Q: Please comment on the quarterly results of Alimentation Couche-Tard. Thanks
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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.
Q: I hope I didn't misunderstand a recent response from your team on this ATD.B. Would you be saying that without an acquisition there is little growth for this stock? Assuming no acquisition taking place in the next couple of years, would you still invest in this company?
One other question. Do you see them dramatically increasing their dividend as the company matures in the future?
Thanks.
One other question. Do you see them dramatically increasing their dividend as the company matures in the future?
Thanks.
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Toronto-Dominion Bank (The) (TD $107.98)
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CAE Inc. (CAE $37.05)
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Descartes Systems Group Inc. (The) (DSG $137.68)
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Kinaxis Inc. (KXS $184.98)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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Premium Brands Holdings Corporation (PBH $92.96)
Q: Hi Peter & 5i team,
Currently we hold seven stocks in our grandson’s (age 7) RESP. At this time, we are holding some cash and will be adding more cash in the new year. In your opinion what would be your top 3 ideas for a new addition or adding more to the current holdings.
Thank you for your suggestions in the past.
Currently we hold seven stocks in our grandson’s (age 7) RESP. At this time, we are holding some cash and will be adding more cash in the new year. In your opinion what would be your top 3 ideas for a new addition or adding more to the current holdings.
Thank you for your suggestions in the past.
Q: What is your take on ATD's acquisition of Convenience Retail Asia Limited
thank you
thank you
Q: Can you tell me which shares are better to have Atd.a or Atd.b ? Is there a specific reason.
Thank you, Vi
Thank you, Vi
Q: Hi,
why has the stock trended lower recently? I don't see any news that might cause this especially after their last earnings release. I assume it's possibly just the general market weakness.
Is this a good entry point at current levels if one doesn't own it?
Thanks,
Dan
why has the stock trended lower recently? I don't see any news that might cause this especially after their last earnings release. I assume it's possibly just the general market weakness.
Is this a good entry point at current levels if one doesn't own it?
Thanks,
Dan
Q: Hi,
Where do you see ATD.B in 3-5 years? Is there much growth left?
What would you see it as at this time? Buy/sell/hold?
Thanks
Where do you see ATD.B in 3-5 years? Is there much growth left?
What would you see it as at this time? Buy/sell/hold?
Thanks
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Loblaw Companies Limited (L $54.27)
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Dollarama Inc. (DOL $189.06)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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Premium Brands Holdings Corporation (PBH $92.96)
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
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.
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
Thanks
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Costco Wholesale Corporation (COST $963.03)
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American Tower Corporation (REIT) (AMT $197.22)
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Prologis Inc. (PLD $113.89)
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Walmart Inc. (WMT $104.27)
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Franco-Nevada Corporation (FNV $276.54)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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Real Matters Inc. (REAL $7.74)
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?
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Parkland Corporation (PKI $38.39)
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Superior Plus Corp. (SPB $7.66)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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.
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Procter & Gamble Company (The) (PG $160.33)
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Metro Inc. (MRU $93.01)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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
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
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Costco Wholesale Corporation (COST $963.03)
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Procter & Gamble Company (The) (PG $160.33)
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Kinaxis Inc. (KXS $184.98)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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Veeva Systems Inc. Class A (VEEV $274.58)
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Roku Inc. (ROKU $98.34)
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Alteryx Inc. Class A (AYX)
Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.
Thanks, Mike
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.
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FLIR Systems Inc. (FLIR $57.34)
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AbbVie Inc. (ABBV $220.81)
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Kinaxis Inc. (KXS $184.98)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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Savaria Corporation (SIS $20.78)
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Veeva Systems Inc. Class A (VEEV $274.58)
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CrowdStrike Holdings Inc. (CRWD $445.50)
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Boyd Group Services Inc. (BYD $233.15)
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.
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
thanks
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CAE Inc. (CAE $37.05)
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Descartes Systems Group Inc. (The) (DSG $137.68)
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Kinaxis Inc. (KXS $184.98)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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goeasy Ltd. (GSY $202.72)
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
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