Investment Q&A

Q: H - all 4 down sharply post fed day. Only one with earnings was DOL but they did very well. Any explanation as to why severe drawdowns today?

Q: Thoughts on these two results and forward outlook?

DOL - had a solid beat and raised guidance, guidance and growth look strong still. Stock down currently on the results.

TVK - sales beat, profit down, div up 20%. For growth and acquisition companies like this, do you like to see a 20% div increase vs other "better" capital allocation ideas such as buying back shares, re-investing capital into more organic growth, etc.. Thoughts? Looking to add more to a smallish position.

Thanks!

Q: Why DOL share price today took a hit when the announced results and forward outlooks are so positive?

Q: I just dumped DOO for tax loss and need a proxy in that C Discretionary space. Can you advice on a couple of options?

I suspect some C Discretionary CO’s might have some momentum here as well.

Q: According to your third party profile on DOL the ROE is 1,534.15%. Is that correct? If so why and if not what is the ROE. Thanks

Q: We finally have an RESP for our grandchild.

Ready for first equity purchase starting with about $6000.

Looking for suggestions.

Thanks

Q: Thoughts on buying these here in an RRSP or RESP and forgetting about them for a few years ? Any you would change ? Thank you.

Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!

Q: I have .85 and .79 % holdings respectively in the above 2 companies. The dividend yields are paltry so I'm thinking of consolidating them . Which of the two do you see with better growth potential or could you recommend 3 or 4 others with better growth opportunities irrespective of sector allocation with a dividend and without a dividend. I already hold CSU, LMN, TOI, TFII, GLXY, HPS.A
Thank -you
Jeff

Q: Can you comment on the current attractiveness of Dollarama?

Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?

Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?

Thx

Q: I'm wondering about Dollarama compared to the US dollar stores. DOL is near a 52 week high and DLTR and DG are near 52 week lows. What difference(s) between this companies makes their recent performance so different? Do you think Dollarama going to follow the US companies performance in the near future?

Q: In your opinion which one of the two in the sectors below offer the best return over the next 5 years?
Energy Infrastucture-Key or PPl
Retail-Atd.b or Dol

Q: On a discounted cash flow basis, the intrinsic or fair value of DOL is $74.52.  But the current price is $87.56. And this seems to me to  signal DOL is overvalued by $41.50  or 35.77%. My question is how much weight should be placed on this method of valuation? And what other metrics should I consider along with the discounted cash value valuation? For example, is this valuation a signal to trim to a base weight of 4%?  Curious me...and also a fan of DOL......Tom

Q: What is your current assessment of George Weston. Its share price is down about 20% since its high of 4-5 months ago, and seems to be in a downward trend. It has a fairly small dividend. How does it look to you? Are there any reasons you to continue to hold this? Do you have any other defensive names that you prefer? Thanks,

Q: Hi - these two companies, while being similar in business plan, seem to act very differently. can you help me understand why DG seems to perform so much worse? What is making DG seem to be such a weakling while DOL holds firm?

Q: Buy DOL?
Very high debt., - BV, dividend increase meagre and a ROE of 800+ - how is this possible with huge debt. - requiring cash flow to support it?
Find fundamentals confusing to say the least.

Q: I have had the impression rightly or wrongly that you aren’t buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? I’ll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), it’s always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.

Q: Hi Guys,

Can I please get your opinion of Ollie's Bargain Outlets (OLLI). Thank you!

Dave