Q: I am considering selling a full TFII position in registered accounts and replacing it with CN. This for a multiyear hold. I like TFII but wonder if there isn't more upside in CN. Your thoughts, please. Thanks
5i Research Answer:
TFII has potential, and is starting to act like it a bit more. But, we would see CNR as much safer in the current environment. If upside potential is the only consideration we would still side with TFII. But if other factors (risk, stability) come into play we would side with CNR.