Q: These companies all seem to be at a premium to P/B ratios and have similar dividend yields and WSP is likely the company that is not a direct comparison within the group but all would be industrial based in my mind. Would you please rank your order of preference of the three for a three to five year timeframe. Thank you!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good morning just wondering if you have any thoughts and news why TIH is going down today
Thank you for all you do
Thank you for all you do
Q: I'm trying to choose between TIH and MG.
1. Which has the best long term growth?
2. Which has the future dividend growth?
3. Which has the better balance sheet?
4. Which has the better management?
5. Which is least vulnerable to competition / disruption?
6. Which is 5i Research's pick overall - if there are any particular reasons, please let me know.
1. Which has the best long term growth?
2. Which has the future dividend growth?
3. Which has the better balance sheet?
4. Which has the better management?
5. Which is least vulnerable to competition / disruption?
6. Which is 5i Research's pick overall - if there are any particular reasons, please let me know.
Q: On January 12/21 you picked TRI over TIH. Throwing TFII into the pot which would you pick now for steady growth with a 3 to 5 year hold? Would you please rank for the greatest capital gain and least volatility. Thank you and have a very merry Christmas.
- Regeneron Pharmaceuticals Inc. (REGN)
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- Dover Corporation (DOV)
- Stryker Corporation (SYK)
- Thermo Fisher Scientific Inc (TMO)
- WSP Global Inc. (WSP)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BMO Equal Weight Industrials Index ETF (ZIN)
- iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
- Profound Medical Corp. (PRN)
- iShares Biotechnology ETF (IBB)
- iShares U.S. Medical Devices ETF (IHI)
- Veeva Systems Inc. Class A (VEEV)
- Vanguard Health Care ETF (VHT)
- Vanguard Growth ETF Portfolio (VGRO)
- Linde plc (LIN)
- DexCom Inc. (DXCM)
- Guardant Health Inc. (GH)
- Trane Technologies plc (TT)
Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- Dover Corporation (DOV)
- Stryker Corporation (SYK)
- Thermo Fisher Scientific Inc (TMO)
- Toromont Industries Ltd. (TIH)
- Linde plc (LIN)
- DexCom Inc. (DXCM)
- Trane Technologies plc (TT)
Q: I need to add to my industrial and health care positions of my portfolio.
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back
Q: Hi 5i,
The what appears to be steady business of Toromont stands out to me. What do you see as the major differences between Toromont and Finning today, and which do you prefer?
Thank you!
The what appears to be steady business of Toromont stands out to me. What do you see as the major differences between Toromont and Finning today, and which do you prefer?
Thank you!
Q: To gain exposure to industrials would you prefer TIH, FTT, Stantec or another? Are TIH and FTT similar businesses, meaning would you ever hold both in the same portfolio with a limited number of holdings?
Q: Your present thoughts on Toromont Ind. please. By the way...my best investment to date, bar none...subscribing to 5i. Thanks folks.
Bill
Bill
- Suncor Energy Inc. (SU)
- Vermilion Energy Inc. (VET)
- Parex Resources Inc. (PXT)
- Toromont Industries Ltd. (TIH)
- Ag Growth International Inc. (AFN)
- Cervus Equipment Corporation (CERV)
- Nutrien Ltd. (NTR)
Q: Can you please provide three names in the energy sector that have decent balance sheets and are highly levered to rising oil prices.
Aslo the same regarding ag companies levered to rising agricultural prices.
Thank you
Aslo the same regarding ag companies levered to rising agricultural prices.
Thank you
- Canadian Pacific Kansas City Limited (CP)
- WSP Global Inc. (WSP)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Toromont Industries Ltd. (TIH)
- Magna International Inc. (MG)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
Q: I'm well represented with banks, tech, and energy. Other than TFII, I own no industry. I want to own 3 of either WS, GDI, TIH, MG, CAR, or CP for the long term, looking for some growth, some dividends and not too much volatility. Which 3 do you suggest and why?
- Toromont Industries Ltd. (TIH)
- Ag Growth International Inc. (AFN)
- Cervus Equipment Corporation (CERV)
- Nutrien Ltd. (NTR)
Q: What Canadian stocks would you recommend for exposure to agriculture?
Q: Could you discuss the latest results for Toromont. And what does the future look like for the company. Thanks. James.
Q: what is your opinion of toromont industries ?will the end of the pandemic be a significant benefit? will the Biden admin desire to promote infrastructure projects have any modest beneficial effect? thanks Richard
- Royal Bank of Canada (RY)
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- Constellation Software Inc. (CSU)
- Toromont Industries Ltd. (TIH)
- RB Global Inc. (RBA)
- Thomson Reuters Corporation (TRI)
Q: 7:18 AM 10/7/2020
I am having a lot of difficulty trying to calculate or find Compound Annual Growth Rates [CAGR] of share prices without [and with] dividends reinvested. Do you know opf a reliable source?
Sources tend to differ a lot perhaps because of not properly accounting for share price stock splits.
I would appreciate it if you could give me CAGRs without and with dividends reinvested for
CNR, CP, TIH, RBA, TRI, BAM.A, RY, CSU.
Thank you......... Paul K.
I am having a lot of difficulty trying to calculate or find Compound Annual Growth Rates [CAGR] of share prices without [and with] dividends reinvested. Do you know opf a reliable source?
Sources tend to differ a lot perhaps because of not properly accounting for share price stock splits.
I would appreciate it if you could give me CAGRs without and with dividends reinvested for
CNR, CP, TIH, RBA, TRI, BAM.A, RY, CSU.
Thank you......... Paul K.
Q: TIH is moving fairly well. What is driving it forward?
Q: Can I please get your opinion on Toromont's (TIH) results. Thanks
Dave
Dave
Q: Hi,
What's your thoughts on FTT? I've held it for several years and I'm flat. Is there a better pick in this sector?
Thanks
Robert
What's your thoughts on FTT? I've held it for several years and I'm flat. Is there a better pick in this sector?
Thanks
Robert
Q: Greetings 5i team,
I recently read an article that talked about these three companies.
Q1. Please comment on Toromont Industries as an investment.
Q2. Please compare the investment qualities of Stantec Inc with one of 5i favourites; WSP.
Thanks again for all of your good work.
SP
I recently read an article that talked about these three companies.
Q1. Please comment on Toromont Industries as an investment.
Q2. Please compare the investment qualities of Stantec Inc with one of 5i favourites; WSP.
Thanks again for all of your good work.
SP
Q: Hi 5i team, any comment on Q-earning. Thanks.