Q: Would there be a dilution in DOO after the Bain capital deal ? How much ? Yahoo finance listed the earning report date for CSU as March 6 2024, and Feb 6 2024 for TOI. Is there a mistake ? Or is CSU going to give out some more good news ?
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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.
- Mastercard Incorporated (MA)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Tamarack Valley Energy Ltd. (TVE)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- Copart Inc. (CPRT)
- WELL Health Technologies Corp. (WELL)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Heico Corporation (HEI)
- CrowdStrike Holdings Inc. (CRWD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi,
These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.
Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?
With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?
I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!
These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.
Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?
With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?
I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!
- Park Lawn Corporation (PLC)
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- A&W Revenue Royalties Income Fund (AW.UN)
- Leon's Furniture Limited (LNF)
Q: Hi,
What would be your top 5 CDN consumer discretionary stocks in a RRSP for a 5-10 year hold.
Please list in order of preference for a buy today.
Thanks
What would be your top 5 CDN consumer discretionary stocks in a RRSP for a 5-10 year hold.
Please list in order of preference for a buy today.
Thanks
- O'Reilly Automotive Inc. (ORLY)
- Booking Holdings Inc. (BKNG)
- AutoZone Inc. (AZO)
- Canadian Pacific Kansas City Limited (CP)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- Hilton Worldwide Holdings Inc. (HLT)
Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Block Inc. Class A (SQ)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Veeva Systems Inc. Class A (VEEV)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Roku Inc. (ROKU)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
Q: I am looking at some of my struggling stocks- any comments on whether greener pastures are better found elsewhere and where to go?
- Apple Inc. (AAPL)
- NVIDIA Corporation (NVDA)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- TELUS Corporation (T)
- BRP Inc. Subordinate Voting Shares (DOO)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: I'm a retired somewhat conservative investor content with slow steady growth and a dividend helps as well. I have been happy with my diversified portfolio but constantly struggle with should I or should I not make these changes;
1. Sell T (non-registered account, tax loss) buy BCE?
2. Sell AAPL (in an RRSP) and buy NVDA?
3. Sell TD (non-registered account, tax loss) and buy BNS?
4. Sell ATZ and or DOO (both in a TFSA) and buy what?
Thank you
1. Sell T (non-registered account, tax loss) buy BCE?
2. Sell AAPL (in an RRSP) and buy NVDA?
3. Sell TD (non-registered account, tax loss) and buy BNS?
4. Sell ATZ and or DOO (both in a TFSA) and buy what?
Thank you
Q: I am going to do an “in kind”transfer from my RIF to my TFSA. Looking for best total return on a 3 to 5 year hold. Please give me your ranking with a few comments. Much appreciated. ram
Q: Bird,electric scotter filed for bankruptcy today. DOO closed at $92.91 + 4.70 today,52 week H $122.41 in late July and low $77.42 shortly after Q on Nov 29. Tail end of Tax loss selling. 1) When is the last day of Tax Loss Selling? 2)Is it timely to buy Doo, and what is a good entry price. ? Txs for U usual great services & views. Merry X'mas and All the Best for the New Year
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- TJX Companies Inc. (The) (TJX)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Align Technology Inc. (ALGN)
- Five Below Inc. (FIVE)
- iShares U.S. Home Construction ETF (ITB)
- Copart Inc. (CPRT)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
- Boyd Group Services Inc. (BYD)
Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.
Q: I have owned BYD for several years, and although I am not unhappy with it, I wonder if other discretionary stocks might have more growth in the future. I am thinking specifically of CROX and/or DOO. BRD strikes me as the less volatile pick but I am willing to take on more risk if the growth profile is greater. How would 5i rank these stocks for a long-term hold?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: I'm considering selling DOO for HD. Would you consider this a good move? I'm not happy about the big drop with DOO and trying not to make an emotional decision.
A DOO bounce back looks 1-2 years away and wondering if the gains would be greater with HD. This would be for 5-10 year hold. Thanks
A DOO bounce back looks 1-2 years away and wondering if the gains would be greater with HD. This would be for 5-10 year hold. Thanks
- Chartwell Retirement Residences (CSH.UN)
- Descartes Systems Group Inc. (The) (DSG)
- Superior Plus Corp. (SPB)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- WELL Health Technologies Corp. (WELL)
- Docebo Inc. (DCBO)
- Lumine Group Inc. (LMN)
Q: I am considering adding to current positions in these companies. I know timing is impossible to predict but which of these companies would you be adding to now and which would you wait given that we are heading in to end of year selling<
Thanks
Tim
Thanks
Tim
Q: According to ycharts.com, Doo has bought and cancelled over 20 million shares since Jan 2019, rough math thats close to 25% of the float. At todays price several of those shares were bought at a higher price of course. I understand management cant see the future and has little control of the share price. In general do companies buy their own shares thinking they are undervalued mainly, does it help prop the price up? In regards to DOO and the p/e, is it fair to say todays p/e is propped up 25% due to the cancellations since 2019?
Q: I see you've made comments about the quarter but I have another. For a 3 to 5 year position would you be ok with averaging down? I know you don't encourage "averaging down" per se, but I guess I'm asking if you still feel optimistic about long term prospects of the company
Q: Hi 5i
I read your comments on recent DOO earnings...given your response highlighting slowing economy, share buybacks ect, would you be comfortable holding...I understand one qtr earnings loss does not constitute a trend , but the rush to the exits is of course worrisome,,,,,does your thesis change for this one?.
Recently acquired position.... Held on RRSP so no opportunity for tax loss selling..however 2 year outlook.
thx
jim
I read your comments on recent DOO earnings...given your response highlighting slowing economy, share buybacks ect, would you be comfortable holding...I understand one qtr earnings loss does not constitute a trend , but the rush to the exits is of course worrisome,,,,,does your thesis change for this one?.
Recently acquired position.... Held on RRSP so no opportunity for tax loss selling..however 2 year outlook.
thx
jim
Q: Your comments on third quarter results?
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- Richelieu Hardware Ltd. (RCH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Pet Valu Holdings Ltd. (PET)
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.
I suspect some C Discretionary CO’s might have some momentum here as well.
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Trisura Group Ltd. (TSU)
- Lumine Group Inc. (LMN)
Q: I have seen several analysts commenting recently on how undervalued small cap stocks are compared to larger cap stocks. Some saying we are at the cheapest levels they have ever seen for small caps. If you were to put together a portfolio of 10-12 Canadian small cap stocks intending to benefit from a return to more typical valuations, which stocks would you include? Not thinking about highest risk types, like early phase biotech, exploration stage mining companies, but rather, for high quality, profitable, growing businesses.
- BRP Inc. Subordinate Voting Shares (DOO)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vitalhub Corp. (VHI)
- Lumine Group Inc. (LMN)
Q: With the new TFSA limit, how would split into 4 purchases with a 20 year hold. Assuming RRSP is diversified and with no other holdings. Does BAM, BN or TOI hit your radar. Also, I am retiring in 20 years. Thanks as always.
- Athabasca Oil Corporation (ATH)
- BRP Inc. Subordinate Voting Shares (DOO)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- InMode Ltd. (INMD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Hudson Technologies Inc. (HDSN)
Q: Hello, I have some money to deploy and have picked the above lucky 13 stocks. Are you able to put them in order in which you would purchase them (1 to 13). I know there is a wide range of companies, industries and cap size. This would be in a cash account and looking for capital gains over the next 3 years. I'm okay with lots of risk in this account.