Q: I notice a preference in your comments for CNR over CP. Would you please explain why. Also, with the upcoming combination of CP with KCS, how will this affect your view of CP?
Thank you, Maria
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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Canadian National Railway Company (CNR)
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TFI International Inc. (TFII)
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Mullen Group Ltd. (MTL)
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Canadian Pacific Railway Limited (CP)
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
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Skyworks Solutions Inc. (SWKS)
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The Boeing Company (BA)
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Cummins Inc. (CMI)
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DuPont de Nemours Inc. (DD)
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Honeywell International Inc. (HON)
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Lockheed Martin Corporation (LMT)
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Nucor Corporation (NUE)
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Union Pacific Corporation (UNP)
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Canadian National Railway Company (CNR)
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Brookfield Renewable Partners L.P. (BEP.UN)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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TFI International Inc. (TFII)
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Marvell Technology Inc. (MRVL)
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Generac Holdlings Inc. (GNRC)
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Canadian Pacific Railway Limited (CP)
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Schnitzer Steel Industries Inc. (SCHN)
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Reliance Steel & Aluminum Co. (DE) (RS)
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Ericsson (ERIC)
Q: Hello Peter,
We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.
Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC
My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.
Thank you for your great service.
Debbie and Jerry
Q: Would you comment on the relative minvestmetn merit of our two large railways with or without a successful merger of CP with KC?
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Amazon.com Inc. (AMZN)
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Netflix Inc. (NFLX)
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Delta Air Lines Inc. (DAL)
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The Walt Disney Company (DIS)
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Union Pacific Corporation (UNP)
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Air Canada Voting and Variable Voting Shares (AC)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Canadian Pacific Railway Limited (CP)
Q: Interesting question/answer on Oct 1 "I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies". Can you please answer the winners among Netflix/Disney; Amazon/Shopify; Union Pacific/CP; AirCanada/delta. Thanks
Read Answer