Q: What you be a good entry point to add to or buy TRI???.....tom
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.
-
Constellation Software Inc. (CSU)
-
Dollarama Inc. (DOL)
-
Intact Financial Corporation (IFC)
-
Celestica Inc. (CLS)
-
Thomson Reuters Corporation (TRI)
-
Ag Growth International Inc. (AFN)
-
goeasy Ltd. (GSY)
-
Exchange Income Corporation (EIF)
-
ADF Group Inc. Subordinate Voting Shares (DRX)
-
GFL Environmental Inc. subordinate voting shares (GFL)
-
Topicus.com Inc. (TOI)
-
Propel Holdings Inc. (PRL)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Lumine Group Inc. (LMN)
Q: Hi, hold enough EIF that I want to divest and diversify. Looking for high growth over the next 4-5 years, but not as interested in dividends. I also hold a fair bit of CSU and gsy, so am thinking along those lines. What would be a good ranking for the following at today's prices (best to worst), and are there another couple additions you'd suggest? Big thanks!
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
-
WSP Global Inc. (WSP)
-
TFI International Inc. (TFII)
-
ATS Corporation (ATS)
-
Thomson Reuters Corporation (TRI)
-
Exchange Income Corporation (EIF)
-
Cargojet Inc. Common and Variable Voting Shares (CJT)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Carpenter Technology Corporation (CRS)
-
Comfort Systems USA Inc. (FIX)
-
ADF Group Inc. Subordinate Voting Shares (DRX)
-
Trane Technologies plc (TT)
Q: Hello 5i...with respect to Cdn Industrials...I am looking to consolidate 9 positions into 6 to 7 holdings...thaey are ( largest to smaillest holding ) WSP, TFII, EIF, ATS, CJT, HPS.A, TRI, TVK, DRX, I am looking for some sort of combo of stable growth ( I have good gains in WSP and TFII and will hold, but could trim ) and potential exceptional growth. Would appreciate if you could rank based on growth and how you might see a consolidation effort for these.
One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )
thanks/Art
One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )
thanks/Art
-
Constellation Software Inc. (CSU)
-
Intact Financial Corporation (IFC)
-
Stella-Jones Inc. (SJ)
-
Celestica Inc. (CLS)
-
Descartes Systems Group Inc. (The) (DSG)
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Thomson Reuters Corporation (TRI)
-
EQB Inc. (EQB)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
ADF Group Inc. Subordinate Voting Shares (DRX)
-
Topicus.com Inc. (TOI)
Q: I have a large (15-20%) holding in CSU, as it has grown really well. They say to keep running with your winners; as I continue investing, would it be better to continue slowly adding to my CSU position, or to work on diversifying my portfolio? If diversify, I am obviously looking for other stocks that will compound at a high level over the long term. At today's valuations, in which order would 5i recommend buying these other stocks? Similarly, to diversify, does it make sense to sell some CSU to reinvest in any of these other stocks? Thank you so much!
-
Canadian National Railway Company (CNR)
-
Thomson Reuters Corporation (TRI)
-
iShares U.S. Medical Devices ETF (IHI)
-
Boyd Group Services Inc. (BYD)
Q: Hi Peter, Ryan, and Team,
We need to raise some cash in our non-registered account. Please rank in order of which stock/ETF to sell a partial position first: BYD, CNR, IHI, and TRI . All four of these holdings have done very well, thanks to the continued good recommendations from 5i.
We need to raise some cash in our non-registered account. Please rank in order of which stock/ETF to sell a partial position first: BYD, CNR, IHI, and TRI . All four of these holdings have done very well, thanks to the continued good recommendations from 5i.
-
Bank of Nova Scotia (The) (BNS)
-
Enbridge Inc. (ENB)
-
Constellation Software Inc. (CSU)
-
Dollarama Inc. (DOL)
-
Intact Financial Corporation (IFC)
-
WSP Global Inc. (WSP)
-
Thomson Reuters Corporation (TRI)
-
Alimentation Couche-Tard Inc. (ATD)
-
BMO S&P 500 Index ETF (ZSP)
-
iShares Core S&P/TSX Capped Composite Index ETF (XIC)
-
S&P 500 ETF TRUST ETF (SPY)
-
INVESCO QQQ Trust (QQQ)
-
Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
Q: a sunlife life insurance policy was purchased for grandchildren as an investment for them on the advice of a financial planner- I am embarrassed to say so far $9000 in annual premiums has been paid, with 11 more remaining before the policy is paid in full. If I cancel this policy it will be a loss. However; the dollars which would have gone to sunlife could be used for a better investment. Your suggestions would be welcomed. Thank you- (P.S.- I submitted this ? a moment ago-but my screen went black so I don't no if the ? was sent the first time)
-
Amgen Inc. (AMGN)
-
NVIDIA Corporation (NVDA)
-
Salesforce Inc. (CRM)
-
Eli Lilly and Company (LLY)
-
Descartes Systems Group Inc. (The) (DSG)
-
Thomson Reuters Corporation (TRI)
-
Advanced Micro Devices Inc. (AMD)
Q: I have some nice gains on above listed companies. I am thinking of selling a few shares and use the proceeds to invest into related companies for diversification purposes.
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert
-
Royal Bank of Canada (RY)
-
Canadian National Railway Company (CNR)
-
Canadian Natural Resources Limited (CNQ)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Thomson Reuters Corporation (TRI)
-
Alimentation Couche-Tard Inc. (ATD)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Topicus.com Inc. (TOI)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Lumine Group Inc. (LMN)
Q: Hello Peter and team
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
Q: Hi
Between these two what would be you pick today and why
Thanks
Between these two what would be you pick today and why
Thanks
Q: Full details on this price rise please on TRI
Sheldon
Sheldon
-
Adobe Inc. (ADBE)
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
Tractor Supply Company (TSCO)
-
UnitedHealth Group Incorporated (DE) (UNH)
-
Visa Inc. (V)
-
Toronto-Dominion Bank (The) (TD)
-
Bank of Nova Scotia (The) (BNS)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Dollarama Inc. (DOL)
-
Intact Financial Corporation (IFC)
-
TMX Group Limited (X)
-
Thomson Reuters Corporation (TRI)
-
Alimentation Couche-Tard Inc. (ATD)
-
Hydro One Limited (H)
-
Old Dominion Freight Line Inc. (ODFL)
-
Berkshire Hathaway Inc. (BRK.B)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
Thanks
-
WSP Global Inc. (WSP)
-
TFI International Inc. (TFII)
-
ATS Corporation (ATS)
-
Thomson Reuters Corporation (TRI)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Axon Enterprise Inc. (AXON)
-
ADF Group Inc. Subordinate Voting Shares (DRX)
Q: Hi,
I have these in about equal weights and have to let one or two of these go. Can you please list them in order of selling first to last if you were in my shoes.
Thanks
I have these in about equal weights and have to let one or two of these go. Can you please list them in order of selling first to last if you were in my shoes.
Thanks
-
Constellation Software Inc. (CSU)
-
Thomson Reuters Corporation (TRI)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Lumine Group Inc. (LMN)
Q: I have enough funds to add a half position. Which of the following options would prefer today:
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.
-
Dollarama Inc. (DOL)
-
WSP Global Inc. (WSP)
-
Thomson Reuters Corporation (TRI)
-
goeasy Ltd. (GSY)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I’m looking to add a Canadian stock with great potential to compound over the next 5 years or more. I already own stocks such as TFII, ATD, BN and CSU. Which do you think has is the best opportunity to start a new position along GSY, DOL or TRI? Or maybe WSP? Please rank and/is there another I should maybe consider?
Q: I am thinking of selling KXS and buying TRI. What do you think?
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Dollarama Inc. (DOL)
-
Thomson Reuters Corporation (TRI)
-
BMO Equal Weight Banks Index ETF (ZEB)
-
EQB Inc. (EQB)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Hamilton Enhanced Canadian Bank ETF (HCAL)
Q: I currently have HCAL in a growth orientated TFSA and I don't think this is a good fit.
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?
-
Constellation Software Inc. (CSU)
-
WSP Global Inc. (WSP)
-
Celestica Inc. (CLS)
-
Descartes Systems Group Inc. (The) (DSG)
-
Toromont Industries Ltd. (TIH)
-
TFI International Inc. (TFII)
-
ATS Corporation (ATS)
-
Thomson Reuters Corporation (TRI)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Lumine Group Inc. (LMN)
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
-
Amazon.com Inc. (AMZN)
-
Broadcom Inc. (AVGO)
-
Monster Beverage Corporation (MNST)
-
NVIDIA Corporation (NVDA)
-
O'Reilly Automotive Inc. (ORLY)
-
Constellation Software Inc. (CSU)
-
Dollarama Inc. (DOL)
-
TFI International Inc. (TFII)
-
Thomson Reuters Corporation (TRI)
-
Alimentation Couche-Tard Inc. (ATD)
-
Ulta Beauty Inc. (ULTA)
-
OTC Markets Group Inc - Class A (OTCM)
-
Fair Isaac Corporation (FICO)
-
Copart Inc. (CPRT)
-
Transdigm Group Incorporated (TDG)
-
Axon Enterprise Inc. (AXON)
-
Old Dominion Freight Line Inc. (ODFL)
-
Saia Inc. (SAIA)
-
Boyd Gaming Corporation (BYD)
-
Heico Corporation (HEI)
-
Celsius Holdings Inc. (CELH)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
-
Dollarama Inc. (DOL)
-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
-
Thomson Reuters Corporation (TRI)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Boyd Group Services Inc. (BYD)
-
Topicus.com Inc. (TOI)
-
Lumine Group Inc. (LMN)
Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.
-
Enbridge Inc. (ENB)
-
Fortis Inc. (FTS)
-
Restaurant Brands International Inc. (QSR)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
TMX Group Limited (X)
-
Thomson Reuters Corporation (TRI)
-
Leon's Furniture Limited (LNF)
-
Hydro One Limited (H)
-
Dream Industrial Real Estate Investment Trust (DIR.UN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Good afternoon,
Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.
Thank you,
Brad
Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.
Thank you,
Brad