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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: I own Air Canada and Cargo Jet and have done very well on both. With Air Canada expanding its Cargo's operation substantially, I wonder if owning both really makes sense. Do you think that replacing CJT with TFII, operating in a different segment of the logistic industry, would be a good/better move?
thanks for your help!

Read Answer Asked by Gilles on July 29, 2021

Q: Good afternoon. I hold 2 companies from each major sector of the economy. In the Industrial sector I own shares in CNR and CP.

I am considering selling CP and replacing it with TFII for diversification purposes.

Although the capital gains hit would be large as I have held CP for over a decade would you consider this to be a wise move or a foolish one?

Many thanks in advance.

John

Read Answer Asked by John on July 29, 2021

Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John

Read Answer Asked by John on July 26, 2021

Q: Good Morning Peter, Ryan, and 5i Team.
My question is regarding position weightings. I have trimmed TFII once since I have owned it but it continues to run and now represents about 8% of the account it is in. (Thank you so much for the original recommendation) I have owned CSU since $88 (Thanks again) and trimmed it along the way as well. After the last time I trimmed CSU I vowed to never trim it again unless Mark Leonard sells out or the wheels really fall off. How do you approach position weightings when the trend is your friend ? Thank you for your ongoing help. DL

Read Answer Asked by Dennis on July 26, 2021

Q: Hi 5I
We all know the importance of well managed companies and how it plays into long term success.
CSU has been one of the companies that has displayed a gold standard to this success.
In your professional opinions which other 5 companies show best management qualities for success for the long term? Regardless of sector. I'm not sure if you will be able to answer this question but thought it would be interesting even if some of the evidence is anecdotal.
Thanks
Cal

Read Answer Asked by cal on July 20, 2021

Q: In a registered account I own CSU, DND, LSPD, BEP.UN, MG, BYD, TFII, TOI and WSP. FI am looking for 3 new companies for a TFSA. Ideally not a company listed above. Moderate risk and a 10 year outlook.

Thanks in advance!

Read Answer Asked by Dave on July 15, 2021

Q: Hi 5i: I live on Highway 11 in NE ON and every day I am continually amazed about the amount of truck traffic going through. They are not
stopping here. I hold 5% positions in TFII and CNR. I would like to swap a small position in CP and buy MTL or just add it outright. Your thoughts and if I do the latter do you feel that I might be overweight transportations? Great service - thanks.

DocTom

Read Answer Asked by Tom on July 14, 2021

Q: Good evening,

Im looking to increase my stock holdings in the industrial sector. I currently own HON at 3% and have a small position in XBC (due to recent declines). Id like to add 3 long-term stocks and have identified the following as options: CNR, WSP or J, TFII, XYL, ATA, ROP. I can accept higher risk and would like companies that are leaders or doing something new/innovative in their area. I was also thinking of diversifying within the industrial sector. Im wondering what 3 additions youd pick at this time, either from my list above or others that I may have missed? Im also wondering whether I should add to XBC at this point?

Thank you for great this service!

Lisa

Read Answer Asked by Lisa on July 09, 2021

Q: Thank you for providing such an unparalleled service. Your cost increases are minimal.

My question is about diversification in my RRSP which consists of mostly high quality growth stocks (GOOGL, VISA, NIKE, ACN, NVIDIA, etc.) I am however, under-represented in Canadian stocks which include BAM, SHOPIFY, IFC, FSV, & BIP.UN. My goal is to build up my Canadian portfolio in this RSP.

I am well represented in Tech, Consumers, disc, & health care with my US holdings. Can you recommend 10 Canadian stocks that I could add for the long term to balance out my portfolio? I am deficient in financial, materials & industrials. Or to apply the Occam's razor, should I just buy and accumulate XIC over time.

Many thanks

Read Answer Asked by Alka on June 29, 2021

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry




Read Answer Asked by Jerry on June 28, 2021

Q: The listed companies each carry about a 1% weighing in my portfolio. There are no tax implications and I am positive on all of these. I am trying to reduce my overall holdings to about 25. I believe each company has its merits but I will never hit a home run with such a small investment. Can you advise which ones you would keep and consolidate or perhaps suggest something else to put all of the proceeds toward.

Thank you

Read Answer Asked by Marty on June 22, 2021

Q: I have owned CNR for a number of years and it has been a solid performer. I appreciate its regular dividend increases and blue-chip status. Having said that, under what circumstances, if any, would you consider switching to TFII? I know there is an increase in risk but do you expect the long term growth prospects with TFII to be that much better? In particular, I am thinking that the UPS segment of TFII's business offers a real potential growth opportunity.

Taxes are not an issue.

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on June 21, 2021

Q: I have Kinaxis in the growth section of my portfolio and have had for years. It's done well, but has receded and stagnated, so I am considering replacing it with one of the above which have been on my watch list for a while. I also hold PHO and DND which will eventually have to be replaced. I'm not concerned about sector, except, no tech because I'm overweight, but am looking to replace with a decent quality Canadian stock with good capital appreciation expected over the next few years as the economy recovers. Please order all five, including KXS as buy and hold growth stocks. Thanks!

Read Answer Asked by Kim on June 10, 2021