Investment Q&A

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.

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.

Q: I need to choose one railway stock for my rrsp, out of the 3 which one would you say has more upside to it.

Q: Hello, 5i Research group, how was your take on the CNR's & CP's recent earnings? which one has more upside in next couple of years?

Thanks,

Q: What is your view on CP results today? Would you view. p to be a buy? Do you have a preference for either CP or TFII for additional purchases right now to increase industrial sector exposure?

Q: Is it the time to dip the toe and buy a starting position in CP???......Even though some stock analysts are suggesting selling CP.

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 I’m waiting for the other shoe to drop. I don’t mean to editorialize but I can’t count the number of times in recent years when unexplained drops suddenly become clear in the days and weeks that follow. It’s just a personal opinion but I really feel ethics aren’t what they once were, and whether it is an insider, a printer, or someone else “in the know”, 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!

Q: What is your 3-5 year outlook?
Philip

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

Q: either or neither:

CN vs. CP

Q: I heard these companies earnings were posted recently. Could you please discuss the earnings and help me to understand them? Thanks,

Q: Happy New Year!

I am wondering if you want to add a railway stock, between CP and CNR which one you will buy, and a brief explanation if you will. Thanks.

Q: If you had to choose one of these stocks, which would you choose for long term hold and why?
Thx

Q: What are your thoughts on rail stocks at this point in the business cycle? Any preference between CNR AND CP?

Joe

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