Q: What’s your view on the transportation sector right now and companies such as TFII and CP? Will they be significantly impacted by US tariffs? Would these be a hold or more to another sector such as financials?
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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.
- Amazon.com Inc. (AMZN)
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- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Enghouse Systems Limited (ENGH)
- TFI International Inc. (TFII)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Thomson Reuters Corporation (TRI)
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- EQB Inc. (EQB)
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- Aritzia Inc. Subordinate Voting Shares (ATZ)
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- Axon Enterprise Inc. (AXON)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- CrowdStrike Holdings Inc. (CRWD)
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Q: Hi 5i Team.
I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.
Thank you
Joe
I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.
Thank you
Joe
Q: Hello 5i
I need to add industrials Seventy-eight years dividend investor with some growth. I already have WSP and EIF. Now I am looking at TFII and TRI. I like TRI for the dividend. What would be your suggestion for industrials?
Thank you
I need to add industrials Seventy-eight years dividend investor with some growth. I already have WSP and EIF. Now I am looking at TFII and TRI. I like TRI for the dividend. What would be your suggestion for industrials?
Thank you
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- TMX Group Limited (X)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- EQB Inc. (EQB)
- Boyd Group Services Inc. (BYD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Axon Enterprise Inc. (AXON)
- Old Dominion Freight Line Inc. (ODFL)
- Heico Corporation (HEI)
- Boyd Group Services Inc. (BYD)
Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks
- Canadian National Railway Company (CNR)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Boyd Group Services Inc. (BYD)
Q: I am planning to sell my shares in CNR. I have done well holding it for several years but there just appears to be opportunities for better price appreciating than CNR has over the past couple of years. I would prefer to replace it with a Canadian company. It does not need to be an Industrial. I am currently over weight financials. I am ok with some risk. What companies would you consider as a replacement?
Thanks for all your help,
Mike
Thanks for all your help,
Mike
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Axon Enterprise Inc. (AXON)
- Jacobs Solutions Inc. (J)
Q: I'm looking to close a gap in my non-registered portfolio in the Industrial Sector. I'm not too concerned about industry. I'm looking for some reasonably priced options that you guys like that have good growth potential, but also pay a (growing) dividend. My intention is a long-term buy and hold. Would you please recommend your top 3 Cdn and top 3 US "likes" and rank order purchase preference from 1 to 6 (with 1 being your top pick) and any rationale for your choices that you think might be helpful to my decision making process. Thank you and thanks (yet) again for your excellent service.
Q: Hi Team,
If YOU had TFII and ATD at a loss in an unregistered account, would YOU sell to claim the tax loss now? Would you rebuy after 30 days? Can you also please explain the rationale behind the answer. Thanks
If YOU had TFII and ATD at a loss in an unregistered account, would YOU sell to claim the tax loss now? Would you rebuy after 30 days? Can you also please explain the rationale behind the answer. Thanks
Q: What are your thoughts on their earnings. I currently have 2%. Do you consider to add more or wait until price settle down after earnings and then buy.
Thanks for the great service.
Thanks for the great service.
Q: I am a bit concerned about TFI price action recently - its down over 15% from high- and barely positive on the year. Any insight on this and is it a falling knife or a buying opp??
Q: TFII has been weak lately. There was a downgrade on Friday that may have been the reason for a big drop. Is there anything to be worried about? I know TFII is a 5i favourite. Can you go over the strengths and weaknesses that might impact performance over the next year.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Element Fleet Management Corp. (EFN)
- TFI International Inc. (TFII)
- Athabasca Oil Corporation (ATH)
- CES Energy Solutions Corp. (CEU)
- North West Company Inc. (The) (NWC)
- EQB Inc. (EQB)
Q: If somebody mentioned already on this forum I missed it. Congratulations to 5i for having a handfull of stocks that they have endorsed to us members on making the TSX Top 30 list, https://www.tsx.com/en/news?id=1053 , the 30 best performers over the last 3 years. I, along with lots of your members I'd guess am very happy to own a few of the stocks on the list, tx to the team at 5i. What are a few names you'd guess at making the next list next?
- TFI International Inc. (TFII)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Goodfellow Inc. (GDL)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Boyd Group Services Inc. (BYD)
Q: Can you please give me your current opinion on Goodfellow potential. Will they be in a position to pay dividend ms in coming year? What is their growth potential in current macro environment of reducing interest rates? How would they compare to your favorite small cap industrial companies? Is it worth investing in at the moment or best left alone for greener pastures?
- Dollarama Inc. (DOL)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Thomson Reuters Corporation (TRI)
- TerraVest Industries Inc. (TVK)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- EQB Inc. (EQB)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Topicus.com Inc. (TOI)
- Primaris Real Estate Investment Trust (PMZ.UN)
- Lumine Group Inc. (LMN)
Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?
Q: Hi 5i
At today's prices which one would you choose to start a new position? TFSA for a long term hold.
Thanks, Gary
At today's prices which one would you choose to start a new position? TFSA for a long term hold.
Thanks, Gary
Q: Good morning,
Both BYD and TFII seem to be strong compounding industrial 'transportation' stocks that have stalled for awhile. I seem to recall that TFII is expecting a weak Q3/Q4 before beginning to ramp up again. I'd like to get into TFII but am not sure if it's worth waiting for a further drop in 2024.
Could you please give a quick comparison of the two stocks, including which one you think will grow more quickly in the near/long-term, including suggested entry prices?
Thank you!
Both BYD and TFII seem to be strong compounding industrial 'transportation' stocks that have stalled for awhile. I seem to recall that TFII is expecting a weak Q3/Q4 before beginning to ramp up again. I'd like to get into TFII but am not sure if it's worth waiting for a further drop in 2024.
Could you please give a quick comparison of the two stocks, including which one you think will grow more quickly in the near/long-term, including suggested entry prices?
Thank you!
Q: What do you think about these two at current prices for a new position?
Q: Hi Peter, can you suggest 5 good companies one might put in a Tax Free Homeowner Saving account, what would one look for here. Thanks
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- TFI International Inc. (TFII)
- Algoma Central Corporation (ALC)
- Knight-Swift Transportation Holdings Inc. (KNX)
- Old Dominion Freight Line Inc. (ODFL)
Q: Hello,
Which stocks would benefit the most from a strike/lockout at CP and CNR?
Thank you
Which stocks would benefit the most from a strike/lockout at CP and CNR?
Thank you
Q: With the looming rail strike in Canada, do you expect a large impact to TFII this quarter given its use of rails for part of it's network? Or do you think the effect is baked in and/or it's only a negligible impact?