Q: Could have I an update on your views of CCL. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .
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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: Thoughts on the quarter?
Thx
Thx
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Alphabet Inc. (GOOGL $318.49)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.59)
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Alimentation Couche-Tard Inc. (ATD $78.32)
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TFI International Inc - Ordinary Shares (TFII $123.88)
Q: I am considering adding to each of the above companies. Can you discuss the EPS, and sales % growth prospects. If you had to provide these %'s for 5 years out, what would they be? Can you also discuss PE's, trailing and forward and their relation to both the projected EPS growth and historical valuations? Please deduct as many question credits as necessary. Thank you.
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Toronto-Dominion Bank (The) (TD $137.94)
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Bank of Nova Scotia (The) (BNS $99.74)
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Sun Life Financial Inc. (SLF $91.31)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.59)
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Wheaton Precious Metals Corp. (WPM $194.76)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $75.59)
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Agnico Eagle Mines Limited (AEM $298.92)
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goeasy Ltd. (GSY $31.94)
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Propel Holdings Inc. (PRL $20.21)
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Brookfield Corporation Class A Limited Voting Shares (BN $58.56)
Q: Hi team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).
I have these 6 financials. Which 1 or 2 would you be inclined to sell?
Likewise, of these 4 material companies, which 1 would you sell?
Thank you!
I have these 6 financials. Which 1 or 2 would you be inclined to sell?
Likewise, of these 4 material companies, which 1 would you sell?
Thank you!
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Loews Corporation (L $110.88)
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Dollarama Inc. (DOL $174.67)
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Intact Financial Corporation (IFC $252.80)
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Metro Inc. (MRU $94.15)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.59)
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Toromont Industries Ltd. (TIH $209.67)
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Alimentation Couche-Tard Inc. (ATD $78.32)
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Premium Brands Holdings Corporation (PBH $85.58)
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goeasy Ltd. (GSY $31.94)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.76)
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EQB Inc. (EQB $113.01)
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FirstService Corporation (FSV $145.74)
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Thomson Reuters Corp (TRI $84.87)
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Core Natural Resources Inc Com (CNR $88.23)
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GFL Environmental Inc. Subordinate no par value (GFL $44.51)
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TFI International Inc - Ordinary Shares (TFII $123.88)
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Brookfield Corporation Class A Limited Voting Shares (BN $58.56)
Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.59)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $127.68)
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Trisura Group Ltd. (TSU $45.79)
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Murphy USA Inc. (MUSA $496.23)
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Rubrik Inc. Class A (RBRK $46.18)
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A & W Food Services of Canada Inc. (AW $37.01)
Q: Hi !
I refer to your monthly section of "best stocks ideas"
What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?
It would be most helpful to know exactly what you mean by your best stock ideas.
Gratefully,
Jacques IDS
I refer to your monthly section of "best stocks ideas"
What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?
It would be most helpful to know exactly what you mean by your best stock ideas.
Gratefully,
Jacques IDS
Q: The TSX website puts CCL.B in the consumer discretionary sector. Whereas 5iResearch puts it in the material sector. For my spreadsheet of stocks owned, which sector should I put CCL.B in & why. Thanks … Cal
Q: Your thoughts please on the quarter?
Thx
Thx
Q: What is your current view on CCL.B? Do they have a risk with potentential tarrifs? Would you consider it a buy, hold or sell? Is there a preferred stock in this same sector?
Q: What are your thoughts on CCL.B in light of potential US tariffs? Would you continue to hold? Is there another stock with similar exposure and less risk of being impacted by the changing administration in the US?
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BioSyent Inc. (RX $15.12)
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Intuitive Surgical Inc. (ISRG $454.94)
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Church & Dwight Company Inc. (CHD $96.16)
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Eli Lilly and Company (LLY $955.19)
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Martin Marietta Materials Inc. (MLM $625.50)
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Philip Morris International Inc (PM $161.25)
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Dollarama Inc. (DOL $174.67)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.59)
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North West Company Inc. (The) (NWC $54.96)
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Agnico Eagle Mines Limited (AEM $298.92)
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Premium Brands Holdings Corporation (PBH $85.58)
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Capstone Copper Corp. (CS $11.86)
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Novo Nordisk A/S (NVO $37.44)
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Vitalhub Corp. (VHI $7.13)
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WELL Health Technologies Corp. (WELL $3.84)
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Linde plc (LIN $503.30)
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United States Lime & Minerals Inc. (USLM $136.24)
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British American Tobacco p.l.c. (BTI $58.85)
Q: Hello
What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Q: Thoughts please on Mr. Nyland of Lumine being appointed to their board?
Thx
Thx
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.59)
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Descartes Systems Group Inc. (The) (DSG $89.53)
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Agnico Eagle Mines Limited (AEM $298.92)
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Premium Brands Holdings Corporation (PBH $85.58)
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Savaria Corporation (SIS $29.29)
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Aritzia Inc. Subordinate Voting Shares (ATZ $126.64)
Q: These are shares purchased from your previous recommendations which have all made reasonable gains.
Which one(s) would you currently recommend? I have some cash to invest and am considering choosing from among these 6.
Regards
Which one(s) would you currently recommend? I have some cash to invest and am considering choosing from among these 6.
Regards
Q: Can you please comment on their earnings release and would you recommend purchase of the shares at these levels? Thanks
Q: Hi, please comment on the quarter ended August 8. Many thanks. Michael
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Amazon.com Inc. (AMZN $233.65)
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Booking Holdings Inc. (BKNG $176.60)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.59)
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lululemon athletica inc. (LULU $166.51)
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Aritzia Inc. Subordinate Voting Shares (ATZ $126.64)
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Crocs Inc. (CROX $101.95)
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Thank you
Q: Can you please comment on their recent quarter and news release to acquire the remaining 50% interest in its Middle East JV? How material is the acquisition?
Thanks.
Thanks.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.59)
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Kinaxis Inc. (KXS $136.28)
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Premium Brands Holdings Corporation (PBH $85.58)
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Savaria Corporation (SIS $29.29)
Q: How would you rate these stocks for maximum growth?
Thanks, Peter
Thanks, Peter
Q: Hi Peter and Team,
What is the long term value of CCL.B? With the recent quick rise in the stock price tied to decent earnings, it looks like its at the top of the range it has been trading in since about 2016.... I think we've been holding this in the 5i model portfolio since 2010 which is great.
I am wondering if we have realized most of the potential here and this money could be redirected elsewhere that has a higher differential between the current price and the long term value?
What is the long term value of CCL.B? With the recent quick rise in the stock price tied to decent earnings, it looks like its at the top of the range it has been trading in since about 2016.... I think we've been holding this in the 5i model portfolio since 2010 which is great.
I am wondering if we have realized most of the potential here and this money could be redirected elsewhere that has a higher differential between the current price and the long term value?
Q: Would you look on this one more favorablly now?
Thx
Thx