Investment Q&A

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.

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

Q: The two Canadian railway companies have out-performed CSX this year. Any explanations? Which one is a buy now? CSX seems much cheaper.

Thanks,
Liping

Q: I understand that the prairie farmers are having a good year with above average crop yields. This should be positive for the railways if they have sufficient capacity; particularly CP. On the other hand, if we are heading into a recession, they could suffer. Given the recent pullback what is your outlook for the railways for the short to medium term.
Thanks for your insight.
Ian

Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.

Q: Would you please compare CN and CP from the perspective of growth and overall expectations in the next two years.

Thank you,
Maria

Q: Of these which has best long term potential or do you have another preference?

Q: good morning guys : is cp rail splitting it,s shares and when or have I missed any announcement Thank you

Gary

Q: Good afternoon 5i staff, Which asset class or classes are friendly for investors during a recession? For stocks, which sectors are to invest during a recession?

Two railway stocks, CP and CNR, which one do you prefer or should consider to split money equally to buy both of them?

Thanks,

Lin

Q: Hi,

CP seems to be not only holdings it's own, but trading at 52 week highs. All this while it's in a labour dispute with its union.

I would have thought that it's share price would fall with a labour dispute.

Robert

Q: My question: Which railroad would be carrying crude to USA. which would 5i find favorable in this market. EQNR would the dividend be taxable and my research indicates it is very well operated. I am looking at 400 shares and 150 for railway

Q: Good Morning,

I have recently retired and need to improve yield. The above noted holdings have a low yield or have not performed well.

Can you please rate from first to sell down to last to sell and possibly provide some basic reasoning.

Thanks very much.

Q: I am looking at sector diversification and was considering CN or CP with a starting position. Do you favour either one of these entities for longterm growth (10 year)?

Q: While I am 'stocked up' in my industrial sector (TFII, WSP, CN, EIF, ATA, J, TT), I have read that with the CP/KCS merger/buyout and the agreement's dilution of CP shares, the next few days might be a significant opportunity to pickup CP shares. If the share price does drop, would you be a purchaser?

Many thanks for this excellent service.

Q: Which would be the best investment today for a long term buy and hold? Please rank. Thank-you.

Q: Hi - wondering your thoughts on the railways for potential lost business due to the BC flooding? Do you think they will have to ratchet down earnings for the qtr and if so, has it been "priced in"?

Q: What would be a good replacement for CP as a long-term stock holding?

Q: Now that things have become a little clearer, which of the two, CP vs CNR, would you prefer and why?

As always, thanks for your great service!

Q: Hi Folks,
I hold CNR in my TFSA with a nice gain - with todays news would you sell CNR to buy CP OR would you hold both. Appreciate your opinion.
Thanks

Q: 5i,
Now that the CP takeover of Kansas is approved, would favour CP over CNR?