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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 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.
Read Answer Asked by eric on September 06, 2018
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.
Read Answer Asked by Jerry on September 06, 2018
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
Read Answer Asked by Tom on September 05, 2018
Q: I can't view this. The link just takes me in a loop. What Am I missing?

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Read Answer Asked by Tim on September 04, 2018
Q: Greetings:
Thanks for the recommendation on TFII - i already own this one in my cdn accounts but am looking for a comparable in the US but many are trading at significantly higher multiples. Would CMI be consider a reasonable investment to consider. It is trading at a reasonable multiple, pays a good dividend and would benefit from the transportation theme. Your thoughts??

Thanks
Read Answer Asked by kelly on September 04, 2018
Q: I am looking for a transportation company to add to my portfolio. With another delay in the TransMountain Pipeline, is now a good time to consider the rail companies, and if so, which one should benefit more from a possible increase in oil shipment?
With or without the oil shipments, is there another transportation company you would recommend instead, planning on a 5 year time frame?
Thank you
Grant
Read Answer Asked by Grant on August 31, 2018
Q: Hello 5i, Thanks very much for all you do for your members. I look at your organization as the "Robin Hood" of the Canadian financial industry. My question today is: I sold my ECI this last week and decided to capture the gain and redistribute to one new position with the proceeds. I'm looking for another dividend aristocrat (as identified by the S&P index or one that could be as CIX will be getting the boot) I'm closing in on retirement but still like to stay in the growing type names. Not terribly worried about maximizing my income at this point. Which of my choices do you think has the most upside over the next 5 years.
Read Answer Asked by KEITH on August 10, 2018
Q: Hi there,

I am looking to add a company in transportation to my portfolio. On all metrics TFII seems cheaper on a valuation basis than the others. Any reasons you would prefer my other options and why?
Read Answer Asked by kelly on January 17, 2018
Q: Hi 5i
Regarding the question asked by JS:
I think your answer is right on the money. I have been holding TransForce for a few years now and I saw some optimism and a bit of a run-up leading into the earnings. A slight miss had to be disappointing to many.
Another thing however, is that their package and courier revenue declined. Some holders of the stock, myself included, were hoping that that P&C would continue to grow with the growth of ecommerce. On a day where Amazon is showing huge gains in sales, we are not seeing that "trickle down" to the P&C business of TFII. In other words, TFI does not seem to be benefitting from the big gains in ecommerce generally. That's a problem because one would have liked growing P&C revenue to smooth out the ups and downs of trucking revenue. I think some investors don't see a primarily trucking play as long hold because it will be rather cyclical.
Anyhow, for what its worth I am holding, as the company still produces nice cash, pays down debt, buys back shares and has increased its dividend several times over the last few years.

Cheers
John
Read Answer Asked by john on October 27, 2017
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