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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: I have held WMT for about 9 years and it has been a good performer (17.6% annual return) during this time. This year its stock price is up 55% despite its earnings growing at around 4%. I note that its current PE is very high relative to its 5-yr PE. Obviously, I like WMT but I am concerned that it is overpriced relative to its past metrics and, possibly, other stocks in this sector. If you were faced with this issue in your portfolio what would you do and why (I am particularly interested in the 'why'). Thanks in advance for your opinions; I find selling a stock difficult particularly when it has been a long-term winner and I trying to develop a better framework for handling these types of situations.
Read Answer Asked by John on October 23, 2024
Q: Hi team,
In march, I asked if ATD was priced for perfection. ATD then reached a high around $85.
I wonder now about my DOL shares. I wanted to sell in the last months, but did not, because the stock keeps going up. With a PE of 37, and a high around $137, I fear that any problem with China would affect their supply. Do you know if DOL go thru third party’s warehouses or have their own China contacts? Do you have any data on the percentage of their business from Chinese items- should be quite high?
Covid did not stop them, so should we be worried?
Thanks
Read Answer Asked by Denise on September 04, 2024
Q: I hope you all had a great holiday. This is for when you get a chance.
I am planning trigger a loss by selling DG to help offset all the capital gains that I will have in 2024. Wanting to replace it with WMT, Cost, L, MRU or EMP.A. Looking for net return. Your thoughts please.
Happy New Year.
Ian
Read Answer Asked by Ian on January 01, 2024
Q: CROX,DG,FOX.F,INMD,IRSG,ICLN,PERI,OPRA,PDF.Which looser not to sell, which to buy back?
Read Answer Asked by Nizar on November 21, 2023
Q: I'm wondering about Dollarama compared to the US dollar stores. DOL is near a 52 week high and DLTR and DG are near 52 week lows. What difference(s) between this companies makes their recent performance so different? Do you think Dollarama going to follow the US companies performance in the near future?
Read Answer Asked by Mike on September 21, 2023
Q: I realize DG has had a few underperforming quarters. I recognize the competitive landscape in the U.S. I have some questions on DG as an investment going forward.

- Is CAPEX the main reason for recent quarterly disappointments?

- Is debt manageable, and can they now improve their free cashflow going forward?

- Is there still growth available to them relative to the last couple of decades?

- Would you invest in this company today?
Read Answer Asked by James on September 20, 2023
Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
for TSE,CGY,EIF,NTR,
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.
Read Answer Asked by Nizar on September 12, 2023
Q: Hi - these two companies, while being similar in business plan, seem to act very differently. can you help me understand why DG seems to perform so much worse? What is making DG seem to be such a weakling while DOL holds firm?
Read Answer Asked by Doug on September 01, 2023
Q: Which company to buy at this time for near term price appreciation. Any other suggestions in consumer staples. Your PA suggests I should increase consumer staples (no staples in my portfolio at this time).
Thanks
Read Answer Asked by satish on June 02, 2023
Q: My portfolio analytics says I'm low on consumer staples.

I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.

Please comment and rate these companies and ETFs.

Thanks as always for your insight.
Read Answer Asked by Kevin on May 16, 2023
Q: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY
Read Answer Asked by Jean-Yves on May 09, 2023
Q: I have some US cash I'm looking to invest in a company that I feel would fair ok in a recession. What are your thoughts on Waste Management and Dollar General? Are there competitor's in their respective sector's you would prefer?
Read Answer Asked by Chris on May 02, 2023
Q: I hold the following companies in my consumer cyclical and defensive part of portfolio.

Cyclical:

AirBnb
Aritzia
DOO
MED
SBUX

Defensive:
COST


I’m thinking of selling MED and adding to the balance of my cyclical positions. What are your thoughts on this portfolio of companies and which ones look most attractive today to add to?

For defensive, I only hold Costco. What companies would you suggest I look to diversify my defensive portfolio?

Thanks
Greg
Read Answer Asked by Gregory on April 25, 2023
Q: I am looking to add to the consumer defensive part of my portfolio, I already own Loblaws (L:CA) and Costco (COST:US). What other stocks do you recommend based on low debt/strong balance Sheet, secure and growing dividend, and some growth.
Many Thanks
Read Answer Asked by John on January 23, 2023
Q: Seems to me that the market must be offering up some strong, well run companies that, for some strange reason, are trading at much lower prices than what they deserve. These kinds companies pay a good dividend, have a strong balance sheet and their forward earnings look good and dependable. (perhaps you call these kinds of companies 'value' companies). Anway, here's my question, I would like to begin investing in them and would appreciate your opinion on a number of these value companies that I should consider adding to my portfolio. Perhaps 6 Canadian and 6 American. Thanks as always for your appreciated opinion.
Read Answer Asked by Les on December 07, 2022
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