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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, looking at your model growth portfolio, all these entities are down in share price. are they all a buy today? any a sell? any other growth equities in the portfolio you like better than these listed right now? and are there any CDN growth equities not in the portfolio you like better than these ( eg ?LMN etc. )

Read Answer Asked by chris on September 18, 2023

Q: Do you consider the above companies to be "growth"? Looking for a category for them.

Read Answer Asked by Ronald on September 13, 2023

Q: I liked the answer you gave to one of the members today on how to deal with volatility. Buy good companies run by good people at attractive valuations and hold for the long term. My question is:
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.

Read Answer Asked by Les on June 06, 2023

Q: Good afternoon,

What would be your choice for best 5 stocks to own for maximum dividend yield? Also ENB or TRP and why? ( please mark me down for 2 questions)
Thank you

Read Answer Asked by Brad on May 17, 2023

Q: Hi Gang

What are your top ten Canadian dividend stocks at this time
With a 5 yr investment time line

Thanks Mike B

Read Answer Asked by Mike on May 11, 2023

Q: I own CAT anticipating a growth in sales in 2024 due to infrastructure spending in the US. I also own TIH as my industrial exposure in Canada. Does it make sense to hold both or are they too similar? If I decide to change TaiH to another industrial holding in Canada, what would be your preferred options to consider? I already own CP and TFII for my other industrial exposures.

Read Answer Asked by Gerry on April 13, 2023

Q: Back in February 5i had responded to an MG vs TIH comparison request. I guess I was a bit surprised that you had favoured MG. I'm trying to understand MG's risks in the new EV world. How dependent is MG on the legacy companies for business? If they are quite dependent, are there not a lot of legacy costs (and therefore disruption risks) with these type of companies compared to the Teslas of the auto world who have built from the ground up on EV production? Maybe it's a case of MG having other avenues of growth in EV design and production that I'm not aware of.

Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?

Read Answer Asked by James on April 12, 2023

Q: These companies all seem to be at a premium to P/B ratios and have similar dividend yields and WSP is likely the company that is not a direct comparison within the group but all would be industrial based in my mind. Would you please rank your order of preference of the three for a three to five year timeframe. Thank you!

Read Answer Asked by Kevin on May 26, 2022

Q: I'm trying to choose between TIH and MG.

1. Which has the best long term growth?
2. Which has the future dividend growth?
3. Which has the better balance sheet?
4. Which has the better management?
5. Which is least vulnerable to competition / disruption?
6. Which is 5i Research's pick overall - if there are any particular reasons, please let me know.

Read Answer Asked by James on February 08, 2022

Q: On January 12/21 you picked TRI over TIH. Throwing TFII into the pot which would you pick now for steady growth with a 3 to 5 year hold? Would you please rank for the greatest capital gain and least volatility. Thank you and have a very merry Christmas.

Read Answer Asked by Richard on December 25, 2021