Investment Q&A

Q: I think the future of NFI business looks bright, see following link:

https://www.statista.com/statistics/802526/us-public-buses-in-operation/

This statistic represents the overall number of buses and the number of electric buses in U.S. city fleets as of December 2017. In December 2017, American cities used about 65,000 public buses nationwide, 300 of which were electricity-powered.

I am significantly down on this stock. It is a long term hold and favourite of mine.

My gut says the market is wrong on this equity and I should buy more shares here. My brain say don't chase / average down. Start a new position in another equity altogether.

Looking for some veteran wisdom from you guys. I am sure you have been here before.

Your earliest response is appreciated, NFI is oversold!

Thanks

Q: I currently hold NFI, LNR, and MG. I am wondering about selling NFI and adding to LNR and / or MG. Your opinion is appreciated. Joe

Q: Could you provide commentary regarding the outlook released today and how it might impact share price going forward.

Thanks

Q: Hi 5iR Team, I have the following 5iR stocks in some of my portfolios: SIS, TSGI, NFI, and PHO. All of them have the distinction of losing money in my portfolios at this time. Since, they are all still in the 5iR portfolios could I be considering adding to these stocks? If so would you have any suggestions as to which of the four stocks might rank higher to begin adding stock? Thanks Team. Cheers, Chris

Q: Can I get your take on New Flyer Industries at current valuations?

Q: My daughter TFSA contains the above stocks. She can add 1 (full position) or 2 (half position) this year. What would be a good fit for her present holdings? Would you suggest selling Stella Jones &/or Telus and replacing it with something else? She has a long time frame as she will not need the money in the foreseeable future.

Q: I am considering selling TCL and buying NFI to try and reduce downside risk while still having upside potential. Your thoughts please.

Q: Greetings 5i Team.
We are adjusting our accounts and looking to place 6% of our equity allocation in the Cdn ‘industrials’ category. If you were to choose among the listed securities, which names would you prefer for each of a one, two, three, and four name selection?
Thankyou
Sam

Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.

Q: I want to buy these stocks in my RRSP account for a 5 years hold. Please comment on the financial of these stocks. Why is QSR down in recent few days while the market is rising so much. Why is Warren Buffett interested in this stock . Thanks a lot .

Q: I am a 65 year retiree and I have app $22000. in a TFSA and I am looking at adding another $3000. Looking at an income portfolio. Can you make a suggestion as to how to balance my portfolio and add to my portfolio.

Q: I own full positions in these four holdings, and have to sell two by the end of January - the other two will be held for long term. Please recommend which two you would suggest holding, and which two to sell. I'm not concerned about sector balance for this question. Thanks, Kim

Q: Hi,
I am down 12% KXS,20% NFI and 20% TOY.
Considering a two year time frame,are these companies a buy,sell or hold?
If they are a hold then at what price would they be a sell or buy?
Thank you.

Q: In your recent report on NFI you were scratching your head at the price decline. That was at $38.00, today it is at $33.00. If your assessment of the company is unchanged would you deploy new money to buy or would you wait for better momentum? If the latter what factors would suggest time to buy?

Thanks
Mike

Q: I have a few "balance" portfolio positions in my trade account that I am wondering about transferring to my TFSA. From 5iR answers, I take it growth is one factor to consider for possible positions for a TFSA and also a preference for less cyclical business companies.
MX is a dominant primary supplier but might be like a little cyclical what with seasonal demand by customers.
Then there is TFII that is growing through acquisitions but is tied to the general economy which is cyclical in nature.
Also, NFI has to business segments, buses and RV, and good backlog but is volume of business depends on municipal funding for transportation vehicles and then for RV, the "wealth" of folks...both segments have volume variability over time.
For growth, there is VB, although a smaller company relative to the other three.
With this, would you consider these good TFSA candidates? And if so, what order would you rank them, like first to last?........Thanks.....Tom

Q: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks

Q: I would like to add small amounts to the above listed existing positions. How would you rank these? Which one's may likely drop further and more patience would be required?
Thank you!
Albert

Q: After some frantic selling to beat the tax loss deadline I'm now in position to re-acquire the stocks sold.

The three I intend to re-acquire are: NFI, GSY and TFII, and what order should I re-acquire them? Certainly the order of the buy back should be based on the timeline of the foreseeable share price recovery, if at all. Thanks.

Q: I can move stocks in kind from my RRSP to my TFSA account,
Looking at some of listed stocks that have had a bad year. Which ones would you pick to move? Please rank them in preference,

Would you make the transfer early in 2019 or wait till later in the year.

Thank you,

Bob

Q: I would appreciate if I can have payout ratios for NFI, PBH, SIS, CGX. Merry Christmas and Happy Holidays to Ryan, Peter and excellent team.