Q: With the looming rail strike in Canada, do you expect a large impact to TFII this quarter given its use of rails for part of it's network? Or do you think the effect is baked in and/or it's only a negligible impact?
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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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Microsoft Corporation (MSFT $507.23)
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NVIDIA Corporation (NVDA $177.99)
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Cameco Corporation (CCO $103.61)
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Celestica Inc. (CLS $261.42)
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TFI International Inc. (TFII $133.86)
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Capstone Copper Corp. (CS $9.66)
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Stantec Inc (STN $110.79)
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Boyd Group Services Inc. (BYD $224.13)
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Lumine Group Inc. (LMN $48.74)
Q: I would like to add to the listed stocks, at current valuations, for a 3 year hold. Would you please rank in order of buying the ones you are ok with adding to at current prices. Thank you
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Energulf Resources (ENG)
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Apple Inc. (AAPL $227.76)
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Costco Wholesale Corporation (COST $958.54)
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Meta Platforms Inc. (META $754.79)
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Microsoft Corporation (MSFT $507.23)
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NVIDIA Corporation (NVDA $177.99)
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Eli Lilly and Company (LLY $711.68)
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Walmart Inc. (WMT $96.83)
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Zoetis Inc. Class A (ZTS $156.62)
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Loblaw Companies Limited (L $56.88)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,427.89)
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Constellation Software Inc. (CSU $4,549.91)
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Tourmaline Oil Corp. (TOU $57.40)
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WSP Global Inc. (WSP $285.87)
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TFI International Inc. (TFII $133.86)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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goeasy Ltd. (GSY $209.13)
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iShares Russell 2000 Growth ETF (IWO $307.28)
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $35.42)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
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INVESCO QQQ Trust (QQQ $571.97)
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Topicus.com Inc. (TOI $175.88)
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ARCpoint Inc. (ARC $0.05)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.47)
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Lumine Group Inc. (LMN $48.74)
Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in
also what your general thoughts (short comment will suffice) on the markets going fwd
also what your general thoughts (short comment will suffice) on the markets going fwd
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Canadian Natural Resources Limited (CNQ $43.07)
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FirstService Corporation (FSV $276.50)
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TFI International Inc. (TFII $133.86)
Q: The more growth portion of my cash portfolio ( which is full of financials, utilities etc) now consists of BN, GSY and LMN and have been very happy with them ( thanks to you).
Now am looking at one of the 3 highlighted companies. I have not been in oil for years and do not see the price of oil being in an upward trend , however CNQ seems to be favoured by many analysts. I am impressed with TFII earnings in a sector that is experiencing softness. FSV , again , has reported good earnings with their newly acquired roofing business leading the way.
I suspect you would pick any of this 3 as my next acquisition. Should I throw a dart and see which one I hit or does one stand out from the others ?
Thanks. Derek
Now am looking at one of the 3 highlighted companies. I have not been in oil for years and do not see the price of oil being in an upward trend , however CNQ seems to be favoured by many analysts. I am impressed with TFII earnings in a sector that is experiencing softness. FSV , again , has reported good earnings with their newly acquired roofing business leading the way.
I suspect you would pick any of this 3 as my next acquisition. Should I throw a dart and see which one I hit or does one stand out from the others ?
Thanks. Derek
Q: What are your thoughts on their earnings
Thanks for the great service
Thanks for the great service
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WSP Global Inc. (WSP $285.87)
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TFI International Inc. (TFII $133.86)
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ATS Corporation (ATS $38.06)
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Thomson Reuters Corporation (TRI $246.86)
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Exchange Income Corporation (EIF $73.55)
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Cargojet Inc. Common and Variable Voting Shares (CJT $102.41)
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TerraVest Industries Inc. (TVK $144.32)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
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Carpenter Technology Corporation (CRS $243.89)
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Comfort Systems USA Inc. (FIX $689.48)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.87)
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Trane Technologies plc (TT $424.11)
Q: Hello 5i...with respect to Cdn Industrials...I am looking to consolidate 9 positions into 6 to 7 holdings...thaey are ( largest to smaillest holding ) WSP, TFII, EIF, ATS, CJT, HPS.A, TRI, TVK, DRX, I am looking for some sort of combo of stable growth ( I have good gains in WSP and TFII and will hold, but could trim ) and potential exceptional growth. Would appreciate if you could rank based on growth and how you might see a consolidation effort for these.
One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )
thanks/Art
One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )
thanks/Art
Q: Any reason for the big jump today?
Q: Which of ODFL or TFII would you invest in today for long-term hold?
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Booking Holdings Inc. (BKNG $5,720.87)
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United Rentals Inc. (URI $929.95)
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Toromont Industries Ltd. (TIH $144.71)
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TFI International Inc. (TFII $133.86)
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Ulta Beauty Inc. (ULTA $529.50)
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Elastic N.V. (ESTC $80.06)
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Crocs Inc. (CROX $86.56)
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Aspen Aerogels Inc. (ASPN $7.01)
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Thomson Reuters Corp (TRI $178.55)
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Uber Technologies Inc. (UBER $96.79)
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Flutter Entertainment Plc (FLUT $299.42)
Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII
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Canadian National Railway Company (CNR $132.58)
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WSP Global Inc. (WSP $285.87)
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Toromont Industries Ltd. (TIH $144.71)
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TFI International Inc. (TFII $133.86)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
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Transdigm Group Incorporated (TDG $1,408.46)
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Old Dominion Freight Line Inc. (ODFL $159.13)
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Heico Corporation (HEI $309.59)
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Boyd Group Services Inc. (BYD $224.13)
Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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TFI International Inc. (TFII $133.86)
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Bird Construction Inc. (BDT $23.76)
Q: Given the strong run in BDT, is it still worth buying at these levels. Any other stornger for longer performers to recommend?
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Costco Wholesale Corporation (COST $958.54)
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Booking Holdings Inc. (BKNG $5,720.87)
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WSP Global Inc. (WSP $285.87)
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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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lululemon athletica inc. (LULU $207.59)
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Ulta Beauty Inc. (ULTA $529.50)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Crocs Inc. (CROX $86.56)
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Old Dominion Freight Line Inc. (ODFL $159.13)
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Heico Corporation (HEI $309.59)
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Boyd Group Services Inc. (BYD $224.13)
Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!
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Bank of Nova Scotia (The) (BNS $79.70)
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Suncor Energy Inc. (SU $55.28)
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Enbridge Inc. (ENB $66.33)
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Constellation Software Inc. (CSU $4,549.91)
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Dollarama Inc. (DOL $193.35)
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WSP Global Inc. (WSP $285.87)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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TFI International Inc. (TFII $133.86)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Hydro One Limited (H $50.65)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.31)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
Q: Hi team. I'm ok with some risk and am 100% equities with an average 13% return per year over 10 years thanks to your team!!
Now my question. We sold an investment property with the plan to use the money to fund a new investment property which will be built in 3 years...so this is my time frame. The money will be split between a TFSA & a taxable account, with the taxable account having about 75%.
What do you think if these for the TFSA - CSU, BN, SHOP and DOL?
These for the taxable - WSP, ENB, TFII, DSG, BNS, SU, ATD, BEPC, H, and a little more DOL?
Would you reorganize these between the 2 accounts? Alternatively, would you choose something else due to the timeframe?
Thanks a lot!
Now my question. We sold an investment property with the plan to use the money to fund a new investment property which will be built in 3 years...so this is my time frame. The money will be split between a TFSA & a taxable account, with the taxable account having about 75%.
What do you think if these for the TFSA - CSU, BN, SHOP and DOL?
These for the taxable - WSP, ENB, TFII, DSG, BNS, SU, ATD, BEPC, H, and a little more DOL?
Would you reorganize these between the 2 accounts? Alternatively, would you choose something else due to the timeframe?
Thanks a lot!
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TFI International Inc. (TFII $133.86)
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Old Dominion Freight Line Inc. (ODFL $159.13)
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Saia Inc. (SAIA $320.27)
Q: Can you provide a comment on the current valuation and outlook for TFII.?
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TFI International Inc. (TFII $133.86)
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ATS Corporation (ATS $38.06)
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Richelieu Hardware Ltd. (RCH $37.50)
Q: Hi!
Of these 3 companies updated in your yesterday would you consider any a “buy/add in 1/3’s” for a 1-3 year hold ?
Thanks!
Of these 3 companies updated in your yesterday would you consider any a “buy/add in 1/3’s” for a 1-3 year hold ?
Thanks!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
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WSP Global Inc. (WSP $285.87)
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FirstService Corporation (FSV $276.50)
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TFI International Inc. (TFII $133.86)
Q: I have 1/2 to 2/3 positions in these four names. They pulled back recently and I am considering adding to make them full positions. Would you proceed today or wait for better prices? Any price targets to recommend.
Q: I'm down 15% on TFII in my unregistered account. Do you see any short term bounce ? I am considering if I should sell to claim the capital loss? Understanding that this is my choice, would you sell for the capital loss my place? If so would you buy it back after the 30 days or move to something else?
Thanks
Thanks
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NVIDIA Corporation (NVDA $177.99)
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TFI International Inc. (TFII $133.86)
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ATS Corporation (ATS $38.06)
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TerraVest Industries Inc. (TVK $144.32)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
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Docebo Inc. (DCBO $42.97)
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Boyd Group Services Inc. (BYD $224.13)
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Vertiv Holdings LLC Class A (VRT $125.97)
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Topicus.com Inc. (TOI $175.88)
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Propel Holdings Inc. (PRL $32.76)
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Lumine Group Inc. (LMN $48.74)
Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?
Thanks
Tim
Thanks
Tim
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WSP Global Inc. (WSP $285.87)
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TFI International Inc. (TFII $133.86)
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Boyd Group Services Inc. (BYD $224.13)
Q: The above companies were listed in the top 15 weekly losers in Saturdays Globe and mail .Losses ranged from 3.60% to 8.83%
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.
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Roper Technologies Inc. (ROP $536.84)
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WSP Global Inc. (WSP $285.87)
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TFI International Inc. (TFII $133.86)
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ATS Corporation (ATS $38.06)
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Axon Enterprise Inc. (AXON $766.24)
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Trane Technologies plc (TT $424.11)
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RTX Corporation (RTX $156.24)
Q: Hi, can I get your recommendations on some Industrial stocks for a conservative portfolio as well as a few picks you might lean to with your inclinations for more growth. Thank you as always! Looking forward to your suggestions.