Q: I follow your balanced equity portfolio. Should I sell SJ and buy TFI. Also do you see wcp bouncing back if oil goes up and there are more pipelines?
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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.
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Manulife Financial Corporation (MFC $42.49)
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Dollarama Inc. (DOL $193.35)
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Stars Group Inc. (The) (TSGI $37.49)
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TFI International Inc. (TFII $133.86)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.20)
Q: Hi, The listed companies have been where I have taken a big hit. As a novice investor the lesson I've learned is that it makes sense to average into a position, especially in an uncertain market. Losses in these stocks have taken over 5% of my portfolio. Can you comment please that all of these companies show promise for the long term, and there is good reason to say they will bounce back when the markets do recover? I know that MFC has a litigation issue, and TCL.A has an acquisition that is somewhat off the rails. I don't need this money for at least 15 years, but also want to feel sure I'm setting up my RSP for an increase within a few years. Thanks.
Q: tfii continues to get hammered even on a good day like today, is this a sell, volume is substantial,excellent earnings,i am close to letting it go. dave
Q: So why did TFII drop, after good numbers and a dividend increase?
Thanks, Walter
Thanks, Walter
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Enercare Inc. (ECI $28.99)
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TFI International Inc. (TFII $133.86)
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Savaria Corporation (SIS $21.15)
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BMO Equal Weight Industrials Index ETF (ZIN $46.34)
Q: Hi Peter, Ryan, and Staff,
Even though I 'thought' I had elected to receive some BIP shares with the sale of ECI, I notice today that all of my ECI shares were sold. Thanks again to 5i.:)
ECI was held in my TFSA, and my only Industrial holdings in this account are SIS and TFII. If I want to stay in the same sector, would you suggest deploying the new cash by adding to either or both stocks, or investing in a new Industrial stock or even an ETF like ZIN? Thanks as always for your valued advice.
Even though I 'thought' I had elected to receive some BIP shares with the sale of ECI, I notice today that all of my ECI shares were sold. Thanks again to 5i.:)
ECI was held in my TFSA, and my only Industrial holdings in this account are SIS and TFII. If I want to stay in the same sector, would you suggest deploying the new cash by adding to either or both stocks, or investing in a new Industrial stock or even an ETF like ZIN? Thanks as always for your valued advice.
Q: TFII reported strong numbers and increased dividend. There is a halt on the ticker. Can you provide comments on earnings and what they should mean going forward. Also, any idea why the halt?
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Algonquin Power & Utilities Corp. (AQN $8.04)
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Superior Plus Corp. (SPB $7.43)
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TFI International Inc. (TFII $133.86)
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Western Forest Products Inc. (WEF $12.58)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.80)
Q: Hi 5i Team
I'm looking for an income stock to hold long term. Please rank these companies in order based on today's prices. Thanks for great service.
I'm looking for an income stock to hold long term. Please rank these companies in order based on today's prices. Thanks for great service.
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TFI International Inc. (TFII $133.86)
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North West Company Inc. (The) (NWC $50.69)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Gluskin Sheff + Associates Inc. (GS $14.24)
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Roland Mineral Enterprises Corp. (RME $0.21)
Q: I currently have half positions in the above stocks. I would like to bring some or all up to a full position. I am income focused with some growth. Can you advise me on which to add to and time frame please?
Thank you
Thank you
Q: I've lost 10% on TFII. is this still a good?
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Macro Enterprises Inc. (MCR $4.00)
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WSP Global Inc. (WSP $285.87)
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NFI Group Inc. (NFI $18.82)
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TFI International Inc. (TFII $133.86)
Q: i agree the industrial space in canada has been beaten up for too long.
what are your 3 favorite names.dave
what are your 3 favorite names.dave
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Covalon Technologies Ltd. (COV $2.34)
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TFI International Inc. (TFII $133.86)
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Sleep Country Canada Holdings Inc. (ZZZ $34.99)
Q: I would like to add tfii or cov or both. however I like to keep my stock holdings number about same.
I am considering cashing out of zzz as it appears to me unable to breakout from perhaps more nimble competitors
I am considering cashing out of zzz as it appears to me unable to breakout from perhaps more nimble competitors
Q: Read your recent report on TFII and like it - seems to be a well run company and a good entry point for clients - would no NAFTA deal hurt it a lot or have little effect on the business - and do you feel it is a good buy right now - thanks
Q: Sell DOL for capital loss replace with ATA and TFII.
Any problem with this
Thank you
Any problem with this
Thank you
Q: For a TFSA, which one of these two stocks would have better growth potential, noticing that TFII is at an all time high and ALC is considered a strong buy.
Thank you for your input!
Thank you for your input!
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Covalon Technologies Ltd. (COV $2.34)
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Stars Group Inc. (The) (TSGI $37.49)
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TFI International Inc. (TFII $133.86)
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Reliq Health Technologies Inc. (RHT)
Q: TFI - TFSA or Unregistered account?
Bought 2.5% position in Cov on spec at $7 based on 5i's recommendation. Hold on or take the money and run?
RHT / TSGI- average down or be patient?
Thanks. Keep up the excellent work.
Best Regards,
KC
Bought 2.5% position in Cov on spec at $7 based on 5i's recommendation. Hold on or take the money and run?
RHT / TSGI- average down or be patient?
Thanks. Keep up the excellent work.
Best Regards,
KC
Q: I have held CNR and ALC for my transportation exposure for the last several years. I am not impressed with ALC's performance. Is TFII a good switch for ALC? TFII has had a good run and I am underwater on ALC.
Q: Hi Peter, Ryan, and Team,
Across all accounts, our Industrial holdings consist of BAD, ECI, NFI, SIS, and STN,
If I sell my Enercare shares held in my TFSA, would TFII be a suitable complementary industrial stock, or do you think that any of the above industrials should be let go or added to? All are up (especially ECI for which I thank you immensely) except for NFI in my wife's TFSA, although we have two other accounts that hold NFI which are up.
As always, thanks for your insight.
Across all accounts, our Industrial holdings consist of BAD, ECI, NFI, SIS, and STN,
If I sell my Enercare shares held in my TFSA, would TFII be a suitable complementary industrial stock, or do you think that any of the above industrials should be let go or added to? All are up (especially ECI for which I thank you immensely) except for NFI in my wife's TFSA, although we have two other accounts that hold NFI which are up.
As always, thanks for your insight.
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WSP Global Inc. (WSP $285.87)
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TFI International Inc. (TFII $133.86)
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Magna International Inc. (MG $63.72)
Q: There is only cash available in a LIRA, aka no cash in a non-registered account or TFSA.
At the same time, I would like to invest in three new positions - MG, TFII and WSP for a balanced portfolio. I have read in the past 5iR thought it preferable to hold MG in a non-registered account because of the cyclicality of the business but that if held in a registered account, then might want to trade around the cycles. I would like your take of holding these three companies in a LIRA that will start to be drawn down in about 2 years but will span, hopefully with good ageing, many years.....Thanks....Tom
At the same time, I would like to invest in three new positions - MG, TFII and WSP for a balanced portfolio. I have read in the past 5iR thought it preferable to hold MG in a non-registered account because of the cyclicality of the business but that if held in a registered account, then might want to trade around the cycles. I would like your take of holding these three companies in a LIRA that will start to be drawn down in about 2 years but will span, hopefully with good ageing, many years.....Thanks....Tom
Q: I can't view this. The link just takes me in a loop. What Am I missing?
New Report:
We are initiating coverage on a new company that has some history with 5i Research in that it took over a past coverage company a few years back called Contrans. This stock ticks most of the boxes that we look for at 5i Research and our main regret with this name is simply not covering it sooner. Login toview the report now.
New Report:
We are initiating coverage on a new company that has some history with 5i Research in that it took over a past coverage company a few years back called Contrans. This stock ticks most of the boxes that we look for at 5i Research and our main regret with this name is simply not covering it sooner. Login toview the report now.
Q: you just added tfii to your portfolio last thursday and it is getting crunched, i do not see a downgrade anywhere, can you help. dave