Q: Which company would recommend between TFII.TO or ODFL and why
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Alimentation Couche-Tard Inc. (ATD)
- BMO Low Volatility US Equity ETF (ZLU)
- Vanguard FTSE Europe ETF (VGK)
- Financial Select Sector SPDR (XLF)
- Vanguard FTSE Emerging Markets ETF (VWO)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Vanguard Dividend Appreciation FTF (VIG)
Q: I am looking at investing 2023 contributions (2 x $6500) in stocks and/or ETFs. Please provide 5 stocks and 5 ETFs for long term hold. Rank the stocks and ETFs and comment on why they are being recommended,
Current stock holdings include: BYND, BAM, BN, REGN, TSLA
Current ETFs: QQQ, VGRO, ZEM, SKYY, IHI, XIT and SPY
Thank you
Current stock holdings include: BYND, BAM, BN, REGN, TSLA
Current ETFs: QQQ, VGRO, ZEM, SKYY, IHI, XIT and SPY
Thank you
- Constellation Software Inc. (CSU)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: I liked the answer you gave to one of the members today on how to deal with volatility. Buy good companies run by good people at attractive valuations and hold for the long term. My question is:
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.
- D.R. Horton Inc. (DHI)
- Pfizer Inc. (PFE)
- The Travelers Companies Inc. (TRV)
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Leon's Furniture Limited (LNF)
- Steel Dynamics Inc. (STLD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Can you recommend 5 top value Canadian and 5 USA companies that have solid long-term businesses, with great management, a good P/E and have no debt or very low debt. Would really like to find a solid core of buy and hold names in any sector. It would appear to me that SLF would be one good choice.
Thanks!
Thanks!
- Starbucks Corporation (SBUX)
- CVS Health Corporation (CVS)
- Enbridge Inc. (ENB)
- TFI International Inc. (TFII)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- VanEck Gold Miners ETF (GDX)
- ECN Capital Corp. (ECN)
- Teck Resources Ltd (TECK)
- VanEck Junior Gold Miners ETF (GDXJ)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Lantheus Holdings Inc. (LNTH)
Q: Presently I have the above stocks in losing positions. would you buy more to average down / sell or hold? thanks
Q: Hi, There has been recent commentary and reports from analysts that trucking sector is witnessing a slowdown and getting hurt with lower rates. They also say that these headwinds may persist for at least later half of this year. ( or longer, depending upon, how recession scenario plays out ). Recent results from companies in the sector has only confirmed this.
Specific to TFI, analysts have commented that the discount is already reflected in the current valuation and M&A will likely offset the slowdown impact to certain extent, over time. However, consensus is that any near term recovery is unlikely.
We have a small <1% position in TFII and were contemplating to eliminate it and use the funds to add to existing 1% position in CP or to further add to ATS { better momentum and visibility ).
What are your thoughts ?
Thank You
Thank You
Specific to TFI, analysts have commented that the discount is already reflected in the current valuation and M&A will likely offset the slowdown impact to certain extent, over time. However, consensus is that any near term recovery is unlikely.
We have a small <1% position in TFII and were contemplating to eliminate it and use the funds to add to existing 1% position in CP or to further add to ATS { better momentum and visibility ).
What are your thoughts ?
Thank You
Thank You
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Starbucks Corporation (SBUX)
- Enbridge Inc. (ENB)
- Loblaw Companies Limited (L)
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- VanEck Gold Miners ETF (GDX)
- INVESCO QQQ Trust (QQQ)
- Teck Resources Ltd (TECK)
- Boyd Group Services Inc. (BYD)
- VanEck Junior Gold Miners ETF (GDXJ)
- Nuvei Corporation (NVEI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio
2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX
Thanks for your valued opinion
2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX
Thanks for your valued opinion
Q: Should I be seeking TFII with headwinds on the horizon?
https://www.freightwaves.com/news/trucking-bloodbath-snares-fleets-large-and-small
https://www.freightwaves.com/news/trucking-bloodbath-snares-fleets-large-and-small
- TFI International Inc. (TFII)
- WELL Health Technologies Corp. (WELL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: With an emphasis on growth and a 5 year outlook, what would be your 12 recommended stocks if I were to start today?
Q: Hi Peter,
We have TFII and WSP as equal weighted stocks. Is there enough difference between the two to retain both stocks in our RRSP's? If we were to consolidate, which stock would be preferred?
Thank you
Debbie and Jerry
We have TFII and WSP as equal weighted stocks. Is there enough difference between the two to retain both stocks in our RRSP's? If we were to consolidate, which stock would be preferred?
Thank you
Debbie and Jerry
Q: What is your view on CP results today? Would you view. p to be a buy? Do you have a preference for either CP or TFII for additional purchases right now to increase industrial sector exposure?
Q: Hi Folks,
with the big drop yesterday would you recommend buying TFII at this price or do you think there might be some more downside coming in the days ahead?
Thanks,
with the big drop yesterday would you recommend buying TFII at this price or do you think there might be some more downside coming in the days ahead?
Thanks,
Q: Can we get your take on the call this morning. Anything serious to be concerned about? Would you buy now?
Q: Can you give us a recap of their earnings and most importantly outlook.
Thanks
Sheldon
Thanks
Sheldon
Q: TFII report Tuesday. What is general consensus/expected? What does 5i expect? what d you see over the next couple of years. what are the downside risks.
Q: Hi - a lot of chatter recently about freight rates in decline. Can you give your thoughts on this vis a vis TFII stock price over the next year or so? Thx as always.
- CVS Health Corporation (CVS)
- Lowe's Companies Inc. (LOW)
- U.S. Bancorp (USB)
- Constellation Software Inc. (CSU)
- TFI International Inc. (TFII)
- Alimentation Couche-Tard Inc. (ATD)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: I have had these 2 companies in my rrsp portfolio for over 2 and half years now. usb has been up and down but not doing anything and cvs was up nicely and now i reached the even mark on it. I would like to replace both of these what will be your suggestion would you have that i can replace these 2 with what other stocks please and thank you
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
Q: Hi Team
Can you give us your top 5 Industrial Canadian stock picks for next 24 months
Thanks Mike B
Can you give us your top 5 Industrial Canadian stock picks for next 24 months
Thanks Mike B
Q: These 4 securities represent my industrials holdings. I wish to add to this sector and would appreciate if you can suggest another company that would be a great complement to this group. Alternatively, would you suggest simply adding to the existing holdings and if yes, in what order would you add? Thank you.
Q: Hi 5i,
Thanks for the blog post listing Canadian companies paying USD$ dividends. What are your top ideas today?
https://www.5iresearch.ca/blog/canadian-stocks-that-pay-us-dividends-2021-update
Thanks for the blog post listing Canadian companies paying USD$ dividends. What are your top ideas today?
https://www.5iresearch.ca/blog/canadian-stocks-that-pay-us-dividends-2021-update