (DOL $180.73)
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Intact Financial Corporation (IFC $259.83)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.10)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.86)
Q: Your parents give you $100k CAD and $100k USD to invest on behalf of your family for the next 5 years. They instruct you to invest $20k in five Cdn stocks and $20k in five U.S. stocks to hold over the duration. Considering current valuations, the fact this is your family's money, and the objective of maximizing total return over the period, what are your 10 picks?