Q: Bought small position in Feb. of this year (500 shs) @ $131.00. What are your thoughts on this company long-term?
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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.
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Canadian National Railway Company (CNR $134.94)
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WSP Global Inc. (WSP $264.25)
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TFI International Inc. (TFII $126.19)
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Exchange Income Corporation (EIF $77.37)
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RTX Corporation (RTX $175.61)
Q: Retired, dividend-income investor. I am a little short on Industrials and am looking for a few ideas for me to do further research. I have a full position on WSP (trimmed it multiple times, having bought it at $36 in 2014). I also own CDZ, ZLB, ZWC, each having roughly 10% industrials.
Some initial ideas I have include CNR, TFII, and other stock and ETF ideas from you. I would prefer that you screen for having a dividend (>2%-?).
Thanks for your help....Steve
Some initial ideas I have include CNR, TFII, and other stock and ETF ideas from you. I would prefer that you screen for having a dividend (>2%-?).
Thanks for your help....Steve
Q: Tfii appears to be getting some legs and wonder if it should be bought before earnings date or wait to see if the transport industry is going to get relieve from tarrifs. Also would tax loss selling have an effect on this stock.
Thanks
Rick
Thanks
Rick
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Eli Lilly and Company (LLY $906.86)
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Constellation Software Inc. (CSU $3,507.03)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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goeasy Ltd. (GSY $166.41)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $204.03)
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Texas Pacific Land Corporation (TPL $914.43)
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Murphy USA Inc. (MUSA $366.75)
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Deckers Outdoor Corporation (DECK $79.54)
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Propel Holdings Inc. (PRL $25.32)
Q: Good Day,
With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?
It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?
Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?
No need for megacap names, I'm well represented there.
Thanks!
James
With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?
It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?
Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?
No need for megacap names, I'm well represented there.
Thanks!
James
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Intuitive Surgical Inc. (ISRG $538.82)
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Canadian National Railway Company (CNR $134.94)
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TFI International Inc. (TFII $126.19)
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The Trade Desk Inc. (TTD $47.24)
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Crocs Inc. (CROX $78.70)
Q: As we enter "tax loss selling" season, any sectors or specific companies that you would consider, both Canadian and US ?
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Constellation Software Inc. (CSU $3,507.03)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.21)
Q: Is recent question I asked was only partially answered. The question was asked by Tim on Oct 8. Here is your response:
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
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TFI International Inc. (TFII $126.19)
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TerraVest Industries Inc. (TVK $125.97)
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Zedcor Inc. (ZDC $6.69)
Q: I've held TFII for many years and it's treated me very well. But not so lately. When do you see turnaround? What might the stock be worth in 6 months and 1 year? Trying to decide whether to stick it out or sell some and hedge my position a bit. What might you suggest as a replacement that has growth potential. Dividends aren't important.l
Q: Peter; What would you think of a switch from TFII to MDA? Both in the dog house but which could start barking first ? Thanks.
Rod
Rod
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $161.24)
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Element Fleet Management Corp. (EFN $37.26)
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Enghouse Systems Limited (ENGH $20.56)
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TMX Group Limited (X $51.70)
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Toromont Industries Ltd. (TIH $162.59)
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TFI International Inc. (TFII $126.19)
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Alimentation Couche-Tard Inc. (ATD $68.80)
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goeasy Ltd. (GSY $166.41)
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TerraVest Industries Inc. (TVK $125.97)
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Propel Holdings Inc. (PRL $25.32)
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
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Alphabet Inc. (GOOG $278.06)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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goeasy Ltd. (GSY $166.41)
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TerraVest Industries Inc. (TVK $125.97)
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Kraken Robotics Inc. (PNG $5.69)
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MDA Space Ltd. (MDA $25.95)
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Amazon.com CDR (CAD Hedged) (AMZN $29.06)
Q: I have $10k to invest and I want to buy some stocks (Canadian or CDR) that are underpriced.
I was thinking to invest in TRI, MDA, TFII, TVK and GSY. Maybe Amzn.
For a 3 year hold, how would you rank these stocks? Any other suggestions.
I was thinking to invest in TRI, MDA, TFII, TVK and GSY. Maybe Amzn.
For a 3 year hold, how would you rank these stocks? Any other suggestions.
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TFI International Inc. (TFII $126.19)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $204.03)
Q: Good Morning
I would like to consolidate my positions in HPS.A and TFII
Option 1 sell TFII and add to HPS.A
Option 2 sell HPS.A and add to TFII
My choice is option 1
What would be your recommendation
Thks for all you do
Marcel
I would like to consolidate my positions in HPS.A and TFII
Option 1 sell TFII and add to HPS.A
Option 2 sell HPS.A and add to TFII
My choice is option 1
What would be your recommendation
Thks for all you do
Marcel
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Canadian National Railway Company (CNR $134.94)
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Sun Life Financial Inc. (SLF $86.50)
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Constellation Software Inc. (CSU $3,507.03)
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Intact Financial Corporation (IFC $265.18)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
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goeasy Ltd. (GSY $166.41)
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Kraken Robotics Inc. (PNG $5.69)
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Zedcor Inc. (ZDC $6.69)
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kneat.com inc. (KSI $5.09)
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Vitalhub Corp. (VHI $10.39)
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Propel Holdings Inc. (PRL $25.32)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.21)
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Lumine Group Inc. (LMN $30.39)
Q: Hello, please tell me of the comparable at current price which one that you would choose for total return for a 1-3 year hold and a 3-5 year hold. Also if you could provide a brief reason why would be appreciated.
1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI
Thank you
1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI
Thank you
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Celestica Inc. (CLS $473.03)
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TFI International Inc. (TFII $126.19)
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Topicus.com Inc. (TOI $136.03)
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Lumine Group Inc. (LMN $30.39)
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.
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Constellation Software Inc. (CSU $3,507.03)
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TFI International Inc. (TFII $126.19)
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Thomson Reuters Corporation (TRI $206.63)
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Alimentation Couche-Tard Inc. (ATD $68.80)
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Propel Holdings Inc. (PRL $25.32)
Q: Can you name 5-10 stocks in the US or Canada that seem to have been unfairly punished this year, or even lately, such that it would be a good time to pick them up. Thanks!
Q: What are your general thoughts on the transportation sector in light of the current economic cycle and specifically TFII as a stock to accumulate over time. Within transportation, would you favour TFII over the railways for growth.
Thanks
Thanks
Q: How does Tfii look now with its recent correction?
Thnx for the great service 5i!!!
Thnx for the great service 5i!!!
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FirstService Corporation (FSV $219.50)
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TFI International Inc. (TFII $126.19)
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goeasy Ltd. (GSY $166.41)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.21)
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Lumine Group Inc. (LMN $30.39)
Q: Wanting to diversify my bank stocks heavy cash account into more growth opportunities over the last couple of years , I have added BN, LMN, GSY ( and have done well , thanks ).
I have followed FSV and TFI for years , never buying. Basically , both were too expensive in my eyes. However I now see FSV as an asset light company with blowout earnings and TFI a company with strong management caught in a cyclical downturn. Which would be your next purchase and why ? Thanks. Derek
I have followed FSV and TFI for years , never buying. Basically , both were too expensive in my eyes. However I now see FSV as an asset light company with blowout earnings and TFI a company with strong management caught in a cyclical downturn. Which would be your next purchase and why ? Thanks. Derek
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Costco Wholesale Corporation (COST $940.74)
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Eli Lilly and Company (LLY $906.86)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,245.00)
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Air Canada Voting and Variable Voting Shares (AC $18.76)
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TFI International Inc. (TFII $126.19)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
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Celestica Inc. (CLS $335.79)
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Topicus.com Inc. (TOI $136.03)
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MDA Space Ltd. (MDA $25.95)
Q: hi group what's going on with following stocks and are they buy sells or holds and why? also suggested buy /sell targets
Cost
FFH
AC
TFII
NVDA
LLY
TOI
MDA
Cost
FFH
AC
TFII
NVDA
LLY
TOI
MDA
Q: Hi 5i, may I have your thoughts on the quarter and fwd guidance. I've held this stock almost 8 years, and if the thesis is still strong then I will continue to hold. Thx.
Q: Given the current trade situation which has affected TFI, it has most certainly affected other transport companies as well. Is TFI currently financially strong enough to take advantage and make some acquisitions