Q: Can you comment on the current merits of Tfii.Is the founder preparing the company for his retirement/sale?
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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.
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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ADF Group Inc. Subordinate Voting Shares (DRX)
Q: Hi,
I have these in about equal weights and have to let one or two of these go. Can you please list them in order of selling first to last if you were in my shoes.
Thanks
I have these in about equal weights and have to let one or two of these go. Can you please list them in order of selling first to last if you were in my shoes.
Thanks
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Preformed Line Products Company (PLPC)
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Jacobs Solutions Inc. (J)
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MDA Space Ltd. (MDA)
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Doman Building Materials Group Ltd. (DBM)
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Target Hospitality Corp. (TH)
Q: Very disappointed by your reply yesterday to my question which looks like a plain dismissal, as you didn't utter a word on the second part of the question on industrials, while making it private as to avoid embarrassment.
This is a public question.
Jacques IDS
This is a public question.
Jacques IDS
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Advanced Micro Devices Inc. (AMD)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Lumine Group Inc. (LMN)
Q: I have listed a number of companies you like. Most of the companies named have done well (some very well).
Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?
Thanks
Tim
Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?
Thanks
Tim
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United Rentals Inc. (URI)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Thomson Reuters Corp (TRI)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Vertiv Holdings LLC Class A (VRT)
Q: Time to do some spring cleaning. Can you please rank the above industrials to purchase/hold? Thank you
Q: I own both of these but would like to just keep one. Which one do you have more faith in going forward. Thanks. I plan to buy AXON as a replacement.
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
Q: From reading your recent answers, you like these 4 companies (CNR, CP, TFII and TIH). Would you please rank these 4 companies for growth and rank them again for dividend growth. Which two companies would be your favorite for a combination of growth and dividends for a 5+ year hold? If you can give a brief explanation for the reason(s) over the other 2 companies? Thank you.
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lumine Group Inc. (LMN)
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
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Cintas Corporation (CTAS)
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Fastenal Company (FAST)
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Dover Corporation (DOV)
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W.W. Grainger Inc. (GWW)
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United Rentals Inc. (URI)
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TFI International Inc. (TFII)
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TerraVest Industries Inc. (TVK)
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Ulta Beauty Inc. (ULTA)
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SiteOne Landscape Supply Inc. (SITE)
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Lumina Gold Corp. (LUM)
Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks
Which three would you recommend? Thanks
Q: Hi,
TFII issued a press release yesterday regarding an agreement with a phosphate Company in Quebec. Is this a significant announcement?
TFII issued a press release yesterday regarding an agreement with a phosphate Company in Quebec. Is this a significant announcement?
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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CECO Environmental Corp. (CECO)
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Eagle Materials Inc (EXP)
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SPX Technologies Inc. (SPXC)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: I have funds for 2 of the above. Please rank 1-4 in the order you would invest today for maximum growth over 5 years. If there is an industrial/materials that has yet to be discussed in the 5i pages that should be considered, then please include. Thanks
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Amazon.com Inc. (AMZN)
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Broadcom Inc. (AVGO)
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Monster Beverage Corporation (MNST)
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NVIDIA Corporation (NVDA)
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O'Reilly Automotive Inc. (ORLY)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Ulta Beauty Inc. (ULTA)
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OTC Markets Group Inc - Class A (OTCM)
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Fair Isaac Corporation (FICO)
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Copart Inc. (CPRT)
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Transdigm Group Incorporated (TDG)
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Axon Enterprise Inc. (AXON)
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Old Dominion Freight Line Inc. (ODFL)
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Saia Inc. (SAIA)
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Boyd Gaming Corporation (BYD)
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Heico Corporation (HEI)
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Celsius Holdings Inc. (CELH)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Old Dominion Freight Line Inc. (ODFL)
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Boyd Group Services Inc. (BYD)
Q: How would you value above companies for a long term industrial hold.? Are there other companies in the North American industry you would prefer? Thank you.
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Richelieu Hardware Ltd. (RCH)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Docebo Inc. (DCBO)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
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Restaurant Brands International Inc. (QSR)
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WSP Global Inc. (WSP)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!
Q: You may want to wait and provide a reply after the earnings call in the morning. What are your views on earnings? Did TFII break it's losing streak of earnings? How do things look going forward? Is there impetus for the stock to move up in 2024? All things being equal, what is your guess on what the stock will be a year from now?
Q: Hi guys,
Please comment on tfii results.
Thanks
Jim
Please comment on tfii results.
Thanks
Jim
Q: Why does XPO have such out performance over TFII, is TFII undervalued?
Thanks Again
Thanks Again
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Roper Technologies Inc. (ROP)
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United Rentals Inc. (URI)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Transdigm Group Incorporated (TDG)
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Axon Enterprise Inc. (AXON)
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Heico Corporation (HEI)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks
Thanks
Q: Please send 3 stock picks for TFSA