Q: Regarding the trucking stocks, are they able to immediately pass along their higher costs (ie fuel) to clients? Or do you expect them to express a negative narrative in near term because they have to eat those costs?
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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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Toronto-Dominion Bank (The) (TD)
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Manulife Financial Corporation (MFC)
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Constellation Software Inc. (CSU)
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Stella-Jones Inc. (SJ)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Acadian Timber Corp. (ADN)
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goeasy Ltd. (GSY)
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Canfor Pulp Products Inc. (CFX)
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Global X Marijuana Life Sciences Index ETF (HMMJ)
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Topicus.com Inc. (TOI)
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
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Park Lawn Corporation (PLC)
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Fortis Inc. (FTS)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Trisura Group Ltd. (TSU)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I have been looking at recommendations in the questions and have picked the companies listed above to look into.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Q: Is approx $25 below its Feb high.
It has just hit an 8 month low. Whats happening here?
Thanks
Sheldon
It has just hit an 8 month low. Whats happening here?
Thanks
Sheldon
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Canadian National Railway Company (CNR)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.
Q: Hi Peter
I have read your report that you have sent over to your customers stating that with this market correction it is time to build, i am with you all the way i am fairly new to this game been in it for only 2 years and still learning alot following your advise. I am at the age of 63 years old , if still healthy my time frame will be 5 years. Stating what you said about the market correction that we are in now, which companies would you feel is something that you can see moving in the right direction or which sector would you recommend? Thks again for everything
I have read your report that you have sent over to your customers stating that with this market correction it is time to build, i am with you all the way i am fairly new to this game been in it for only 2 years and still learning alot following your advise. I am at the age of 63 years old , if still healthy my time frame will be 5 years. Stating what you said about the market correction that we are in now, which companies would you feel is something that you can see moving in the right direction or which sector would you recommend? Thks again for everything
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
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Exchange Income Corporation (EIF)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Profound Medical Corp. (PRN)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Vanguard Global Value Factor ETF (VVL)
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Brookfield Asset Management Inc Class A Limited (BAM)
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Bank of Nova Scotia (The) (BNS)
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Nuvei Corporation (NVEI)
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Roy
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Suncor Energy Inc. (SU)
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Sun Life Financial Inc. (SLF)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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Trisura Group Ltd. (TSU)
Q: Hello 5I
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.
Thanks
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.
Thanks
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Suncor Energy Inc. (SU)
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Manulife Financial Corporation (MFC)
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Tourmaline Oil Corp. (TOU)
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TFI International Inc. (TFII)
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Magna International Inc. (MG)
Q: The above stocks all seem to be pretty good value, do you agree? How do you see the next 6-12 months for them? Should I consider certain growth stocks at this point instead?
Thanks,
Stephen
Thanks,
Stephen
Q: Good morning
I have the following 2 stocks in my cash acct TFII and TOI
I have sufficient funds to add to a small position in each and a larger contribution to one. What would your preference be to do and would you do it now?
Thks
Marcel
I have the following 2 stocks in my cash acct TFII and TOI
I have sufficient funds to add to a small position in each and a larger contribution to one. What would your preference be to do and would you do it now?
Thks
Marcel
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Tamarack Valley Energy Ltd. (TVE)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Karora Resources Inc. (KRR)
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CloudMD Software & Services Inc. (DOC)
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Docebo Inc. (DCBO)
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VersaBank (VBNK)
Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.
Regards
Anthony
Regards
Anthony
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Manulife Financial Corporation (MFC)
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Canadian Imperial Bank Of Commerce (CM)
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Sun Life Financial Inc. (SLF)
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WSP Global Inc. (WSP)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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North West Company Inc. (The) (NWC)
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Granite Real Estate Investment Trust (GRT.UN)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Miscellaneous (MISC)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi 5i Team - Could you provide two or three top picks in each of the following sectors: Real Estate, Consumer Staples, Financial, Industrial. Any market cap is fine but with a focus on mid cap. Also with a focus on Canadian Equities.
Thanks.
Thanks.
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TFI International Inc. (TFII)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
Q: I hold the se three in my TFSA and each has a profit, though a lot less than it was.
Taking into consideration I am creeping up on 73 years old would it be wise to take my profits now or wait for them to rebound some.
Taking into consideration I am creeping up on 73 years old would it be wise to take my profits now or wait for them to rebound some.
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Canadian National Railway Company (CNR)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Savaria Corporation (SIS)
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Heico Corporation (HEI)
Q: I hold the above stocks as the industrial portion of my portfolio. I try to keep my portfolio under 28 stocks and your recent comments on your "cooling" to SIS has me contemplating a change. I am trying to decide if I am best served from a diversification standpoint to go with TFII (or too much like CNR?), go with a more of a manufacturing name (ATA, TT), sell SIS and spread the proceeds among the three remaining stocks or as another alternative, might you even consider selling CNR and SIS and replacing both with the names I have suggested (or any others you might add).
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
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Amgen Inc. (AMGN)
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AbbVie Inc. (ABBV)
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Freeport-McMoRan Inc. (FCX)
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Merck & Company Inc. (MRK)
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Pfizer Inc. (PFE)
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Roper Technologies Inc. (ROP)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Manulife Financial Corporation (MFC)
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Canadian Imperial Bank Of Commerce (CM)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Granite Real Estate Investment Trust (GRT.UN)
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Tamarack Valley Energy Ltd. (TVE)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Profound Medical Corp. (PRN)
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Nutrien Ltd. (NTR)
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NV5 Global Inc. (NVEE)
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Digital Turbine Inc. (APPS)
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Jacobs Solutions Inc. (J)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Neighbourly Pharmacy Inc. (NBLY)
Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
Q: Hi 5i,
Please comment on their earnings after market close today, I can also wait till their CC before reply to this question.
Also provide your long term thesis on holding this stock in one's portfolio.
Thx again.
Please comment on their earnings after market close today, I can also wait till their CC before reply to this question.
Also provide your long term thesis on holding this stock in one's portfolio.
Thx again.
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NVIDIA Corporation (NVDA)
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TFI International Inc. (TFII)
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Magna International Inc. (MG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Nutrien Ltd. (NTR)
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WELL Health Technologies Corp. (WELL)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Palantir Technologies Inc. (PLTR)
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Unity Software Inc. (U)
Q: I have 6K in my TFSA that I’d like to deploy. Presently the TFSA contains the following names and the weight for each one of my TOTAL portfolio (Margin+TFSA+RRSP).
EGLX 0.87%
GSY 3.75%
LSPD 1.62%
MG 5.41%
NTR 6.26%
SHOP 2.05%
WELL 1.94%
NVDA 3.42%
PLTR 1.33%
PINS 0.53%
TFII 5.74%
U 2.29%
Should I sell EGLX and PINS since they have dropped below 1% of the portfolio?
Should I add to one, two or three of these names? If so in what order of preference?
Or should I go with another suggestion? If you can list 5 in order of preference.
Any sector CDN or USA.
I will not need the cash for another 8-10 years minimum.
Thanks for all you do.
EGLX 0.87%
GSY 3.75%
LSPD 1.62%
MG 5.41%
NTR 6.26%
SHOP 2.05%
WELL 1.94%
NVDA 3.42%
PLTR 1.33%
PINS 0.53%
TFII 5.74%
U 2.29%
Should I sell EGLX and PINS since they have dropped below 1% of the portfolio?
Should I add to one, two or three of these names? If so in what order of preference?
Or should I go with another suggestion? If you can list 5 in order of preference.
Any sector CDN or USA.
I will not need the cash for another 8-10 years minimum.
Thanks for all you do.
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Park Lawn Corporation (PLC)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Constellation Software Inc. (CSU)
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Fortis Inc. (FTS)
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WSP Global Inc. (WSP)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Chartwell Retirement Residences (CSH.UN)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Tricon Residential Inc. (TCN)
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Magna International Inc. (MG)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Leon's Furniture Limited (LNF)
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Nutrien Ltd. (NTR)
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Boyd Group Services Inc. (BYD)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: This is a follow-up to our question from last week (see: https://www.5iresearch.ca/questions/140708).
Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.
Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.
Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.
Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
Q: I'm looking to start a position in 2 or 3 of these companies. It would be in a TFSA. I already have 12 stock positions from your Balanced Equity portfolio in RRSP accounts.
Q: Hi - do you foresee any concerns with TFII results or guidance due next week? Would you think chances are high that they may guide down for next qtr due to fuel costs and/or labour costs/shortages? Thank you as always.