Investment Q&A

Q: Hi Team,
On a Corporate account, where capital gain is the main goal for long term hold.
Consumer Staple holdings are ATD.b 6 % PF & 15% gain & MRU 1.8% PF, 8.5% gain.
Your thought on MRU, (hold or sell) ?
Want to add 2.5% one another Cons Staple stock Ca or US. You suggestion please.
Thanks. Best Regards

Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.

Thanks, Mike

Q: As per a New York Post and WSJ articles, ATD would be interested in acquiring Speedway from Marathon Petroleum and is apparently looking at selling some of it US Circle K gas station to appease US regulators and, maybe, to free some cash. What would be your views if this transaction materialize.

Q: Recently, in response to a question requesting your advice on a number of stocks including the above, you singled out MSFT and CRWD to "buy more". What are other stocks would you recommend to "buy more" at this time?
Thank you for your advice.

Q: By mistake , I bought CSU & ATD.B using money from my US investment account. Now the stocks are shown in my US investment account priced in US dollars. Would that have a tax implication on dividend credit or when I sell ? Thanks for your expert opinion.

Q: I was looking to purchase an undervalued stock and considering ATD.B but today it is down over 3% and underperforming the S&P. There was a change in the board of directors (which may have contributed) and CFRA reduced its rating from Buy to Hold due to volatile crude prices and restricted global traffic. Do you see this as a longer term trend or is it an opportunity to buy now or a bit later? Can you recommend other undervalued Canadian stocks for a balanced equity portofolio?
thanks

Q: I am going to trim my KXS back to 6%. With the proceeds I am considering one of the following:
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram

Q: Between the above two stocks, which one has the potential for more growth in stock value over the next 12 to 24 months, and why.

Thank you,
Ian

Q: Morning 5i,

As someone hoping their is a significant pull back. Seeing the overvalued stretching....

I am looking to add some diversification and growth with the "safest" possible.

My picks are;
BAM.A
BYD
REAL
OTEX
GSY
ATD.B
NTR
CNR
Is their additional ones that you can suggest or a couple swaps that are "better" overall.

Thank you for all the tireless fun!

Q: Morning:
I own equal weightings of these equities in my TFSA. I have some cash to invest, which one of these would you buy more of at their current market valuations? Looking for capital appreciation over the next 8 to 10 years. Thanks!

Q: I am short on Consumer Stocks in my overall portfolio - can you give me some names to look at, both in the US and Canada - I'm interested in those that pay a dividend and are growing.
Appreciate you comments.
Thanks

Q: Hi, do you have an updated opinion on KR? I'm trying to round out a top 5 list (US or CAN, doesn't matter) for Consumer Staples. The other 4 are above.
Anything obvious missing? that you would pick over the above 5?

Q: Hi, great insights lately, thanks! I'm slowly buying quality names, but pausing for now on ATD.B. Can you please counter my following doubts:
- They are relying a lot on revenue from gas stations, not only gas but mainly associated convenience stores. In the short term very few are visiting for gas, but even when things open up, people will just pay at the pump and not take the risk of going in for snacks, etc.
- Once they get past that which may be 1+ years, there is still the longer term trend away from gas stations.

This just seems to have the "Spin Master" feeling. What is the short and longer term compelling case to have them near the top of your lists? I'm supposing quality of management, valuation, hopefully recovery of business that that seen before this year?

Q: please list your 5 favourite Canadian moat stocks with strong balance sheets list your preferences in order of one to five thanks Richard

Q: Hello 5i.
Could you please suggest 2 or 3 Consumer Defensive stocks that you think will recover well once we get through COVID-19.
Thank you.
John

Q: Thank you for your service, you guys do a great job! With the recent downturn in the markets, which stocks would be your top 3-5 buys for the next 3 years? Thanks.

Q: Please comment on earnings.

Q: Hi, 5i Team
In the market updates email that you sent on Mar/01, you mentioned the following companies deserved a closer look:

Air Canada (AC), Lightspeed (LSPD), BRP Inc. (DOO),Maple Leaf Foods (MFI),Dollarama (DOL),Aritzia (ATZ),Gildan Activewear (GIL),
Alimentation Couche-Tard (ATD.b), Canada goose (GOOS), Descartes Systems. Group (DSG), WSP Global (WSP), 

In the "5i special Opportunities Report" within the Special Market Volatility Report email sent on Mar/09, you recommended 10 stocks that were very attractive. Only WSP and DSG were also included. What do you think of the others? Is it a good time to buy them around March?
Are they also solid names worth owning especially now after some huge corrections?

Thank a lot!

Q: In light of current market actions and the now widely anticipated economic recession, I am looking for your thoughts on stocks you would buy for long term (10 plus years) and/or forever holds -- Canadian and U.S. names please. I am investing for retirement (within 5 years) but also for our heirs. We have built a portfolio of sleep at night holdings over the past 25 years and just looking to tweak the portfolio. Although we do not like to see these kinds of volatile markets, we also do not get freaked out by them. We have ample cash or near cash always in hand to combat such actions -- something you learn through experience! Thanking you in advance for your answer.

Q: What would you recommend as the best Consumer Staple at this time? I have a long time horizon and am looking for a steady performer (hopefully) over the next 5+ years. What portfolio percentage would you recommend for consumer staples? Should I have 1 holding or more?
Thanks!!