Investment Q&A

Q: Good Morning 5i group. What are your thoughts for a recently retired person who has a large gain on CNR in an RRSP to sell the position tax free and buy an ETF say XEI and essentially triple the income and also diversify the portfolio further ?
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.

Q: i am thinking of switching from CP (2%) to BIP. Looking for growth and div with this move.
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?

Q: I am wondering about cnr or cp.
Are there any other transportation companies that you find interesting these days?

Q: Hi 5i,
I want to add a rail position. What’s your thesis on CNR vs CP?

Thank you!

Q: Own BOS and am thinking of switching to CP as I feel that with its recent acquisition it has growth potential. Your thoughts on this switch and CP and BOS in general.
Thanks

Q: Please give me your view on Norfolk Southern Corp.

Thank You in advance.

Q: Thank you for your answer on stocks and ETF'S for my son's FHSA account that is starting. The answer included mostly US domiciled names/ETF's and we are looking at Canadian names. Could you recommend a combination of Canadian blue chips and ETF's for a 7 year time frame to monthly contribute and compound before needing funds for a home buyer withdrawal
Thank you

Q: I own CP, CNR, ENB, BCE, in my Rif account and was thinking about selling these to buy UMAX to increase income and keep me in these sectors. They are about 17% of that portfolio and I don't think I am adding risk by doing this but I will be increasing income significantly. Does this move make sense? Thanks, James

Q: Do you consider either railway a good new investment right now? I used your interactive chart to compare the two, and if you bought CNR 10 years ago you are probably pretty happy, but over the last 5 years CP outperformed, and ytd CP has ground up a bit while CN has drifted down. In the current interest rate environment I don’t think anyone is buying either for the dividend? Is there an investment thesis here somewhere or are there just plain better ideas? Thanks for your thoughts.

Q: Please comment on latest earnings reports and your recommendations on these. Thank you.

Q: Hi Peter, why the sell of on the rails - in particular to CN and CP. Was there any news that affected them directly. Also would you consider them a buy and if so which one would you add. Can you also speak to evaluation. Thank you

Q: I would like to buy a railroad for my son's portfolio. I note the Cdn railroads are currently more expensive on a PE basis than the US rails. This would be a long-term hold (he is 29 yoa, and going into RSP). What would be 5i's preferred choice? If you think CP or CNR, I am not opposed to waiting for a more favourable entry point.

Q: If I invested in a saving account for my son and daughter in the Royal Bank, Enbridge and Berkshire for 15 years, would this approach work? My daughter is 16 and my son is 14.

Q: I need to choose one railway stock for my rrsp, out of the 3 which one would you say has more upside to it.

Q: Hello, 5i Research group, how was your take on the CNR's & CP's recent earnings? which one has more upside in next couple of years?

Thanks,

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: Is it the time to dip the toe and buy a starting position in CP???......Even though some stock analysts are suggesting selling CP.

Q: If one were to sell Magna but still wanted to stay in the industrial sector would you endorse moving into CPR at this time (allowing for giving up some dividend income)? CPR share price has gone pretty parabolic in the last 5 years or so relative to their long term history, do you think the valuation has gotten ahead of itself?

In spite of its smaller size I was interested in ATS but after the unexplained drop last week on higher volume I’m waiting for the other shoe to drop. I don’t mean to editorialize but I can’t count the number of times in recent years when unexplained drops suddenly become clear in the days and weeks that follow. It’s just a personal opinion but I really feel ethics aren’t what they once were, and whether it is an insider, a printer, or someone else “in the know”, it seems information gets leaked and unlike years ago there is now a variety of means (like social media) for that info to spread quickly and widely. End of rant.

Thanks!

Q: What is your 3-5 year outlook?
Philip

Q: Hello, we need to increase our weighting in Industrials, with current holdings mostly CNR (5%). Based on various BNN guests views and as finetuned with 5i recommendations, we have shortlisted these 3 names and the intention is to build at least 3% weighting, in each or all of these names. Could you please rank them based on your conviction. Also, would appreciate it if you could also provide a decent entry level as well as an Excellent Buy price. Thank You