Investment Q&A

Q: Looking thru your Q&A on NFI you appear to be cautious wrt its prospects, While in recent days NFI has announced several contracts - two on 30/01 and one 21/01. Your notes precede the last two. What impact do you expect these contracts to have on NFI earnings and outlook and is their announcement is indicative of a trend? Thank you

Q: Hi Peter, Ryan, and Team,

Most recently, Peter, you're quoted in the StockChase website as follows:

"They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters."

Two even more negative sentiments were recently expressed on the same website:

"Their competitors have an electric bus and NFI is struggling with that transition away from fossil fuel buses. A value trap."

"He would not be a buyer today because there is a pending transition to electric buses. Municipalities are holding back until they become more main-stream. Wait one to two years to see larger orders."

We're down 45.7% in a TFSA, and wondering if 5i agrees that the electric bus situation is hurting NFI, and what to do in a couple of quarters if 5i drops it.

Thanks for your insight.

Q: I hold the following in my balanced equity type portfolio and they all represent less than a half position, either because they have dropped or because they have not kept up with the rest of the portfolio. I have enough new money to top up 4 or 5 of them to their original weightings. Which would you top up at this point and which would you simply let go?

Q: Would you be able to provide me with any info on insider trading over the past three or four monhs in NFI, TOY and SJ. Also the percentage of insider holdings for each company. Thank you.

Q: your latest report shows a 12% inside positn but Bloomberg shows only 2.7% which is correct? Thx

Q: Part of the balanced portfolio - which of these you like for the new money be added to (in list of preference). Total return is the goal and 3 year time frame. NFI , QSR, MX, NTR, SIS, ATD, TOY. I own all these but have lower weights in portfolio. Thanks

Q: Hello Peter, Asked this question over weekend, but may be lost somewhere so asking again.
As part of a balanced portfolio in TFSA, which of these are worthy of new money in order of preference ( FROM TOTAL RETURN PERSPECTIVE - 3 YEAR TIME FRAME), I own all of these but low in weights. X, NFI, TOY,NTR,QSR,SIS, ATD.
Or if anyone else you like better.
Also, if any of these is a outright sell and re-allocate into others.

Q: If someone own NFI and has only a 1.5% weight noticed that in your portfolio only 1.7% would you be comfortable buying more or is this considered a small weight and see what happened for the next quarter or 2 before adding?

Thanks

Q: in your report you down graded NFI. So is the dividend safe for a dividend investor. What would indicate the dividend was going to be cut.

Q: Peter i know that NFI pays a big dividend, do you think that it is the right time to buy this and hold for 1 to 2 yrs

Q: Of these two stocks which do you believe would provide a better return on investment over the next year and why please?

Q: NFI had fair bit of news over the holidays. The market seemed reasonably happy with it all. Could you give some colour to all the new bus contracts? Also, somebody on BNN was expressing concern about the competition opening up in the EV category and NFI's ability to compete. Do you have anything to add to that? I noticed one of the contracts included EV's from NFI.

TIA

Q: I note that while you and others have highlighted pressures on NFI (pre mid Dec) the news flow of orders appears to have improved of late and there has been a concurrent effort by NFI to maintain a professional approach to their business prospects. I guess the question is does the hesitancy with respect to their prospects, and particularly their share price, still apply and are the new orders significant or already factored in. Thanks.

Q: In a TFSA account (growth oriented) would exchange NFI for BYD for a 3 to 5 years time frame? Thank you.

Q: Looking at using some cash in our RIF accounts (mostly a mix of Income/balanced portfolios) to boost the yield a bit and am considering AW.un or NFI. With price pullbacks, both currently have a higher than average dividend (sustainable ?) and, it appears, some cushion against any significant capital loss, (barring any new bad news). Do you think these are now good candidates for an income portfolio ? Alternative suggestions?

Q: Which 4-5 beaten up stocks do you feel most comfortably will rebound in 2020, in order?

Q: I am thinking of selling one of these stocks for tax loss, which one has more potential for recovery next year?
Thanks
Nancy

Q: Your opinion on chances of recovery in the next thirty or so days if sold for tax loss this week?
Many thanks guys.

Q: Why is NFI considered a Consumer Cyclical and SIS considered an Industrial? I might almost see them the other way around since consumer purchases of SIS's products would seem somewhat cyclical according to the propensity of individuals to make major commitments to their lines of products. Purchases of NFI's products would be driven by municipal budgets which might be more stable in good and bad times.

Q: Hi. I own TCL.a in a non-registered account & NFI in a TFSA, both at a huge loss currently. My questions are:
1) What do you think is the risk of continuing to hold these stocks now?
2) What do you think of their potential over the next year and in the years beyond? Do you think they can recover?

Since NFI is inside my TFSA, should I sell it and buy something else? TCL.a could sell for a capital loss. If I have to sell either one, which one should go first? Or should I wait another quarter before doing so? Thanks for your help.