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Celestica Inc. (CLS $337.17)
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TFI International Inc. (TFII $127.38)
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Topicus.com Inc. (TOI $157.29)
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Lumine Group Inc. (LMN $42.57)
Q: I own the above listed Canadian stocks. Please rate each one as a BUY, HOLD or SELL and let me know your reasons for the rating you have given to it. Thank You.
5i Research Answer:
CLS; buy. Very rapid growth, good execution, exposure to AI
LMN/TOI: buy. Management, recent weakness makes them more attractive. Control of share count. Solid acquisition strategy.
TFII hold. A solid company but there are economic concerns currently which may temper gains. But it has survived many recessions and typically makes good acquisitions in downturns. But it just may not do much for several quarters.