Q: alimation couch tard,dollarama
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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.
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Boyd Group Income Fund (BYD.UN)
- Alimentation Couche-Tard Inc. (ATD)
Q: ATD.B has been flat for some time. I have a very substantial profit in this stock and it occupies 6.5% of my RRSP. I am considering a partial sell of ATD.B and a small buy of CCL.B, DOL, or BYD.UN. Is this a reasonable tactic or should I avoid chasing these 'hot" winners and be a little more patient? Joe
Q: I sold Dol 2 months ago mainly due to their apparent large debt load and it has risen 15% since after earnings report. I am thinking about buying it back but ask if the debt load is too onerous? Has this company been rated lately or is it on the radar?
Thanks
Thanks
Q: I am looking to start a position in either one(leaning towards dol) I know they are probably expensive for retailers however, they seem to deliver on results on a consistent basis. What do you think about a half position on either one?
Great work guys!
Great work guys!
Q: Please provide your comments on Dollarama's quarterly report.
Thank you, Peter
Thank you, Peter
Q: Hello,
Dollarama is a holding in my kids' Resp. I imagine them shopping there once they move out of residence while at university so see it as one to hold toward near the end of their tertiary education:) That said I have become nervous on its reporting dates (June 7). They have a nice gain and it's a little more than 5% but not quite 6% yet. For a longer term hold should I hold this one or swap it out for mru or loblaw?(defensive sector with less growth). The account also holds atd.b
P.s. I have my first 400% gain with NFI - thanks 5i!
Dollarama is a holding in my kids' Resp. I imagine them shopping there once they move out of residence while at university so see it as one to hold toward near the end of their tertiary education:) That said I have become nervous on its reporting dates (June 7). They have a nice gain and it's a little more than 5% but not quite 6% yet. For a longer term hold should I hold this one or swap it out for mru or loblaw?(defensive sector with less growth). The account also holds atd.b
P.s. I have my first 400% gain with NFI - thanks 5i!
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Defensive (Staples - Non Cyclical) sector which is 15% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you - my portfolio is now cleaner and easier - sold the losers.
- CSX Corporation (CSX)
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- Dollarama Inc. (DOL)
Q: I have a nice profit in DOL, would be taxable if I sold.
I still do not have any transport stks in my portfolio, should I sell Dol and move the proceeds into one of the above or a combination of the above mentioned.
Thank you for your insight.
I still do not have any transport stks in my portfolio, should I sell Dol and move the proceeds into one of the above or a combination of the above mentioned.
Thank you for your insight.
Q: Hi 5i,
Despite the nice QoQ growth at DOL, the debt is also rising drastically. Is this a concern to you? From what I can tell they are essentially issuing debt to buy back stock - at very elevated prices. This can't go on forever? I have a very healthy gain on the DOL shares that I have left and am considering selling all.
Mike
Despite the nice QoQ growth at DOL, the debt is also rising drastically. Is this a concern to you? From what I can tell they are essentially issuing debt to buy back stock - at very elevated prices. This can't go on forever? I have a very healthy gain on the DOL shares that I have left and am considering selling all.
Mike
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Algonquin Power & Utilities Corp. (AQN)
- Stars Group Inc. (The) (TSGI)
- Celestica Inc. (CLS)
- NFI Group Inc. (NFI)
- Boyd Group Income Fund (BYD.UN)
- Open Text Corporation (OTEX)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Altus Group Limited (AIF)
Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.
In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.
In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Premium Brands Holdings Corporation (PBH)
Q: Which one of these 4 companies would you buy today
for growth and long term hold? (disregarding sector)
In which order would you rank them?
Thank you.
for growth and long term hold? (disregarding sector)
In which order would you rank them?
Thank you.
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: For the 2 sectors which stocks would you buy, these are the only 2 sectors I am not invested in
As always thanks for your help
As always thanks for your help
Q: CGX has been flat for me over the past few years, and I'm thinking of selling my position and investing it in something else in the consumer sector. Do you have a preference between L, ATD.B, or DOL? Is there another name I should be considering?
Q: I noticed this stock is not part of the list of stocks in the summary. I hear a lot good things about this company and I'm considering it as part of my portfolio even at 114$/share. Would you consider this stock as good long term investment.
Q: I would appreciate your comments concerning the press releases issued this morning by PLI and DOL. Both releases seem encouraging to me.
Thank you, Peter
Thank you, Peter
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- Premium Brands Holdings Corporation (PBH)
Q: Which one of these 3 companies would you buy today
and why?
Which one has the most potential for growth in 2017?
Thank you.
and why?
Which one has the most potential for growth in 2017?
Thank you.
Q: Hello,
I am thinking about selling my DOL position and moving into MDA. I have held DOL for a while with no traction. I feel the upside could be $5.00 per share, but the downside could be sizable with any earnings miss, etc. There appears to be better analyst price appreciation with MDA, and with the new acquisition for the imaging company it could play into US defense commencements?? Any comments on this thought process would be great. Thank you.
I am thinking about selling my DOL position and moving into MDA. I have held DOL for a while with no traction. I feel the upside could be $5.00 per share, but the downside could be sizable with any earnings miss, etc. There appears to be better analyst price appreciation with MDA, and with the new acquisition for the imaging company it could play into US defense commencements?? Any comments on this thought process would be great. Thank you.
Q: What is your top choic for a consumer discretionary stock? With thanks rose
Q: Hi, I own growth stocks PBH and KXS and have been lucky with them. Im looking for one more growth stock to hold for several years. Which of the stocks SYZ, ATD, or Dol would you choose and why?
Q: What's up with insider selling in DOL?