Investment Q&A

Q: Thank you for your great advise. I currently have a good positive portfolio thanks in large part to your suggestions. I need to increase my consumer defensive by about 1.5%. I currently own the above companies at different weights. ATD 3.5% PBH and L at 2% and DOL at 1%. Where would you add or would you suggest another company. Please rank in terms of preference.

Thanks, Yves

Q: Hi 5i,

Thank you for the great work. Could you walk through if you prefer Parkland or Alimentation Couche Tard today?

I've held Parkland for a couple years and seen the company under perform ATD.B. Considering switching the position and would love your perspective. Thank you.

Q: What is your take on ATD 1st quarter result
Thanks

Q: If one anticipates a significant pick up in inflation due to all the extra costs related to Covid-19, what are the sectors likely to benefit? Could you give 3-4 suggestions for Can and US companies which would be expected to do well in that scenario? Thank you for your great insights?

Q: SPB vs PKI. Several months back in the Q&As you were more positive on PKI than SPB. Is that still true or would you prefere ATD.B over both. I hold SPB and thinking about adding/switching SPB for PKI. How would you rank?

Q: Please let me have your opinion on the consequences for ATD stock of the announcement that Marathon's Speedway chain has been bought by 7-Eleven rather than ATD. It seems to have been drifting lower for the last few sessions.

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