Investment Q&A

• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: TFI has had a great run recently. I am not complaining (!), but...
The stock was languishing earlier this year and dipped below $20 in Feb. Now it is $34. I know about the new acquisition however I hardly think the company has improved its value by 70% over these past 9 months or so. What is the cause of this run? Can't see how Trump is going to help them. They are now at 15 or 16 x 2017E. I am patient and not overweight on the stock despite the gains. What to do?

Upvote 0

Read Answer Asked by john on November 24, 2016

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB)
  • View HBB Profile
  • View Questions on HBB

Q: Is HBB worth keeping in a rising rate environment? Since Trump took office the price has been on a slow steady decline.

Thanks!

Upvote 0

Read Answer Asked by Wayne on November 24, 2016

• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Stella-Jones Inc. (SJ)
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: Good afternoon, I had moved everything to cash, believing that we were overdue for a bit of a correction, and also because I did quite well on atd and ccl. . Do you think a correction will occur when the honeymoon is over with Trump? I know no-one has a crystal ball, but do you think it is likely? If no, would you be content with the above choices for a moderate risk? I plan to keep my US in cash for now.
Thanks as always.

Upvote 0

Read Answer Asked by steve on November 24, 2016

• Canadian National Railway Company (CNR)
  • View CNR Profile
  • View Questions on CNR
• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE
• Canadian Pacific Kansas City Limited (CP)
  • View CP Profile
  • View Questions on CP
• TELUS Corporation (T)
  • View T Profile
  • View Questions on T

Q: Between CNR and CP, which one do you recommend today and going forward in the Trump era, and reasons as to your preference.
Does it make sense to own both Telus and BCE?
Thank you,

Upvote 0

Read Answer Asked by Nadine on November 24, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN)
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Global Infrastructure Securities Income Fund (BGI.UN)
  • View BGI.UN Profile
  • View Questions on BGI.UN

Q: Hi, I would appreciate a current update on these two funds.Also will they benefit much from government investment in Canada and the U.S.? Do their distributions seem secure? Thank you, Bob

Upvote 0

Read Answer Asked by Bob on November 23, 2016

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
  • View CIGI Profile
  • View Questions on CIGI

Q: Colliers has been in a free fall. What's wrong with the company?

Upvote 0

Read Answer Asked by Eric on November 23, 2016

• Hardwoods Distribution Inc. (HDI)
  • View HDI Profile
  • View Questions on HDI

Q: May I have your opinion on HWD as a long-term investment given today's trade investigation and, more generally, future business prospects in the US in light of the recent election?

Ted

Upvote 0

Read Answer Asked by Theodore on November 22, 2016

• Exco Technologies Limited (XTC)
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

Q: I've been looking at XTC to add to my portfolio. The numbers look good. It seems the Market does not recognize it or it doesn't like it? Not sure which. I don't see any reason why it has been dropping steady since the beginning of the year. Just can't figure this one out.

Thanks.

Upvote 0

Read Answer Asked by Robert on November 22, 2016

• Constellation Brands Inc. (STZ)
  • View STZ Profile
  • View Questions on STZ

Q: I have owned STZ (constellation brands) for quite some time and have been very happy with it.
It has fallen significantly since the Trump win and I am somewhat concerned trying to figure out if tariffs will be imposed on Mexican imports Should I take any action
at this time. Any insight you may be would be appreciated. Suggestions for replacement if you deemed that prudent would be appreciatd.

Upvote 0

Read Answer Asked by Maureen on November 22, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Do you think there is still room to grow for the small cap index?

Thx

KR

Upvote 0

Read Answer Asked by Karim on November 21, 2016

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
  • View CBO Profile
  • View Questions on CBO
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
  • View XHY Profile
  • View Questions on XHY
• Vanguard Canadian Aggregate Bond Index ETF (VAB)
  • View VAB Profile
  • View Questions on VAB

Q: I would like about 3 ETF's to cover my fixed income and 4 or 5 to cover your best idea sectors. Thanks Al

Upvote 0

Read Answer Asked by Allan on November 21, 2016

• H2O Innovation Inc. (HEO)
  • View HEO Profile
  • View Questions on HEO

Q: is their a report coming up for heo ?(h20 innovations ) what other companies on your radar? or what in your mind is the next hot sector thank you for your time . deduct credits for exra questions no problem (thank)s.

Upvote 0

Read Answer Asked by Cliff on November 21, 2016

• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD

Q: Hello:
I have been thinking of adding some ATD.B to my portfolio but have noticed the stock has been down slightly since the Trump win. Is this a bit of nervousness because of
ATD.B holdings in the U.S.?. Is the market wary of Trumps approach to anything not
American. I noticed Trans Alta Renewables & Alqonguin have reacted in a similar manner.
Thanks: Jerry

Upvote 0

Read Answer Asked by Jerry on November 21, 2016

• WSP Global Inc. (WSP)
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: Hello, WSP has done very well lately and seems to have reach the consensus target price. Is it time to take some profits?
Thank you!

Upvote 0

Read Answer Asked by Chantal on November 21, 2016

• Clorox Company (The) (CLX)
  • View CLX Profile
  • View Questions on CLX

Q: Have been holding CLX for a while and it has done okay. Thoughts about the company moving forward and/or for the sector as a whole. Thank you.

Upvote 0

Read Answer Asked by Brian on November 18, 2016

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
  • View CPD Profile
  • View Questions on CPD
• BMO Laddered Preferred Share Index ETF (ZPR)
  • View ZPR Profile
  • View Questions on ZPR

Q: In the first few days after the Trump win the pref ETF's moved up. Now they have dropped below where they were pre-election. Do you anticpate a continued drop and another bad run for prefs in 2017?

Upvote 0

Read Answer Asked by Robert on November 18, 2016

• Gilead Sciences Inc. (GILD)
  • View GILD Profile
  • View Questions on GILD
• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: I'm considering buying some GILD.My portfolio is all CDN stocks so it should benefit from some diversification and I feel US stocks may gain some strength under Trump.Obviously GILD is very cheap which reminds me a little of Concordia when I bought what I thought was an undervalued health care stock only to watch it nose dive.I also noticed a few reputable investment firms loading up over the last 2 months.My other choice was to buy PBH which is a great company but very expensive.What are your thoughts on a very cheap GILD which adds some diversification vs a fairly expensive PBH which is currently performing much better? I find i'm more of a GARP than a value investor but I appreciate getting a great stock on sale.

Upvote 0

Read Answer Asked by Adam on November 18, 2016

• Growth Portfolio (Growth)
  • View Growth Profile
  • View Questions on Growth
  • View Reports on Growth

Q: I am looking to deploy cash and am well diversified. Which stocks in the growth portfolio would you add to at this time? Any you would you not add to now?

Upvote 0

Read Answer Asked by Andrea on November 18, 2016

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: IF THE 24 DOLLAR OFFER FAILS WHERE DO YOU SEE AMAYA GOING IN THE FUTURE? MY OWN THOUGHTS ARE THAT IT MAY BE A GOOD THING AS I BELIEVE THIS COMPANY STILL HAS A CHANCE TO BE A HOME RUN FROM HERE. DO YOU AGREE THAT ONLINE GAMING (WAGERING) HAS A BETTER CHANCE OF HAPPENING WITH TRUMP AS PRESIDENT. THANKYOU

Upvote 0

Read Answer Asked by John on November 17, 2016

• Mattr Corp. (MATR)
  • View MATR Profile
  • View Questions on MATR

Q: With Trump at the controls, would this not be a good time to pick up some Shawcor?

Upvote 0

Read Answer Asked by John on November 16, 2016