Investment Q&A

Q: What company(ies) would you recommend as a 'U.S. TFII.' Thanks

Q: Hi,
if you were putting a fund together comparable to VGG, but for Canadian equities, what might be your first 5 top picks assuming the same criteria for the ETF? Also, what would be your 3 honorable mentions?
When comparing CDZ and VGG what are the main differences in terms of the stocks that make up these two ETF's?
Many thanks,
Dan

Q: ARK Invest recently produced a Bad Ideas Report for 2020.
The one that particularly caught my attention was on railroads. Their thesis is that the trend in place since early 2000's in which rail had been taking share from trucking will reverse with the commercialization of autonomous electric trucks.
They believe that during the next five years autonomous electric trucks will provide faster and more convenient door to door service , increase productivity , lower costs dramatically and take share from rail.
While their projections may be aggressive , they have a pretty good record at identifying disruptive trends. And , as someone who has owned CNR for over a decade and always considered it a forever hold , this caught my attention.
Would appreciate your thoughts .
Thank-you.

Q: In the industrial sector I have a weighting of 19.41%. I know this is over weight, but I like the stocks I own for future growth. For colour I own CAE 3.97% up 14.22% recent addition. EIF 4.31% up 20.31%: TFII 5:47% up 105.97%: : WSP 3.75% up 4.79%:
My concern is with TFII, after reading a copy of the conference call I’m not exactly excited about the future. Seems to be tough sledding from here on.What are your thoughts?

Q: Good evening,

I've been watching TFII and after this evening's results im guessing tomorrow it will continue to climb. PE 18 as of today (according to Yahoo), is this stock still somewhat 'cheap' and would you have any problems beginning a position with a long-term timeframe in mind?

Thanks.

Q: When the bond market reverses which sectors of the market would benefit.
Please list your top 5 names on the TSX under such a scenario.
Thanks Richard

Q: Good Morning
I’m in the process of some year end house cleaning with the idea to reduce the number of holdings and adding some more upside potential. Considering selling partial positions in GUD and ATA and with the proceeds topping up two of either TRI,ECN TFII or AD. Would you firstly endorse the sells and which two would top up at this time.
Thank you for your continued guidance and support.

Q: Hi,
I'd like long term hold of five years, preferably without too much volatility. Which 2 or 3 stocks would be your best bet and why?

Q: Hi Guys, these 4 companies popped up on the 52 week high list this morning, how would you rate these going out 12-24 months. Thanks again for your excellent service.

Anthony

Q: In several of your answers concerning stocks that have good recovery potential you suggest 'industrials'. What would be your top industrial picks?

Q: I was listening to someone who was saying that industrial is the new retail (because of the supply chain to online sales) and that it makes sense to invest in COLD and PBW (US). What are your thoughts on this thesis, and if you agree, what companies would you recommend? It seems that TFII has benefited from this theme.

Q: Scared of high valuation of Tech and Gold stocks I am thinking of switching some to Industrial and Consumer Discretionary ,which stocks you ADVICE OR Your opinion.

Q: Hi, the highest rated industrials you cover are SIS, TFII and WSP (all B+) all of which I own a full position, plus CAE (also B+) which I own a 1/2 position. I'm currently under weight industrials, but not comfortable adding to CAE just yet. Are the other industrials you might recommend that could be B+ or better?
Thanks, Ian

Q: With the likelihood of a vaccine in the relative near term there will be a rotation out of a number of tech stocks. Based on this thesis I consider the following stocks which I own to be good candidates. BYD,PKI,TFII,WSP & EIF. Do you agree and if so could you list a few other candidates that would be a good fit. Thank you.
Roy

Q: Yesterday,TFII has released its financial results for its second quarter. Based on such disclosure, is TFII a buy at its current price or if its shares are overvalued?

Q: I have about a 1% weighting in each of the following names in my portfolio: MX, PLC, BYD, MTY, ALA, NFI, TFII, GIB.A, MFC, SIS.
I want to refocus by eliminating 3 or 4 of these. Sector allocation is not a factor. Please suggest 3-4 names to eliminate (list the most obvious to eliminate first) and 2-3 good candidates to boost today (best first).

Q: Can you tell me your outlook on TFII over the next 3-5 years. Do you see this as a good entry point. How would you rank in terms of risk?

Q: Hi,

I'm underweight Industrials according to the Portfolio Analytics tool and was looking today to add one of CCL and TFII. They are both are in the Balanced Portfolio. Which one would you pick up today?
Thanks,
Robert

Q: Good day 5I Team
In multiple accounts (3 registered & 2 none registered).
SIS (1.75% / -19% total PF) ,
CAE (1.3% / -16%) ,
WSP (1% / +2%)
RTX (1% / -2%)
NFI (0.2% / -59% )
XBC ( 0.2% / -8% )
Your suggestion, which one to Add, Hold, & Sell for long term growth ?
Thanks
Best Regards

Q: TFII has executed a perfect V-shaped recovery, but how does its remaining upside compare to other sectors (for example, insurance and industrials) which aren't so far along their recovery trajectories? Considering, also, that some in the latter sectors offer more generous dividends, on what basis is TFII actually preferable?