Investment Q&A

• Alimentation Couche-Tard Inc. (ATD)
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Q: Hi,
In the 5i BE model portfolio ATD is listed as being in the sector "C. Non-Cyc", however in the 5i company profile page ATD is listed as being in the sector "Consumer Discretionary". Which sector is ATD considered a part of?

Also, can you give me some ideas in the consumer staples category (Canada)?

Upvote 3

Read Answer Asked by Michael on June 03, 2024

• New Gold Inc. (NGD)
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Q: Would this be a good addition to my small cap gold holdings ?

Upvote 1

Read Answer Asked by philip on June 03, 2024

• Chevron Corporation (CVX)
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Q: How much of Chevron's revenue comes from Russia and how much would you estimate the stock price would drop, if Russia confiscated Chevron's properties, please?

Upvote 2

Read Answer Asked by james on June 03, 2024

• Enbridge Inc. (ENB)
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• Canadian Natural Resources Limited (CNQ)
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• TC Energy Corporation (TRP)
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Q: Hi Folks,
I am thinking of selling either ENB or TRP and buying CNQ as a replacement for some more growth. Which do you feel is the better stock to keep today, ENB or TRP. This would be in my TFSA.
Thanks

Upvote 4

Read Answer Asked by JOHN on June 03, 2024

• Powell Industries Inc. (POWL)
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Q: With respect to my last question just asked, can you please also address the high short interest in Powl. Is it best to avoid stocks with such high short
Interests? Thanks.

Upvote 2

Read Answer Asked by Jason on June 03, 2024

• Powell Industries Inc. (POWL)
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• Vistra Corp. (VST)
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• Constellation Energy Corporation (CEG)
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Q: These are seeing big drops today - powl in particular. Are you aware of any reason? I was planning on holding all three for at least a year but am now wondering whether I should bail. Any insight would be appreciated. Thanks.

Upvote 1

Read Answer Asked by Jason on June 03, 2024

• Bank of Nova Scotia (The) (BNS)
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Q: Just wanted to make you and your readers aware. BNS indicated they will not be raising their dividend for the entire year. They will not be considering an increase until 1 year from now. This bank raised twice a year for years. Then, in 2022 they only raised once by a small amount. Same story in 2023: only 1 small raise. Now, no raise at all for the entire year.

Please note that dividend increases are important to retirees.

Upvote 7

Read Answer Asked by Greg on June 03, 2024

• Ambev S.A. American Depositary Shares (Each representing 1) (ABEV)
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Q: Peter and His Wonder Team
This beer company is at a new low. Please give me your prognosis going forward. I am looking at it as a contrarian pick. Are there hidden risks that I do not see? Better to wait a couple of quarters? Thanks...your opinion is alway valuable and has helped me as a retail investor.

Upvote 1

Read Answer Asked by Ernest on June 03, 2024

• Bedford Metals Corp. (BFM)
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Q: What is your opinion on BFM
Chart looks very positive.
Thankyou

Upvote 1

Read Answer Asked by Tony on June 03, 2024

• Toronto-Dominion Bank (The) (TD)
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• Enbridge Inc. (ENB)
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• Cenovus Energy Inc. (CVE)
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Q: I'm wondering which of these stocks would be best to move from a RRIF into a CDN TFSA? Thanks.

Upvote 4

Read Answer Asked by Ann on June 03, 2024

• Adobe Inc. (ADBE)
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• Salesforce Inc. (CRM)
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Q: It seems that any earning beat or miss is creating huge price movements, I realize this is speculation, but with the recent drop in Adobes price would you anticipate much of a drop from here if Adobe's numbers aren't in line. I am a shareholder just looking for some support.

Upvote 2

Read Answer Asked by Steve on June 03, 2024

• Ulta Beauty Inc. (ULTA)
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Q: Thoughts on recent earnings? Thoughts going forward?

Upvote 2

Read Answer Asked by sean on June 03, 2024

• Adobe Inc. (ADBE)
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• Microsoft Corporation (MSFT)
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• Booking Holdings Inc. (BKNG)
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• Mastercard Incorporated (MA)
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• Pfizer Inc. (PFE)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• Visa Inc. (V)
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• Ulta Beauty Inc. (ULTA)
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• Airbnb Inc. (ABNB)
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Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!

Upvote 5

Read Answer Asked by Don on June 03, 2024

• Costco Wholesale Corporation (COST)
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Q: Good morning

What are your thoughts on costco latest quarter

Thks

Upvote 2

Read Answer Asked by Marcel on June 03, 2024

• FirstService Corporation (FSV)
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Q: Can I please have your opinion on the impact of interest rates on FirstService in general. Do you feel they would have anything other than the average market reaction to interest rate changes, either rising or falling? Thank you.

Upvote 2

Read Answer Asked by Stephen R. on June 03, 2024

• Accenture plc Class A (Ireland) (ACN)
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• WSP Global Inc. (WSP)
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Q: Given the recent weakness in ACN wondering if you thought this would be a better holding over a company like WSP?

Upvote 2

Read Answer Asked by Michael on June 03, 2024

• Dell Technologies Inc. Class C (DELL)
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Q: How much is Dell's quarterly report going to be a brake on the stock for the foreseeable future? Will it last until another quarterly report shows rising margins for servers?

Upvote 1

Read Answer Asked by John on June 03, 2024

• Toromont Industries Ltd. (TIH)
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• TerraVest Industries Inc. (TVK)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Stantec Inc (STN)
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Q: Which stock would have the most growth going forward- HPS.A, STN,TIH,TVK? Please rank them.

Thanks for your service

Upvote 6

Read Answer Asked by Ozzie on June 03, 2024

• Marvell Technology Inc. (MRVL)
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• Powell Industries Inc. (POWL)
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Q: Market reaction seems a litte rough. Any thoughts on these companies.
Cheers , Chris

Upvote 2

Read Answer Asked by Christopher on June 03, 2024

• Suncor Energy Inc. (SU)
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• Enbridge Inc. (ENB)
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• Canadian Natural Resources Limited (CNQ)
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Q: Hi, With addition of CNQ to Income portfolio, Energy Sector exposure will go up to 12.5% (ENB, PSI, PKI, CNQ and CPD). Balanced Portfolio currently has 7.6% in Energy ( ENB-3.6%, SU-4%). If you had cash, would you increase Energy weight to at least 10%+, Today and if so, will CNQ be your preferred name ?

Also, based on the Companies' financial strength and market dynamics of Energy sector, would you consider a combined weight of 15% ( CNQ, SU and ENB ) reasonable or excessive for a Moderate to High Risk profile investor ?

Thank You

Upvote 6

Read Answer Asked by rajeev on June 03, 2024