Investment Q&A

Q: Please advise your insight on the Mullen Group particularly wrt an income investor.

Thanks.

Q: Hi 5i Team,

Could you please give me your analysis and opinion of MTL and DXT? How do you see the next few years playing out for them in a high inflationary environment and rising interest rates? Do you see a place for them in a well diversified, higher risk, income oriented portfolio?

CRP has also caught my attention with food prices the way they are and no let up in sight. What is your current opinion of CRP? Do you think it might be good holding for a trade until food prices show some sign of stabilizing?

Many Thanks for the Great Service,

Colin

Q: Which name would be your better choice for a three year hold in terms of combined return(yield+SP gain)? Thanks.

Q: Morning 5i,
I'm light on transportation, and recently read an optimistic appraisal of MTL that considered its substantial dividend to be safe, highlighted its aggressive share buyback program (approximately $100M worth of shares last year and this) good price/cash flow and forward PE metrics and evaluated both it's business and business model as solid for the foreseeable future.
I wonder if you agree and how you would compare it to TFII which I know you like? Specifically, I'd be interested in your comparison of the two in terms of total return over three or so years.
Thanks!
Peter

Q: Why has MTL not been as as strong as other companies in the sector?
where the latest results that bad?
If you had a choice would you prefer MTL over MCR for an energy play.
With the energy sector so hot,those stocks have to benefit some day.dont you think so?
What are the insider owner ships in MTL and MCR?

Q: Do you prefer one over the other? And which do you feel has the most near
Term upside potential? Tks Larry

Q: Would you foresee any specific potential drivers for upside (looking for total return/compounding growth rather than specific dividend income) in one of these transportation companies over the other? I am trying to decide between them for a position in a long term hold RRSP portfolio. Thank you.

Q: Good Day,

Looking for your thoughts on energy service stocks/drillers right now, and if possible your top 2 small cap and top 2 large cap ideas.

Thanks!

Q: Hi Peter
Mullen group results looked good except for the drop in net income due to foreign exchange. There was also an analyst upgrade. Still, the stock dropped by over 4% today. Can you tell why the stock dropped today?

Q: Hi 5i: I live on Highway 11 in NE ON and every day I am continually amazed about the amount of truck traffic going through. They are not
stopping here. I hold 5% positions in TFII and CNR. I would like to swap a small position in CP and buy MTL or just add it outright. Your thoughts and if I do the latter do you feel that I might be overweight transportations? Great service - thanks.

DocTom

Q: It looks like 2 deals in 1 week. Is this unusual? Comments please on the deals in particular and Mullen in general.
Jerry

Q: Good day. Industrials account for 13% of my portfolio. Currently I hold the companies listed above. I need to invest another $10,000 to bring my allocation to 13%. All the stocks listed are fairly equal weight. My question is which of these stocks do you think I should increase...or delete, and do you have a recommendation for a different stock that would fit here? I am thinking of adding TFII but am concerned it may be a duplication of the Mullen and CNR holdings. I look forward to your reply.

Q: Hi All,
I am thinking of investing in MTL and would like your opinion on its long term growth prospects. I would also like to know their debt level and how secure is their dividend.
Thanks for your help.
Jane

Q: What Canadian stocks would you recommend for exposure to transportation?

Q: PHX energy announced this morning an increase in their capital budget. What are your top recommended oil and gas drillers in the large, medium and small cap space ( Canadian listed)?
Thanks.

Q: They just did a recent acquisition and am wondering about your thoughts on the overall prospect of the company. Can you also comment on dividend.
Thanks

Q: Would you consider MLT a good investment after the recent acquisition and share price rise on the news? Thank you

Q: How would you rate Mullen's risk/reward proposition based on past performance, its new business plan and dividend increase? Is this a good entry point? If not, can you suggest safer bets in the trucking industry?

Q: Hey guys ! I own both SCL.CA and MTL.CA since many years, roughly 3% of my total portfolio, I am down between 40-50 %. Like many of your subscribers, I am not very confident for the future of energy in Canada and I am seriously thinking to pull the plug on both. What would you recommend ? wait until the next earnings or flush now.
thank you !

Q: Could you provide your thoughts on MTL? Thanks.