Investment Q&A

Q: I need to raise some cash. Could you recommend which 6 of the above list you would sell first. Keeping in mind that I would be rebuying some of those as cash again becomes available.
Thanks for your advice.

Q: Hi 5i,

In the latest earnings report from TFII, they note that the Company terminated the deal to aquire APPS transport. Can you add any color on the reason for termination of the deal?

Thanks

Q: Hi. I follow your Canadian balanced portfolio and have all the above industrials except XBC. Following your advice to not to add to losers SIS has become my smallest holding at 2%. I have had it for over 3 years so not really down when considering the dividend. My though is possibly replacing it with XBC. Your insight would be appreciated. Is SIS just out of favor and XBC overpriced. Or does XBC just have so much more potential?

Q: Greetings 5i,
I am looking to reduce my Industrials and hold each of these stocks In various accounts. I would prefer to trim an entire position rather than a portion of each. In what order would you reduce these holdings today? Tax-loss selling is not a factor.
Thank you
SP

Q: Hi group appreciate your views on the top 5 sectors in today new crazy investing world also in order list your top 3 stock picks (list both the preferred sectors + stocks in order of preference ) deduct points as you see fit thanks for your insight. I am a medium risk investor

Q: Hi,

Can you pick 2 of these growth stocks, BYD, BAM, TFII, DII, that you would want to own for the next few years, hopefully with less volatility?

Q: What are your two top picks for stock appreciation over three years in Canadian large cap industrials? Please include the rational for your picks. Thank you.

Q: hello 5i:favou
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L

Q: What company(ies) would you recommend as a 'U.S. TFII.' Thanks

Q: Hi,
if you were putting a fund together comparable to VGG, but for Canadian equities, what might be your first 5 top picks assuming the same criteria for the ETF? Also, what would be your 3 honorable mentions?
When comparing CDZ and VGG what are the main differences in terms of the stocks that make up these two ETF's?
Many thanks,
Dan

Q: ARK Invest recently produced a Bad Ideas Report for 2020.
The one that particularly caught my attention was on railroads. Their thesis is that the trend in place since early 2000's in which rail had been taking share from trucking will reverse with the commercialization of autonomous electric trucks.
They believe that during the next five years autonomous electric trucks will provide faster and more convenient door to door service , increase productivity , lower costs dramatically and take share from rail.
While their projections may be aggressive , they have a pretty good record at identifying disruptive trends. And , as someone who has owned CNR for over a decade and always considered it a forever hold , this caught my attention.
Would appreciate your thoughts .
Thank-you.

Q: In the industrial sector I have a weighting of 19.41%. I know this is over weight, but I like the stocks I own for future growth. For colour I own CAE 3.97% up 14.22% recent addition. EIF 4.31% up 20.31%: TFII 5:47% up 105.97%: : WSP 3.75% up 4.79%:
My concern is with TFII, after reading a copy of the conference call I’m not exactly excited about the future. Seems to be tough sledding from here on.What are your thoughts?

Q: Good evening,

I've been watching TFII and after this evening's results im guessing tomorrow it will continue to climb. PE 18 as of today (according to Yahoo), is this stock still somewhat 'cheap' and would you have any problems beginning a position with a long-term timeframe in mind?

Thanks.

Q: When the bond market reverses which sectors of the market would benefit.
Please list your top 5 names on the TSX under such a scenario.
Thanks Richard

Q: Good Morning
I’m in the process of some year end house cleaning with the idea to reduce the number of holdings and adding some more upside potential. Considering selling partial positions in GUD and ATA and with the proceeds topping up two of either TRI,ECN TFII or AD. Would you firstly endorse the sells and which two would top up at this time.
Thank you for your continued guidance and support.

Q: Hi,
I'd like long term hold of five years, preferably without too much volatility. Which 2 or 3 stocks would be your best bet and why?

Q: Hi Guys, these 4 companies popped up on the 52 week high list this morning, how would you rate these going out 12-24 months. Thanks again for your excellent service.

Anthony

Q: In several of your answers concerning stocks that have good recovery potential you suggest 'industrials'. What would be your top industrial picks?

Q: I was listening to someone who was saying that industrial is the new retail (because of the supply chain to online sales) and that it makes sense to invest in COLD and PBW (US). What are your thoughts on this thesis, and if you agree, what companies would you recommend? It seems that TFII has benefited from this theme.

Q: Scared of high valuation of Tech and Gold stocks I am thinking of switching some to Industrial and Consumer Discretionary ,which stocks you ADVICE OR Your opinion.