Q: Hi - a lot of chatter recently about freight rates in decline. Can you give your thoughts on this vis a vis TFII stock price over the next year or so? Thx as always.
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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.
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CVS Health Corporation (CVS $75.72)
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Lowe's Companies Inc. (LOW $246.88)
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U.S. Bancorp (USB $52.23)
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Constellation Software Inc. (CSU $2,700.08)
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TFI International Inc. (TFII $150.79)
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Alimentation Couche-Tard Inc. (ATD $80.80)
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lululemon athletica inc. (LULU $162.79)
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Aritzia Inc. Subordinate Voting Shares (ATZ $110.35)
Q: I have had these 2 companies in my rrsp portfolio for over 2 and half years now. usb has been up and down but not doing anything and cvs was up nicely and now i reached the even mark on it. I would like to replace both of these what will be your suggestion would you have that i can replace these 2 with what other stocks please and thank you
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WSP Global Inc. (WSP $228.50)
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Stantec Inc. (STN $124.20)
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TFI International Inc. (TFII $150.79)
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ATS Corporation (ATS $40.45)
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Thomson Reuters Corporation (TRI $140.06)
Q: Hi Team
Can you give us your top 5 Industrial Canadian stock picks for next 24 months
Thanks Mike B
Can you give us your top 5 Industrial Canadian stock picks for next 24 months
Thanks Mike B
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CAE Inc. (CAE $38.63)
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Stantec Inc. (STN $124.20)
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TFI International Inc. (TFII $150.79)
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Exchange Income Corporation (EIF $101.66)
Q: These 4 securities represent my industrials holdings. I wish to add to this sector and would appreciate if you can suggest another company that would be a great complement to this group. Alternatively, would you suggest simply adding to the existing holdings and if yes, in what order would you add? Thank you.
Q: Hi 5i,
Thanks for the blog post listing Canadian companies paying USD$ dividends. What are your top ideas today?
https://www.5iresearch.ca/blog/canadian-stocks-that-pay-us-dividends-2021-update
Thanks for the blog post listing Canadian companies paying USD$ dividends. What are your top ideas today?
https://www.5iresearch.ca/blog/canadian-stocks-that-pay-us-dividends-2021-update
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United Rentals Inc. (URI $780.57)
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WSP Global Inc. (WSP $228.50)
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TFI International Inc. (TFII $150.79)
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ATS Corporation (ATS $40.45)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
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Jacobs Solutions Inc. (J $132.91)
Q: Hello 5i,
I own these four industrial stocks. Could you please rank them for growth?
Do you feel it necessary to own all of them or is it logical to consolidate.
Lastly, are there any US names you would rank higher than these?
Thanks for you insight!
Dave
I own these four industrial stocks. Could you please rank them for growth?
Do you feel it necessary to own all of them or is it logical to consolidate.
Lastly, are there any US names you would rank higher than these?
Thanks for you insight!
Dave
Q: Hi, Transports got hit hard ( Fedex results and general market sell off?) on Friday, pulling TFII and ATS with it, down 3% and 4%, respectively to $159 and $54. Do you continue to believe these two companies to be your favorites in the sector ( besides CNR/CP ) ? If so, is it a decent price level to accumulate/add to our very small 0.50% position in each company or you would prefer to wait ? Thank You
Q: Switch AC for TFII? I want to keep the sector. I was thinking of first waiting for AC to bounce of its drop. What do you think? Thanks.
Q: Good morning 5i
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.
I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.
I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service
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Constellation Software Inc. (CSU $2,700.08)
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Descartes Systems Group Inc. (The) (DSG $93.80)
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TFI International Inc. (TFII $150.79)
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goeasy Ltd. (GSY $40.67)
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Brookfield Corporation Class A Limited Voting Shares (BN $55.08)
Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.
Q: Thanks Peter and Ryan for getting us through these difficult times. I'm looking for some future growth potential stocks with a 10+ year timeline horizon, who would be some of your picks who have the right team and vision in place for growth?
Thanks!!
Thanks!!
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Canadian Pacific Kansas City Limited (CP $112.90)
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TFI International Inc. (TFII $150.79)
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ATS Corporation (ATS $40.45)
Q: Hello, we need to increase our weighting in Industrials, with current holdings mostly CNR (5%). Based on various BNN guests views and as finetuned with 5i recommendations, we have shortlisted these 3 names and the intention is to build at least 3% weighting, in each or all of these names. Could you please rank them based on your conviction. Also, would appreciate it if you could also provide a decent entry level as well as an Excellent Buy price. Thank You
Q: Looking for two or three of your favourite industrial companies as I’m low in this sector.
Looking for good management, good valuation compared to peers, a dividend, and hopefully some growth. Please rank best 1st. For 5+ year hold. Thanks
Looking for good management, good valuation compared to peers, a dividend, and hopefully some growth. Please rank best 1st. For 5+ year hold. Thanks
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Alphabet Inc. (GOOG $308.42)
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TFI International Inc. (TFII $150.79)
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BRP Inc. Subordinate Voting Shares (DOO $89.67)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.97)
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Aritzia Inc. Subordinate Voting Shares (ATZ $110.35)
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Crocs Inc. (CROX $80.40)
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Axon Enterprise Inc. (AXON $517.57)
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Perion Network Ltd (PERI $8.67)
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InMode Ltd. (INMD $13.14)
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Brookfield Corporation Class A Limited Voting Shares (BN $55.08)
Q: About 2 weeks ago, Adam asked a question and 5i answered, as follows:
Q. Would now be a time to review ones stock holdings, maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?
A. We think it is too early to go all in on growth or add risks. While we think the overall outlook is positive, there are still plenty of challenges. .....We still wouldn't time the market with a cash call.....When doing a review, however, we would still focus on the fundamentals rather than the stock movements. We think high-quality growth stocks look good, and there is no need to keep or layer on extra risk when solid companies still remain cheap even after recent moves.
Two questions from me:
1. Two weeks is a mere blip in the investment time horizon, nonetheless with a bit of news (interest rate + market response, some earnings releases, etc,) do you have any further thoughts about the overall outlook for adding cash or more of a tilt to growth?
2. Can you list 10 high - quality growth names (Cdn or US) that fit your desired fundamental profiles, contemplated by your answer to Adam?
Many thanks for your excellent service.
Q. Would now be a time to review ones stock holdings, maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?
A. We think it is too early to go all in on growth or add risks. While we think the overall outlook is positive, there are still plenty of challenges. .....We still wouldn't time the market with a cash call.....When doing a review, however, we would still focus on the fundamentals rather than the stock movements. We think high-quality growth stocks look good, and there is no need to keep or layer on extra risk when solid companies still remain cheap even after recent moves.
Two questions from me:
1. Two weeks is a mere blip in the investment time horizon, nonetheless with a bit of news (interest rate + market response, some earnings releases, etc,) do you have any further thoughts about the overall outlook for adding cash or more of a tilt to growth?
2. Can you list 10 high - quality growth names (Cdn or US) that fit your desired fundamental profiles, contemplated by your answer to Adam?
Many thanks for your excellent service.
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Constellation Software Inc. (CSU $2,700.08)
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TFI International Inc. (TFII $150.79)
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Kinaxis Inc. (KXS $139.05)
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Boyd Group Services Inc. (BYD $218.93)
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Brookfield Corporation Class A Limited Voting Shares (BN $55.08)
Q: Hi there,
CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?
Thanks!
CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?
Thanks!
Q: I'm thinking of either doubling our ATS holding (currently a bit less than 2%), or starting a new position in TFII. Can I have your suggestions?
Q: Can you add comments from the call? Anything material? How do things look going forward?
Q: Earnings just out. Appears very close to estimates, bit high and a bit low on different metrics. Forward looking view from mgt seems strong. Realize conference call is Tuesday am. Can you provide quick initial assessment and then follow-up after the call with more detail.
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Enghouse Systems Limited (ENGH $17.91)
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TFI International Inc. (TFII $150.79)
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BRP Inc. Subordinate Voting Shares (DOO $89.67)
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Kinaxis Inc. (KXS $139.05)
Q: between these 4 names which one would you think would have a greater gain in 3 to 5 years and safer as well please because it is going in to my rrsp contribution for 2022 tax season. Thank you like alway's
Q: Good morning, straight up which has more upside potential, TIFF or ATZ over a three year period, thanks?