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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: Hello 5i,

I would appreciate your thoughts on TFII vs ODFL?
If you like these which one would you prefer for a long term hold?
Can you please provide your high level reasons?
Can you please give a good valuation buy price?
Is the current weakness due to inflation and high fuel prices?

thanks for your thoughts
Read Answer Asked by Ian on April 13, 2022
Q: Good morning 5i
Recently someone asked a question about how to manage cyclical stocks in a largely buy and hold portfolio. You said, i believe, that a good strategy is to always hold a certain percentage of cyclical stocks. There have been many questions recently about Tfii. With its rapid fall I have been wondering what percentage should one hold of an individual cyclical stock. Say, for instance, if one used 5 percent as a full position.
Thanks as always for your excellent service
Read Answer Asked by joseph on April 11, 2022
Q: Peter; The following might be part of the reason the stock is struggling- re question from Curtis
Walmart raises truckers’ starting salary to as much as $110,000 a year. The pay bump, from $87,500, comes as companies deal with a shortage of long-haul truckers. Relatedly, the video game developer Activision agreed to convert 1,100 of its temporary employees to full-time status, a sign that workers might be gaining more bargaining power.
Read Answer Asked by Rodney on April 11, 2022
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Read Answer Asked by Brenda on March 31, 2022
Q: I purchased TFI INTERNATIONAL and ATS AUTOMATION TOOLING in October 2021.

My returns until today are as follows:

TFI INTERNATIONAL is down 4%
ATS AUTOMATION TOOLING is down 14%

Each of the above holdings are only 3% of my Portfolio and therefore I am able to add. Right now, more than 20% of my Portfolio is in cash.

Which of the above would you recommend that I add to based on today's price, and your reasons.

Read Answer Asked by ALNOOR on March 25, 2022
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.

Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.

Are there any on the list above that you would consider selling and the reasons why.

Thank You.
Read Answer Asked by ALNOOR on March 18, 2022
Q: I have been looking at recommendations in the questions and have picked the companies listed above to look into.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Read Answer Asked by Alexander on March 15, 2022
Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.
Read Answer Asked by Peter on March 07, 2022
Q: Hi Peter
I have read your report that you have sent over to your customers stating that with this market correction it is time to build, i am with you all the way i am fairly new to this game been in it for only 2 years and still learning alot following your advise. I am at the age of 63 years old , if still healthy my time frame will be 5 years. Stating what you said about the market correction that we are in now, which companies would you feel is something that you can see moving in the right direction or which sector would you recommend? Thks again for everything
Read Answer Asked by wilson on March 04, 2022
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Read Answer Asked by Roy on March 04, 2022
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