Q: I sold LMN on recent earnings/comments and the bump up in price. I was thinking of replacing it with TRI as a steady growth stock. What do you think? Any other ideas already own KXS, DSG, GOOG, AMZ, CSU, TOI. Also surprised TRI is classed in industrials. T Steve
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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.
- Restaurant Brands International Inc. (QSR)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Agnico Eagle Mines Limited (AEM)
- Thomson Reuters Corporation (TRI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Nutrien Ltd. (NTR)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hello. What are some Cdn list companies that pay dividends in USD? Any with decent yields (above 5%) and/or with solid dividend growth? Thanks!
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Thomson Reuters Corporation (TRI)
- Lumine Group Inc. (LMN)
Q: I plan on adding to two of these companies for a 3 to 5 year hold. Please give your rankings from best downwards (with a few comments as to your reasoning)
Thanks. ram
Thanks. ram
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Axon Enterprise Inc. (AXON)
- Jacobs Solutions Inc. (J)
Q: I'm looking to close a gap in my non-registered portfolio in the Industrial Sector. I'm not too concerned about industry. I'm looking for some reasonably priced options that you guys like that have good growth potential, but also pay a (growing) dividend. My intention is a long-term buy and hold. Would you please recommend your top 3 Cdn and top 3 US "likes" and rank order purchase preference from 1 to 6 (with 1 being your top pick) and any rationale for your choices that you think might be helpful to my decision making process. Thank you and thanks (yet) again for your excellent service.
Q: I am looking at swapping out CNR for TRI. as I believe TRI may be less sensitive to the economy. What is the long term (5-10 yr) growth outlook for these 2 companies and do you prefer one company over the other. Thanks
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Thomson Reuters Corporation (TRI)
- Savaria Corporation (SIS)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Over the past 5 yrs these stocks have done quite well - thank you. (Except BYD).
My portfolio has grown but these are small % and need a top up to have a meaningful impact.
Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?
Thank you
My portfolio has grown but these are small % and need a top up to have a meaningful impact.
Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?
Thank you
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Miscellaneous (MISC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark
- Booking Holdings Inc. (BKNG)
- Thomson Reuters Corporation (TRI)
- Berkshire Hathaway Inc. (BRK.B)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: could you please explain1. the concept of compounding your 2 favourite Canadian companies (excludingCSU). . your 2 favourite US companies thanks Richard
- Thomson Reuters Corporation (TRI)
- Vanguard S&P 500 Index ETF (VFV)
- iShares MSCI USA Quality Factor Index ETF (XQLT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I originally submitted this question back on Sept 17 but never received a response so I'll try again. I was wondering if you could provide some investment ideas/suggestions for ongoing contributions to a FHSA, as contribution room becomes available each year. Looking for "reasonable" growth without "excessive" risk over the 15 years of the plan. I am thinking of investing 50% of the yearly $8000 allowable contribution to a CAD-denominated S&P500 ETF and wondered which one you would suggest? Or, would you recommend something else? What is your opinion of XQLT - the iShares MSCI USA Quality Factor Index ETF as compared to an S&P500 ETF? For the other 50% of the yearly contributions I was wondering which two TSX stocks and which two CDR's you would suggest for annual contributions until the $40k plan maximum is achieved in 5 years? Thanks.
- Dollarama Inc. (DOL)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Thomson Reuters Corporation (TRI)
- TerraVest Industries Inc. (TVK)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- EQB Inc. (EQB)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Topicus.com Inc. (TOI)
- Primaris Real Estate Investment Trust (PMZ.UN)
- Lumine Group Inc. (LMN)
Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- WSP Global Inc. (WSP)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- iShares S&P/TSX Global Gold Index ETF (XGD)
Q: Person A has rode cyclical stocks up and then down. What advice would you provide if he is thinking of taking profit from selling his XGD ETF that he has been holding for hedging against inflation?
Thank you.
Thank you.
- Eaton Corporation PLC (ETN)
- Ingersoll Rand Inc. (IR)
- Parker-Hannifin Corporation (PH)
- Quanta Services Inc. (PWR)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Toromont Industries Ltd. (TIH)
- Thomson Reuters Corporation (TRI)
- Rollins Inc. (ROL)
- AAON Inc. (AAON)
- CECO Environmental Corp. (CECO)
- Comfort Systems USA Inc. (FIX)
- Advanced Drainage Systems Inc. (WMS)
- Heico Corporation (HEI)
- Interactive Brokers Group Inc. (IBKR)
- Trane Technologies plc (TT)
Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hello 5i team!
You often seem bullish on tri. I know it's grown in the past year and I know you're not fans of analyst predictions, but the one year estimate is about $220.50. can you please explain why this would be a good investment today for the next couple years, and/or offer a couple other better growth ideas? Thanks!
You often seem bullish on tri. I know it's grown in the past year and I know you're not fans of analyst predictions, but the one year estimate is about $220.50. can you please explain why this would be a good investment today for the next couple years, and/or offer a couple other better growth ideas? Thanks!
- AutoZone Inc. (AZO)
- Constellation Software Inc. (CSU)
- Intact Financial Corporation (IFC)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Bird Construction Inc. (BDT)
- Ares Management Corporation Class A (ARES)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: How would you rank the following stocks for long term growth based on their current evaluations?
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- Constellation Software Inc. (CSU)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- Berkshire Hathaway Inc. (BRK.B)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What are the best 5 Canadian and US growth stocks at current valuations to hold forever…and you can still sleep at night?
Thanks
Thanks
- Thomson Reuters Corporation (TRI)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Which company would you suggest might do better in the industrial sector for a three year hold? TRI or HPS?
- Alphabet Inc. (GOOG)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Intact Financial Corporation (IFC)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hello 5i's!
In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?
Thanks as always.
In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?
Thanks as always.
Q: What you be a good entry point to add to or buy TRI???.....tom
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- Celestica Inc. (CLS)
- Thomson Reuters Corporation (TRI)
- Ag Growth International Inc. (AFN)
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- GFL Environmental Inc. subordinate voting shares (GFL)
- Topicus.com Inc. (TOI)
- Propel Holdings Inc. (PRL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Hi, hold enough EIF that I want to divest and diversify. Looking for high growth over the next 4-5 years, but not as interested in dividends. I also hold a fair bit of CSU and gsy, so am thinking along those lines. What would be a good ranking for the following at today's prices (best to worst), and are there another couple additions you'd suggest? Big thanks!
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
- Exchange Income Corporation (EIF)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Carpenter Technology Corporation (CRS)
- Comfort Systems USA Inc. (FIX)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Trane Technologies plc (TT)
Q: Hello 5i...with respect to Cdn Industrials...I am looking to consolidate 9 positions into 6 to 7 holdings...thaey are ( largest to smaillest holding ) WSP, TFII, EIF, ATS, CJT, HPS.A, TRI, TVK, DRX, I am looking for some sort of combo of stable growth ( I have good gains in WSP and TFII and will hold, but could trim ) and potential exceptional growth. Would appreciate if you could rank based on growth and how you might see a consolidation effort for these.
One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )
thanks/Art
One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )
thanks/Art