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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: Hello 5i, I'm a growth oriented investor with a broad diversified portfolio.
I have a full position in Transforce (TFII). I'm currently down 15% and thinking what I can currently do to increase my overall rate of return. In your professional opinion, would you suggest myself to sell TFII, take the loss and redeploy and invest in a similar company such as CNR? and or, invest in something in a different sector that would possibly produce more growth such as AMZN, BABA, GOOGL, for and within an investment time frame of 2 years. Please feel free and suggest any companies that you would recommend now for growth. Thank you for your excellent service.
Read Answer Asked by Valter on June 12, 2017
Q: G'Morning! I'm feeling a bit antsy this am about my TFII position (in at ~ $23 & $26). McCreath on BNN said he is short TFII and sited integration challenges with its Mexican acquisition and said that they are losing Amazon business. Apparently RBC has also downgraded this stock. The share price hasn't been doing well lately. Your comments please? Is it a hold or should I start thinking about selling? Thanks so much!
Read Answer Asked by Heather on April 17, 2017
Q: I'm considering adding one of these three stocks to my portfolio. Kindly give me your ranking in terms of preference, based on a longer term growth and dividend yield prospect. Much appreciated.
Read Answer Asked by Victor on January 09, 2017
Q: I am trying to high grade my portfolio and looking 2-3 yrs out for total return, would you swap the stocks in the following 3 scenarios or would you stay put. 1. TFI for CNR, 2. MX for SJ, 3. Bad or RUS for SIS. A small explanation as to why would be appreciated. Thanks and keep up the fantastic work.
Read Answer Asked by Sandy on December 07, 2016
Q: TFI has had a great run recently. I am not complaining (!), but...
The stock was languishing earlier this year and dipped below $20 in Feb. Now it is $34. I know about the new acquisition however I hardly think the company has improved its value by 70% over these past 9 months or so. What is the cause of this run? Can't see how Trump is going to help them. They are now at 15 or 16 x 2017E. I am patient and not overweight on the stock despite the gains. What to do?
Read Answer Asked by john on November 24, 2016
Q: In your answer to my question previously about the two companies, you state the following: "This switch would, in our view, be effectively a trade off between income and potential economic leverage. With NFI owned already, we think it could still be helpful."

I am not sure what you mean when you say it could still be helpful. More helpful to retain TFI or more helpful to make the switch?

Thanks again for your advice.

Paul F.
Read Answer Asked by Paul on September 21, 2016
Q: I have held TFI for the past 2 years or so and watched it go from above $30 to below $20 and now back to above $26. Despite its recent substantial rise, I am thinking it should be expected to level off until the economy in general improves. I am therefore considering a switch here to EIF to take advantage of the higher dividend and perhaps a better growth profile. Would you view this as a reasonable switch or would it be best to stay with TFI or is there another company in the Industrials you would consider switching to (I already own NFI).

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 21, 2016
Q: Peter and team:

I am currently down about 20% on TFI in a well balanced long term hold portfolio.
I am considering cutting my losses and buying NFI. Would you consider these in the same "sector", and what is you opinion of this switch.
My concern is how much upside is left in NFI. I have owned it in my kids RESP and done well (2.5x), but am wondering how much "growth" is left.

Than you as always for a great service!

Phil
Read Answer Asked by Phil on July 08, 2016
Q: You have dropped coverage of Trimac due to the proposal to take it private. However, do you have any idea whether the proposed price of $6.25 reflects fair value of the stock, considering that transportation is at a low point in the cycle ? Do you have any other transportation or trucking stocks you would recommend ?
Read Answer Asked by Don on May 19, 2016
Q: Peter and Team:
Currently down about 30% on this one. Thinking of taking the loss and rotating out into another company in similar sector. Any suggestions from your BE Portfolio. Also are you aware what is happening with the share buyback process? I am in it for a 5 year+ hold and don't mind waiting for TFI, but was thinking there might be something "better" as I try to clean up my portfolio.

Thanks as always.

Phil
Read Answer Asked by Phil on March 11, 2016
Q: I just received an offer to purchase (tender) Transforce shares from $19-$22 dollars. Seems to me that if they are trying to buy back shares it's probably a good sign the company thinks they will be worth more in the future.
I want to keep the shares, so is it best to just not respond to this at all? In other words, will buy-backs only happen to people who responded with a price?
What do you usually recommend in situations like this?

thanks,

Paul
Read Answer Asked by Paul on March 03, 2016
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