Investment Q&A

Q: Thinking of starting a position in Dol.Ca. What would be a reasonable entry point? What are your 3 favourite stocks in this space? Thank you as always.
Donna

Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.

Of the 10, we have so far initiated positions in GRMN, LULU and REGN.

As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.

For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.

As always, thanks for the great advice!

Q: Decision time...all because WIR.UN is being acquired. When WIR.UN was bought in Cdn loonies, I flipped it to the US dollar side of the account. Now will have US dollars to top up one or more of 44 US positions. But which ones? Like BLK, a very large asset manager with exposure to index ETF that has held up well. Or a specialty retailer, DG. Or TDOC that looks to have a bright future but is down at the moment market price wise. Or finally, XYL with it's water machinery and it has market momentum at this time. Me, looking for your take....like which one or some of these at this time or any others US ones you are excited about. Many thanks for your insights, aka guidance to me.........Tom

Q: Hi Team,
I have owned COST for a while. Based on PEG the stock seems expensive and it 's momentum has stalled. Could you suggest a replacement for this that has similar characteristic but better projected growth. Thank you
RR

Q: What are your suggestions for US and CDN Consumer Defensive at this time?.

Q: I currently hold positions in both of these companies and I must divest of one. Your thoughts on which security you would recommend holding and your reasons would be appreciated. Thank You.

Q: Three consumer discretionary stocks I am interested in. Your thoughts?

Q: In making a comparison of the discount Canadian dollar store, Dollarama with the American equivalent, Dollar General, one has to be impressed with Dollar General. DG has more than 17,000 stores compared to 1300 for DOL and DG is opening more than 1,000 new stores each year. The performance and execution of DG has been steady and in an upward direction while DOL has been much more choppy. In addition it seems like DG has found a way to improve its on line presence with digital coupons and other measures while DOL has on line case sales only. It would make sense that if DG wanted to expand beyond its borders, DOL would make an excellent target.
Can you please provide your opinion as to which company you would favour regardless of country of origin and if you believe DOL would be a possible acquisition target for DG? Thanks for your on going great service.

Q: What would your top 3 picks in Canada and the US be for the Consumer Defensive sector?

Q: I am considering a position in this company. Can I please have your thoughts. Your take on the company as an investment would be appreciated. Thank You.

Q: Please, your views on rth-q. VanEck Vectors Retail ETF ? What would you rather buy now in consumer cyclicals ?

Gratefully,

Jacques IDS

Q: Grateful for an update of your views on Olli. Outdoor you buy now ?
What are your favorites, Cdian and US, in the sector ?

Gratefully,

Jacques, IDS

Q: Hi,

I'm looking for a long term hold. Can you pick your two favourites, or, if you have alternatives you prefer, please suggest them.

Q: hello hello...I have a full position in DOL, like held for long-term grow for a Cdn stock. If DOL is a good buy now, how about Dollar General?......me, pondering if DG would be good addition to the my US dollar portfolio which also includes the long held Costco in that same sector but without going sector overweight.......Keen to e-hear your take.......Thanks and enjoy the upcoming week-end.........Tom

Q: Hi gang
In an answer today.. saying that Consumer Cyclicals are better choice over Staples at this juncture ..you mention DOL and DG as good choices to consider. But in your cover reports you say they are both Defensive. Is Defensive not the same as Staples?
Thanks for all you do...would be lost without you.

Q: Which sector, consumer discretionary or staples do you believe will be a better bet currently.
Please name 3 stocks on the Can + US side that should work in this thesis and why.
As always, keep up the great work.
Mark

Q: Since the March lows DG has gone up 35% and the same comparison, DOL has gone up 20%.

Any reason for the large discrepency?

Thanks

Sheldon

Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD

Q: Have these both run there course ? Do you have another suggestion for growth?

Q: Has your outlook changed at all for DG? Analysts seem to think it's a buy.
Thanks