Investment Q&A

Q: for a small position in a tfsa account would you recommend mg or nfi for a 2 to 3 year hold? Would you please evaluate using your usual thorough metrics? Thank you/

Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter

Q: Market seems to be giving NFI a good beat down, do you feel it is justified?

Q: Just a few questions on the new NFI report. Your data on the website (love the new expanded info!) shows EPS estimates of $3.07 and $3.28 in 2017 and 2018. On my RBC research they show 2.48 and 2.57. Is it usual that analysts would differ so considerably in their estimates?
Also on the web site data you show NFI dividend growth of 4.30% over 5years but your recent report indicates growth of 7.9% over 5 years?
Based on the 3.07 3.28 earnings are expected to grow 7%. Does this include the expected margin expansion to 6.8%?
Many thanks.
Mike

Q: I am often get tempted to purchase NFI but have not done so because of the growing competition from BUS Grande West Transportation Group. I realize it is a much smaller company but is growing rapidly. Is it pause for concern? With thanks, Bill

Q: I am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul

Q: Hi Peter and team
you recently commented to reduce TOY which reported strong results. NFI just took a large hit after their results.
Would you adjust NFI as well??
thanks, Peter

Q: Comment on earnings? The market certainly didn't like them. Down more than 4% now.

Q: Hi, New Flyer is down after quarterly results. Would this be a good entry point?
Thanks
Phil

Q: I have the following stocks in an non-registered account with curent weightings between 2.5% and 3.5% : TD, WSP, CSU, TOY and PBH. I would like to deploy a 2% cash.
Which one of the following now would be best to add for a full position or would you suggest another company? I was also thinking of starting a new half-position with NFI...

Thank you,

Q: Hi, which of these two companies would you say has better growth ahead over the next two to five years, thanks?

Q: Hi Peter and team,
Congratulations on the new Website.
Which of the listed Compnies in the balanced equity portfolio are considered attractive to buy at this time of the year? Can you list from most attractive to less?
Thanks for your great service.

Q: Could I get your thoughts on their earnings? Are analyst estimates pretty accurate at determining how much impact currency fluctuations will have on earnings for a company like NFI that has a lot of its business in the US?

Thanks.

Q: Now that NFI is an A plus would you make it a top pick on BNN?

Q: Good morning team, I have half positions in the following companies and you like know which ones are safe to turn into full positions at current levels.
Thx Marco

Q: Hello team, The new website looks very good and user friendly. Congrats!
I have the following in my TFSA account with nearly equal weightage.
CCL.B, CPG, ENGH, XTC,KXS,GSY, SHOP, TOY,SIS.NFI
I am thinking of adding more to thIS with some extra money that I have.
What 3 stocks that you would recommend ? it could be an existing one in my portfolio too.
Thanks
Sriram

Q: In May 2017, you recommended the following stocks for a long term RESP:
BNS, KXS, MX, SIS, PBH and ZCL. With the recent earnings report from ZCL, would you remove it and substitute with another investment? Thanks!

Q: Hi 5i,

Can you please provide the quarter date and numbers?

Thanks

Q: If one wanted to sell Aecon and move on what are some companies or suggestions in the Industrials sector that are buyable today with some growth and a good dividend

Jimmy

Q: My 22 year old son is a great saver with a long term horizon. His current investments are as follows and he holds approx $3,000 - $4,000 in each name:

$40,000 in a balanced TFSA with the following stocks: BCE, CHE.UN, CPH, ECN, KXS, MRE, MAXR, NA, PTG, SHOP, TOY and WEF

$12,000 in a Cash account with: OTC, PBH and SIS

He has another $10,000 to invest in his cash account. What 2 or 3 stocks would you suggest he adds - either to increase existing holdings or to establish new positions? To make it a "teachable moment" can you please give the rationale for your suggestions.

I have been a subscriber for a year now and my portfolio has never done better. I recently renewed for a 2 year period and never make a move with any of our family's investments without checking with you first. What a FANTASTIC service. Thank you