Investment Q&A

Q: I've been to the AmazonGo cashierless store in Seattle and it is very cool. (This is the cashierless variety store where you just put stuff in your bag and walk out). It is the future. I saw yesterday that someone was mentioning or leaking that they plan 3000 stores in the near future. https://www.bloomberg.com/news/articles/2018-09-19/amazon-is-said-to-plan-up-to-3-000-cashierless-stores-by-2021 .
There are several companies working on this cashierless technology including Microsoft for Walmart.
Should ATD.B be worried about this? Or I am thinking that Cashierless technology will be an adopted technology by all and will simply be a monthly software bill to the retail business.
I own Amazon and bought more after returning from visiting the AmazonGo.
Any thoughts?

Q: What do you think about the future prospects of ATD.B? The past 2 plus years it has gone up to the high $60s, then fell back to the $50s. It can't seem to get over the $68 level. With the past two quarters showing good results, do you think it will get out of this trading range and finally get over $70.00?

Q: how did the er look? thx

Q: I find the company information that you added recently to be very useful in my analysis, however sometimes information that was there is no longer available. For example when I previously looked at ATD.B the site contained information on analysts projected earnings and projected share prices. Today the earnings estimates are not available and the stock price estimates have been replaced by measures of analysts buy conviction. Is this a temporary change until information is available? Also do you have an estimate for the forward earnings?
Thanks.
Mike

Q: What are your top 5 recommended stocks (in order of preference) that would do the survive the best through a recession?

Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks

Q: Hi- looking for your comparison of the two - thinking of dumping ATD
for PKI. Like better yield and growth coming from PKI. Thoughts?

Q: Good day to all. I am looking for a few very good value stocks. It seems that many investors are beginning to do the same. I am well diversified so your answer could include any sector and dividends are not that important but would be a nice bonus.
Thank you
Have a great weekend

Q: Hello, I am a young retiree in my sixties I have a portfolio focused on growth while promoting dividends. I would like to add to the titles mentioned so that they reach 5% of the portfolio. Could you place them in order of preference according to these criteria with a horizon of 3 to 5 years. Feel free to suggest reducing or eliminate any of them to free some cash to add to others. Thank you

Q: Hello 5i, Thanks very much for all you do for your members. I look at your organization as the "Robin Hood" of the Canadian financial industry. My question today is: I sold my ECI this last week and decided to capture the gain and redistribute to one new position with the proceeds. I'm looking for another dividend aristocrat (as identified by the S&P index or one that could be as CIX will be getting the boot) I'm closing in on retirement but still like to stay in the growing type names. Not terribly worried about maximizing my income at this point. Which of my choices do you think has the most upside over the next 5 years.

Q: Hello, I have the following balanced portfolio....Can you recommend 3-5 additional names with good growth prospects and a decent current valuation that would help bring some diversification. 3-5 year time horizon.

Q: My understanding is that this company generates its revenue from the sale of fuel, beverages, pass by restaurants, car washes, ... leading to a diversified source of revenue. It is also my belief that most of these sales are generated when people stop to get gaz. While filling up their tank they get a car wash, they buy an ice cream... As a long term investor, I really question the viability of their future. I think that in 5 years, there will be more cars on the road; however, I also believe that hybrids/electrical vehicles will start to steal some of their market share. A loss of one customer not buying fuel (I feel) has rippling effects. That customer may not stop to eat at their restaurant, may not stop to buy an ice cream... impacting their entire revenue stream. In 10 (15) years, I think the problem will multiply, eventually questioning their entire business model.

This past quarter was great as recent acquisitions demonstrated benefits, such as savings due to synergies but the pain has yet to start. In contrast to competitive forces trying to push them out, they are about to experience an industry shift, which may slowly make them somewhat irrelevant.

Your thoughts are appreciated. Thank You.

Q: Which one is a better buy at the current price after the recent weakness of the PBH stock price for long term hold ? Thank you. Bill.

Q: I am having difficulty finding industrial and consumer defensive stocks that have decent yields and security. I suppose this is because they doing well right now. Do you have any suggestions? I am looking for stability in economic downturn, while offering a reasonable yield and dividend growth.

Q: ATD.B has been range trading for about two years now. As fundamentalists, do you see a breakout above $68 soon? Should we hang in and hope?

Q: Hello Peter & Ryan,
Thank your team for great recommendation on Photon.

Your opinions on the these three companies are very much appreciated.
BLO-for cannabis play
QSR versus RECP
PKI versus ATD.B

Thanks!

Q: For a growth-oriented investor would you see any compelling reason to switch ATD.B for DOL at this time or are the prospects so similar it's a wash? Long term focused. Already have PBH in the sector and don't want to own all three.

Q: I currently have MFI, PBH, ATD.B. I'm under weight in consumer non-cycl. I'm planning to add to PBH to bring it up to a 2% position. Could you recommend a US non-cycl. name you find interesting.

Thank you

Q: Would you buy ATD.B at this point while the momentum is good. Or wait for itbto settle in and maybe pull back?

Q: Please comment on earnings, thanks.