Q: Just a quick follow up question on TFII. I've read companies like FDX and UPS are often seen as leading indicators on the economy, if Freight Rates at TFII are falling is that an indication that inflation is beginning to come down? Or would that be reading too much into the situation....thanks as always.
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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: TFII went from being a darling to a dog pretty quick...is this why you should never listen to analysts that come on BNN? What are your views and you buy today? Thanks.
Q: trucking has been down the past while. tfii has fallen with the group. do you see tfii as typical of the sector or an overperformer who will shine again? with the drop the past 10 days, would you add to a position? what do you see for the company
Q: Do you now believe Tfii. Is oversold?
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Union Pacific Corporation (UNP)
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Canadian National Railway Company (CNR)
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TFI International Inc. (TFII)
Q: Transports getting hit today. Do you see this as a trend for money flowing out of transports over next while?
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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JPMorgan Chase & Co. (JPM)
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Canadian National Railway Company (CNR)
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Fortis Inc. (FTS)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Magna International Inc. (MG)
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Alimentation Couche-Tard Inc. (ATD)
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
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Boyd Group Services Inc. (BYD)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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
Q: Any reasons you might know for the big drop of TFII Today?
Thks
Marcel
Thks
Marcel
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.
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.
Q: Regarding the trucking stocks, are they able to immediately pass along their higher costs (ie fuel) to clients? Or do you expect them to express a negative narrative in near term because they have to eat those costs?
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Toronto-Dominion Bank (The) (TD)
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Manulife Financial Corporation (MFC)
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Constellation Software Inc. (CSU)
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Stella-Jones Inc. (SJ)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Acadian Timber Corp. (ADN)
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goeasy Ltd. (GSY)
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Canfor Pulp Products Inc. (CFX)
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Global X Marijuana Life Sciences Index ETF (HMMJ)
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Topicus.com Inc. (TOI)
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.
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.
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Park Lawn Corporation (PLC)
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Fortis Inc. (FTS)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Trisura Group Ltd. (TSU)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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.
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.
Q: Is approx $25 below its Feb high.
It has just hit an 8 month low. Whats happening here?
Thanks
Sheldon
It has just hit an 8 month low. Whats happening here?
Thanks
Sheldon
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Canadian National Railway Company (CNR)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.
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
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
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
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Exchange Income Corporation (EIF)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Profound Medical Corp. (PRN)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Vanguard Global Value Factor ETF (VVL)
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Brookfield Asset Management Inc Class A Limited (BAM)
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Bank of Nova Scotia (The) (BNS)
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Nuvei Corporation (NVEI)
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
Roy
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Suncor Energy Inc. (SU)
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Sun Life Financial Inc. (SLF)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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Trisura Group Ltd. (TSU)
Q: Hello 5I
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.
Thanks
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.
Thanks
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Suncor Energy Inc. (SU)
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Manulife Financial Corporation (MFC)
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Tourmaline Oil Corp. (TOU)
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TFI International Inc. (TFII)
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Magna International Inc. (MG)
Q: The above stocks all seem to be pretty good value, do you agree? How do you see the next 6-12 months for them? Should I consider certain growth stocks at this point instead?
Thanks,
Stephen
Thanks,
Stephen
Q: Good morning
I have the following 2 stocks in my cash acct TFII and TOI
I have sufficient funds to add to a small position in each and a larger contribution to one. What would your preference be to do and would you do it now?
Thks
Marcel
I have the following 2 stocks in my cash acct TFII and TOI
I have sufficient funds to add to a small position in each and a larger contribution to one. What would your preference be to do and would you do it now?
Thks
Marcel
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Tamarack Valley Energy Ltd. (TVE)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Karora Resources Inc. (KRR)
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CloudMD Software & Services Inc. (DOC)
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Docebo Inc. (DCBO)
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VersaBank (VBNK)
Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.
Regards
Anthony
Regards
Anthony
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Manulife Financial Corporation (MFC)
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Canadian Imperial Bank Of Commerce (CM)
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Sun Life Financial Inc. (SLF)
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WSP Global Inc. (WSP)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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North West Company Inc. (The) (NWC)
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Granite Real Estate Investment Trust (GRT.UN)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Miscellaneous (MISC)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi 5i Team - Could you provide two or three top picks in each of the following sectors: Real Estate, Consumer Staples, Financial, Industrial. Any market cap is fine but with a focus on mid cap. Also with a focus on Canadian Equities.
Thanks.
Thanks.