Investment Q&A

Q: Hi guys,

I have held BYD for a long time, is it time to move on to something like TFII inside a growth/balance portfolio?

Thanks

Jim

Q: Hi 5i team. I’m trying to decide on investing in CNR, CP or something else in the commercial transportation industry. Could you give me your thoughts and feedback on their current state and future outlook to compare. Trying to understand why CNR has not recovered from last drop like CP did. Would CNR still be a good choice while the stock is still low? or would you suggest CP or something else at this time that would be better even if it’s a US company? Why? And could you rank them in order of strength in their ability to produce profits moving forward. thanks!

Q: Hi 5i team,
I’ve half position in CAE and in MG. I’m thinking of starting a half position in TFII. All three stocks have gone up quite a bit in the past year with the EV fads and the post covid fads. Which of these three companies is the best buy at the current price for 2-3 years hold and your reasoning behind? Thanks.

Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.

Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!

Q: I am up 72% on TFII in my TFSA account, the total value of this holding represents ~2% of my portfolio. The funds in my TFSA are targeted for growth and I have no immediate need for the cash so I can take on reasonable risk for greater reward with a longterm view. Should I sell my holding to realize the capital gain or hold? If you suggest selling what would you suggest as a replacement?

Q: If you had to choose between TFII and KXS for a three year investment, which would it be?
Thanks for all the advice.

Q: Kindly give us your take on the just released TFII Q1 results and forward prospects. Thank you very much.

Q: I want to buy positions in these companies in my unregistered account. Could you put them in order to purchase based on market economy timing, if possible. And in my TFSA I'd like to purchase ECN, LGO, ATS--any thoughts on sequence and timing of purchase? Thank you.

Q: Can you provide your opinion on Matson. Are there any other shipping or transport stocks you find attractive? Thanks.

Q: All five are poised for future growth via acquisitions and organic growth. I don't have a position in any. How would you rank them if you had new money to put to work for buy and hold for next 5 years for the growth part of my portfolio.

Q: I am interested in the Industrial sector. What is the best way of playing it?

Q: Of the above mentioned stocks, which would you choose as a current buy with the most growth potential.
Thanks 5i I am so grateful for your excellent service.

Q: Where would you put the odds of TFI doing an equity financing prior to closing the UPS deal? Is it possible they might finance the purchase with debt alone? With the deal expected to close in the second quarter, when would you expect any financing to be announced? For an investor looking to add to their TFI holding, would you recommend waiting to take advantage of the drop in the stock price that an equity deal would likely cause?

Q: To what degree you think the CP proposed acquisition of the U.S. railway will affect TFII's business operations? That's assuming that CP will get the necessary regulatory approvals, which is still perhaps a major hurdle. Thanks.

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: I currently own CJT. Would you advise selling to buy TFII from a long-term perspective? Thank you

Q: Hi 5i,

TFII just released news that it is planning to pay out its dividend in US dollars unless the shareholder elects to take the money in C$. Based on this change, would one be right to journal over the shares to a US account and not make any election in order to receive the dividend in US$?

Q: During recent research, I discovered a theory that even in our times of extreme volatility I should seek out companies that exhibit the following characteristics:
1. They have a history of growing dividends for investors.
2. They have a history of growing their earnings.
3. They trade at valuations that make sense.
So, based on these variables, and your years of experience, please provide me with the names of several Canadian companies that have these characteristics.

Q: Of the companies listed, which one would you start a new half position in today for a potential 5 plus year hold in a balanced portfolio. And would any in particular benefit from reopening? I understand that I would need to keep on eye on the cyclicals with a view to exiting if needed.