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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, Thanks very much for all you do for your members. I look at your organization as the "Robin Hood" of the Canadian financial industry. My question today is: I sold my ECI this last week and decided to capture the gain and redistribute to one new position with the proceeds. I'm looking for another dividend aristocrat (as identified by the S&P index or one that could be as CIX will be getting the boot) I'm closing in on retirement but still like to stay in the growing type names. Not terribly worried about maximizing my income at this point. Which of my choices do you think has the most upside over the next 5 years.
Read Answer Asked by Keith on August 10, 2018
Q: Hi there,

I am looking to add a company in transportation to my portfolio. On all metrics TFII seems cheaper on a valuation basis than the others. Any reasons you would prefer my other options and why?
Read Answer Asked by kelly on January 17, 2018
Q: Hi 5i
Regarding the question asked by JS:
I think your answer is right on the money. I have been holding TransForce for a few years now and I saw some optimism and a bit of a run-up leading into the earnings. A slight miss had to be disappointing to many.
Another thing however, is that their package and courier revenue declined. Some holders of the stock, myself included, were hoping that that P&C would continue to grow with the growth of ecommerce. On a day where Amazon is showing huge gains in sales, we are not seeing that "trickle down" to the P&C business of TFII. In other words, TFI does not seem to be benefitting from the big gains in ecommerce generally. That's a problem because one would have liked growing P&C revenue to smooth out the ups and downs of trucking revenue. I think some investors don't see a primarily trucking play as long hold because it will be rather cyclical.
Anyhow, for what its worth I am holding, as the company still produces nice cash, pays down debt, buys back shares and has increased its dividend several times over the last few years.

Cheers
John
Read Answer Asked by john on October 27, 2017
Q: I have held these equities in my well-diversified portfolio for many years; am a medium to long-term investor; not averse to risks; and do not need the cash. Which of these does it seem wise to dispose of and why? I intend to reinvest the proceeds in some of your recommendations. Thank you.
Read Answer Asked by Harold on August 01, 2017
Q: Is Cargojet a possible beneficiary in the expansion/growth of Amazon ?
Are there other Canadian companies in the transportation / logistical /distribution sectors that might also benefit from Amazon's success?
Read Answer Asked by robert on June 21, 2017
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
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