Q: In the same sector what would you suggest as an alternative to PBH ?
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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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Loblaw Companies Limited (L $61.04)
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Metro Inc. (MRU $97.95)
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Alimentation Couche-Tard Inc. (ATD $75.49)
Q: Can you list the three companies in order to purchase for a 10+ year timeframe.
Thanks
Thanks
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Loblaw Companies Limited (L $61.04)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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Premium Brands Holdings Corporation (PBH $100.37)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $63.05)
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State Street Consumer Staples Select Sector SPDR ETF (XLP $78.44)
Q: Hi.
My portfolio analytics says I'm low on Consumer Defensive. Can you give me 1-2 Canadian stock suggestions and maybe 1-2 ETFs in the US and Canada.
Thanks,
Robert
My portfolio analytics says I'm low on Consumer Defensive. Can you give me 1-2 Canadian stock suggestions and maybe 1-2 ETFs in the US and Canada.
Thanks,
Robert
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Bank of Nova Scotia (The) (BNS $101.08)
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Canadian National Railway Company (CNR $137.89)
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Enbridge Inc. (ENB $62.84)
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Sun Life Financial Inc. (SLF $86.85)
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Constellation Software Inc. (CSU $3,311.96)
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Magna International Inc. (MG $77.53)
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Alimentation Couche-Tard Inc. (ATD $75.49)
Q: With all the risks out there in the investing world these days it's hard for me to decide on an investing strategy that I can trust enough that I will hold equities even as they react and go down when each new risk becomes noteworthy. I've decided that the best strategy for me is to develop a list of:
1. high quality
2. inexpensive stocks
3. that pay dividends that are sustainable through difficult times.
Based on this strategy what Canadian companies would you invest in now that fit the criteria? I would appreciate 8 of your top picks.
1. high quality
2. inexpensive stocks
3. that pay dividends that are sustainable through difficult times.
Based on this strategy what Canadian companies would you invest in now that fit the criteria? I would appreciate 8 of your top picks.
Q: if you were to grade this one what would it be?
thx
thx
Q: Hi 5i,
Thanks for the great work. Can I please ask your opinion on ATD and DOL? Do you prefer one company to the other today, or are both buys?
ATD seems to be seeing strength recently. Thank you.
Thanks for the great work. Can I please ask your opinion on ATD and DOL? Do you prefer one company to the other today, or are both buys?
ATD seems to be seeing strength recently. Thank you.
Q: How were the earnings this week?
Thx
Thx
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Alphabet Inc. (GOOG $326.01)
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Illumina Inc. (ILMN $145.83)
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Intuitive Surgical Inc. (ISRG $585.08)
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NVIDIA Corporation (NVDA $185.04)
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Booking Holdings Inc. (BKNG $5,445.00)
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The Walt Disney Company (DIS $114.17)
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UnitedHealth Group Incorporated (DE) (UNH $346.85)
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Constellation Software Inc. (CSU $3,311.96)
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TFI International Inc. (TFII $152.55)
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Thomson Reuters Corporation (TRI $179.29)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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goeasy Ltd. (GSY $136.00)
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ECN Capital Corp. (ECN $3.05)
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DexCom Inc. (DXCM $68.43)
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Pool Corporation (POOL $242.80)
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Booz Allen Hamilton Holding Corporation (BAH $94.22)
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Berkshire Hathaway Inc. (BRK.B $499.77)
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Boyd Group Services Inc. (BYD $215.55)
Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you
Thank you
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Constellation Software Inc. (CSU $3,311.96)
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Dollarama Inc. (DOL $199.35)
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Descartes Systems Group Inc. (The) (DSG $118.66)
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North West Company Inc. (The) (NWC $49.01)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
Q: My son has saved up for a bit and has a decent amount of capital for his age. He has a TFSA but his investments are varied and not the best for a long term portfolio. We recently sat down and planned out a long term portfolio that would less risky for long term holdings. Would you guys change/swap, remove or add any from this portfolio of Canadian Stocks? TD, MG, BAM.A, ENB, SLF, FSV, T, FTS, CNR and TRI. Is the market also in a comfortable position to currently make a large investment of capital? Thanks.
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Amazon.com Inc. (AMZN $246.29)
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Alphabet Inc. (GOOG $326.01)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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The Trade Desk Inc. (TTD $37.30)
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Magnite Inc. (MGNI $16.60)
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Palantir Technologies Inc. (PLTR $176.86)
Q: In light of the market backdrop & the poor Q on Aug 8 resulting in a 14% haircut that day along with your comments,I humbly and painfully think it will take time for PLTR to recover.Have a 50% loss. of which 66% of shares in my investment a/c & balance in Tsfa.Thinking of selling & replaced it by better stocks like Goog,Amzn,Bam.a,Atd.Please provide u opinion & rank the above stocks starting with best.Please feel free to provide 2 or 3 stocks that u prefer. Please comment on Mgni Q2 results released today.In After Hours it was at $8.61, a drop of 6.82% Again its it timely to sell at some 53% loss in investment a/c and replace with above stocks.Please comment. Txs for u usual great services & views
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Alphabet Inc. (GOOG $326.01)
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Microsoft Corporation (MSFT $478.11)
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Constellation Software Inc. (CSU $3,311.96)
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Enghouse Systems Limited (ENGH $20.67)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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Aritzia Inc. Subordinate Voting Shares (ATZ $125.25)
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WELL Health Technologies Corp. (WELL $4.10)
Q: Hi Peter & team:
Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you
Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you
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Loblaw Companies Limited (L $61.04)
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Athabasca Oil Corporation (ATH $6.49)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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Tamarack Valley Energy Ltd. (TVE $7.65)
Q: If you had the opportunity to invest in a couple of energy plays like ATH or TVE versus the Consumer Defensive/Cyclical like L or ATD at this recessionary like time, where would you put your money?? Dennis
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Loblaw Companies Limited (L $61.04)
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Dollarama Inc. (DOL $199.35)
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Alimentation Couche-Tard Inc. (ATD $75.49)
Q: How would you rank L ATD.b and Dol for a two year hold ?? Thnks
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Costco Wholesale Corporation (COST $915.31)
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Estee Lauder Companies Inc. (The) (EL $110.27)
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Coca-Cola Company (The) (KO $69.37)
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Procter & Gamble Company (The) (PG $141.53)
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Walmart Inc. (WMT $113.07)
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Loblaw Companies Limited (L $61.04)
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Metro Inc. (MRU $97.95)
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North West Company Inc. (The) (NWC $49.01)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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Premium Brands Holdings Corporation (PBH $100.37)
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iShares Global Consumer Staples ETF (KXI $64.60)
Q: Can I please have your top 5 US and Canadian consumer non cyclical stock choices?
Are there any international choices as well?
Thanks so much.
Are there any international choices as well?
Thanks so much.
Q: Hi 5i,
Looks like Suncor is working with activist investor Elliot, and is looking at possibly selling their retail business. My question is, what would be the most logical suitors, and what possible regulatory hurdles would they face.
Thx
Looks like Suncor is working with activist investor Elliot, and is looking at possibly selling their retail business. My question is, what would be the most logical suitors, and what possible regulatory hurdles would they face.
Thx
Q: So much news these days about the ramp up to electric vehicles and the eventual elimination of internal combustion engines.
Governments have committed to installing charging stations to accommodate future demand.
What is the current status of power generating facilities. How easily can they ramp up supply to satisfy the future demand or is there already enough capacity.
What are your favourite power generators to satisfy future demand. Thank you
Governments have committed to installing charging stations to accommodate future demand.
What is the current status of power generating facilities. How easily can they ramp up supply to satisfy the future demand or is there already enough capacity.
What are your favourite power generators to satisfy future demand. Thank you
Q: On Jun 28 ATD"s Q Rev & Eps beat estimates. Jun 29 & 30,4 analysts set price target at $58,59,60 & 77.Please help me understand why price is declining. Txs for u usual great services & views
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AbbVie Inc. (ABBV $224.13)
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Merck & Company Inc. (MRK $110.99)
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Sun Life Financial Inc. (SLF $86.85)
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Descartes Systems Group Inc. (The) (DSG $118.66)
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Kinaxis Inc. (KXS $175.48)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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Savaria Corporation (SIS $23.43)
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Vanguard Information Technology ETF (VGT $754.81)
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Topaz Energy Corp. (TPZ $26.56)
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Topicus.com Inc. (TOI $126.71)
Q: HI, This retired income couple want to invest 5K for our 20 year old grand daughter from our TFSA. To do so we have to sell some of our holdings in this account. Our largest holding SLF to our smallest TPZ are available with profits in most. Please suggest best to worst to select for raising the necessary cash. Our plan is to use the cash to purchase VGT.US or perhaps your other preferred etfs to be used in about 3-5 years. Thanks
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Toronto-Dominion Bank (The) (TD $131.15)
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Enbridge Inc. (ENB $62.84)
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Constellation Software Inc. (CSU $3,311.96)
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Gildan Activewear Inc. (GIL $88.07)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.05)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.43)
Q: hello
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
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Enghouse Systems Limited (ENGH $20.67)
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Alimentation Couche-Tard Inc. (ATD $75.49)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.28)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.43)
Q: I know you rate this stock as an A and according to your report, think quite highly of it.
Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.
Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.
Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.
If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.
If your answer is no, why?
Thanks
Sheldon
Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.
Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.
Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.
If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.
If your answer is no, why?
Thanks
Sheldon