Investment Q&A

Q: Hi Team,
I have recently been looking into ATS and what they do as a company. I am quite intrigued as to what they do, and how their "theme" of business applies in todays world. It seems like they might be in a sweet spot so to say with the whole "Made in America" and "supply chain" issue themes here. Which should bold well in todays world and for the foreseeable future. Especially if North America is starting to ween itself off china from making most things. As well as with the whole automation of goods and making manufacturing more efficient. This all being said; what is your take on this company today? And does it hold the potential to be a "multi bagger" per say in 10yrs? I am mostly focused on buying into companies that have great prospects, are somewhat unique, with good growth/ solid management and track records. This being said...looking at the big run up lately...should I be waiting for a pullback to buy into this name? Or, are there better opportunities I should be buying into right now instead? If so can you name a few? Thanks again!

Q: Hi there,

I know you can only generalize re portfolio makeup - I’m up 75% on this stock and it now makes up 7% of my fairly well-diversified portfolio…do you think it’d be appropriate to trim back to 5% at this point or stay in this weighting as everything I’ve read about this company seems very positive in the near term?

Thanks very much.

Q: If long-term growth is only consideration which company would you choose in the Industrial Products category? Savaria or ATS ?

Q: Hi team
lost some money on CJT
can have another 1-2 years horizon
if I take the loss, what stock in the sector would one replace it with? thanks
Michael

Q: I own the above Canadian Stocks.

Please rate each of the above as a BUY, HOLD or SELL and the reasons for your rating. Thank You.

Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.

Q: What are your thoughts on the recent acquisition by ATS
Keith

Q: Which industrials are you favouring in Canada these days? I have EIF, TFII and am looking for additional suggestions. Many thanks

Q: Looking for an industrial stock to pair with WSP. CNR has lower volatility, but a higher p/e compared to TFII. I am older looking for total return close to 10%. Would welcome other suggestions. Thank you

Q: Has something changed at ata. I can.t find it on the watchlist.

Q: Could you please provide me with 2 buy and hold Industrial names in Canada and the US. Thank you.

Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.

Q: Hi, Among the three which one would you choose? Fluor seems to have some large projects in the pipeline..Thx. Shyam

Q: Could you please comment on their results which were reported today.
Thank you

Q: Believe ATA is one of u past picks.Today Globe & Mail picked it as a B.O. stock stating that it spiked 8 out of the 9 past Qs after reporting with gains of 7% or more each time. It reports on morning of Nov 9 .Please comment. Is it tmely to buy? Txs for u usual great services & views

Q: Hi all at 5!, thnx so much for all your info and insights for us DIY investors, much appreciated!

Can you share your insights on these companies, 2 which announced good quarterly reports lately?

Thnx so much!
Dave

Q: Hello 5i,

I currently have some capital to deploy and I am looking to increase my exposure to the industrial sector. I have been watching ATA & CJT as potential candidates. What do you believe would be a good entry point for these stocks? Are there others you could recommend in the sector that would have better prospects?

I have a high risk tolerance and I am looking to hold these stocks for 5+ years.

Thanks again for all that you guys do.

Greg C.

Q: Hello,
ATA had two nice news releases on Oct 3, and has been on a good run since, easily outperforming the market over the same time frame. Any comments on the new contract and the latest acquisition would be appreciated.

Q: If I have to pick two names out of 4 which one it would be for Growth in TFSA

ATA, GDI, TRI, BYD,

Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan