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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: Hi I have my RRSP distributed at around 8% or 12% on these stocks, would you change anything , I'm heading to retirement in 7 months from now and like to know if you would recommend any modification. I can sustain drops of 10% , which I handle by doing nothing.
Thank you 5i, you have been good to me!!!
Read Answer Asked by Fernando on January 26, 2024
Q: We own the above in our non registered portfolio. Please advise the average 5 year return on each of them.
Read Answer Asked by Terry on January 25, 2024
Q: Hi Gang
Can you give a list of your top Industrial stocks for 2024

Thanks Mike B
Read Answer Asked by Mike on January 24, 2024
Q: The two least profitable stocks in my entire portfolio are SIS (up an anemic 6% after two years) and PBH (up 10% in the same time period). I'd like to replace both with something growthier - but here's the catch - I want similar dividends (+/- 1%) and I want Canadian replacements in the same sector. My only other Consumer Defensive is COST. Current industrials are WSP, HPS.A, J, and TFII. I would welcome your speculation on how SIS and PBH are likely to grow this year...and what potential replacements might be. Thank you.
Read Answer Asked by Maureen on January 19, 2024
Q: Hello, I need to reduce my financials and beef up my industrials and materials. I own TD, RY and SLF, and will trim reluctantly as they have all done well for me over the years. I already have TFII, ATS, and NTR. What would you suggest for Industrials and materials. Add to existing or add new companies? As a retired sort, I prefer Canadian stocks eligible for the Dividend Tax Credit but iI am underweight the US so f you have much better US suggestions please advise.
Many thanks
Read Answer Asked by alex on January 19, 2024
Q: Looking for investment ideas/opportunities for my TSFA account which already holds the following ( BAM, BN, GSY, LMN, NVEI, TOI, LIT:US). I am 68 years and have no plans to withdraw from the account for the next few years. Also, could you please suggest entry price points for said securities.
Much appreciated,
Francisco
Read Answer Asked by Francisco on January 09, 2024
Q: Nice acquisition today by TFII and a good move in the stock. TFII seems to have perfected the art of the acquisition and integrating into operations. I believe TFII is the largest trucking company in Canada. How do they rate compared to US firms? Is there a possibility that TFII might be in the sights of a big US firm? Could they be on the receiving end of takeover bid?
Read Answer Asked on December 28, 2023
Q: A follow up question on the previous answers on TFII acquisition of Daeske.

Does 5i feel like TFII did a good job of integrating the previous acquisition and therefore do we have confidence in there ability to integrate this larger one?

I'm concerned about the premium paid here and how much Goodwill is included and if we feel like TFII did a good job of closing the gap on the Goodwill of their previous acquisitions?

Thanks!
Read Answer Asked by Marc on December 23, 2023
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
Read Answer Asked by Marcel on December 21, 2023
Q: Hi. I'm currently over weight in Consumer Defensives (BYD, PBH & PRWM) and under weight in Industrials (WSP, TFII, STN & SIS).
I'm thinking of selling PRMW and buying EIF. Based on future prospects do you think this trade makes sense. I intend to hold for a few years. Thanks!
Read Answer Asked by Ian on December 04, 2023
Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris
Read Answer Asked by chris on December 01, 2023
Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.
Read Answer Asked by sam on November 27, 2023
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