Investment Q&A

Q: Hi 5i,
So grateful for your very quick and frank intervention in response to my request for counselling this morning as I grappled with the irrational urge to sell ATZ 'because it is up'. I've printed your answer and it's pinned to my wall for reference when that urge strikes again regarding another name sometime in the future, as it inevitably will.
And with regard to finding another name where that urge might arise, can you identify 2 or 3 (regardless of sector) that check some or all of the boxes you highlighted with ATZ - strong momentum in sales and earnings (not just sales, I notice), broker upgrades, positive surprises on earnings estimates, US growth (nice but not essential for me) online sales, rising market cap and near immunity to the pandemic? I realize there may be very few, if any, that meet all those criteria, but do you see any that come close?
Thanks and thanks again.
Peter

Q: Hi 5i,
A problem I have is selling winning stocks when I think they've reached their zenith, only to watch them continue to rise. Right now the "SELL ATZ" voice in my ear is pretty insistent and I need some counselling.
Given ATZ pays no dividend, the only reason to continue holding is more capital gain - do you think that's in the offing or do the underlying numbers and market circumstances suggest it's at or close to its zenith now, at 50 bucks?
Thanks for your thoughts,
Peter

Q: I've been watching ATZ with interest, and fear. Do you have any information on the present shipping chain tangles that are affecting so many shipments from Asia? If ATZ suddenly finds itself waiting for stock to arrive, quaterly figures could quickly deteriorate and stock prices could tumble. Or am I just seeing imaginary problems? Does ATZ have a Plan B if shipments of stock are delayed at point of shipment? To open a partial position now or wait for shipment problems to be resoved ... that is the question? Thanks for your continued help, Elmer.

Q: After your positive report as well as my portfolio analytics suggesting I buy more consumer cyclicals, I was enthusiastic to buy Aritzia.

After a sudden share price jump last week and your answer to Harry's question on Oct 18 about possible headwinds, I'm wondering whether LNF would be a better choice at this time.

Q: Stellar results and share price reflects this. If one were to make a bear case, what are possible headwinds for ATZ? Supply chain/labour issues come to mind...what else could send this back into the low $40's

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: Am I ever happy I bought ATZ at $18.75 about a year ago when you first mentioned it.
Thanks.

Q: May I have your comments on aritiza’s earnings please

Q: Could you comment on their earnings report and prospects for the future.
Many thanks.

Q: What are the Rev & EPS street estimates of ATZ for upcoming Q2. U opinion please. Why is Doo down so much today after up $3.01 yesterday.
Txs for u usual great services & opinions

Q: I am a recent subscriber, but have been around long enough to have taken your advice on TOI:CV. It has done quite well, thanks. I have my TFSA holding only one stock, BNS with the whole $75,000. It has essentially not moved in the last 6 months. Can you suggest one or two stocks that you feel have a similar potential as did TOI, as I would like to sell my BNS and move into something else?

Q: Can you offer 5 companies in Canada and the US that have pricing power in the face of inflation? Thank you

Q: I admit to a "home country" bias, but try to temper that somewhat by investing in Canadian companies that derive significant portions of their income from outside Canada (e.g. I own AQN, ACO and others).
In this context, which do you see as a better fit as a consumer staple holding -- Aritzia or Gildan?
Or is it even, or also, a consumer staple or consumer discretionary question -- everyone needs basic clothing (Gildan) but fashion (Aritzia) is more discretionary?

Q: Good morning, since Aritzia is classified as a Consumer Cyclical where in the cycle would you say it is these days, thanks?

Q: Hi,
I currently have these stocks in my TFSA CAD account. They are almost all equally weighted. Do you think there needs to be any adjustments?

I understand they are all growth stocks except ZSP. Is it a problem if I only have these growth stocks?

Thank you!

Q: Would you continue to add to your position at this price level; going from a 21/2 position to 5% ?

Thanks

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: I've held VEEV for a while and it seems to be stalled. Time to move on? If yes, would you recommend shifting the funds to bring ATZ up to 4%? Alternatively, is there another company in the health sector you would recommend in VEEV's stead? Medium-risk investor.

Thank you.

Q: Hi Folks,
In my non-registered account I hold: ATZ,NVDA,LSPD,TOI,KXS for growth and some blue chippers as well - I would like to add NVEI and possibly sell KXS or would you suggest I just add NVEI - is there more room for NVEI to grow in price
Thanks

Q: Have some cash to purchase one or two companies in my TFSA. Am wondering about CTS or PKK. What is your opinion of these 2, which would you prefer and why?

An alternative would be to add to a couple recent purchases that I have I/2 positions in. These are ATZ, TIXT, NEO.

I await your guidance and please take the appropriate # of credits, I know this is more than one credit.
Again many thanks for your guidance.
John