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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: Good morning, Which Stocks do you guys believe should benefit the most with the rising cost of living and many people having to turn to cheaper retail and grocery stores for example. Would stores like Costco and Dollarama be a couple of obvious examples, thanks?
Read Answer Asked by Pat on December 21, 2023
Q: Hello, I am looking to enter a position into one of these two companies, I am leaning towards DOL. They have both been a consistent compounder since I started watching them over the years. Do you have a preference ? This would be a hold in my TFSA, (if that makes a difference)
Thanks.
Read Answer Asked by Robbie on December 21, 2023
Q: Hi - as a follow up to your reply from my earlier question today on the above, would you consider a further pullback during this possible rotation to be an opportunity to add back to them? This would be under scenario that once a recession is upon us that they would once again do well. Secondly, do you "expect" that this rotation may last a quarter or two...or is your base case for recessionary positioning sooner?
Read Answer Asked by Doug on December 15, 2023
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?
Read Answer Asked by Doug on December 14, 2023
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!
Read Answer Asked by Keith on December 14, 2023
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.
Read Answer Asked by Patrick on November 30, 2023
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
Read Answer Asked by Cheryl on November 27, 2023
Q: We finally have an RESP for our grandchild.

Ready for first equity purchase starting with about $6000.

Looking for suggestions.

Thanks
Read Answer Asked by Ron on November 24, 2023
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.
Read Answer Asked by Paul on November 13, 2023
Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!
Read Answer Asked by Curtis on November 08, 2023
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
Read Answer Asked by JEFF on November 06, 2023
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 ?
Read Answer Asked by Kim on October 10, 2023
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
Read Answer Asked by blake on September 25, 2023
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?
Read Answer Asked by Mike on September 21, 2023
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
Read Answer Asked by Terry on September 21, 2023
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
Read Answer Asked by Tom on September 11, 2023
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,
Read Answer Asked by Leonard on September 01, 2023
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