Investment Q&A

Q: Of the above mentioned stocks, which would you choose as a current buy with the most growth potential.
Thanks 5i I am so grateful for your excellent service.

Q: Where would you put the odds of TFI doing an equity financing prior to closing the UPS deal? Is it possible they might finance the purchase with debt alone? With the deal expected to close in the second quarter, when would you expect any financing to be announced? For an investor looking to add to their TFI holding, would you recommend waiting to take advantage of the drop in the stock price that an equity deal would likely cause?

Q: To what degree you think the CP proposed acquisition of the U.S. railway will affect TFII's business operations? That's assuming that CP will get the necessary regulatory approvals, which is still perhaps a major hurdle. Thanks.

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: I currently own CJT. Would you advise selling to buy TFII from a long-term perspective? Thank you

Q: Hi 5i,

TFII just released news that it is planning to pay out its dividend in US dollars unless the shareholder elects to take the money in C$. Based on this change, would one be right to journal over the shares to a US account and not make any election in order to receive the dividend in US$?

Q: During recent research, I discovered a theory that even in our times of extreme volatility I should seek out companies that exhibit the following characteristics:
1. They have a history of growing dividends for investors.
2. They have a history of growing their earnings.
3. They trade at valuations that make sense.
So, based on these variables, and your years of experience, please provide me with the names of several Canadian companies that have these characteristics.

Q: Of the companies listed, which one would you start a new half position in today for a potential 5 plus year hold in a balanced portfolio. And would any in particular benefit from reopening? I understand that I would need to keep on eye on the cyclicals with a view to exiting if needed.

Q: Hi,
TFII is the only stock in the BE portfolio that I don't own, but I do own MU. Should I sell MU to buy TFII, or should I stick with MU.
Thanks

Q: Hello 5i Team,
I recently listened to "The Outsiders: Eight Unconventional CEO's". I quite enjoyed it. However, it was written almost 10 years ago; so I'm wondering who are the Outsiders for the next 10 years?

Thank you,
Brent

Q: GIC coming due shortly, do not want to reinvest the money at a .75% rate. I’m considering buying a fairly safe dividend paying stock or 2. They could have a some growth as well as they would be in my TFSA. Have been considering TFII. What do you think of it and could you suggest a couple of other options for me to look into..

Thanks for your thoughts and suggestions.
John

Q: Looking to add a transport for my industrials sector exposure. I have a bit of cargojet. I'm about breakeven. With the recent pullback, thinking of high grading and dumping cargojet for CNR or TFII. Wise decision? If so, which do you prefer?

Thanks!
Jason

Q: Today CJT is off $73 from the high of $250. It now needs to move almost 50% to reach this all time high. You often comment that this is often a tall order for a stock that is in a penalty box. My average price is $200. Looking at TFII and CJT today which one has a better growth prospect in your view if you had to pick one?

Q: I have held TFII for a short period of time about 2 1/2 years, last year I trimmed when I got over 6 %. With the recent runup I left it to run to 7% and did nothing as I am unsure of the valuation with such a large aquistion of UPS and maybe it would come back some which it did. I wanted to see a quarter or two after the aquistion before I trimmed or not. On the 22nd you made a comment about TFII being cheap could you add some color to that comment as I am struggling with a valuation post UPS takeover. Thanks

Q: Looking for a transportation play. These are the 3 that come to mind. 1) Am I too late to get in for economy opening play 2) which would be highest growth potential 3) is there a disruptor or smaller more leveraged play that you can suggest.

Q: Do u think owning both TFII and Magna would be too much correlation, or do you think they may compliment each other? I own Magna but wanted to buy TFII also, thanks

Q: Hi 5i
My son-in-law has a Registered Disability Savings Plan, and I'm going to help him to invest and manage the money to achieve growth with low to moderate risk. He's only 30 so has many years to grow his (and the Government's) contributions. Presently, he only has a mutual fund in it, the Mackenzie Ivy Global Balanced Fund which I've discovered has a 2.38% MER.
Firstly, I'd like to replace this mutual fund with a low cost ETF that is relatively safe but can still show some good growth. To this end, can you recommend two or three Canadian ETFs that might be suitable for me to do further research on.
Secondly, in addition to an ETF, at this time he wants to have some single stocks in the RDSP as well. Can you please recommend three or four Canadian blue-chip type growth equities, and that would be of interest to a millennial...so not too boring : )
Thank you!

Q: Apples vs oranges vs olives question....
I still hold SJ and just noticed internalized that it has been dropped from the portfolios. Only a half position and I have some cash to invest so looking to maybe sell it and buy a new full position. My portfolio is well balanced although selling SJ will make me a bit light in materials so might prioritize a materials stock like CCL or AEM. Problem is I dont like non voting shares and I historically have timed all my mining purchases poorly....seem to buy on the highs in that sector...In general I am a balanced portfolio follower with tendencies to start buying more from the income portfolio. So looking at stocks in the portfilio I might look at adding a full postion can you rank best buys right now with +5 year hold. SJ ( hold and add to it), TFII, CCL, AEM, BCE, other non financial/ non industrial from the balance/income portfolio high on your list buy list right now.

Q: For New money to initiate positions which 5 stocks in each of the portfolios would you recommend investing. On a related note, is there a reason you don’t put buy or hold or buy up to prices in any of the portfolios, or is your stance if it is in there it is a buy regardless of how much a stock may have run up since it was originally recommended.

Q: Why has this dropped so much?