Investment Q&A

Q: If I were to sell one of these stocks to purchase something growthier, in what order might you suggest? Are any of these potential recovery plays?

Thanks.

Brad

Q: Hi,
I'd like long term hold of five years, preferably without too much volatility. Which 2 or 3 stocks would be your best bet and why?

Q: Hello 5i Team
Comparing the top four companies in the the waste disposal business.
Ranking in terms of market capitalization (US$) is WM ($45.0B) , RSG ($27.1B), WCN ($26.9B) and GFL ($6.2B).
Ranking in terms of dividend yield is WM (2.04%) , RSG (1.90%), WCN (0.72 %) and GFL (0.20 %). All companies declare their dividends in US$ and WCN / GFL are eligible Canadian dividends.
The after tax yield on the US domiciled companies (WM and RSG) is higher than the Canadian domiciled companies (GFL and WCN).
1 - Overall, regardless of country domicile, please rank the companies in order of preference and why?
2 - Which is the better Canadian company WCN or GFL from a growth perspective as the yield is minimal?
3 - Any other companies that I should review?
Thank you

Q: Picking either WCN or ENGH strictly on growth potential within one year, which one would be your preference? Thanks.

Q: Please provide comments on results of these companies.

Q: Is there nay news as to why WCN is doing so poorly, Thanks

Q: Hi, what is your opinion on waste management companies as a result of this current climate? With a reduction of reusable products, do you think waste management companies will become more important? Do you think WCN would be a good play on waste management at this point?

Q: What is your outlook for WCN? Buy hold or sell? It has been trending sideways after a good long run.

Q: I have held this stock for a few years and I am up 141%. Starting to think it may be time to move on. Your opinion please and if so what would you recommend.

Regards,

Q: I have sold a security and have cash to invest. Can I have your thoughts on Cargojet and Waste Connection. Which of the two do you see as the better investment? Thank You.

Q: Can you please comment on the earnings for $WCN, Waster Connections.

Thanks Valter

Q: WCN seems to have broken their steady upward trend. Is the market telling us that there's something wrong or is it a buying opportunity. What is the outlook for WCN?

Q: Would you step in now on these two given fwd PE and PEG for both are higher than 5 year average? Given their markets can they sustain their growth?
According to Stockreports analysts are forecasting 21% growth in 2019 and 38% in 2020 for FSV, what is driving it? What is the PEG for FSV? Considering both have a similar fwd PE and FSV has better growth, do you agree FSV is better value ? Thank-you.

Q: Hi, please provide your comments on recent earnings. Shares are selling off today.

Q: Hi, I currently have $11,500 to add to my TFSA with a long term horizon. I currently hold CNR (2.53%), NTR (2.88%), PLC (5.04%) PPL (2.98%), TD (4.21%), V (4.71), WCN (6.15%), XLV (3.31%) MAW 104 (25.11%). I am wondering if I should add to the current companies or might you have any other suggestions?

Q: Unlike many 5i people, I purchased Waste Connections at its high and have been watching the share price erode daily . Today it goes ex-div and I am considering getting out and taking a loss. Would you buy-hold-or sell if you were in my situation ? .... Thanks to 5i , I have a balanced and broad portfolio .

Q: Hi - I like both of these companies. Which would you prefer for safety and perhaps a little long term capital appreciation. Thanks

Q: I am trying to hunt down highly defensive, high performing companies that do well if a recession hits. Two that I am considering are Ross Stores and Waste Connections. Which do you prefer for it's upside potential in the long run? Which do you prefer for in a large market correction?

Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?

Q: I'm interested in adding either one of WCN or BYD.UN to my RRSP account for a five year hold. Basically I'm not that keen about the yield, but growth is the emphasis. Which one of these two would you recommend under that circumstance?

Thanks for your insight.