Investment Q&A

Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.

Q: Good morning 5i,
In a bout of enthusiasm I bought Alimentation Couche Tarde. I know it is not bad, But, I am wondering whether there might be something more promising. Not considering sector etc, how would you rank these three?
thanks for the excellent service as usual

Q: I need to raise some cash by selling a portion of one of the following investments: ATD.B, BYD or ABST. Please rank which have the best upside at this time.
Thank you for your help!
Albert

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: I could use some help with thinking about pot retail opportunities. ATD has bought into FAF, but aside from licensing issues in certain jurisdictions, I don’t see the long term benefit for ATD. I mean why do they need FAF at all? Or is this a testing the waters kind of move for ATD? Do you think adding cannabis to ATD’s corner store offerings has the potential to bump up revenue in a meaningful way? And on the other side, are there any players in the cannabis retail space that look promising? What do they really have to offer that a larger company like ATD could not replicate in a heartbeat? Thanks, and please deduct credits at your discretion.

Q: Which do you see having better upside and safety for the next 2 to 3 years and why? Thank you.

Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always

Q: What is going on at Couche Tard? First of all they tried to acquire a French grocery retailer and now they are selling 4% of their North American Stores. What do you think their strategy is for the future? Seems like they want to diversify into something other than convenience stores. What is your opinion of the company and their management? I own some shares and am up 25 %.
Thanks

Q: What are your suggestions for US and CDN Consumer Defensive at this time?.

Q: One has to wonder if the proposed sale of some stores by Couche-Tard isn't setting them up financially to purchase the convenience stores from Suncor. This has been noted here before.

I hold both so am watching closely.

Q: Please comments on the earning.

thanks,

Q: Hi 5i,

I currently own DOL, ATD and PBH for Consumer Staples. I'm getting a little bored of the progress that DOL has made over the last three years and I'm looking for a little more growth.

Looking at EMP, L or MRU as a replacement. Based on today's news from I'm leaning towards EMP. Please let me know what your thoughts on this switch, or if you'd recommend another stock not mentioned.

I have a long horizon, 7+ years, and looking for some more growth.

Thx

Q: Of the companies listed, which one would you start a new half position in today for a potential 5 plus year hold in a balanced portfolio. And would any in particular benefit from reopening? I understand that I would need to keep on eye on the cyclicals with a view to exiting if needed.

Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike

Q: I am a 3-5 year medium and long term investor. I need to increase my position in Consumer Staples by about 3%. I currently hold ATD 3% and PBH 3% are in my taxable account. I have full confidence in the management of ATD but I now wonder if their business model has not changed a bit compared to the company I bought a few years ago.
1- If the electrification of transport raises from 2 to 10% within 3-5 years, how many customers will ATD lose?
2- If you have an electric car will you wait 15 minutes to recharge your battery in a convenience store?
3- Can ATD still grow by buying competitors at attractive prices?
4- Will future growth come in less profitable areas such as grocers and if so the P.E. will drop.

What do I do? Can you help me sort this out?
Buy more ATD? Add DOL? Add a little to the 2 already owned and add DOL, not DOL...

I'm lost.

Thank you.

Yves

Q: What 2-3 stocks would you add to this portfolio for more diversification and some growth?

Thanks

Q: Do you think ATD.B would ever take a run at (or a portion of) PKI?

Q: Could you please rank these consumer defensive stocks and why - STZ, DOL, ATD.B, MRU and PG.
Need to increase my US and International exposure, however considering selling STZ (in a RRSP)
What are you thoughts? Is there an ETF in this sector you favour with US /International exposure? Thank you

Q: I currently own ATD.B in my RRSP. I am considering selling ATD.B and replacing with BAM or BIP.UN. I would appreciate your thoughts.

Thank You

Kim

Q: in a posting this past week, you indicated that you preferred ATD.b over PKI. Both of the companies sell gas but ATD.b is listed as consumer non-cyl in the balanced portfolio and PKI as energy. Do you see them as similar? Do you see them as picking up once the pandemic is under control? what would be a good entry level price?
thanks