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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: I have this company in my long term RRSP account thanks to 5i. I was wondering your thoughts on journaling this over to the USD side in my rrsp account and what benefits/downside could come from this for exchange or currency exposure? The div is paid in USD and my drip is turned on the idea would be if new shares were not bought that USD cash would slowly grow in the account.
Read Answer Asked by Kolbi on February 18, 2025
Q: Very long time holder of TFI. It's been drifting down where it's approaching its 52 week low. Is the current environment (cycle and tariffs) pointing to further deterioration in price? I know it's hard to time market but might it be best to sell and see what happens?The outlook doesn't look all that good right now butI realize TFI is a very strong company in their field.
Read Answer Asked on February 14, 2025
Q: Hi Peter and Team,

Our Industrial holdings are too high, considering their vulnerability to the “Trump tariffs”, as you suggested in a question today from Shirley.

In what order would you reduce or sell any of these stocks? This is a daunting task, as I like them all, and they are among the “cream of the crop” in this sector.

I’m planning to use the proceeds to buy some US small and mid-cap ETFs and would appreciate any Canadian domiciled ETFs that you could suggest.

Thanks for your insight.
Read Answer Asked by Jerry on February 13, 2025
Q: In an answer to Jerry this morning 5i stated that TFII had $5 billion in US revenue ..... What percentage of their total revenue is that ? I assume the balance is in Canada ? In another question a member asked ranking nine stocks for return potential over the next five years. 5i ranked TFII third. So I'm guessing 5i isn't as frightened of these tariff threats as I am . Is my assumption correct ? Thanks for your terrific service ......
Read Answer Asked by Garth on February 06, 2025
Q: Hi Peter and Team

I have a half position in DOL and ATD and would like to start a position in TFII and TRI.
In what order would you add to these companies at this time?
Thanks
Read Answer Asked by Gary on February 05, 2025
Q: Hi Peter and team,

I'm wondering how resilient TFII is in the face of prolonged tariffs (if it ever comes to that). The business section of the Toronto Star had an article with a scary introduction:

MONTREAL - Truckers say the sweeping tariffs threatened by U.S. President Donald Trump would wreak havoc on their industry as trade between Canada and the United States takes a hit.

“If these tariffs came in at those levels for a prolonged period, this could be the final nail in the coffin for many trucking fleets,” said Stephen Laskowski, president of the Canadian Trucking Alliance.

“It’s a grim picture.”

Realizing that TFII is a large company, does it have what it takes to 'weather the storm'?

Thanks for your insight.
Read Answer Asked by Jerry on February 05, 2025
Q: Looking at some Canadian mid cap stocks. How would you rank these 9 stocks for estimated total return potential over the next 5 years. BYD, DIR.UN, DOL, EQB, MEQ, PBH, STN, TFII, TIH. Thanks.
Read Answer Asked by Dan on February 05, 2025
Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you
Read Answer Asked by Christine on January 17, 2025
Q: The noted stocks are all very weak right now. I suppose on fears of recession and/or tariffs and/or specific company performance. Could you please rank these for potential to rebound in 2025? Any particularly attractive or unattractive right now to purchase with a brief rationale? Thanks!
Read Answer Asked by Kel on January 15, 2025
Q: Hi 5i,

Advice please - I am down almost 50% with MG; it accounts for 7% in a LIRA account. Do I hold faith it will rebound at some point or cut my losses? Cannot touch LIRA for another 15yrs. Thank you!
Read Answer Asked by Julie on January 14, 2025
Q: Of the following stocks please list those that are vulnerable to Trump's tariff threats and a brief reason for that vulnerability ..... Mr Canadian Market may not being taking his threats seriously but I am. My plan is to replace vulnerable Canadian names with U.S. ones ..... Thanks for your terrific service ......
WSP,TFII ,AND ,BN,BIP.UN,EQB,SIS ,WELL ,ENB,HPS.A,IFC,GSY
Read Answer Asked by Garth on January 10, 2025
Q: As Trump’s inauguration approaches and our government falters it appears increasingly likely that the risk of tariffs is not zero. Yet Canadian markets don’t seem concerned. Do you have any guidance current Canadian equity holdings? The answer to these problems is usually to do nothing but it looks as though there is potential for serious market disruption.
Within your portfolio recommendations (my largest would be Tfii, gsy, shop, mg, byd ) do you see companies that are high risk of significant harm?
Read Answer Asked by Peter on January 10, 2025
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