Investment Q&A

Q: Which would you prefer to hold in a TFSA?

Q: Hello Peter,
We made our annual contribution to our grandsons RESP. He is 4 years old. We would like to add one or two new stocks to his portfolio. The current holdings are:
ATD.B
CXI
GUD
NFI
PBH
In your opinion what would be some good Additions? Thank you

Q: I own the following stocks and ETFs in a non-registered account:
ATD.B, AIF, AVO, BCE, BNS, BYD-UN, CCL.B, CNR, CSU, GC, KXS, MG, MX, NFI, PPL, PBH, TD, TOY, SJ, WSP, VFV, VUS, VEF, ZQQ
Apart from the ETFS, this mirrors fairly closely your balanced portfolio...

I also have SIS and PHO in my TFSA. I want to add another stock to my TFSA and saw that you had chosen SHOP as a to pick a while back on BNN. Ryan chose DOL just today. Between the two and considering what I already own which one do you think would be best for me? or maybe there's something else? I am looking at 10+ years before I would need the money. cheers
Andy
PS Thanks for the fantastic service and I hope everyone at 5i has an awesome new year!

Q: Happy and prosperous New Year 5i team,

I am just considering adding to my tfsa. I bought a chunk of Toy when it fell and thus have a bit of a profit already. And I was thinking of adding to it in 2018. But, I noticed that you added Dol to your buys this year and I have learned to pay close attention when you make a move. So, the question is, given that I am already well diversified, should I add to Toy or is there something about Dol which you have an extra strongfeeling about, since you added it to your portfolio?
thanks

Q: Seasons greetings: which company has a better growth potential. Kxs or Dol.

Thanks

Q: I'm adding to my Consume Disc. stocks and considering either DOL or TOY. Can you make a suggestion for a long term hold.

Thanks

Q: Hi Peter,
I am looking for five good stocks to add in my RRSP right now. any advise?
no matters for sector.
Thank you,
KT

Q: Hello, would you classify Dollarama in the consumer discretionary sector (cyclical) or in the consumer staples sector (non-cyclical)? I think you put it in the discretionary sector (cyclical) but I am not sure. Regards, Gervais

Q: Hello 5i team,
I read an interesting article in the Globe on Thursday on Dollarama. According to the author they are essentially borrowing money to buy back their own shares and are now in a situation of negative book value. In other words, if the stock were wound up today, shareholders would find themselves with negative equity.
Your comments please.
Thanks,
David

Q: Good morning. Any thoughts on today's Globe and Mail article on Dol? Borrowing to fund share buybacks.

Q: Hi team, I would like to add a consumer staple to one of my registered accounts and was thinking of ZZZ and DOL. Which would you recommend for shorter term growth right now?
Thanks

Q: Hi, i would like to by some stocks for my kids. Each have about 600$ to start with.
I would like dividens that they can spend for these stocks so that they don't touch the main capital invested. They have quite a bit in other accounts which i don't won't them to spend. What stocks would you suggest. thanks.

Q: Hi guys,
Nice new site. I want you to go a little deeper into your assessment here. Mark me down for 5 questions. Please provide a more in depth assessment of DOL activity this morning at open for us "commoners, dotards", etc. I owned 900 shares of DOL, and put in a stop loss of $138.00 when trading at $155.00 over the last little while. My position got activated regrettably, only to see an immediate rebound. The activation and drop was so fast, I cant even assess the decline in price vs. buying fulfillment,steps etc. The chat forums are pointing to some manipulation on this, etc. How does this process even happen so quickly like this. It was instantaneous, only to rebound. The earnings we good, and matched most analyst assessments. I just want to learn more about this process to prevent unnecessary trigger activation's for the future being in a taxable "holdco" account. It happened to a lesser degree a couple weeks ago with TOY also, but to a smaller extent being a smaller company, with less shares going to market. Having read Flashboys...... can I better plan for this stuff, with my buy and sell triggers etc. Or, does the little guy always loose. Thank you.

Q: Hey guys,

Please explain the 7% fall in today's share price in Dol. Buy/sell/hold

Thanks,

Jim

Q: Good morning Peter and team,

I am planning on setting aside 3% of my total portfolio for stocks that either have a good potential for long-term growth (i.e. set it aside and hope to have a multi-bagger in 10 years).
I currently own SHOP and would appreciate 3-4 more names you would suggest I consider, including a way to play the Artificial Intelligence space (is Horizons ROBO ETF a suitable option?).
Please disregard all B.E. Portfolio stocks (which I already own) and sector/market cap don't matter. I would prefer to stick to Canadian exchanges.

Thanks in advance,
Rory

Q: What is your opinion of Miniso's effect on Dollarama? I was going to start a position on the current pullback but am reconsidering now...

http://business.financialpost.com/news/retail-marketing/is-dollarama-about-to-meet-its-match-miniso-japans-2-99-store-plans-to-open-500-shops

Thanks

Q: Ignoring sector considerations, which of the following would you look to take a position in today in a RESP with a 6 year time frame and an objective of achieving the greatest total return: BEP.UN, CSH.UN, BCI, ECI, DOL?

Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian

Q: I would like your updated opinion on Dollarama. I think it is reporting 3rd quarter results. Consulting the question database, you have felt it was expensive in the past, but it has been heading up and up and is at an all time high as of tyhe close today. My personal experience has been walking to isles. The store seems to be an upgrade of the inexpensive store format - they stock a higher qualtiy of good (in my opinion). So, are there any danger signs ? Love your terrific service.

Q: Well, it looks likes like the stock is making another strong move again, yes expensive, but is this just a company that amazon can not compete against? In one of the stores today, seeing the line-up at the till, it just doesn't stop. Reminds me of what Peter Lynch said, just watch where people are shopping. They also love to buy back stock, is that a good sign also?
Thanks again