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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: If you were expecting a bit of a market swoon and don't want to sit on cash what would you consider to be "defensive stocks" or "stocks that benefit" in downturns? I've tried options in the past with mixed (mostly not so good) results so that's not something I would like to do.

Thanks in advance-Dave
Read Answer Asked by DAVE on March 22, 2024
Q: Hi, ATD stock is considered as One of the Best compounders in Canada and is strongly liked at 5i, for a long term ownership. Shares dropped sharply today after soft results, due to lower fuel margins ( It was expected and analysts believe these margins could be volatile and turn any time ) and sequentially lower SSSG, caused by reduced foot traffic ( Inflation impacting purchasing power of consumers ).

Do you believe that above issues could be resolved over time and the sell-off is presenting a buying opportunity to accumulate more shares ?

Thank You
Read Answer Asked by rajeev on March 22, 2024
Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.
Read Answer Asked by Neil on March 18, 2024
Q: Hi Peter and Staff

Please rank the 4 stocks in order of preferred ownership today for long term hold with a ranking 1 to 10 score as well with 10 being perfect
Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 18, 2024
Q: ATD has had a very nice run over the past year. Having said that, do you view it as more of a defensive play that will not do as well relative to other positions if the Canadian economy starts to grow more rapidly or do you think it is the type of company that will do well relative to others in any economy? I am trying to figure out whether it is starting to look like a good time to trim it back any take some profits. Thanks as always.
Read Answer Asked by Andre on March 13, 2024
Q: I want to buy the above 6 stocks at a full position of each in a balanced portfolio for a long time hold. Are there any you wouldn't buy at this time and continue to watch, or any you would buy a half position and watch? Thanks!
Read Answer Asked by Kim on March 13, 2024
Q: I’m trying to form a kind of hybrid of the Hodson and the Buffet approach to investing. Hodson: balanced portfolio. Buffet: a few excellent companies. So I would form a fairly balanced portfolio but be overweight considerably in a few.

Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)

On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.

If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.

Read Answer Asked by Gordon on March 06, 2024
Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys
Read Answer Asked by Ma on February 26, 2024
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.
Read Answer Asked by Ahmed on February 21, 2024
Q: Please help me pair one of the noted consumer discretionary stocks with ATD. I am looking for growth at a reasonable valuation with consistent returns for a 5 year hold. Could you rank the 4 stocks in accordance with my selection criteria. Thank you
Read Answer Asked by Richard on February 21, 2024
Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?

Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?
Read Answer Asked by Max on February 20, 2024
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