Q: I am up 141% on this stock and it is approaching 7% of my Canadian stock portfolio. While I do not need to sell a portion of it, does a 7% size begin to concern you?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Concerning tfii question of John the 7th june, i think it is due to a downgrade from BMO : https://www.lapresse.ca/affaires/entreprises/2021-06-06/l-investisseur-avise/une-premiere-chez-goodfood.php
I did a quick google translate on tfi section ;
Up about 75% year-to-date, TFI lost support from BMO this week. Analyst Fadi Chamoun on Monday withdrew his recommendation to buy the stock in Montreal-based trucking company formerly known as TransForce. The upside potential is limited, he said, although future results could be wow. "Much of it is already discounted at the current price," he believes.
I did a quick google translate on tfi section ;
Up about 75% year-to-date, TFI lost support from BMO this week. Analyst Fadi Chamoun on Monday withdrew his recommendation to buy the stock in Montreal-based trucking company formerly known as TransForce. The upside potential is limited, he said, although future results could be wow. "Much of it is already discounted at the current price," he believes.
Q: Any news to explain the 5% drop today? I don't see any news,
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.
thanks
Jim
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.
thanks
Jim
Q: Team, please pick 3 industrial stocks for a 2 year hold?
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- TFI International Inc. (TFII)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: How would you rate these companies for growth and safety.
Q: Hi, retired, looking to purchase one of these for my Tfsa
Looking for steady growth but also a hold and forget for 6+ years. Which one do you prefer, or would you suggest something else?
Thanks
Looking for steady growth but also a hold and forget for 6+ years. Which one do you prefer, or would you suggest something else?
Thanks
- Suncor Energy Inc. (SU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Air Canada Voting and Variable Voting Shares (AC)
- Descartes Systems Group Inc. (The) (DSG)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Badger Infrastructure Solutions Ltd. (BDGI)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- Savaria Corporation (SIS)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
- Dye & Durham Limited (DND)
Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!
Q: I have held CJT for a while, in a taxable account. I am down about 13%. In previous Q&A, 5I has leaned towards TFII when discussing these 2. On the other hand, CJT was covered in a 5I article a few weeks back, something like, "Growth on Sale", for stocks that had dropped a lot in the recent rotation but seemed to show potential to recover. And then there is CJT's deal with Amazon which also seems to be a good positive. So, although you have answered before, which of the 2 would you currently invest in. The tax loss offers some solace and benefit for a switch, but then there is a possible recovery??? Thanks for your excellent service.
- Canadian Pacific Kansas City Limited (CP)
- TFI International Inc. (TFII)
- Mullen Group Ltd. (MTL)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
Q: What Canadian stocks would you recommend for exposure to transportation?
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: Hi team ,
Two part question: 1. Any insight as to why Toi has been dropping significantly the last couple days? It had held up nice while other tech took its dive , and now the last couple days when tech seems to be gaining ground it’s doing the opposite. Is this a chance to buy more ??
2. As of today what’s your current list of a few favourites you would choose you buy today for a long term hold, in any sector. US or Cnd . Thanks
Shane
Two part question: 1. Any insight as to why Toi has been dropping significantly the last couple days? It had held up nice while other tech took its dive , and now the last couple days when tech seems to be gaining ground it’s doing the opposite. Is this a chance to buy more ??
2. As of today what’s your current list of a few favourites you would choose you buy today for a long term hold, in any sector. US or Cnd . Thanks
Shane
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- TFI International Inc. (TFII)
Q: You recently commented that at this point you like TFII better than CNR and CPR. Could you elaborate and would you consider TFII a good choice for growth if we have inflationary pressures.
Thanks!
Thanks!
Q: Hi guys,
I have held BYD for a long time, is it time to move on to something like TFII inside a growth/balance portfolio?
Thanks
Jim
I have held BYD for a long time, is it time to move on to something like TFII inside a growth/balance portfolio?
Thanks
Jim
- Norfolk Southern Corporation (NSC)
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- TFI International Inc. (TFII)
Q: Hi 5i team. I’m trying to decide on investing in CNR, CP or something else in the commercial transportation industry. Could you give me your thoughts and feedback on their current state and future outlook to compare. Trying to understand why CNR has not recovered from last drop like CP did. Would CNR still be a good choice while the stock is still low? or would you suggest CP or something else at this time that would be better even if it’s a US company? Why? And could you rank them in order of strength in their ability to produce profits moving forward. thanks!
Q: Hi 5i team,
I’ve half position in CAE and in MG. I’m thinking of starting a half position in TFII. All three stocks have gone up quite a bit in the past year with the EV fads and the post covid fads. Which of these three companies is the best buy at the current price for 2-3 years hold and your reasoning behind? Thanks.
I’ve half position in CAE and in MG. I’m thinking of starting a half position in TFII. All three stocks have gone up quite a bit in the past year with the EV fads and the post covid fads. Which of these three companies is the best buy at the current price for 2-3 years hold and your reasoning behind? Thanks.
- BCE Inc. (BCE)
- Canadian Imperial Bank Of Commerce (CM)
- TELUS Corporation (T)
- WSP Global Inc. (WSP)
- Vermilion Energy Inc. (VET)
- TFI International Inc. (TFII)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- CloudMD Software & Services Inc. (DOC)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.
Thank you, Jane N
PS please use as many credits as needed.
- Sun Life Financial Inc. (SLF)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Brookfield Asset Management Inc Class A Limited (BAM)
Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!
Q: I am up 72% on TFII in my TFSA account, the total value of this holding represents ~2% of my portfolio. The funds in my TFSA are targeted for growth and I have no immediate need for the cash so I can take on reasonable risk for greater reward with a longterm view. Should I sell my holding to realize the capital gain or hold? If you suggest selling what would you suggest as a replacement?
Q: If you had to choose between TFII and KXS for a three year investment, which would it be?
Thanks for all the advice.
Thanks for all the advice.