Investment Q&A

Q: I would like to add to my consumer defensive. I currently have PBH and DOL at 3% each. I could add a new 3% position or add to the two above. What do you think for a 3-5 years term? If I was to add 1 company which would it be? Please give me two names if so, Looking for a balanced growth and security. Thanks for your good work.
Yves

Q: Class B shares convert on Dec. 8 to Class A shares. Is this generally a good thing for the stock price or will it go down? Up today!

Thanks

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Q: Hello, are you expecting any impact or issues on investors by the automatic conversion this week of ATD.B shares to ATD.A? Thanks, Aaron

Q: Hi 5i,
What is your opinion on Alimentation vs. Parkland? Over the last couple years I’ve held in the hopes it might turn out to be a ‘baby ATD.B’. Is this a case where an investor should pay up for the quality proven business?

Thank you!

Q: ATD is down 11% from its most recent high and with the drop today do you think this presents a good opportunity to pick up some shares? Looking at a 2-year hold.

Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP

Q: Would appreciate your comments on the current earnings report.
I noted the dividend increase from 0.0875 to 0.11 quarterly.
Thanks,

Q: Hi Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!

Q: Hello Peter,

It’s that time of the year where I contemplate moving a stock from my cash account to my TFSA. Which of the three above would you move into a TFSA? Or would you move cash into the TFSA?

Q: Hello, I own equal amounts in ATD.B. DOL, WSP, TFII, ATA and NVEI. If you were to sell 2-4 and replace them with higher growth stocks like LSPD, GSY, BAM.A, or DND, without taking into account portfolio weighting, what would you do?

Thanks,

Q: Good evening team,
I understand this answer may have been asked but I'm unable to locate your answer. If one was concerned about inflation what would be your sectors of choice to invest in? Additionally, can you kindly mention 5 stocks in both CDN and the US that may potentially help guard against inflation?

Cheers
Seamus

Q: I know you like ADT.B as a company and its management but the stock hasn't done much over the past couple of years. At some point does the lack of share price growth warrant removal from the portfolio?

Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?

Please deduct credits accordingly.

Q: Your Portfolio Analyzer tells me that I need more 'Healthcare" since I only have UNH and Well. Can you suggest an addition?

It also noted that I have zero consumer defensive. Can you suggest two for this sector.

A further note was being over weight in Canada.

Thanks again! Dan

Q: On Sep 23-24 huge $306m Insider selling. ATD.A Amours co-founder sold 3.412m shs @ $48(remaining shares balance 12.3m) . ATD.B Ex Chair & director 1.2m @ $48 (57m). Fortin,co-founder 1.8m @ $48 (NIL). Your view please. Txs for u usual great services & views

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Q: Can you offer 5 companies in Canada and the US that have pricing power in the face of inflation? Thank you

Q: Hi 5i, there have been a few questions lately, now mine, on companies having large volumes, sometimes corresponding moves. Is there any news on ATD? Today it traded almost 4x daily avg.

Thx.

Q: I bought Couche-Tard when it dipped to $35CAD, with the stock price recovered to it's old high and Parkland is still trades in a range. Do you think switching to PKI would be a good move for better growth?

Thanks,

Q: In your opinion which company in each of the 4 groupings offer. the best rate of return over the next 5 years?
Atd.b v.s. Pki
Cnr v.s tfii
Dol v.s. Do
Shop v.s. Lspd
Thank you