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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I own CP, CNR, ENB, BCE, in my Rif account and was thinking about selling these to buy UMAX to increase income and keep me in these sectors. They are about 17% of that portfolio and I don't think I am adding risk by doing this but I will be increasing income significantly. Does this move make sense? Thanks, James

Read Answer Asked by JAMES on September 19, 2023

Q: Do you consider either railway a good new investment right now? I used your interactive chart to compare the two, and if you bought CNR 10 years ago you are probably pretty happy, but over the last 5 years CP outperformed, and ytd CP has ground up a bit while CN has drifted down. In the current interest rate environment I donít think anyone is buying either for the dividend? Is there an investment thesis here somewhere or are there just plain better ideas? Thanks for your thoughts.

Read Answer Asked by Stephen R. on September 11, 2023

Q: I would like to buy a railroad for my son's portfolio. I note the Cdn railroads are currently more expensive on a PE basis than the US rails. This would be a long-term hold (he is 29 yoa, and going into RSP). What would be 5i's preferred choice? If you think CP or CNR, I am not opposed to waiting for a more favourable entry point.

Read Answer Asked by Bob on May 18, 2023

Q: If I invested in a saving account for my son and daughter in the Royal Bank, Enbridge and Berkshire for 15 years, would this approach work? My daughter is 16 and my son is 14.

Read Answer Asked by Carmelo on May 09, 2023

Q: If one were to sell Magna but still wanted to stay in the industrial sector would you endorse moving into CPR at this time (allowing for giving up some dividend income)? CPR share price has gone pretty parabolic in the last 5 years or so relative to their long term history, do you think the valuation has gotten ahead of itself?

In spite of its smaller size I was interested in ATS but after the unexplained drop last week on higher volume Iím waiting for the other shoe to drop. I donít mean to editorialize but I canít count the number of times in recent years when unexplained drops suddenly become clear in the days and weeks that follow. Itís just a personal opinion but I really feel ethics arenít what they once were, and whether it is an insider, a printer, or someone else ďin the knowĒ, it seems information gets leaked and unlike years ago there is now a variety of means (like social media) for that info to spread quickly and widely. End of rant.

Thanks!

Read Answer Asked by Stephen R. on April 11, 2023

Q: Hello, we need to increase our weighting in Industrials, with current holdings mostly CNR (5%). Based on various BNN guests views and as finetuned with 5i recommendations, we have shortlisted these 3 names and the intention is to build at least 3% weighting, in each or all of these names. Could you please rank them based on your conviction. Also, would appreciate it if you could also provide a decent entry level as well as an Excellent Buy price. Thank You

Read Answer Asked by rajeev on March 01, 2023

Q: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.

Read Answer Asked by sam on November 30, 2022

Q: Please provide your top five Canadian and top five U.S companies that you consider to have superior pricing power. Thanks

Read Answer Asked by Greg on November 16, 2022