Q: Just wondering if you see any sense in owning a full position on both CNR and CP. And if you have choose one, which one of these two would you choose?
Cheers,
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: I'm thinking about selling a position in EFN with a 5% weighting in a RESP with a 5 year time horizon and replacing it with either CNR, NTR or BIP.UN. Another newsletter is big on these 3 names for longer term holds. Thoughts?
Q: Hi, I need to increase my Industrial Sector a fair bit. I started with full positions in CNR, FTT and SIS. CNR has doubled but FTT and SIS are both down, SIS quite a bit.
I started with a half position in WSP and it's up a bit.
What would you do here to increase your Industrials
Q: Good Morning Team
I have the above industrials trying to reduce the amount of my positions. Which of the above would you suggest I sell? Also need to increase allocation which would you suggest I add to? Thank you. Heather
Q: Hello 5i,
I’ve changed my investment goals for my children’s resp. It will be spent within the next 6 years, so after the December correction I plan to liquidate. At this point, I have $5 k more than I promised them. The stocks listed above are those that remain in the account.
Going forward should I:
1) sell all the stocks and buy an etf for 5k?
2) if an etf, which one for max growth?
3) if one were to keep only one or two stocks, which would be kept for most potential for gains? (This would be instead of the etf).
I would not have grown the resp to its current value had it not been for 5i. Thank you for helping me fund my kids education!
Q: I hold some CNR at a reasonable weighting 2-3%. Thinking of adding CP to the portfolio. Can I please get your opinion on the Rails in Canada. Current opportunity, valuation and how would you rank them- worth holding both?
Thank you
Q: I understand that the Alberta governments decision to restrict oil production has had the desired impact of increasing the price of Canadian heavy crude but in turn has had the unexpected impact of making shipping oil by rail uneconomical. - volumes being shipped are down dramatically in the past few weeks. What portion of CNR earnings relate to oil shipments? Do you think that this will materially affect CNR Q1 earnings, and if so, is that already reflected in the current share price?
Q: Hi,
My RRSP is currently invested as 19% BCE, 16% BHP, 23% BMO, 13% CTC.A, 16% IPL, and 13% RY. These are all currently in drips and I am looking at long term investment as I won't be needed it for about 25 years. I have $20,000 cash to invest this year and I am wondering what you would suggest I put it in.
Thanks,
Leigh
Q: Happy 2019,
Do you have any concern with buying equal amounts of TD, CNR and SU with the recent market pullback? Long (10+ year) hold for a TFSA. Thanks again.
Q: I am looking to, over the next several months re-balance my portfolio. Can you suggest 5 Blue Chip type names from that meet the following criteria. I am not sure if there is a true, generally accepted definition of blue chip (GE anyone?) but I am looking for some reasonable, groiwng yield, good management with a track record, a generally if slowly growing company, a busines that is both established and has a clear viable future.
1. Not resource or oil extraction companies.
2. Not one of the big banks (as I presume they would all make it).
3. No more than 1 utility plesae.
In regard to CNR it would appear one of the main issue the company has seen over the last two years, and going forward, is too much freight to move and a lack of capacity. I have to think isn't this a "problem" a lot of companies would dream about. Only really two possible railways to choose from and both running higher than capacity. One would think that would give CNR some pricing power as well. And moving forward it would appear the only option for the next few years to move oil is through increased shipments, where the government of Alberta is paying for the cars.
In this environment the stock has fallen about $18 a share.
My question is what do you see as weighing over the stock, are these fears justified and do you see this as a decent entry point. How is the stock trading in regards to typically where it would be at the end of an economic cycle.