Investment Q&A

Q: If you had to choose one of the above for a long term hold in a growth portfolio, which would it be and why?
Thanks

Q: I find it difficult to understand I5s and Motely Fool Canada favorable views on Couche Tard. With more fuel efficient and battery powered vehicles, the demand for fuel should be reduced over the long term. Fuel sales is about 40 % of Couche Tard's revenue. Why are you enthusiastic about the stock? What am I missing?

Q: I am considering investing in Alimentation Couche Tard and, as always, would appreciate your input.

Motley Fool Canada highly esteems Couche Tard, their thesis being that the convenience store space is highly fragmented and that Couche Tard, as the biggest player and with skilled management, can capitalise on this situation. They seem to think that the stock price will dramaticaly increase in ten years or so, because of this. Would you see this as a reasonable thesis?

I noticed in your responses that at first you seemed a little concerned about the recent drop in price because of the miss because of lower gasoline prices. But, if i am not mistaken, you later on seem to think that this is not a big problem and will be rectified. Is that a reasonable description of your views?

thanks very much and as always, we appreciate your great service

Q: Although there is some overlap between pki and atd.b could you comment on the differences between these two companies and compare them. Specifically sources of revenue, risks, and growth potential. Thanks.

Q: What is your position on Couche-Tard after the conference call? Does it change the short-term and long-term outlook? Thanks

Q: any further comments on atd.b after cc would you add to a half position or just wait ?

Thx

Q: Can't believe it is 10:40 AM and no one has asked about ADT.B?
Is the 5% drop a good time to Buy?

Q: Thank you for your excellent service. What is your take on this morning's earnings announcement?

Geoff

Q: If you had to choose, which one would you choose and why?

Q: Are you able to provide a bit more in-depth analysis on this company. Looks to me it should be a lot higher. With CST transaction coming up in April... Why is this still not trading with rest of market. Ignoring the sector underperform overall.. this should be a bit ahead of the pack.

Q: Atd.b is buying marketing operations in Denmark from shell,& stock down 1.68%.Please advise eps & revenue for quarter coming out on Mar 14 & will it reflect the acquisition of CTS.Is it time to buy?Appreciate u normal great services & views

Q: Hi, I bought by mistake the ATB.A (the less liquid shares) instead of the ATD.B (the more liquid shares). Should I spend the $20 or so in transaction fees to switch to the more liquid shares? I am not sure that it is worth it given that I bought just 50 shares, but would like your take on this. Thanks!

Q: Atd.b & can.groceries have been on a recent steady decline for various reasons,one of which could be the recent entry of Walmart & Amazon on-line.Today,Amazon stated that there will be a gradual roll out of 2000 stores.Mru,L,Emp.a & Atd.b were initially hit hard,but the first two pared losses in the end.I think Atd.b has lots of stores in US from recent acquisition.Please may I have your current outlook on Atd.b.Is this a entry point?Thanks for u usual great services & views.

Q: Hello,
My TFSA current composition is:
ATD.B(20%),KXS(30%),GUD(20%),NFI(20%),and YRI(10%)(Thanks 15%UP).
What changes would you make to my TFSA to make it more aggressive, I understand it also means more risk. What would you get rid off in my setup.

Muchas gracias!

Q: Following your balanced equity portfolio. I have read some questions you answered recently. Besides SIS, Premium Brands and KXS which other 2 or 3 equities do you expect higher returns in the next couple years. Thank you as always for your advice. Steve

Q: Hi,

Which of the following mentioned above do you recommend to buy for a long term hold and why? I will add this to my rrsp account.

Thanks.

Q: I have lots of international investments in my TFSA and as such I am thinking of making Couche Tard my 2017 investment. What are ur thoughts on that name? Thanks

Q: Good morning 5i.
My daughter (43) holds the following in her TFSA: AYA'B. AYA, BEP.UN, BNS, ECN/EFN, ENB, ENGH, GUD, PKI, SIS, WSP. She has ~10K to add this year. Could you suggest 2 new growth/dividend stocks and your thoughts re adding to AYA and/or BNS?
Thanks for the great help you provide.
Gary

Q: Thinking of buying ATD.B or PBH or both.Please advise,& if this is a good entry point or after Jan 20.ATD.B is trading in a range of low $60 to low $62 between Dec 1 & Jan 5 & PBH from $64 to $70(Nov 11 to Jan5) Does this range of former indicates that it is forming a base & the latter is at resistance.Please explain.Always appreciate U usual great services & views

Q: Hi, I own growth stocks PBH and KXS and have been lucky with them. Im looking for one more growth stock to hold for several years. Which of the stocks SYZ, ATD, or Dol would you choose and why?