Q: Do you see QSR as a buy now? If so, are there other stocks in the same sector that you like better? This would be for a medium to long term hold. Thanks.
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Investment Q&A
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- Restaurant Brands International Inc. (QSR)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- Savaria Corporation (SIS)
- Topicus.com Inc. (TOI)
Q: I need to dispose of a stock or two to fund my wife's RMD. Which of the above would be your first choice to sell; please pick 2 or 3 in order of least upside.
Thanks,
Thanks,
Q: Please provide your take on the quarterly results. Thank you.
- Starbucks Corporation (SBUX)
- Chipotle Mexican Grill Inc. (CMG)
- McDonald's Corporation (MCD)
- Restaurant Brands International Inc. (QSR)
- MTY Food Group Inc. (MTY)
- Domino's Pizza Inc (DPZ)
Q: MTY or QSR: which best buy? I am thinking mild recession - maybe better price of entry later? I do not own any stocks in this group. Not sure I need to own? Not big dividend growers which is my mantra. Too many good blue chips avai8lable that are good dividend growers.
Q: ATS is something that 5i likes. On April 6 of this year it was 52.40 and now today Oct. 17, it is $52.50. You know a lot about this company. I own it because I am a long time member of 5i - do you see things in their profile that I would not have access to? You like QSR and it was a recent pick on BNN. I own it at higher prices. From what I have heard, I am thinking of adding more. Your opinion would be appreciated. Thanks so much.
- Amazon.com Inc. (AMZN)
- Restaurant Brands International Inc. (QSR)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Celsius Holdings Inc. (CELH)
- Global-E Online Ltd. (GLBE)
Q: My Consumer Descretionary % is a bit low.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
- Broadcom Inc. (AVGO)
- UnitedHealth Group Incorporated (DE) (UNH)
- Zoetis Inc. Class A (ZTS)
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- Restaurant Brands International Inc. (QSR)
- ATCO Ltd. Class I Non-voting Shares (ACO.X)
- TMX Group Limited (X)
- Domino's Pizza Inc (DPZ)
- Pool Corporation (POOL)
Q: Hi 5i,
Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.
Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.
Q: Notwithstanding it's strong year overall, do you have any sense as to why it's been weak of late (since Mid Aug)? Anything specific to the company, and if not, the sector? Many thanks!
Q: QSR has been a disappointing name. I understand you like the new leadership.What upcoming catalyst’s do you envision for this position …..or should we just sell and move on.?
Q: QSR has not panned out for me. How do you like McDonald's or other quick serve restaurants? EAFT.NE - my daughter purchased on Apr. 7 of this year. The cease trade by the Securities Commission - are we protected for the money we have lost with this holding? When I search a specific stock it gives me a great amount of information. There is a deviation line with dots on it. Is it better when the dots are going higher or lower as I do not know much about this. Looking forward to hearing from you. Thank you again,
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Lowe's Companies Inc. (LOW)
- Canadian National Railway Company (CNR)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Restaurant Brands International Inc. (QSR)
- Capital Power Corporation (CPX)
- Superior Plus Corp. (SPB)
- Tricon Residential Inc. (TCN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- A&W Revenue Royalties Income Fund (AW.UN)
- Tamarack Valley Energy Ltd. (TVE)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Covered Call Utilities ETF (ZWU)
- Hydro One Limited (H)
- Perion Network Ltd (PERI)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
- StorageVault Canada Inc. (SVI)
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- AutoCanada Inc. (ACQ)
- BRP Inc. Subordinate Voting Shares (DOO)
- Bausch Health Companies Inc. (BHC)
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 Peter
looking for some dividends with some capital gains
has owned it before
what is a good entry point for a half position? thanks
Michael
looking for some dividends with some capital gains
has owned it before
what is a good entry point for a half position? thanks
Michael
Q: Your thoughts please on the quarter?
Thx
Thx
- AT&T Inc. (T)
- Restaurant Brands International Inc. (QSR)
- TMX Group Limited (X)
- North West Company Inc. (The) (NWC)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: Wondering if it is time to trade T. Been reading about NWC and wondering if this is a good dividend stock to replace T. Are there other dividend stocks you would recommend.
- Royal Bank of Canada (RY)
- Bank of Montreal (BMO)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- TMX Group Limited (X)
- North West Company Inc. (The) (NWC)
- A&W Revenue Royalties Income Fund (AW.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I sold TRP today at basically a break even price because I do not want to wait out the final outcome of their recent split up plan and to see how their debt is allocated etc. I was in the stock for long term income given I am recently retired. It will be hard to find an equivalent yield, given capital preservation is a prime objective along with the income. TRP was held in a non registered account for tax advantaged dividend income.
With long term capital preservation a goal along with income generation, and that I hold all of the above listed companies already in appropriate proportions and don't wish to add to them or their sectors (no more utilities, financials or telecoms) what other Canadian blue chip dividend companies would you consider for long term hold with decent dividends for income? I also already have enough allocated to bonds, GIC's and cash accounts so I'm not considering these assets either.
Manageable debt levels and ability to maintain dividend growth, hopefully at the rate of inflation or higher is the main criteria I would hope to have in replacing TRP for the long haul. Thank you for your valued insight in giving me suggestions to look at.
With long term capital preservation a goal along with income generation, and that I hold all of the above listed companies already in appropriate proportions and don't wish to add to them or their sectors (no more utilities, financials or telecoms) what other Canadian blue chip dividend companies would you consider for long term hold with decent dividends for income? I also already have enough allocated to bonds, GIC's and cash accounts so I'm not considering these assets either.
Manageable debt levels and ability to maintain dividend growth, hopefully at the rate of inflation or higher is the main criteria I would hope to have in replacing TRP for the long haul. Thank you for your valued insight in giving me suggestions to look at.
Q: Hello, What are you thoughts on MTY? Between QSR and MTY, which one would you prefer. Thanks.
Regards,
Shyam
Regards,
Shyam
Q: What would be a good entry price point on this stock and what would be a pound the table buy price?
I am looking to start building a position for long term based on brands owned/div they pay/ new management as of Nov. 2022. i am hoping Mr. Doyle can add value and innovation as he did with Dominos years ago.
I am looking to start building a position for long term based on brands owned/div they pay/ new management as of Nov. 2022. i am hoping Mr. Doyle can add value and innovation as he did with Dominos years ago.
Q: I need to increase my weight in the consumer cyclical so I am looking at QSR and AW.UN. Would you buy both or only one? If only one is to be bought which one would you prefer?
Thanks
Thanks
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Can you please recommend a few companies for a TFSA that have good growth potential with limited downside risk.
Thanks
John
Thanks
John