Investment Q&A

Q: Hi 5i - these two stocks have been taking a bit of a hit lately - I have a 2.5% position in PKI and wondered if I should add to that or start a position in ATD.B (effectively which stock at these prices do you like better)? Thanks, Neil

Q: Hi team:
I do not want to invest out side Canada more then what I already have.I would like to invest in Canadian companies that have much of their income in other countries mostly Europe and developing markets.Could you provide a longish list of possible good investments with the above in mind. It would help if the were safe and had a div. Please include ETF'S if you like.
many thanks
Yossi

Q: alimation couch tard,dollarama

Q: Could you please comment on each of these companies with strngths and weaknesses going forward....Also could you comment on a reason for the BIG drop in Loblaw this AM
Thnaks

Q: Hello guru's,

I currently hold equal weight in ATD.B and L. Both are off a bit, but no concerns. Question- is there any point in consolidating to one security or it is it preferable to remain diversified.

Bonus question, I have ZCL, OTEX and GSY and are all down 10%. I am underweight in KXS,NFI and SJ. Do you see any point in moving into the underweight stocks, at the cost of the trading fees, in the hope that there is any upside.

I have no problem waiting out an upturn in the market, how ever long that takes.

Thanks as always.

KC

Q: Hi there
What are the arguments for holding on to MX and ATD.
Also, is it time to sell off some SHOP?
Thank you for your advice, as always.
Margita

Q: ATD.B has been flat for some time. I have a very substantial profit in this stock and it occupies 6.5% of my RRSP. I am considering a partial sell of ATD.B and a small buy of CCL.B, DOL, or BYD.UN. Is this a reasonable tactic or should I avoid chasing these 'hot" winners and be a little more patient? Joe

Q: Alain Bouchard claimed this week that the proposed minimum wage raise in Ontario will result in store closings in this province. (Rossy family said it would not impact DOL) Should I be bothered by this comment ? It is also stagnant for the last year or so. Is it time to replace this stock ? More DOL perhaps ?

Q: I WOULD APPRECIATE HEARING YOUR TOP BUY IDEA FOR A SMALL TO MID CAP AND LARGE STOCK PICK TODAY. THANKYOU

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Defensive (Staples - Non Cyclical) sector which is 15% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you - my portfolio is now cleaner and easier - sold the losers.

Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.

Q: The Canadian dollar has been falling recently in relation to the US. I believe it will fall much further--particularly over disputes in any future trade negotiations. What is the best Canadian listed security to play such a belief.

Bryon in Elmira

Q: Hi there,

1) I have already greatly benefited from your service during the two months that I have been a subscriber. Previously, I had subscribed to ShareOwner, but sadly the founder Dr. Bart passed away. From ShareOwner I learned about ROE, debt/equity ratio, earning retention ratio, asset turnover etc. However, I presume there are some differences between the analysis for small to mid-sized stocks. For small to mid-sized stocks, should I focus on cash flow growth ratio, revenue growth ratio or any other specific ratios? What reading material would you recommend for learning about analyzing small to mid-sized stocks?

2) What is the relationship between the price of crude oil to the stock performance of oil-related consumer stock (eg. ATD.B, PKI)?

3) Having recently seen in the news that Puerto Rico has filed for bankruptcy, how do you think this will impact the financial market as many financial institutions hold Puerto Rico's bonds. Do you think this will impact Canada's mortgage rates and how so?

Thank you,
Lai

Q: ATD.B or L assuming one has a diversified balanced portfolio.

Q: These four companies are on my watch list. Please list in order of preference for a purchase at this time. Thank you.

Q: For the 2 sectors which stocks would you buy, these are the only 2 sectors I am not invested in

As always thanks for your help

Q: CGX has been flat for me over the past few years, and I'm thinking of selling my position and investing it in something else in the consumer sector. Do you have a preference between L, ATD.B, or DOL? Is there another name I should be considering?

Q: With about 3.5'in the above I have considered replacing with something comparable with more growth potential or higher yield. Suggestions? Thank you.

Q: Good morning Peter and gang, I am planning to buy ATD.B should I buy in my rrsp acct , tfac acct or outside this accts? Thanks

Q: This may be an off the wall question but it relates to Tesla's quest to build electric stations throughout the world to energize electric cars and the consequential loss of market share of ATD/B in it's gas station units should Tesla succeed.
The question is: do you feel that an investment in both companies simultaneously would be a better bet than opting for one or the other?