Q: We are on vacation (but still reading 5i of course). Vancouver transit uses New Flyer made buses and they appear to be well made and designed. Much better than the clunkers used on the Wilson line here in Toronto.
Jim
Jim
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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.
Q: I have held ATS for almost 3 years with a capital gain of 13%. I would like to see a larger gain in the future but note the fall in order bookings & backlog. Do you think this is a sign of future problems ? Do you think ATS is worth continuing to hold or are there other companies that you would favour. Other Industrial sector holdings are BOS, LNR, CJT, WSP, DRT, XTC, KBL.
Thank you as always.
Thank you as always.
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Meta Platforms Inc. (META)
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Canadian Pacific Kansas City Limited (CP)
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Stars Group Inc. (The) (TSGI)
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Enghouse Systems Limited (ENGH)
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NFI Group Inc. (NFI)
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Alimentation Couche-Tard Inc. (ATD)
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Winpak Ltd. (WPK)
Q: I am a new member to 5I and wish to realign my RRSP investments partially with the above stocks in my balanced portfolio. Kindly give your input. Thanks
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Park Lawn Corporation (PLC)
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Keyera Corp. (KEY)
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NFI Group Inc. (NFI)
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Winpak Ltd. (WPK)
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Premium Brands Holdings Corporation (PBH)
Q: I have 20k in which to invest in a new TFSA what are your thoughts on the following as to dividend growth and safety NFI KEY PBH WPK PLC This is for a long term hold
THKS much
THKS much
Q: I have done very well over the last few years with New Flyer & Boyd. What do you foresee in the short term for both of these companies?
Q: I guess this is a happy problem to have, due to gains in New Flyer I am going to have to look for a replacement for it.
It has grown to being a large portion of my portfolio and will have to be trimmed.
Do you have any recommendation for a replacement?
It has grown to being a large portion of my portfolio and will have to be trimmed.
Do you have any recommendation for a replacement?
Q: Would you be ok with a switch from BOS to NFI? As with other members, I've been a bit disappointed with BOS and am looking to reallocate within the Industrial sector.
Q: Hi, Could you please on New Flyer earnings ? Looks like a very strong quarter ! Do you see a strong full year, too ? Pay out ratio has dropped significantly. How would it benefit the co. and shareholders ? As Company reports in US$, does exchange rate fluctuations impact the results in any way? Thanks for your valued insight.
Q: What is the Q2 consensus for rev., adj. ebitda and eps, in $US?
thx
thx
Q: Hi, could you please post the street estimates for SJ, NFI and CGX. Thanks
Q: With reference to revenue mix by country, how would you assess the significance of CAD vs USD to the bottom line for NFI.
thanks
thanks
Q: I am currently hold Cervus in my TFSA at a large loss. Would a switch to New Flyer make sense at this point?
Q: Good Morning
Magna and Exco make up about 9% of my registered account. I would like to add New Flyer based on your comments. Would you endorse a switch from XTC to NFI? Do you see NFI as auto related? I am concerned with my sector exposure.
Thank you
Magna and Exco make up about 9% of my registered account. I would like to add New Flyer based on your comments. Would you endorse a switch from XTC to NFI? Do you see NFI as auto related? I am concerned with my sector exposure.
Thank you
Q: Hi Peter and 5i Team.
I have one account (representing about 20% of my overall portfolio) where I hold only the Balanced Equity Portfolio. KXS is pushing 7% of this account, so I was thinking of trimming it back to about 5%. All other positions in the account are at about 4% to 5%, except HCG, NFI, and PKI, each at about 2%.
Do you think I should top up one of the half-positions, keep some cash handy for future purchases, or leave well enough alone and keep KXS at 7%? (Note: I also own smaller positions in KXS in a couple of TFSA accounts.)
Thanks,
Scott
I have one account (representing about 20% of my overall portfolio) where I hold only the Balanced Equity Portfolio. KXS is pushing 7% of this account, so I was thinking of trimming it back to about 5%. All other positions in the account are at about 4% to 5%, except HCG, NFI, and PKI, each at about 2%.
Do you think I should top up one of the half-positions, keep some cash handy for future purchases, or leave well enough alone and keep KXS at 7%? (Note: I also own smaller positions in KXS in a couple of TFSA accounts.)
Thanks,
Scott
Q: Hi, I'm thinking about selling WSP and replacing it with NFI. What are your thoughts on this?
Q: I am considering selling Badger to buy New Flyer Ind. as I believe NFI has better prospects over the new year or two. Would you agree? There is only a small capital gain on BAD and the portfolio is otherwise balanced.
Q: Would you buy new flyer at these prices or wait for a little more of a pullback?
Q: Since initiating a position for NFI, does this mean the company will be covered(reports) in the near future?
Q: Hell 5i team,
We have all dropped the superlatives regarding your excellent service,because of getting used to it, but we still believe you are great, even though we don't mention it as much!
I have two questions here, really. I have Stella Jones and Stantec in my TFSA and I have been wondering whether it is worth it to sell them and buy something like New Flyer there and putting these two in my margin account, obviously because of growth potential. How would you see this move?
Also, in an answer this morning you put PG in health care. Is that because it has enough of a health care business that you could classify it that way? On Morningstar it is classified in household and Personal products, I think.
thanks
We have all dropped the superlatives regarding your excellent service,because of getting used to it, but we still believe you are great, even though we don't mention it as much!
I have two questions here, really. I have Stella Jones and Stantec in my TFSA and I have been wondering whether it is worth it to sell them and buy something like New Flyer there and putting these two in my margin account, obviously because of growth potential. How would you see this move?
Also, in an answer this morning you put PG in health care. Is that because it has enough of a health care business that you could classify it that way? On Morningstar it is classified in household and Personal products, I think.
thanks
Q: How does one evaluate the order to suspend all production and ongoing work for the New Jersey contract? Does initiating a half position based on this little bout of weakness make sense to you at this time? OR, do you think its better to wait, now that this news is out? Thank-you.