Investment Q&A

Q: Long term holder of ATD and starting to rethink my investment based on their company size. I feel the company may now be too large to emulate their previous track record. When compared to the smaller Casey's in the US, ATD has vastly underperformed it's smaller peer recently. Also, they seem to be missing forecasts more frequently the last couple of years which may explain their all in pursuit of 7-11. If the takeover doesn't occur, are there other growth levers the company can pursue to resume growing their top & bottom lines consistently again? Thx

Q: Best Canadian day trading stocks with a brief explanation why please. Asking for a friend, lol.

Q: Hello, what is your opinion of these cos? Are they a BUY at this time? Which one do you prefer and why? Thanks

Q: Dear Peter et al:

It is not Rocket science that Trump's not so cryptic messages on Social Media create wide fluctuations in the market. Today it centered around EU. It could be about Japan tomorrow. Who knows?!

My question is: Are these wild fluctuations in the market caused by retail investors or Institutional investors. In other words, who exhibits "herd behavior", retail or institutional investors?! Do you see any specific pattern, especially in specific sectors?
In one of your recent answers, you had warned to be cautious about Discretionary sector. Hence this question.

Q: Hi Peter and 5i Team,

Realizing that there are a number of catalysts that 'could' boost the share price of PBH, we're concerned that it will take too long. It was purchased several years ago for a TFSA at an (ugh) average cost of $122. The last time I looked, it was trading at $80.23.
Even with the dividends received (thank goodness for dividends in this case), we are still down $17,300.

Here's the question: Even with all the positive catalysts going forward, do you think that the share price will increase enough to at least break even when accounting for dividends? Or do you think that we should swallow the loss and move to something else that has a more attractive valuation and greater upside?

As always, your comments and insights are very helpful.

Q: Gentlemen; Is this an attractive entry point for ATS with the settlement of their outstanding receivable?

Q: I'm in need of cash. Please place these companies in order of which you would sell first. Thanks.

Q: Copart is down 15 % in the last 5 days.
Why is it down so much?
Would you view this as a buying opportunity?
Would is your opinion of this company as a long term hold? How does it compare to RBA?

Q: Good morning,

I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?

Any other you like better even if not in this sub industry. Loaded with US cash

Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll

Have a nice day
Denis

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: Hi 5i, thanks for the Market Update report today. It would be great to redo this employment analysis breaking out public (government) vs private (taxpayers) jobs. Thx.

Q: Hello, I'm wondering your current thoughts on good industrials, Canadian or otherwise. I have already done well with WSP.
What is your current opinion on TFII? As a sector leader it looks like an ideal buy opportunity for those with patience. Any other suggestions would be appreciated as well.

Q: Do you have any suggestions for consumer discretionary buys, Canada, US or other, and is now an advisable time to jump in?

Q: Just looking for an update on this since last quarterly report. I’m looking to increase my resource exposure. If other core holdings to consider please list and use credits as necessary.

Q: When you look at the 5 yr. returns on these 2, Dol has outperformed, this has to be one of the best run companies in Canada, so is it a buy over Costco today.
Thanks Again

Q: Hold, sell, or buy more?

Q: If I would like to choose between these two in communication sector for income and long term, which one would you recommend? Thank you.

Q: The TD chief economist is predicting a recession for Canada, and is also concerned about stagflation. What are the best investments for our protection?

Q: CSU or BAM? 5 year hold.

Q: If ATD were to complete a purchase of Seven & I at a decent price, I believe 5i's assumption is that we would see a pop in share price. If ATD were to walk away from a deal, would the share price also increase (due to less dilution, debt, etc)?

In other words, is this a situation where the primary risk for ATD is overpaying for Seven & I?