Investment Q&A

Q: Add comments on earlier Qs SIS--Tech Analysis on Aug 23 provided by 5i show a break out(B.O.) at $17.50.Globe & Mail has some positive comments & on the positive B.O. list the last few days. DOL---this morning Industrial Alliance Securities upgraded to a BUY & a TP of $54.50 GC---Many months ago,the manager of VIP sector was let go & reportedly the gov't tightened the check up on money laundry.The gov't gets huge revenue from casinos

Q: Good Morning,
I currently have a half-position in DOL and would like to add to this space. Would you buy a half-position in DLTR or top up DOL to a full position? Or....any other suggestions?
Dennis

Q: Hi 5I team, of the above mentioned companies, which one would you add today to bring into full position ? thanks.

Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave

Q: I currently own TOY (my only holding for Cyclical Consumer). I did have MG but sold it. I am wondering for a RRSP with a long time frame which 2-3 stocks of the list BCI, DOL, DOO. GSY, CCL.B. AW.UN which be best as I am trying to increase my holdings in this sector.
Thanks

Q: Is it a buy as it bottomed out.Thanks

Q: Prices are down quite a bit from their highs.
Do you think one of the reasons for the decline is a switch by some investors from growth to value?
If so and faced with higher interest rates in the future it might time for you to consider starting a value equity model portfolio
Please comment

Q: Which one would you pick today?

Thanks for all your support,
Mark

Q: DOL has not done much for me since purchasing before the split. What are your thoughts and and what do the next earnings look like?

John

Q: Good day,

I currently own the subject shares in my TFSA portfolio. Are these stocks still worth hanging onto with the current volatility? I was considering selling everything and going with Vanguard or iShares.

Q: DOL seems to be going out of favor with investors as the stock is drifting downward. With the current thesis by many that we are heading towards recession, does it make sense that consumers will "shop" more at a Dollarama when that happens? Would you continue to hold on, add on further weakness or move on to something else? It is currently a 2% (Half) position.
Thanks

Q: Due to higher minimum wages, lower Canadian Dollar, fear of trade wars, ,Dollarama has been under pressure. As a result they need to increase prices to restore their profit margins
Do you think markets will react favorably if Dollarama increases their Ceiling price from $4.00 to $5.00 ?

Q: Dollerama stores are everywhere. They must be reaching a saturation point. I understand that they are trying to move up the value chain and gradually increasing prices. But they also face pressure from the potential tariffs on Chinese goods since the majority of their products are sourced from China. Do you still like this company or is there another retail company that would be a better fit?
thanks in advance.

Q: I have a well diversified portfolio using a passive index strategy. I have the above stocks in my TFSA to boost the total portfolio return. Thanks to 5i that has worked well. My current TFSA holdings are listed and I am up at least 15% on the first 5 stocks listed and plus / minus 5% on the last 5 stocks listed. I am in my early 70's and feel I don't want to spend as much time on the TFSA investments. Can you give me up to 10 buy and forget growth names for the TFSA and if some of the listed stocks are included in your list then so much the better. Thanks

Q: For a growth-oriented investor would you see any compelling reason to switch ATD.B for DOL at this time or are the prospects so similar it's a wash? Long term focused. Already have PBH in the sector and don't want to own all three.

Q: Hi, I am trying to reduce/consolidate number of stocks in my portfolio and also raise some cash. Except SJ (1.5%), all others mentioned here currently have < 1% position. I am holding YGR and BDI for Energy exposure, as my only other holdings in the sector are ENB (3.5%) and PKI (1.7%). I also like the momentum and prospects, based recent developments and your comments on COV and waiting for an opportunity to add on a pullback. RHT, VB and DOL were purchased in small quantities, at the time of addition to 5i potfolios. I also like SJ, and think, market is not assigning it proper valuation at this time. So, I am considering selling RHT, VB and DOL and use some cash to add to SJ. What is your opinion ? Do you believe, there are any near term catalysts for these 3 companies to hold on for now or it should be fine to liquidate. Thanks

Q: The Debt to Capital ratios on DOL and BRP are 108.94% and 152.63% respectively ( source TD Webroker). Are their ratios for real? If so, what would happen to the stock price when a recessive events (i.e. cash flow stalls, fast interest rate rise or other) occurs?

Q: 6/56 5I blog--Tech analysis:consumer staple & telcom stocks breaking out on seasonal cue.In light of a rising rate environment,is it the right time to buy ATD.B,DOL & PBH?.If so,please list your order of preference(best first). The top 10 holdings of XST(cons staple ETF) includes ATD.b(22.35%) & PBH(4.53%).Thanks for u usual great services & advices.

Q: I'm looking to start a new half weight position in an RSP account with a 10 year time line. Sector allocation aside, how would you rank these in terms of capital appreciation from most favorable to least. I have good tolerance to risk.

Thanks in advance,
Greg.

Q: can you tell me your top suggestions currently in Canada and the US within the consumer discretionary space?