Q: I know they are in different sectors but I am under weight in both and have some funds to add to one of them. Which would you recommend for a long term hold?
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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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BCE Inc. (BCE $34.25)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $179.64)
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Capital Power Corporation (CPX $58.46)
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Extendicare Inc. (EXE $23.99)
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North West Company Inc. (The) (NWC $52.59)
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Alimentation Couche-Tard Inc. (ATD $78.74)
Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?
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Bank of Nova Scotia (The) (BNS $104.30)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
Q: While I could buy a number of international or emerging market ETFs, are there any large cap Canadian stocks that would provide some degree of exposure?
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Restaurant Brands International Inc. (QSR $96.84)
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RB Global Inc. (RBA $160.68)
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Alimentation Couche-Tard Inc. (ATD $78.74)
Q: Good Afternoon. I'm looking at consolidating my low weight stocks. Out of QSR, RBA and ATD, which two would you sell and which one would you keep? Cheers.
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The Kraft Heinz Company (KHC $24.64)
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Clorox Company (The) (CLX $119.36)
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The Campbell's Company (CPB $28.83)
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General Mills Inc. (GIS $47.87)
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Kimberly-Clark Corporation (KMB $104.33)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Caseys General Stores Inc. (CASY $660.90)
Q: Hey 5i, these consumer staple stocks have basically done nothing over the last 10yrs. They used to be a place to go when you were concerned about market pricing with a little growth and a dividend. Have things fundamentally changed or is everyone just obsessing over AI and technology and forgetting this sector. Also is there anything buyable in the sector with some growth and a dividend.
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Canadian Pacific Kansas City Limited (CP $109.82)
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Intact Financial Corporation (IFC $260.82)
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Tourmaline Oil Corp. (TOU $62.66)
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TMX Group Limited (X $45.42)
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Thomson Reuters Corporation (TRI $120.18)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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GFL Environmental Inc. subordinate voting shares (GFL $58.04)
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A & W Food Services of Canada Inc. (AW $36.50)
Q: Good morning, could you please identify 8 "safer" companies you see at or close to the bottom of their trough at this time that have a dividend (% of dividend does not matter)? For example my guess would be CNR which was at $178 in March 2024 and now at $135 with a yield of 2.63% at this price.
Thx,
Kevin
Thx,
Kevin
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Hemisphere Energy Corporation (HME $2.10)
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Canadian National Railway Company (CNR $138.55)
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Canadian Natural Resources Limited (CNQ $53.40)
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Magna International Inc. (MG $73.80)
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Alimentation Couche-Tard Inc. (ATD $78.74)
Q: Hello Team,
Could I have your top 5 Canadian "value stocks"please.
Many thanks!
Could I have your top 5 Canadian "value stocks"please.
Many thanks!
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Loblaw Companies Limited (L $67.09)
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Dollarama Inc. (DOL $192.27)
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Gildan Activewear Inc. (GIL $97.30)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Premium Brands Holdings Corporation (PBH $100.25)
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Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
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State Street Consumer Staples Select Sector SPDR ETF (XLP $87.94)
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State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.99)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $72.87)
Q: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph
Many thanks,
Ralph
Q: Over four percent decline today, no readily apparent reason. Is this a an opportunity to add to current holdings?
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Caseys General Stores Inc. (CASY $660.90)
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Murphy USA Inc. (MUSA $377.89)
Q: You had recommended MUSA as a Best Stock Idea. It has dipped below $365 today. Do you still recommend this a good discretionary/cyclical name? Do you prefer others in the US? Also what would be a good entry point? Thanks
Q: Any comments on ATD for future potential?
Are staples reasonably priced right now?
Are staples reasonably priced right now?
Q: Between BYD and ATD, which do you believe has better returns in the next 3-5 years?
Q: I am thinking of selling my full position in TCS and investing the proceeds in ATD. This will reduce my Technology holdings to market weight and increase my Consumer Discretionary holdings to be closer to market weight. What do you think?
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Lam Research Corporation (LRCX $231.01)
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Royal Bank of Canada (RY $232.72)
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Bank of Nova Scotia (The) (BNS $104.30)
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Suncor Energy Inc. (SU $73.46)
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Sun Life Financial Inc. (SLF $88.99)
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Dollarama Inc. (DOL $192.27)
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Restaurant Brands International Inc. (QSR $96.84)
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Stella-Jones Inc. (SJ $97.82)
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TMX Group Limited (X $45.42)
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Kinaxis Inc. (KXS $127.42)
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Agnico Eagle Mines Limited (AEM $268.94)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Savaria Corporation (SIS $25.50)
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BMO S&P 500 Index ETF (ZSP $103.64)
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Cogeco Inc. Subordinate Voting Shares (CGO $70.17)
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Fidelity Canadian Growth Company Fund Series F (FID665 $129.97)
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Topicus.com Inc. (TOI $94.72)
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Global X Data Center REITs & Digital Infrastructur (VPN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
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National Bank of Canada (NA $169.07)
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Granite Real Estate Investment Trust (GRT.UN $88.57)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Waste Connections Inc. (WCN $169.20)
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Canadian Natural Resources Limited (CNQ $39.10)
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Enbridge Inc (ENB $50.32)
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Fortis Inc. (FTS $54.01)
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Toronto Dominion Bank (The) (TD $96.68)
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Royal Bank Of Canada (RY $170.40)
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Brookfield Asset Management Inc Class A Limited (BAM $49.61)
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Core Natural Resources Inc Com (CNR $92.24)
Q: Hi there: I have been retired for 5 years, in my late 60's. In which order of the above will you buy, given that a few of them are in their all time high. Could u rank them from high (10) to Low (1), and what entry price make sense to you. From a dividend return point of view, and from a Growth point of view. Take as many credit as you see fit. Thank you again
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $179.64)
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Element Fleet Management Corp. (EFN $35.44)
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Enghouse Systems Limited (ENGH $17.95)
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TMX Group Limited (X $45.42)
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Toromont Industries Ltd. (TIH $184.71)
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TFI International Inc. (TFII $166.50)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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goeasy Ltd. (GSY $131.36)
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TerraVest Industries Inc. (TVK $154.35)
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Propel Holdings Inc. (PRL $25.05)
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
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Loews Corporation (L $111.27)
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Dollarama Inc. (DOL $192.27)
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Intact Financial Corporation (IFC $260.82)
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Metro Inc. (MRU $95.75)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.91)
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Toromont Industries Ltd. (TIH $184.71)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Premium Brands Holdings Corporation (PBH $100.25)
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goeasy Ltd. (GSY $131.36)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.70)
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EQB Inc. (EQB $114.32)
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FirstService Corporation (FSV $160.80)
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Thomson Reuters Corp (TRI $88.07)
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Core Natural Resources Inc Com (CNR $92.24)
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GFL Environmental Inc. Subordinate no par value (GFL $42.52)
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TFI International Inc - Ordinary Shares (TFII $121.88)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
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Constellation Software Inc. (CSU $2,434.02)
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Intact Financial Corporation (IFC $260.82)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: The TSX has reached an all time high this month. Based on current prices, which 5 Canadian Stocks are your top choices for new money and your reasons for choosing those stocks.
Q: Csu, Atd both are acquisitors,have excellent management and are down sharply from their all time highs
In your opinion which one would provide the best return over the next 3 to 5 years?
In your opinion which one would provide the best return over the next 3 to 5 years?
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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TMX Group Limited (X $45.42)
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Toromont Industries Ltd. (TIH $184.71)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Hydro One Limited (H $54.48)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.