Investment Q&A

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

Q: Given the current direction of the Canadian economy, my goal is to focus the majority of my investments in the US. According to Portfolio Analytics, currently 53% of my portfolio is US, 46% Canadian (the remainder being international). I believe my US holdings are significantly under-rated given the Canadian stocks I hold. I would appreciate ballpark figures regarding the US/international component of the following TSX listed stocks: WSP, TFII, BIPC, BEPC, BAM, BN, and HPS.A. This will enable me to get a better handle on what my actual US/international holdings are. Thank you.

Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this

Q: Does tfii pay its dividend in Canadian or us funds?

Sheldon?

Q: Hi
I am looking at adding or making an initial purchase in the stocks listed. Could you rank these for me based on growth and sustainability. Are there any of these stocks that you would have concerns with purchasing for the short term-2 to 3 years? What would be the concerns?
Thanks, Len

Q: I just asked about how to access flash reports. I was interested in seeing TFII. Response was to simply input stock symbol and it would appear. I do this for TFII and the most recent report is a full report from April 2022. Am I missing something?

Q: You indicated there was a flash report issued for TFII. Thanks for pointing this out. If I'm interested in seeing all reports, both formal and flash, for a company, how do I search and access them?

Q: One more question to add for TFII. This has been a favourite stock of 5i for some time. It seems to make the list whenever someone asks for 'recommendations'. It has been falling consistently since earnings came out. I realize it is up over the year but I expect a top 5i pick to be that. One thing I find missing from the 5i service package is follow-up reporting on the top portfolio stocks when there is a miss in earnings. If no member submits a question on the stock, there is no mention of it by 5i. In the case of TFII, if I have it right, the last 'report' put out by 5i dates back to April 2022. There have been lots of commentary in the 'question' section, but nothing that brings it all together. Now I realize its only one quarter miss, but many of your customers may not see it the way. They may view it as the start of a long downward spiral. So my question is: what rating would you assign TFII today? Should it better the average market going forward or will it tread water, and if so, for how long? Where do you see it in 3.6, 12 months? Does it still make the 'list' today? When will you issue a new TFII report? And finally, would 5i consider introducing a special quick report whenever a portfolio stock 'misses' a quarter?

Q: Trying to understand recent moves of TFII. It continues to drift lower but analysts are posting reports with buy recommendations well over current price. Can you shed light on what, if any relationship, there is between stock price and analyst recommendations and target prices? I know its not a linear relationship but what?

Q: Can you please let me know what the 2025 consensus EPS is on your systems? I see its $12.67 on Yahoo finance and curious to see the comparison.

Are you able share what the average PE multiple TFII historically trades at?

thank you!

Q: Your thoughts on earnings. Tough trucking conditions but Tfii seemed to do reasonably ok but missed estimates. How will market view things? Would you top up position now or wait?

Q: TFII reports tomorrow. What do you expect the numbers to be? The stock has been sluggish since US carriers announced poor results. Do you see this continuing to affect TFII?

Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Q: Hi team,

In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.

Please use as many credits as you see fit.

Gratefully,

Jacques IDS