Q: Looking at EFN and TFII to deploy new money. EFN has done better the last 6 months and appears more expensive. RBC rates them both outperform. How comparable are their businesses and which one do you consider more attractive at present? Thanks for your help.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: I hold ATA and TFII and I am considering adding either GFL or CJT for industrial exposure in a TFSA account. What would be your choice if either.
Thanks
Roy
Thanks
Roy
Q: On Friday FDX announce it was having a distressed quarter going forward with earnings down potentially as much as 50%.
The CEO even suggested he feels there will be a worldwide recession.
If what he is saying is true and a real threat going forward, is TFII facing the same issues and what is their outlook?
Thanks
Sheldon
The CEO even suggested he feels there will be a worldwide recession.
If what he is saying is true and a real threat going forward, is TFII facing the same issues and what is their outlook?
Thanks
Sheldon
- Park Lawn Corporation (PLC)
- Descartes Systems Group Inc. (The) (DSG)
- FirstService Corporation (FSV)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.
Thank-you.
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- The Walt Disney Company (DIS)
- UnitedHealth Group Incorporated (DE) (UNH)
- Constellation Software Inc. (CSU)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- DexCom Inc. (DXCM)
- Pool Corporation (POOL)
- Booz Allen Hamilton Holding Corporation (BAH)
- Berkshire Hathaway Inc. (BRK.B)
- Boyd Group Services Inc. (BYD)
Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you
Thank you
- TFI International Inc. (TFII)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trane Technologies plc (TT)
Q: Wow, it appears that there will be further, possibly much further decline in stock prices over the next while. That got me thinking/wondering about trimming of selling Canadian stock held in the TFSA....and these stocks are also held in a trading and registered account. Some, like ATZ and PBH are in the consumer discretionary sector, a sector that might be considered more risky in the current market setting. An others, like GSY that is the loan business, a subsector of the financial sector. And finally, there is industrials like TFII, and a US position in TT that also sells into Europe which is in turmoil. This is a sample of the holds that are still in a gain position. Would you consider trimming back to a more risk appropriate weighting, selling the ones in TFSA and avoid income tax or just hold and ride it out???....Thanks for your insight....Tom
Q: Any idea why TFII is down $10 today?
Sheldon
Sheldon
- Suncor Energy Inc. (SU)
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Tourmaline Oil Corp. (TOU)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Kelt Exploration Ltd. (KEL)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Q: TFII has jumped significantly in the last 6 weeks or so. Do you think this current momentum will continue or time to trim? Thank you for your excellent service.
- Alcoa Corporation (AA)
- TFI International Inc. (TFII)
- NV5 Global Inc. (NVEE)
- Century Aluminum Company (CENX)
- Jacobs Solutions Inc. (J)
Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?
- Xylem Inc. New (XYL)
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- TFI International Inc. (TFII)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- Trane Technologies plc (TT)
Q: Good afternoon,
I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.
Your service is always greatly appreciated, thank you,
Lisa
I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.
Your service is always greatly appreciated, thank you,
Lisa
Q: Which is the better buy for now?
Thanks
Thanks
Q: IS XPO A BETTER BUY?
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Tricon Residential Inc. (TCN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Hi 5i; Thanks for your wonderful advice. You have helped my portfolio to grow for many, many years.
What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.
Thanks, your fan
Cathy
What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.
Thanks, your fan
Cathy
Q: Cnr is raising over 1 billion for possible acquisitions meanwhile the price of Tfii shares have been moving up.
Is it possible that Tfii may be on Cnr radar ?
Is it possible that Tfii may be on Cnr radar ?
Q: May I have your comments on earnings please. Is it time to pick up more shares?
Q: I am overweight in these 3 companies. I need to raise some capital by selling some of the shares from one of these 3 holdings. What would be your recommendation? It will not significantly affect my diversification.
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Magna International Inc. (MG)
- Trisura Group Ltd. (TSU)
Q: I'm thinking of switching out of some or all of the above securities to better balance my portfolio. Do you see the potential for a significant bounce on any as negative sentiment or other conditions improve?
Thanks.
Thanks.
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- goeasy Ltd. (GSY)
- Trisura Group Ltd. (TSU)
Q: In each of the following 2 groups, please rank the best holdings in order today:
SLF, TSU, BAM, GSY, TRI
WSP, TFII, MG, ATA
Thank you.
SLF, TSU, BAM, GSY, TRI
WSP, TFII, MG, ATA
Thank you.
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- TFI International Inc. (TFII)
Q: Of these which has best long term potential or do you have another preference?