Q: Should one be concerned that Alain Bedard holds all 3 positions of Chairman, President, and Chief Executive Officer. While one cannot deny that he has been very successful over the years, my concern is about governance. I also wonder about succession plans as this looks like a one man show. Please tell me why this should ( or should not) concern me enough not buy the stock. Thanks. Derek.
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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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Constellation Software Inc. (CSU $4,549.91)
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TFI International Inc. (TFII $133.86)
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Tricon Residential Inc. (TCN $15.34)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
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Trisura Group Ltd. (TSU $41.10)
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
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Neighbourly Pharmacy Inc. (NBLY $18.60)
Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek
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TFI International Inc. (TFII $133.86)
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ECN Capital Corp. (ECN $2.83)
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WELL Health Technologies Corp. (WELL $4.92)
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Topicus.com Inc. (TOI $175.88)
Q: Looking to add to my registered accounts. Could you please rank the above based on which you would buy as of today?
Many thanks,
Many thanks,
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WSP Global Inc. (WSP $285.87)
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TFI International Inc. (TFII $133.86)
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Savaria Corporation (SIS $21.15)
Q: Need to reduce weight in the Industrial sector. Which one would you suggest trimming or selling:
WSP and TFII (13% and 14% Gain)
SIS (33% Loss)
Thank you
WSP and TFII (13% and 14% Gain)
SIS (33% Loss)
Thank you
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Toronto-Dominion Bank (The) (TD $102.88)
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Bank of Montreal (BMO $158.68)
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Manulife Financial Corporation (MFC $42.49)
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Constellation Software Inc. (CSU $4,549.91)
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TFI International Inc. (TFII $133.86)
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ATS Corporation (ATS $38.06)
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BRP Inc. Subordinate Voting Shares (DOO $80.65)
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goeasy Ltd. (GSY $209.13)
Q: I own the above Canadian Stocks.
Please rate each of the above as a BUY, HOLD or SELL and the reasons for your rating. Thank You.
Please rate each of the above as a BUY, HOLD or SELL and the reasons for your rating. Thank You.
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WSP Global Inc. (WSP $285.87)
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TFI International Inc. (TFII $133.86)
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Savaria Corporation (SIS $21.15)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.42)
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Consumer Discretionary Select Sector SPDR (XLY $233.10)
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Boyd Group Services Inc. (BYD $224.13)
Q: Will you please give your opinion of undervalued stocks in the industrial and consumer discretionary sectors (with good dividends). Also, related ETF's would be appreciated. Thank you for your great service.
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Northland Power Inc. (NPI $22.28)
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TFI International Inc. (TFII $133.86)
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Savaria Corporation (SIS $21.15)
Q: Sectors aside can you please prioritize these 3 stock in future potential/upside?
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Canadian National Railway Company (CNR $132.58)
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Canadian Pacific Kansas City Limited (CP $103.48)
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TFI International Inc. (TFII $133.86)
Q: If you had to choose one of these stocks, which would you choose for long term hold and why?
Thx
Thx
Q: Happy New Year - I am a retiree who depends on dividend income. I have half positions in EIF and TFII. I am considering taking my gains in TFII and buying more EIF which would not put it over 5% of my holdings. The increased dividend is attracting me and I'm wondering about the security of the EIF payout. My TFII gains can be offset with losses in other positions so taxes are not an issue. Trying to consolidate my holdings as the PA says I have too many small ones. Thanks
al
al
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Freeport-McMoRan Inc. (FCX $43.28)
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Mosaic Company (The) (MOS $32.55)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
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WSP Global Inc. (WSP $285.87)
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TFI International Inc. (TFII $133.86)
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Agnico Eagle Mines Limited (AEM $189.83)
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Savaria Corporation (SIS $21.15)
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Acadian Timber Corp. (ADN $17.95)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
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Albemarle Corporation (ALB $81.34)
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NV5 Global Inc. (NVEE $22.56)
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Reliance Inc. (RS $294.54)
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L3Harris Technologies Inc. (LHX $275.77)
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Jacobs Solutions Inc. (J $148.49)
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Boyd Group Services Inc. (BYD $224.13)
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West Fraser Timber Co. Ltd. (WFG $105.03)
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
Q: With the economy slowing down would you trim cyclical stocks like TFII? I have a 6% position at this time, well into profit. I may use some dry powder later if the market keeps on getting hammered. My current cash position is about 10%.
Thank you
Thank you
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Bank of Nova Scotia (The) (BNS $79.70)
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Constellation Software Inc. (CSU $4,549.91)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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TFI International Inc. (TFII $133.86)
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Kinaxis Inc. (KXS $194.59)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Topicus.com Inc. (TOI $175.88)
Q: Hi Guys,
If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks
If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks
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NVIDIA Corporation (NVDA $177.99)
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Salesforce Inc. (CRM $248.29)
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Toromont Industries Ltd. (TIH $144.71)
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TFI International Inc. (TFII $133.86)
Q: NVDA or CRM or both?
TFII or TIH or both?
TFII or TIH or both?
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Park Lawn Corporation (PLC $26.48)
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TMX Group Limited (X $55.93)
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TFI International Inc. (TFII $133.86)
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Kinaxis Inc. (KXS $194.59)
Q: 1. PLC is in the highest red in my RRSP, If to sell what stock would you suggest as a replacement for better recovery?
2. Own 1/2 position of Hydro. Would you suggest buying more at today's price?
Thanks
2. Own 1/2 position of Hydro. Would you suggest buying more at today's price?
Thanks
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American Tower Corporation (REIT) (AMT $211.88)
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Dollar General Corporation (DG $112.40)
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Estee Lauder Companies Inc. (The) (EL $91.23)
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Union Pacific Corporation (UNP $227.85)
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Bank of Nova Scotia (The) (BNS $79.70)
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Constellation Software Inc. (CSU $4,549.91)
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Restaurant Brands International Inc. (QSR $87.61)
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TFI International Inc. (TFII $133.86)
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Domino's Pizza Inc (DPZ $450.99)
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Extra Space Storage Inc (EXR $142.75)
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Dye & Durham Limited (DND $10.42)
Q: Seems to me that the market must be offering up some strong, well run companies that, for some strange reason, are trading at much lower prices than what they deserve. These kinds companies pay a good dividend, have a strong balance sheet and their forward earnings look good and dependable. (perhaps you call these kinds of companies 'value' companies). Anway, here's my question, I would like to begin investing in them and would appreciate your opinion on a number of these value companies that I should consider adding to my portfolio. Perhaps 6 Canadian and 6 American. Thanks as always for your appreciated opinion.
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WSP Global Inc. (WSP $285.87)
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TFI International Inc. (TFII $133.86)
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Alimentation Couche-Tard Inc. (ATD $69.70)
Q: Thank you for my recent question re re-allocation of winners and losers. The above 3 equities represent approx 9% each in my portfolio of 25 in total. If I bring these 3 companies back below 7% each, which companies in either your growth or balanced funds should I add to with the proceeds.
Q: I am just preparing for charitable giving and was wondering which stock to use. It is down to cnr and tfii. I know this is subjective but I was wondering what you thought would be a reasonable weighting on tfii for a retired investor?
Thanks
Thanks
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Canadian National Railway Company (CNR $132.58)
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TFI International Inc. (TFII $133.86)
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ATS Corporation (ATS $38.06)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
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Waste Connections Inc. (WCN $255.55)
Q: Looking for an industrial stock to pair with WSP. CNR has lower volatility, but a higher p/e compared to TFII. I am older looking for total return close to 10%. Would welcome other suggestions. Thank you
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Gildan Activewear Inc. (GIL $77.05)
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CI Financial Corp. (CIX $31.99)
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TFI International Inc. (TFII $133.86)
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BRP Inc. Subordinate Voting Shares (DOO $80.65)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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West Fraser Timber Co. Ltd. (WFG $105.03)
Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.
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Toronto-Dominion Bank (The) (TD $102.88)
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Canadian National Railway Company (CNR $132.58)
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Restaurant Brands International Inc. (QSR $87.61)
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TMX Group Limited (X $55.93)
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TFI International Inc. (TFII $133.86)
Q: I'm looking for high quality dividend growers, like TD as an example