Investment Q&A

Q: Why was trading of NFI halted at 3:15 this aft? Thanks.

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Q: Hi Peter and staff,
Can you please comment on the above companies and can you please rank them in terms of growth as well as volatility.

Thanks and have a great day.

Joe

Q: Have a small position in NFI having sold most at a much higher price. Would you hold this small position hoping for better days or just let it go? How do you rate management of this company and what do you think the future will bring? Thanks Ron

Q: Hello,
I thought Nvei's results were very good. Why is the stock tumbling? Would you add at this time to Nuvei for full position of 5 percent? What are your thoughts on ATS automation and Trisura and Auto Canada for longer term? Also with big push on EVs, would it be a good time to buy NFI? Thank you for the service.

Q: Hi 5i,
I hold NFI in a reg'd account where I endeavour to buy and hold. A while ago it was up nicely but then lost all its gains and more when the revised guidance came out. Now, with its recent soft recovery and dividends accounted for it's back in black, slightly.
I'm not optimistic about NFI's next couple of years and would like to see better capital gain and dividend income from the funds currently in NFI, and I'm considering WJX as a replacement. What do you think of this move and, if not WJX, can you suggest another one or two names for me to consider?
Much the same circumstances and question regarding AQN, which I think is somewhat stale these days and may be for a few years to come. I'm considering CPX as a replacement and would appreciate your opinion on that move, and your suggestions of one or two other than CPX if you think leaving AQN behind is wise but CPX might not be the answer.
Thanks and please deduct accordingly.
Peter

Q: I was wondering what would be a good proxy fo NFI (for tax loss selling).

Q: Hello, I am cleaning up my portfolio to take advantage of YE losses... I am down about 5% on these stocks, except PINS ( I am down 20%) which one(s) would you keep and which one(s) you would sell now?
Thanks
Carlo

Q: Given the recent announcement from NFI , is it time to bail out or worth a hold for long term. The stock has taken quite a huge hit this morning.. Your advice is appreciated.

Q: Based on the companies contained in the two portfolios above, which of them are you most impressed with, having gone thru the pandemic, which would lead you to expect even better results as the economy moves past the stimulus provided by the feds?

Q: Hello,
I own a half position in NFI for over 2 years in a registered account. It is now under by 20%. Is it time to cut my losses and move the funds into another stock with more potential? If so, which stock would you recommend? Thanks!

Q: Hi 5i, pls comment on NFI's 2qtr release, and your thoughts on their outlook, would you continue to hold it?

Thx.

Q: With Magna being down do to vne acqusition would now be a good time to switch from nfi

Q: Hello Peter,
Whenever i look up the quote for NFI group, there is normally a news release of more orders and yet the stock hardly moves. With the EV craze, I would have expected more from this company with respect to rise in stock price.. Is there a better pick in this industry?

Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo

Q: Good morning all. I currently have a 1/3rd position in LEV and a 2/3rd position in NFI. I see these stocks as complimentary of each other. However I am considering either eliminating or reducing my stake in NFI in favor of LEV. Considering history and experience of NFI vs opportunity and rapid deployment for LEV (and only one quarter on record) would you consider this a good move or just a speculative move at this point?

Q: Morning 5i,
After its earnings report yesterday VMC has risen about 14% as I write this, to $7.20. NFI meanwhile, is trading at $25.63. My question is: relative to NFI and using it as the benchmark, in your opinion is VMC trading at a premium or a discount and, if so, by how much and what do you think accounts for or explains that premium or that discount? Thanks!
Peter

Q: Hi 5i,
Doing some Sunday morning tinkering, and have noted that in Portfolio Analytics you classify NFI and VMC as Consumer Cyclical. Could you explain the rationale for that, because if I follow that classification for those 2 companies it has quite an impact on my actual and recommended sector weightings. I had thought they were both broadly Industrials before being further fine tuned to machinery and heavy equipment, based on the products they provide and the "consumers" (municipalities mainly) of those products.
Thanks,
Peter

Q: NFI group appeared to release very good numbers yesterday and beating estimates yet the price action is very disappointing, any comments on that?

Q: I hold RAY.A in 2 of my accounts for 18+ months now, not gone anyway just steady with 5% change and DIV, would it be good move to sell RAY.A and add to my existing holding in NFI or PHO, I am already 80% up on PHO with fairly (very) large position