Investment Q&A

Q: Looking @ CDN options that you believe have been beaten down with strong rebound potential both short term and with long term upside. Please list your current top 5, highest ranked first through to 5th.

Q: As a follow up to my question today, Do you think any fuel issues on margins might already be priced in...or the market assuming that it may be short-lived? What would you be worried about in their upcoming earnings...or what could be a catalyst for further share price increases

Q: Hi - what do you make of a transport like TFII moving up strongly despite gas prices rising in step? Would you be a buyer here?

Q: Which of CP, TFII would you recommend for a long term hold in a TFSA?

Q: Greetings 5i, would you add to an existing position in TFI International or start a new position in Canadian National Railway? Would doing both provide good diversification in transports or would you look at something else? ? Thank you.

Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl

Q: Having wanting to diversify from my non registered account of mainly banks, utilities and pipelines, I have followed these 4 stocks for quite sometime. Bought BN ( up ) a year ago and WSP just recently; both half positions. Now is too early for TRI as it is impossible to determine the winners and losers in the software AI issue besides I already own LMN ( down down ) in my TFSA. Based on management’s handling of previous downturns, I have TFII on the radar. Are there any large Canadian companies with international exposure you would suggest ? Should I just bring BN and WSP up to full position? I am looking at BIPC but would that be too much Brookfield ?
I stay away from oil and commodity companies.
Thanks . Derek

Q: Could you provide results/commentary after TFII's call this morning? Anything noteworthy or worrying? Is call a positive or a negative?

Q: TFII reports later today. Could you provide quick summary and thoughts on the earnings after reporting today. Based on results and commentary, may be time to buy.

Q: Why has TFII taken it on the chin today?

Sheldon

Q: Hello, what would be your top 2 picks for a med to long term hold.


Thanks

Q: What to do with $10864 in TFSA? At 74 years I exist on a public sector DB pension.

Transitioning my TFSA to be more growth focused. 14 holdings currently, major ones being BN, TRI, TFII, TVK, KXS, TOI, EQB, LMN, DSG, PNG, DRX, REAL, S, EGLX. Also have 41 equities in much larger balanced dividend growth non-reg account but Brookfield Group is pushing 15% of total portfolio with overall 65% Canada exposure. Overall below sector targets in consumer cycle, health, RE, Industrial, Utilities as well as International exposure.

Realizing you cannot get personal but I am looking for another viewpoint on how to use the funds in TFSA this year besides adding more Brookfield or software or financials. With available funds could only add 4 units of CSU anyway.

Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks

Q: Why is TFII having such a push over the last 2 days Feb 3rd and 4th. I don't see any news but I might be missing something

Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen

Q: Hi,

I need to raise some cash.

What would be your order to sell of the stocks listed, for a long-term, somewhat growth oriented investor.

Thank you,
CG

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

Q: I am looking to invest in a solid high quality company with a good balance between dividend growth and earnings growth. Would you please add your 4 other favourites to my list of 4 and rank them from highest conviction to lowest for total returns over 1) a 1 year hold and 2) a 3-5 year hold.


Thanks for the great service
Scott

Q: Hi,

Sorry my last question meant to ask about individual stock compounders, not ETF's. Can you list 5 Cdn and US names that you would DCA into over time? For example, I'm assuming BN would be on that list. What other names? Looking for names that can CAGR +10-20% over time. Thanks!

Q: What's your view of TFII. This week there have been analyst ratings that aren't that good. Couple of holds and a sell (according to TD Research). Where do you think it will be in 6 months? How do you rate it - sell, hold or buy?