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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: Hello -
I'd like to buy ATD.B. It appears to be at a reasonable valuation relative to it's past if I'm interpreting my info from Morningstar correctly. I'm just wondering how much of this comes at the expense of their exposure to transportation fuel. I already own SU, TRP and ENB to know enough of how the association with "dirty" energy knocks down a stock's price.
I know that you like their management. Do you have concerns about ATD.B going forward with all the talk of EV's these days ?
Read Answer Asked by James on November 30, 2020
Q: I need to raise some cash. Could you recommend which 6 of the above list you would sell first. Keeping in mind that I would be rebuying some of those as cash again becomes available.
Thanks for your advice.
Read Answer Asked by Rod on November 27, 2020
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.
Read Answer Asked by James on November 17, 2020
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.
Read Answer Asked by john on November 16, 2020
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
Read Answer Asked by Yves on October 19, 2020
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.
Read Answer Asked by Greg on September 17, 2020
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?
Read Answer Asked by jacques on August 31, 2020
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?
Read Answer Asked by William Ross on August 14, 2020
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

Read Answer Asked by Djamel on August 05, 2020
Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.

Thanks, Mike
Read Answer Asked by Michael on July 21, 2020
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.
Read Answer Asked by sam on June 15, 2020
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.
Read Answer Asked by Lai Kuen on June 10, 2020
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