Investment Q&A

Q: Looking forward to 2022 I think there is a recession coming at us. (Personal Opinion). Looks to me that growth companies are going to continue to face severe headwinds. I also think industrials, financials, energy, and health care will be the sectors that will start to outperform others. Of course I'm open to debate regarding my choices and welcome your opinions. However, I would appreciate 3 or 4 examples of companies that you believe are set up to outperform in these sectors. If I've missed any sector please feel free to add your ideas. Thanks for your valued suggestions.

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?

Q: Which would be the best investment today for a long term buy and hold? Please rank. Thank-you.

Q: Wow, really getting pummeled today. I was searching to see if there was news re a financing tied to the acquisition announced today, but couldn't find anything. Any news out there that you can see which could be contributing to today's drop. Seems the wind coming out of TFII sails lately.

Q: Hi 5i Team,
In general I follow 5i Balance Equity Portfolio. Lately, I went through comparing my portfolio to 5i Balance portfolio I found that I have to add the following stocks BDGI,PKI and SHOP and I am under weight on AEM,ATD,ATZ,BAM.A,CCL, ENB,TFII. Can you please advise in order which stock consider a good buy at this time.
Also, Can you please advise good buying stocks from the Growth Portfolio.
Thanks,

Q: Recently finished entering my info into Portfolio Analysis.
I'm light on consumer cyclical, consumer defensive, and industrials.
My current exposure is all in ETFs. Can you recommend 3-5 in each sector for me to look into.

TJ

Q: Hi Peter and staff,
Can you please comment on the above companies and can you please rank them in terms of growth as well as volatility.

Thanks and have a great day.

Joe

Q: Hello, I own equal amounts in ATD.B. DOL, WSP, TFII, ATA and NVEI. If you were to sell 2-4 and replace them with higher growth stocks like LSPD, GSY, BAM.A, or DND, without taking into account portfolio weighting, what would you do?

Thanks,

Q: Hello, Can I get your assessment on this company, its valuation and growth prospects. I currently hold a position and would like to add to the position, but wondering if now is a good time. Thanks

Q: Hello 5i team,
TFII has gone down ~11% since they reported their last quarter which was solid. I know you have answered this already, but is there anything else going on besides people taking profits?

It almost appears as if investors are thinking that TFII has not much more room to grow going forward.

Thank You,
Andrew

Q: Older investor looking to pair an industrial company, in a concentrated TFSA, with WSP. Want to capture the most total return over 3 years with the least volatility. What would you suggest? I am leaning towards TFII. Thank you.

Q: We have a balanced portfolio with a growth tilt. Current Industrial sector stocks held and their percentage in total portfolio are:
CAE-1.7%, WSP-4.9%, AC-1.9%, XBC-1.3%, XYL-1.9%, MRS-0.3% and etf CWW-2.5%.
Have some cash to add and have been looking at ATA or TFII or topping up one or more existing holdings. Dividend not necessary. Would appreciate your thoughts and/or alternative suggestions.
Many thanks as always.

Q: Why after a solid earnings report (from what I interpret) was there a significant drop in share price this morning ? Many thanks.

Q: Hi 5i, pls provide your comments on Q3 earnings, and future outlook.

Thx.

Q: I was hoping to add TFII to my industrial holdings (currently hold CP & CNR) and was waiting for a pullback which doesn't seem to ever arrive.

Do you think at these prices that entering into a full position now (5% of my equity portfolio) of TFII would be silly.

Thanks.

Q: What is your opinion on the activist investor situation at CNR? I remember when this happened with CP a few years ago. Even though I never bought in, the stock did very well in the years following Hunter Harrison being appointed CEO.

I'm asking because I am currently light in industrials, I have postions in TT, WSP, TFI, XYL. I was considering a position in CNR for my RRSP.

Q: People seem to have varied views concerning the causes of the supply chain disruptions including covid, lack of longshoremen, lack of truck drivers, etc. Do you see any companies benefiting from this; perhaps on the transportation side such as CNR, TFII, or CJT ? Or any other industries?
Thanks for your insights.
Ian

Q: Top 10 CAD Dividend Growth picks for RESP? 15 year time horizon.

If you have a link to such a portfolio would be happy to see.

Q: 1. I hold some TFII and would like to have your outlook and the future growth of the company

2. Can I get your order of preference between IIP.UN, CAR.UN and TCN and how do you see them going forward. Both IIP.UN and CAR.UN have been trending sideways for some time now .

Thank you

Q: Would you foresee any specific potential drivers for upside (looking for total return/compounding growth rather than specific dividend income) in one of these transportation companies over the other? I am trying to decide between them for a position in a long term hold RRSP portfolio. Thank you.