Q: I have often read that PKI is the next ATD.B. Would you agree with this assessment? In what what way are the two companies similar? How do the two companies differ?
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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.
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Covalon Technologies Ltd. (COV)
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Gildan Activewear Inc. (GIL)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Methanex Corporation (MX)
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WSP Global Inc. (WSP)
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NFI Group Inc. (NFI)
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Parkland Corporation (PKI)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Boyd Group Income Fund (BYD.UN)
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Agnico Eagle Mines Limited (AEM)
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Magna International Inc. (MG)
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Alimentation Couche-Tard Inc. (ATD)
Q: Hello 5i,
I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.
Thanks for the assist.
I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.
Thanks for the assist.
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WSP Global Inc. (WSP)
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Parkland Corporation (PKI)
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Badger Infrastructure Solutions Ltd. (BDGI)
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Boyd Group Income Fund (BYD.UN)
Q: in my unregistered account have these four: BNS, CSU,ENB and KXS. I would like to add one stock. can you recommend a couple choices please?
Q: Hello Peter, Any thoughts about the ongoing middle east geopolitical risk on ATD and PKI? Thanks.
Q: What would be your top pick for a consumer defensive in any of the 5I portfolios please? Thanks Rick
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Roxgold Inc. (ROXG)
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Pembina Pipeline Corporation (PPL)
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AltaGas Ltd. (ALA)
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ARC Resources Ltd. (ARX)
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Algonquin Power & Utilities Corp. (AQN)
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Vermilion Energy Inc. (VET)
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Capital Power Corporation (CPX)
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Chartwell Retirement Residences (CSH.UN)
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Parkland Corporation (PKI)
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Aecon Group Inc. (ARE)
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Alaris Equity Partners Income Trust (AD.UN)
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Savaria Corporation (SIS)
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Exchange Income Corporation (EIF)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Kraken Robotics Inc. (PNG)
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BeWhere Holdings Inc. (BEW)
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ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A)
Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.
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Algonquin Power & Utilities Corp. (AQN)
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Parkland Corporation (PKI)
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Innergex Renewable Energy Inc. (INE)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
Q: I've got some cash in my RSP I would like to put to work. How would you rank the above to top up from a half weight to a full weight position, (Strongest to Weakest). I am growth investor with a 5 to 10 year timeline.
Thanks and hope you are enjoying your summer.
Greg.
Thanks and hope you are enjoying your summer.
Greg.
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Pembina Pipeline Corporation (PPL)
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Algonquin Power & Utilities Corp. (AQN)
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Vermilion Energy Inc. (VET)
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Capital Power Corporation (CPX)
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Chartwell Retirement Residences (CSH.UN)
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NFI Group Inc. (NFI)
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Parkland Corporation (PKI)
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Aecon Group Inc. (ARE)
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Alaris Equity Partners Income Trust (AD.UN)
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Savaria Corporation (SIS)
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Exchange Income Corporation (EIF)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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Kraken Robotics Inc. (PNG)
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BeWhere Holdings Inc. (BEW)
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ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A)
Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks
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Dollarama Inc. (DOL)
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Descartes Systems Group Inc. (The) (DSG)
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Parkland Corporation (PKI)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
Q: Hi Gang,
I already own many of your balanced and growth funds stocks and have some cash to put to work. Can you rate the above going out 12-24 months out.
Thank you Anthony
I already own many of your balanced and growth funds stocks and have some cash to put to work. Can you rate the above going out 12-24 months out.
Thank you Anthony
Q: Hi, could you please comment on Parkland earnings. Looks like a nice beat !! Thanks
Q: Would you be comfortable for someone retired in their mid 50's to hold PKI rather than ENB in a RIF account?
Q: Please comment on what results are expected in PKI's upcoming Q2 report.
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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AltaGas Ltd. (ALA)
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Algonquin Power & Utilities Corp. (AQN)
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Vermilion Energy Inc. (VET)
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Capital Power Corporation (CPX)
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Chartwell Retirement Residences (CSH.UN)
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NFI Group Inc. (NFI)
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Parkland Corporation (PKI)
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Alaris Equity Partners Income Trust (AD.UN)
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Western Forest Products Inc. (WEF)
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Savaria Corporation (SIS)
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Exchange Income Corporation (EIF)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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Kraken Robotics Inc. (PNG)
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BeWhere Holdings Inc. (BEW)
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Teck Resources Ltd (TECK)
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ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A)
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.
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Sangoma Technologies Corporation (STC)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Enghouse Systems Limited (ENGH)
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Parkland Corporation (PKI)
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Savaria Corporation (SIS)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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BMO Low Volatility Canadian Equity ETF (ZLB)
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Viemed Healthcare Inc. (VMD)
Q: Hi guys! I asked this question a few days ago and received no reply. Not sure what happened, it could have been on my end. I have equal portions of these 8 stocks in my TFSA. What do you think of these stock selections?
Thank You !
Thank You !
Q: Hi, Parkland Fuel share price has retreated this week, since company announced the private offering of USD$500 mln Unsecured Notes isuue.
Is this a concern? NR states its purpose to repay $250mln Term Loan, due 2021 and other o/s borrowings in revolving credit facilities. We have 2% position in RRSP accounts and have been considering to add in a Non Regd account to generate income (and growth). Is it reasonable and safe to view the pullback as an opportunity ? Thanks
Is this a concern? NR states its purpose to repay $250mln Term Loan, due 2021 and other o/s borrowings in revolving credit facilities. We have 2% position in RRSP accounts and have been considering to add in a Non Regd account to generate income (and growth). Is it reasonable and safe to view the pullback as an opportunity ? Thanks
Q: I am looking into to buy parkland fuel. How is the debt level, does the earning per share cover the dividend and is there potential for growth in the next 5 years.
Thank you for the help
Thank you for the help
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CAE Inc. (CAE)
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Parkland Corporation (PKI)
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TFI International Inc. (TFII)
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Boyd Group Income Fund (BYD.UN)
Q: I own all the BE portfolio except the above four stocks. In what order would you buy the remaining four stocks?
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Suncor Energy Inc. (SU)
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Sun Life Financial Inc. (SLF)
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Gildan Activewear Inc. (GIL)
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WSP Global Inc. (WSP)
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Parkland Corporation (PKI)
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TFI International Inc. (TFII)
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Western Forest Products Inc. (WEF)
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Agnico Eagle Mines Limited (AEM)
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Magna International Inc. (MG)
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Premium Brands Holdings Corporation (PBH)
Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?
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Parkland Corporation (PKI)
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TFI International Inc. (TFII)
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Open Text Corporation (OTEX)
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Alimentation Couche-Tard Inc. (ATD)
Q: I want to add positions in each of these companies as money becomes available. In what order would you add to the portfolio?
Thanks
Thanks
Q: I bought PKI around 5 years being impressed with management and it has paid off.
However, I am slowly extracting myself from the oil and gas sector.
Could you give me 3 suggestions for replacement that mirrors the management quality and growth prospective of PKI. Any sector ( X o and g of course).
Thanks
Derek
Any sec
However, I am slowly extracting myself from the oil and gas sector.
Could you give me 3 suggestions for replacement that mirrors the management quality and growth prospective of PKI. Any sector ( X o and g of course).
Thanks
Derek
Any sec