Q: Do you see any catalyst that will move this stock higher? Is time on our side?
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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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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lumine Group Inc. (LMN)
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
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Chevron Corporation (CVX)
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PepsiCo Inc. (PEP)
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Exxon Mobil Corporation (XOM)
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Loblaw Companies Limited (L)
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ATS Corporation (ATS)
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Premium Brands Holdings Corporation (PBH)
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Exchange Income Corporation (EIF)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Good morning - I need more US exposure as I am overweight Canada. I will need to sell some/all of holdings I have in PBH, L, ATS, TOU, SU and EIF. I hate to sell any of these companies but someone's gotta go to raise cash. Taxes are not an issue. Can you suggest US companies that you would like just as much, which pay dividends and which will keep me in the realms of Industrial, Consumer Discretionary, Energy. Thank you.
Q: Why is CAE struggling. With a large backlog and with little competition in its sector shouldn't it be profitable? Is there a management problem? Where do you see it going in the future? Buy or sell?
As well, what is your opinion of ATS going forward?
Thanks for your continued expertise Stephen
As well, what is your opinion of ATS going forward?
Thanks for your continued expertise Stephen
Q: Hi 5i team. Your thoughts on switching ATS for either BYD or TVK. Looking for growth over extended time frame in a non registered account. Worry about the recent run up of BYD and TVK and wondering if I should wait for a pull back or if I should just stay the course after ATS pull back. Not looking to add another position in my already heavy industrial holdings.
Thank you
Thank you
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Richelieu Hardware Ltd. (RCH)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Docebo Inc. (DCBO)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
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Restaurant Brands International Inc. (QSR)
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WSP Global Inc. (WSP)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!
Q: I have been steadily building a position in ATS over the past year.
Recently you answered a question ranking to buy ATS last for long-term growth potential, behind TRI, ATD & DOL.
Also from a recent response, ATS’ eps was expected to increase by 50% next fiscal.
So I’m not sure where to put new money amongst the above companies. Thoughts?
Portfolio-building sometimes feels like making castles in the sand; it starts looking decent, then a wave comes out of the blue ;0)
Recently you answered a question ranking to buy ATS last for long-term growth potential, behind TRI, ATD & DOL.
Also from a recent response, ATS’ eps was expected to increase by 50% next fiscal.
So I’m not sure where to put new money amongst the above companies. Thoughts?
Portfolio-building sometimes feels like making castles in the sand; it starts looking decent, then a wave comes out of the blue ;0)
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Dollarama Inc. (DOL)
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ATS Corporation (ATS)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD.A)
Q: Which of these four would you buy for long-term growth?
Q: Do you have a preference between BYD and ATS today?
Q: Hi Team,
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks
Q: ATS reported this morning. Why the big drop? Numbers all seemed great. Public Question.
Thanks
Dave.
Thanks
Dave.
Q: Thoughts on latest quarter for ATS please?
Thank you
Thank you
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Canadian National Railway Company (CNR)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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ATS Corporation (ATS)
Q: Making a large spousal RRSP contribution soon and am looking for guidance as to the best 3 or 4 stocks with a tilt toward growth that would compliment this group with a brief explanation as to thier merits and why they compliment the existing holdings. Initially had my sights set on DOL, ATS, CNR and IFC but not sure these would be the right choice to maximize compounding for someone with a very long investment horizon.
Wife’s portfolios currently include: ITOT, IEMG, XEF, AVGO, COST, SBUX, RY, FTS, BCE, ATD, DIR.UN, SHOP, GSY, BN, TOI, ATZ, NVEI
Most Mag 7 are owned in my own accounts with adequate exposure when considering combined portfolios so not looking for any of those.
Wife’s portfolios currently include: ITOT, IEMG, XEF, AVGO, COST, SBUX, RY, FTS, BCE, ATD, DIR.UN, SHOP, GSY, BN, TOI, ATZ, NVEI
Most Mag 7 are owned in my own accounts with adequate exposure when considering combined portfolios so not looking for any of those.
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Roper Technologies Inc. (ROP)
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United Rentals Inc. (URI)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Transdigm Group Incorporated (TDG)
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Axon Enterprise Inc. (AXON)
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Heico Corporation (HEI)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks
Thanks
Q: hello 5i:
ATS reports soon. Would you have any hesitation to add to a small position prior to earnings?
thanks
Paul L
ATS reports soon. Would you have any hesitation to add to a small position prior to earnings?
thanks
Paul L
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Celestica Inc. (CLS)
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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Duolingo Inc. (DUOL)
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
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WSP Global Inc. (WSP)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Boyd Group Services Inc. (BYD)
Q: Hi Gang
Can you give a list of your top Industrial stocks for 2024
Thanks Mike B
Can you give a list of your top Industrial stocks for 2024
Thanks Mike B
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WSP Global Inc. (WSP)
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ATS Corporation (ATS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: How would you rank these today for a growth oriented investor looking to hold?
Q: Hello, I need to reduce my financials and beef up my industrials and materials. I own TD, RY and SLF, and will trim reluctantly as they have all done well for me over the years. I already have TFII, ATS, and NTR. What would you suggest for Industrials and materials. Add to existing or add new companies? As a retired sort, I prefer Canadian stocks eligible for the Dividend Tax Credit but iI am underweight the US so f you have much better US suggestions please advise.
Many thanks
Many thanks