Q: Will high oil prices and higher interest rates (perhaps recession) have significant negative impact on TFII stock?
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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.
Q: Morning 5i,
I'm light on transportation, and recently read an optimistic appraisal of MTL that considered its substantial dividend to be safe, highlighted its aggressive share buyback program (approximately $100M worth of shares last year and this) good price/cash flow and forward PE metrics and evaluated both it's business and business model as solid for the foreseeable future.
I wonder if you agree and how you would compare it to TFII which I know you like? Specifically, I'd be interested in your comparison of the two in terms of total return over three or so years.
Thanks!
Peter
I'm light on transportation, and recently read an optimistic appraisal of MTL that considered its substantial dividend to be safe, highlighted its aggressive share buyback program (approximately $100M worth of shares last year and this) good price/cash flow and forward PE metrics and evaluated both it's business and business model as solid for the foreseeable future.
I wonder if you agree and how you would compare it to TFII which I know you like? Specifically, I'd be interested in your comparison of the two in terms of total return over three or so years.
Thanks!
Peter
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Home Depot Inc. (The) (HD $367.64)
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Constellation Software Inc. (CSU $4,998.97)
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TFI International Inc. (TFII $124.39)
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Thomson Reuters Corporation (TRI $274.85)
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goeasy Ltd. (GSY $170.20)
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Rent-A-Center Inc. (RCII)
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Innovative Industrial Properties Inc. (IIPR $55.30)
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MEDIFAST INC (MED $14.64)
Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron
Q: With all the news today about driver shortages, border restrictions etc, will that not have a negative impact on TFII profit?
Thanks
Sheldon
Thanks
Sheldon
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WSP Global Inc. (WSP $281.50)
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TFI International Inc. (TFII $124.39)
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Boyd Group Services Inc. (BYD $214.03)
Q: The above 3 industrials have declined over the last 2 weeks between 5.6% and 14.6%.
For a long term hold do you consider now is a good time to step in and what is the current peg ration on each company.
For a long term hold do you consider now is a good time to step in and what is the current peg ration on each company.
Q: Hello, could I get your analysis on TFII. It has suffered a pullback recently and looking for direction on the company. Do I Accumulate or hold on this company? Thanks
Q: Which of these two companies would you add to today?
Q: I have these 2 in a TFSA, where the goal is to maximize growth. Do you see either as still having good growth ahead or are there other equities with more potential. If you still like the 2, which would you want your investment to go? FYI, currently about GSY @2.5.% weight and TFII @ 3.5%. Many thanks for your excellent service.
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Canadian National Railway Company (CNR $140.70)
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Loblaw Companies Limited (L $224.20)
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Metro Inc. (MRU $106.09)
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WSP Global Inc. (WSP $281.50)
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TFI International Inc. (TFII $124.39)
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Premium Brands Holdings Corporation (PBH $82.86)
Q: If you were to pick 2 0r 3 sectors that might outperform this year in the Canadian Market, what would they be ? Could you suggest 2 or 3 dividend payer in each of those sectors. Thanks so much. Don
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Alphabet Inc. (GOOG $177.56)
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TFI International Inc. (TFII $124.39)
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DocuSign Inc. (DOCU $77.64)
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CrowdStrike Holdings Inc. (CRWD $505.46)
Q: 1. out of the above stocks, which one or two (order of preference) should be transferred to a TFSA?
2. are all of these worth continuing to hold? (esp DOCU)
2. are all of these worth continuing to hold? (esp DOCU)
Q: TFII or TRI, would you endorse a switch for more growth even if there is taxes to pay on the sale of TFII?
Thanks for your service?
Thanks for your service?
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Toromont Industries Ltd. (TIH $124.71)
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TFI International Inc. (TFII $124.39)
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Thomson Reuters Corporation (TRI $274.85)
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.
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TFI International Inc. (TFII $124.39)
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goeasy Ltd. (GSY $170.20)
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Converge Technology Solutions Corp. (CTS $5.99)
Q: Advantage Oil & Gas Ltd AAV-T
Ag Growth International Inc AFN-T
AGF Management Ltd Cl B NV AGF-B-T
Algonquin Power and Utilities Corp AQN-T
Alimentation Couche-Tard Inc ATD-T
Arc Resources Ltd ARX-T
Aya Gold and Silver Inc AYA-T
Boralex Inc BLX-T
Bsr Real Estate Investment Trust HOM-U-T
CGI Group Inc Cl A Sv GIB-A-T
Converge Technology Solutions Corp CTS-T
Dollarama Inc DOL-T
Dream Industrial REIT DIR-UN-T
Goeasy Ltd GSY-T
Heroux-Devtek HRX-T
High Tide Inc HITI-X
Interrent Real Estate Investment Trust IIP-UN-T
K92 Mining Inc KNT-T
Northland Power Inc NPI-T
Quisitive Technology Solutions Inc QUIS-X
Rubicon Organics Inc ROMJ-X
Skeena Resources Ltd SKE-T
Telus Corp T-T
Tfi International Inc TFII-T
Toronto-Dominion Bank TD-T
Of the above stocks which 5 are likely to have the best performance potential for 2022
Ag Growth International Inc AFN-T
AGF Management Ltd Cl B NV AGF-B-T
Algonquin Power and Utilities Corp AQN-T
Alimentation Couche-Tard Inc ATD-T
Arc Resources Ltd ARX-T
Aya Gold and Silver Inc AYA-T
Boralex Inc BLX-T
Bsr Real Estate Investment Trust HOM-U-T
CGI Group Inc Cl A Sv GIB-A-T
Converge Technology Solutions Corp CTS-T
Dollarama Inc DOL-T
Dream Industrial REIT DIR-UN-T
Goeasy Ltd GSY-T
Heroux-Devtek HRX-T
High Tide Inc HITI-X
Interrent Real Estate Investment Trust IIP-UN-T
K92 Mining Inc KNT-T
Northland Power Inc NPI-T
Quisitive Technology Solutions Inc QUIS-X
Rubicon Organics Inc ROMJ-X
Skeena Resources Ltd SKE-T
Telus Corp T-T
Tfi International Inc TFII-T
Toronto-Dominion Bank TD-T
Of the above stocks which 5 are likely to have the best performance potential for 2022
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Enbridge Inc. (ENB $60.32)
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Sun Life Financial Inc. (SLF $85.78)
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TELUS Corporation (T $22.40)
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Brookfield Renewable Partners L.P. (BEP.UN $36.23)
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TFI International Inc. (TFII $124.39)
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Magna International Inc. (MG $55.88)
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Premium Brands Holdings Corporation (PBH $82.86)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Hydro One Limited (H $49.40)
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Nutrien Ltd. (NTR $83.02)
Q: I am putting together a list of stocks to purchase in my TFSA for a 10 year hold. I am a very conservative investor and want income and some growth from my TFSA.
What companies would you add or delete from this list? Should I include a few US names?
Thank you.
What companies would you add or delete from this list? Should I include a few US names?
Thank you.
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Roper Technologies Inc. (ROP $565.18)
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Canadian National Railway Company (CNR $140.70)
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WSP Global Inc. (WSP $281.50)
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TFI International Inc. (TFII $124.39)
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ATS Corporation (ATS $40.49)
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NV5 Global Inc. (NVEE $23.08)
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Jacobs Solutions Inc. (J $132.37)
Q: I would like to increase my industrial holdings, and wonder if you have a current favourite? (Canadian or US)
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Roper Technologies Inc. (ROP $565.18)
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Canadian National Railway Company (CNR $140.70)
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WSP Global Inc. (WSP $281.50)
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TFI International Inc. (TFII $124.39)
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ATS Corporation (ATS $40.49)
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NV5 Global Inc. (NVEE $23.08)
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Jacobs Solutions Inc. (J $132.37)
Q: I do not have any positions in the Industrial sector and would like to initiate a purchase of a solid "Core Holding" security. Could you provide me with a US and Canadian selection for consideration. Looking for a solid performer with good fundamentals. Thanks
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Constellation Software Inc. (CSU $4,998.97)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.72)
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FirstService Corporation (FSV $241.22)
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TMX Group Limited (X $55.43)
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TFI International Inc. (TFII $124.39)
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Topicus.com Inc. (TOI $175.38)
Q: Are you aware of any companies like CSU that have a tight float and respect of shareholders and dont get killed in a market correction like some other public tech companies?
Thx
Thx
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TFI International Inc. (TFII $124.39)
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Tricon Residential Inc. (TCN $15.34)
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Trisura Group Ltd. (TSU $44.79)
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Topicus.com Inc. (TOI $175.38)
Q: So I looked at my returns at the end of July and my TFSA was up 39% in 7 months. I'd have taken that as a decent return over 48 to 60 months. So early this week before the DnD acquisition and the Nuvei short report I sold DCBO, DnD, LSPD , because my 39% return was nullified. My thought was to add 3 of the 4 TOI,TSU,TFII,or TCN . Should I add 3 of the 4 and top up KXS and GSY in the new year or add all 4 of the T's?
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Meta Platforms Inc. (META $718.35)
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Alphabet Inc. (GOOG $177.56)
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Intuitive Surgical Inc. (ISRG $534.71)
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Booking Holdings Inc. (BKNG $5,815.92)
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AbbVie Inc. (ABBV $187.63)
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The AES Corporation (AES $11.52)
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Duke Energy Corporation (Holding Company) (DUK $117.29)
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Home Depot Inc. (The) (HD $367.64)
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Hess Corporation (HES $143.32)
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JPMorgan Chase & Co. (JPM $291.97)
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Medtronic plc. (MDT $87.67)
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Mosaic Company (The) (MOS $37.69)
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Morgan Stanley (MS $143.74)
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Prologis Inc. (PLD $106.33)
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PPG Industries Inc. (PPG $115.46)
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Public Storage (PSA $291.95)
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Sherwin-Williams Company (The) (SHW $346.29)
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Stryker Corporation (SYK $392.51)
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TJX Companies Inc. (The) (TJX $125.17)
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Verizon Communications Inc. (VZ $42.80)
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Exxon Mobil Corporation (XOM $111.11)
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Xylem Inc. New (XYL $131.00)
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Bank of Nova Scotia (The) (BNS $75.01)
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Suncor Energy Inc. (SU $51.68)
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BCE Inc. (BCE $31.82)
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Canadian Natural Resources Limited (CNQ $43.39)
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Loblaw Companies Limited (L $224.20)
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Sun Life Financial Inc. (SLF $85.78)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $43.54)
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TELUS Corporation (T $22.40)
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Dollarama Inc. (DOL $189.46)
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Fortis Inc. (FTS $64.02)
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ARC Resources Ltd. (ARX $27.30)
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WSP Global Inc. (WSP $281.50)
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Algonquin Power & Utilities Corp. (AQN $7.81)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $44.70)
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Descartes Systems Group Inc. (The) (DSG $139.84)
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TFI International Inc. (TFII $124.39)
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Whitecap Resources Inc. (WCP $9.27)
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ATS Corporation (ATS $40.49)
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BRP Inc. Subordinate Voting Shares (DOO $69.64)
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Primo Water Corporation (PRMW $37.40)
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Premium Brands Holdings Corporation (PBH $82.86)
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Knight Therapeutics Inc. (GUD $6.04)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY $170.20)
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InterRent Real Estate Investment Trust (IIP.UN $13.43)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.83)
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Profound Medical Corp. (PRN $8.13)
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Boralex Inc. Class A Shares (BLX $32.58)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.15)
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CubeSmart (CUBE $42.57)
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Nutrien Ltd. (NTR $83.02)
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Alimentation Couche-Tard Inc. (ATD.A)
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Extra Space Storage Inc (EXR $148.99)
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MEDIFAST INC (MED $14.64)
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T-Mobile US Inc. (TMUS $237.63)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.90)
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CrowdStrike Holdings Inc. (CRWD $505.46)
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Jacobs Solutions Inc. (J $132.37)
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Trane Technologies plc (TT $434.60)
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Celsius Holdings Inc. (CELH $45.69)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.30)
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Topicus.com Inc. (TOI $175.38)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
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The Walt Disney Company (DIS $123.16)
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Brookfield Renewable Partners L.P. (BEP.UN $36.23)
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Capital Power Corporation (CPX $55.05)
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TFI International Inc. (TFII $124.39)
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Alaris Equity Partners Income Trust (AD.UN $18.98)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.61)
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ECN Capital Corp. (ECN $2.86)
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Trulieve Cannabis Corp (TRUL $5.35)
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Docebo Inc. (DCBO $39.60)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.19)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.20)
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Neighbourly Pharmacy Inc. (NBLY $18.60)
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Nuvei Corporation (NVEI)
Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.