Investment Q&A

Q: I'm down on NFI and getting impateint with its performance. All other things being equal, can I have your view on switching to TFII, which is performing much better?

Q: Hi , peter I would like to buy one of the above. In my tfsa acct. thanks long term.

Q: I have a question about 1022
With the increasing push on rail for moving oil and other commodities. Do you see a spill over effect to the other transportation modes? If so would this be a catalyst for stronger growth in TFII and the sector in general?

Q: I would like to add to one of these stock positions in the balanced portfolio. Which is your pick today?

Q: Darn. I accidentally wrote TFI instead of NFI in my question on a replacement for GS. So lets try this instead as TFII is now in the equation..... TFII, NFI, and TCL.A. Please rank these three in order of preference at current values for a replacement for GS. Thanks Garth

Q: Is this a good time to add to my TFII holding?

Q: Investment for the next year, your choice and why? Interested in income and growth.

Q: Greetings 5i Team.
We are adjusting our accounts and looking to place 6% of our equity allocation in the Cdn ‘industrials’ category. If you were to choose among the listed securities, which names would you prefer for each of a one, two, three, and four name selection?
Thankyou
Sam

Q: I want to buy these stocks in my RRSP account for a 5 years hold. Please comment on the financial of these stocks. Why is QSR down in recent few days while the market is rising so much. Why is Warren Buffett interested in this stock . Thanks a lot .

Q: SIS--$17.28 p/p,current postion,3.5%. TFII---$47.58p/p,1.75% position now. Is it time to buy more of these 2? Txs for u usual great services & views

Q: What is your preferred holding in this sector? I currently hold CNR.

Q: I have a few "balance" portfolio positions in my trade account that I am wondering about transferring to my TFSA. From 5iR answers, I take it growth is one factor to consider for possible positions for a TFSA and also a preference for less cyclical business companies.
MX is a dominant primary supplier but might be like a little cyclical what with seasonal demand by customers.
Then there is TFII that is growing through acquisitions but is tied to the general economy which is cyclical in nature.
Also, NFI has to business segments, buses and RV, and good backlog but is volume of business depends on municipal funding for transportation vehicles and then for RV, the "wealth" of folks...both segments have volume variability over time.
For growth, there is VB, although a smaller company relative to the other three.
With this, would you consider these good TFSA candidates? And if so, what order would you rank them, like first to last?........Thanks.....Tom

Q: Thanks for your service! Can you comment on the above? Income and growth. Also, could you give me your top 5 income primarily, growth secondarily.
Please deduct appropriate amount of credits.
Regards.

Q: After some frantic selling to beat the tax loss deadline I'm now in position to re-acquire the stocks sold.

The three I intend to re-acquire are: NFI, GSY and TFII, and what order should I re-acquire them? Certainly the order of the buy back should be based on the timeline of the foreseeable share price recovery, if at all. Thanks.

Q: Good morning 5i,
I should say right away, thanks very much for the heads up on Jnj. I took your advice and got out in the summer!
but, I unfortunatly do have some that are still in loss territory. I am worried that these are probably down at their lowest point and that there may be a rally in the New Year that I would miss if I sell for tax loss.

I wonder what your thoughts are on that? Also, if you think that there isn't much of a chance of them coming back soon, how would you rate them as a sell, ie which one most likely to stay down for 30 days?
thanks

Q: In August, 5I issued a positive report on TFII rating it B+. The stock price was $48.30. It was subsequently added to the portfolio. Today the price is $36.70. Do you have any explanation why the drop of 24%? Markets are terrible but TFII is being punished more than the average. Is there some underlying fact that may be affecting things?

Q: Hi Peter,
Please deduct as many credits as you see fit. I have some losers (some big) as per below:

Margin account
CLIQ down 52%
PHO down 37%
MX down 20%
TFII down 23%
ECN down 13%
NFI down 11%

TFSA
GUD down 17%
CLS down 20%
DOL down 38%
TSGI down 47%

RRSP
DOO down 43%
COV down 26%

Here are my questions.
1- Should I claim the capital loss with CLIQ and PHO and repurchase in 30 days?
2- Are there any names there that I should just sell and move on to something else? What would be your top 3 replacements for the removed names in that case?
3- My initial thought was to inject new money in CLIQ, PHO, DOL, TSGI, DOO and COV to bring these names back to my initial weight. Would this be a good move in your opinion?
These names are part of a diversified portfolio and don’t need the funds for another 10 years minimum.
Much appreciate your service. Your responses to this market volatility have kept me from panicking as I did in 2008. I thank you for that.

Q: Hi,
For the Industrial portion in my RRSP account, I am considering the above companies. With RTN, I wanted to diversify outside of Canada with a large cap stock. Do you see any issue with this company at this time? Is there something else you would prefer? I know you don't cover the US but respect your opinion.

As for the other three (TFII, TCL.a & NFI) could you rank best to worse buys at this time? I am considering adding 2 of the 3 to limit the number of stocks owned. My criteria are: to hold for long term (5 to 10 years), lower impact by any slow down of economy, good growth in dividends and low leverage. Is there another stock or two that would be better than the ones I am considering?
Thanks as always for your help.
All the best,
Dan

Q: why did tfii drop so much today? Also when do you think there will be a turn around in the market. I know this is not an easy question and there are many factors. T Steve

Q: I am planning to realize losses on the above companies to offset capital gains with a plan to repurchase after 30 days. In order to maintain sector exposure in the intervening period I would like identify proxies for each holding. My thinking is as follows:

TECK.B == XMA
BNS == TD
TFII == ZIN
NFI == ZIN
WEF == CFP
VET == XEG
WCP == XEG

Please review my suggested proxies and add / amend as needed. Alternatively, if you think I would simply be better off holding cash until repurchasing please say so. Thank-you very much for your help.