Investment Q&A

Q: Good morning 5i,

Having missed the major swap to staples. Viewing them as a buy when they are down not on momentum.
Are their any consumer stocks you see holding value still as an add for longterm hold?
We own QSR and ATD.B.
What are your better / best recommendations.

Thanks for the excellent advice.

Q: Good day! If as and when this pandemic passes, most couples will want to go out and enjoy themselves at some restaurants (ex. steak houses,fast food, etc). Can you please give me two choices of some big names and pls provide their three top revenue producing divisions that will deliver good growth over next 3-5 yrs.. too.. thanks again..

Q: Hi,
Can you comment on the following businesses and if you recommend buy, hold or sell for a long-term investor?
MTY Food Group (MTY), Chorus Aviation (CHR), Spirit Airlines (SAVE), Quarterhill (QTRH), Tecsys (TCS) and SunOpta (SOY).
Thanks,
Camille

Q: Hi folks,could U comment on Q1 results for Mty/t, period ended Feb 28/2020, so no big impact from Covid 19. Expect next 2 Q's to be affected by virus. Are there any debt/finance concerns on survival? going forward. Would U recommend as Buy,Hold,Sell at low $20's, and do you like it, or Recipe recp/t better, if one were to buy 1 for spec investment. Thanks as always, jb Piedmont QC

Q: In early March, as the markets dramatically weakened due to looming economic damage from Covid-19, I sold four smaller, lower-quality positions within my portfolio, mainly for tax-loss reasons (the proceeds represent <2% of the portfolio value), with the intention (option) to re-buy after 30 days (as my philosophy is long-term buy-and-hold). The question now, of course, is whether to re-buy any or all of the 4 positions sold (fortunately, 3 of the 4 are trading at prices substantially lower than what I sold them for). I wonder what your advice would be as to whether to re-buy any or all of these at this time:
(a) Russel Metals;
(b) Cenovus (note—I already hold Suncor as a major position, which I could add to instead);
(c) MTY Food Group (I already hold as major positions SBUX and QSR);
(d) Premium Brand Holdings.

Q: My wife and I are seniors drawing from our RRIF's and we are 'buy and hold' type of investors and need income. Your recommendations to 'harvest' capital losses is something that we have not really done previously but this suggestion is resonating with us now. If we were to do this I think we would look for 'proxy' purchases for at least the 30 day waiting period before we could repurchase the same equities if we wished.
Could you suggest some appropriate 'proxy holdings' we should be aware of for the following equities?
1. The REITs HR.UN, BPY.UN......would ZRE be a good holder?
2. EXE
3. POW
4. FM
5. MTY
6. TFII
Please use my question credits as appropriate. With thanks

Q: Consumers are refraining but going out to eat. Do you see any value in picking up a position here with MTY?

Q: Hello guys,

Do you know some criterias to use to evaluate the integrity of the CEO, CFO and officers when you want to invest in a company. I'm scare that the case of MTY look like as Nortel

Q: Re your answer on MTY can you please explain and give a bit of background about what is going on.

Big drop in the stock could be in for a nice rebound???


Thanks

Sheldon

Q: Good morning,

Do you gave any details regarding the nature of the whistleblower's allegation? The issue was revealed by the compamy this morning in a press released. They postponed earnings annoucement because of it.

Thanks!

Q: In your last report on MTY it was rated as a b+. However that was about 2 years ago.

I won the stock and was in the red after its precipitous fall following its last earning report. However, it has recovered and I am breaking even now.

So its time to revisit this holding. Would you think there is significant price appreciation ahead or is it time to search for greener pastures?

Your recommendation please.

Thanks

Sheldon

Q: Could A&W be considered a candidate to be bought out by someone like MTY group or anyone else
Thks
Marse

Q: Hi,
MTY is down approx. 13% in 2019 so far.

Do you think this current price drop represent a good entry point ? What is your opinion on raising a portfolio position (approx. from 2 to 3%) for a mid to long holding period ? Any other advice/comments on MTY would be appreciate.

Thank you,

Q: Your commentary and outlook for Mty on its recent earnings etc.

Thanks

Sheldon

Q: These holdings represent 4.53 % of my consumer discretionary space and I would like to reduce by half. How would you rank them in order of what to keep.

Q: What do you think about the competitors of lightspeed ? Do you believe lightspeed has a better platform and is there a "moat" around their products ?

I see a lot of restaurants particularly the ones in the MTY group (baton rouge) using Maitre'D solutions, which is a direct competitor of lightspeed.

Thanks

Q: Hi,

Quick thoughts on these companies. I'm doing some clean up and these positions are under 1% in my portfolio. Which ones would you continue to hold, add to or just sell? Can you please rank. I have a diversified portfolio. Thanks!

Q: I have a small position in MTY. May I get your analysis of the latest quarterly results. Is MTY worth keeping? I am a growth oriented investor.
Thanks.

Q: Given its recent momentum in spite of current geopolitical risks, do you think this would be a good time to get back into MTY?? Also, would you consider it to be fairly defensive stock? Thanks

Q: I want to do a home renovation project and need some cash. Could you rank these stocks in order of the ones you would sell first to last in my position. Cineplex, Couche Tard, North West, MTY, Power Financial, Enghouse and Calian. I probably only need three names to raise what I need.