Q: I'm down on NFI and getting impateint with its performance. All other things being equal, can I have your view on switching to TFII, which is performing much better?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi team,
Do you think there will be a rotation from "growth" to "value"?
Could I have three value names you like(CA or US)
Thank you!
Do you think there will be a rotation from "growth" to "value"?
Could I have three value names you like(CA or US)
Thank you!
Q: I am underwater with this one for about 32%. While I understand the long term story on this stock, would it be unreasonable to sell it and go to a growth name during this market downturn? Any suggestion for a replacement? or I should be patient to wait for a rebound. NFI is not a large position in my portfolio.
Q: Hi,
I recently sold my AC shares (kind of reluctantly since I had done well on them) and exchanged them for NFI, which I think have more upside. Do you think this was a reasonable move?
Thanks
I recently sold my AC shares (kind of reluctantly since I had done well on them) and exchanged them for NFI, which I think have more upside. Do you think this was a reasonable move?
Thanks
- Photon Control Inc. (PHO)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- First Quantum Minerals Ltd. (FM)
- Stantec Inc. (STN)
- Descartes Systems Group Inc. (The) (DSG)
- NFI Group Inc. (NFI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Balanced Equity Portfolio (BEPORT)
- goeasy Ltd. (GSY)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Darn. I accidentally wrote TFI instead of NFI in my question on a replacement for GS. So lets try this instead as TFII is now in the equation..... TFII, NFI, and TCL.A. Please rank these three in order of preference at current values for a replacement for GS. Thanks Garth
Q: With the recent large drop of NFI I would like to compare NFI performance with other large Manufacturers of buses. Are there any other listed companies and significant competitors to NFI?
Thank you!
Albert
Thank you!
Albert
- NFI Group Inc. (NFI)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Gluskin Sheff + Associates Inc. (GS)
Q: Big drop in GS today. Any idea why ? Also would you endorse selling and replacing with either TFI or TCL.A and if so which one at current values ?
Q: With the announced buy back of shares does this present a buying opportunity at around 31,50 per share?
Q: At the current price level NFI is yielding a bit over 5%. Is this payout level sustainable? If so, would it be advantageous to pick up NFI as a yield stock and wait? Albeit, unlike most yield stocks, this is one with substantial upside potential. Your take please,
Q: Hi there, with the big drop today, would you be comfortable starting a position? Thanks!
Q: Have the fundamentals of NFI changed such that you would now sell a losing position in a TFSA rather than hold on? Balanced portfolio, conservative investor.
Q: I think the future of NFI business looks bright, see following link:
https://www.statista.com/statistics/802526/us-public-buses-in-operation/
This statistic represents the overall number of buses and the number of electric buses in U.S. city fleets as of December 2017. In December 2017, American cities used about 65,000 public buses nationwide, 300 of which were electricity-powered.
I am significantly down on this stock. It is a long term hold and favourite of mine.
My gut says the market is wrong on this equity and I should buy more shares here. My brain say don't chase / average down. Start a new position in another equity altogether.
Looking for some veteran wisdom from you guys. I am sure you have been here before.
Your earliest response is appreciated, NFI is oversold!
Thanks
https://www.statista.com/statistics/802526/us-public-buses-in-operation/
This statistic represents the overall number of buses and the number of electric buses in U.S. city fleets as of December 2017. In December 2017, American cities used about 65,000 public buses nationwide, 300 of which were electricity-powered.
I am significantly down on this stock. It is a long term hold and favourite of mine.
My gut says the market is wrong on this equity and I should buy more shares here. My brain say don't chase / average down. Start a new position in another equity altogether.
Looking for some veteran wisdom from you guys. I am sure you have been here before.
Your earliest response is appreciated, NFI is oversold!
Thanks
Q: I currently hold NFI, LNR, and MG. I am wondering about selling NFI and adding to LNR and / or MG. Your opinion is appreciated. Joe
Q: Could you provide commentary regarding the outlook released today and how it might impact share price going forward.
Thanks
Thanks
- Photon Control Inc. (PHO)
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- Savaria Corporation (SIS)
Q: Hi 5iR Team, I have the following 5iR stocks in some of my portfolios: SIS, TSGI, NFI, and PHO. All of them have the distinction of losing money in my portfolios at this time. Since, they are all still in the 5iR portfolios could I be considering adding to these stocks? If so would you have any suggestions as to which of the four stocks might rank higher to begin adding stock? Thanks Team. Cheers, Chris
Q: Can I get your take on New Flyer Industries at current valuations?
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stella-Jones Inc. (SJ)
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- Great Canadian Gaming Corporation (GC)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: My daughter TFSA contains the above stocks. She can add 1 (full position) or 2 (half position) this year. What would be a good fit for her present holdings? Would you suggest selling Stella Jones &/or Telus and replacing it with something else? She has a long time frame as she will not need the money in the foreseeable future.
Q: I am considering selling TCL and buying NFI to try and reduce downside risk while still having upside potential. Your thoughts please.
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Savaria Corporation (SIS)
- Rocky Mountain Dealerships Inc. (RME)
Q: Greetings 5i Team.
We are adjusting our accounts and looking to place 6% of our equity allocation in the Cdn ‘industrials’ category. If you were to choose among the listed securities, which names would you prefer for each of a one, two, three, and four name selection?
Thankyou
Sam
We are adjusting our accounts and looking to place 6% of our equity allocation in the Cdn ‘industrials’ category. If you were to choose among the listed securities, which names would you prefer for each of a one, two, three, and four name selection?
Thankyou
Sam