Investment Q&A

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

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

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

Q: What are your thoughts on their earnings

Thanks for the great service

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

Q: Any reason for the big jump today?

Q: Which of ODFL or TFII would you invest in today for long-term hold?

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

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.

Q: Given the strong run in BDT, is it still worth buying at these levels. Any other stornger for longer performers to recommend?

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!

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!

Q: Can you provide a comment on the current valuation and outlook for TFII.?

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!

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

Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?

Thanks
Tim

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.

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.

Q: Some time back, based on your recommendations ( thank you ) I added BN and GSY to my cash portfolio which is loaded up with banks, utilities , telecom etc, to include more growth oriented high quality stocks and am now able to add one of these four. Would you please give me a quick analysis of each detailing strengths/weaknesses financially , operationally,
sector wise. In what order would you buy ?
Thanks Derek