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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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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NexGen Energy Ltd. (NXE $13.00)
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Constellation Software Inc. (CSU $3,325.82)
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Dollarama Inc. (DOL $201.11)
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Lumine Group Inc. (LMN $29.30)
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 $127.74)
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Dollarama Inc. (DOL $201.11)
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WSP Global Inc. (WSP $241.70)
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FirstService Corporation (FSV $214.32)
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Thomson Reuters Corporation (TRI $184.66)
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EQB Inc. (EQB $96.71)
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Waste Connections Inc. (WCN $239.44)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.68)
Q: Please ranks these stock for risk from US Tariffs from High to Low.....Tom
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BCE Inc. (BCE $32.59)
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Saputo Inc. (SAP $38.89)
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Dollarama Inc. (DOL $201.11)
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Maple Leaf Foods Inc. (MFI $25.30)
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Premium Brands Holdings Corporation (PBH $98.89)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.29)
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Jamieson Wellness Inc. (JWEL $34.03)
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Fortis Inc. (FTS $51.10)
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MDA Space Ltd. (MDA $24.90)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.06)
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 $201.11)
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Stantec Inc. (STN $131.55)
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Thomson Reuters Corporation (TRI $184.66)
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goeasy Ltd. (GSY $123.28)
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Waste Connections Inc. (WCN $239.44)
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 $201.11)
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TFI International Inc. (TFII $134.63)
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Thomson Reuters Corporation (TRI $184.66)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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 $201.11)
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Stantec Inc. (STN $131.55)
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Toromont Industries Ltd. (TIH $163.06)
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TFI International Inc. (TFII $134.63)
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Premium Brands Holdings Corporation (PBH $98.89)
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Mainstreet Equity Corp. (MEQ $185.44)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.99)
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EQB Inc. (EQB $96.71)
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Boyd Group Services Inc. (BYD $235.46)
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 $201.11)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
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Waste Connections Inc. (WCN $239.44)
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GFL Environmental Inc. Subordinate no par value (GFL $44.72)
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Propel Holdings Inc. (PRL $25.94)
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 $483.16)
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NVIDIA Corporation (NVDA $182.41)
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Booking Holdings Inc. (BKNG $5,197.04)
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Mastercard Incorporated (MA $545.52)
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NextEra Energy Inc. (NEE $83.13)
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Visa Inc. (V $331.24)
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Constellation Software Inc. (CSU $3,325.82)
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Dollarama Inc. (DOL $201.11)
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Intact Financial Corporation (IFC $274.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
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?
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Amazon.com Inc. (AMZN $229.53)
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Costco Wholesale Corporation (COST $894.68)
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Dollarama Inc. (DOL $201.11)
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Metro Inc. (MRU $99.85)
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North West Company Inc. (The) (NWC $48.34)
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AstraZeneca PLC (AZN $90.18)
Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?
Q: I’ve owned AAPL for the past 15 years+ and it now represents a 3.5% position of my overall portfolio. 10 years from retirement with a risk reward appetite leaning to measured risk. Top holdings in order are BN, GOOG, NVDA, AMAZ, WSP, BkNG, CSU, ISRG, V, AXON then AAPL. If it’s you, do you keep it or find something with a better growth trajectory? I’m over in consumer discretionary and under in staples so wondering if a move to DOL makes sense? Thoughts?
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Dollarama Inc. (DOL $201.11)
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Kinaxis Inc. (KXS $176.30)
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TerraVest Industries Inc. (TVK $125.77)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.29)
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Trisura Group Ltd. (TSU $39.75)
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Valhi Inc. (VHI $12.82)
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Boyd Group Services Inc. (BYD $235.46)
Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks
Thanks
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Costco Wholesale Corporation (COST $894.68)
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Constellation Software Inc. (CSU $3,325.82)
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Dollarama Inc. (DOL $201.11)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $171.39)
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Construction Partners Inc. (ROAD $103.04)
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Propel Holdings Inc. (PRL $25.94)
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Lumine Group Inc. (LMN $29.30)
Q: Some of your favorite stocks are down over the past month. In what order would you DCA?
HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%
HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%
Q: I notice recently that Dollarama is often near the bottom of your "recommendation" list. I know its currently overvalued but its price has dropped significanly lately. Is there a reason why its near the bottom of your list, why its price is dropping, and at what price it would be a good "buy"?
Q: Jan 3, DOL was one of your top picks for Canadian stocks in 2025. Since that date all questions asking you to rate buys, DOL was always rated last. Please explain what you would do if had intended to hold the stock for another 3 years with a good embedded capital gain. Thank you
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Intuitive Surgical Inc. (ISRG $575.34)
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Dollarama Inc. (DOL $201.11)
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Celestica Inc. (CLS $449.52)
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Transdigm Group Incorporated (TDG $1,346.86)
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Axon Enterprise Inc. (AXON $550.95)
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Berkshire Hathaway Inc. (BRK.B $504.34)
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Heico Corporation (HEI $312.20)
Q: Please rank the following from best to worst for a long term hold. Thanks
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Dollarama Inc. (DOL $201.11)
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Descartes Systems Group Inc. (The) (DSG $128.26)
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TFI International Inc. (TFII $134.63)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
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Lumine Group Inc. (LMN $29.30)
Q: Happy New Year! I bought TFII in June and it's now at the same level. I was thinking of selling a chunk to reinvest in LMN, DSG, DOL and BN. What would your opinion on a hypothetical sell/buy be? How would you rank the purchase stocks? Happy 2025!
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Dollarama Inc. (DOL $201.11)
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Descartes Systems Group Inc. (The) (DSG $128.26)
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Trisura Group Ltd. (TSU $39.75)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
Q: Happy New Year. As you have mentioned, Trisura is a frustrating stock, although it shows potential. What would your views be on selling some of it and reinvesting in the other three stocks mentioned? Which order would you recommend buying those three stocks in for maximum long term gains? Thank you.
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Canadian Natural Resources Limited (CNQ $47.96)
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Dollarama Inc. (DOL $201.11)
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Propel Holdings Inc. (PRL $25.94)
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South Bow Corporation (SOBO $38.42)
Q: In an unregistered account, what order would you add to PRL, DOL, SOBO, CNQ for a long term hold? Thank you.
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Broadcom Inc. (AVGO $390.24)
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Salesforce Inc. (CRM $260.57)
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Dollarama Inc. (DOL $201.11)
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Brookfield Renewable Partners L.P. (BEP.UN $39.22)
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The Trade Desk Inc. (TTD $40.05)
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kneat.com inc. (KSI $4.70)
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Condor Resources Inc. (CN $0.17)
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Applovin Corporation (APP $691.94)
Q: Hi there
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.