Q: Hi 5i: I live on Highway 11 in NE ON and every day I am continually amazed about the amount of truck traffic going through. They are not
stopping here. I hold 5% positions in TFII and CNR. I would like to swap a small position in CP and buy MTL or just add it outright. Your thoughts and if I do the latter do you feel that I might be overweight transportations? Great service - thanks.

DocTom

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Q: Would you comment on the relative minvestmetn merit of our two large railways with or without a successful merger of CP with KC?