Investment Q&A

• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
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Q: Please comment on CP's earnings report.
Thank you

Upvote 2

Read Answer Asked by D on January 31, 2024

• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
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• FirstService Corporation (FSV $225.55)
  • $225.55 P/E (TTM): 53.68X Cap: $10.31B
  • View FSV Profile
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  • View Reports on FSV

Q: I have held CP for some time now. Although it has fluctuated somewhat, it seems to be range bound. Do you see it having much potential to increase? I am starting to consider swapping it for FSV, which seems to just steadily increase. Any comment on that switch?

Many thanks

Upvote 2

Read Answer Asked by Leonard on January 24, 2024

• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.49X Cap: $484.45B
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• Moody's Corporation (MCO $538.92)
  • $538.92 P/E (TTM): 43.36X Cap: $96.14B
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• Enbridge Inc. (ENB $66.17)
  • $66.17 P/E (TTM): 25.3X Cap: $144.33B
  • View ENB Profile
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  • View Reports on ENB
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
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• TMX Group Limited (X $51.59)
  • $51.59 P/E (TTM): 31.27X Cap: $14.35B
  • View X Profile
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• Fair Isaac Corporation (FICO $1,567.19)
  • $1,567.19 P/E (TTM): 59.03X Cap: $37.15B
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Q: Hi ,
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on January 22, 2024

• O'Reilly Automotive Inc. (ORLY $94.70)
  • $94.70 P/E (TTM): 32.8X Cap: $79.93B
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• Booking Holdings Inc. (BKNG $5,115.91)
  • $5,115.91 P/E (TTM): 33.33X Cap: $164.90B
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• AutoZone Inc. (AZO $3,522.02)
  • $3,522.02 P/E (TTM): 30.21X Cap: $58.35B
  • View AZO Profile
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• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.72)
  • $127.72 P/E (TTM): 17.38X Cap: $27.73B
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  • View Reports on GIB.A
• Dollarama Inc. (DOL $196.24)
  • $196.24 P/E (TTM): 41.66X Cap: $53.72B
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• BRP Inc. Subordinate Voting Shares (DOO $108.96)
  • $108.96 Cap: $7.99B
  • View DOO Profile
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• Alimentation Couche-Tard Inc. (ATD $73.80)
  • $73.80 P/E (TTM): 19.29X Cap: $68.32B
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• Ulta Beauty Inc. (ULTA $663.48)
  • $663.48 P/E (TTM): 25.47X Cap: $29.43B
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• Hilton Worldwide Holdings Inc. (HLT $300.85)
  • $300.85 P/E (TTM): 43.6X Cap: $69.87B
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Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?

Upvote 14

Read Answer Asked by Jeffrey on January 18, 2024

• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
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• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $33.42)
  • $33.42 P/E (TTM): 12.81X Cap: $2.98B
  • View XEI Profile
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Q: Good Morning 5i group. What are your thoughts for a recently retired person who has a large gain on CNR in an RRSP to sell the position tax free and buy an ETF say XEI and essentially triple the income and also diversify the portfolio further ?
Thanks for the great service, a different ETF or investment idea for consideration would be welcomed.

Upvote 4

Read Answer Asked by STEVE on November 23, 2023

• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.90)
  • $48.90 P/E (TTM): 54.07X Cap: $22.55B
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Q: i am thinking of switching from CP (2%) to BIP. Looking for growth and div with this move.
Don't like CP drifting lower.
I already own 4% BN. Do you think BIP stock can grow faster then BN?

Upvote 8

Read Answer Asked by JR on November 21, 2023

• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP
• TFI International Inc. (TFII $155.15)
  • $155.15 P/E (TTM): 29.3X Cap: $12.76B
  • View TFII Profile
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  • View Reports on TFII

Q: I am wondering about cnr or cp.
Are there any other transportation companies that you find interesting these days?

Upvote 5

Read Answer Asked by FORREST on November 21, 2023

• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP

Q: Hi 5i,
I want to add a rail position. What’s your thesis on CNR vs CP?

Thank you!

Upvote 0

Read Answer Asked by Greg on October 30, 2023

• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
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• AirBoss of America Corp. (BOS $4.63)
  • $4.63 Cap: $125M
  • View BOS Profile
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  • View Reports on BOS

Q: Own BOS and am thinking of switching to CP as I feel that with its recent acquisition it has growth potential. Your thoughts on this switch and CP and BOS in general.
Thanks

Upvote 0

Read Answer Asked by Robert on October 16, 2023

• CSX Corporation (CSX $36.25)
  • $36.25 P/E (TTM): 23.69X Cap: $67.50B
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• Norfolk Southern Corporation (NSC $290.63)
  • $290.63 P/E (TTM): 22.15X Cap: $65.21B
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• Union Pacific Corporation (UNP $229.49)
  • $229.49 P/E (TTM): 19.5X Cap: $136.12B
  • View UNP Profile
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• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP
• Berkshire Hathaway Inc. (BRK.B $493.29)
  • $493.29 P/E (TTM): 15.77X Cap: $1.06T
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Q: Please give me your view on Norfolk Southern Corp.

Thank You in advance.

Upvote 0

Read Answer Asked by John on October 02, 2023

• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
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• Constellation Software Inc. (CSU $2,844.99)
  • $2,844.99 P/E (TTM): 65.08X Cap: $60.28B
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• Descartes Systems Group Inc. (The) (DSG $122.39)
  • $122.39 P/E (TTM): 52.05X Cap: $10.52B
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• Thomson Reuters Corporation (TRI $172.49)
  • $172.49 P/E (TTM): 31.87X Cap: $76.73B
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• BMO Canadian Dividend ETF (ZDV $28.38)
  • $28.38 P/E (TTM): 13.11X Cap: $1.46B
  • View ZDV Profile
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.18)
  • $42.18 P/E (TTM): 15.33X Cap: $1.11B
  • View CDZ Profile
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• Vanguard Balanced ETF Portfolio (VBAL $37.84)
  • $37.84 P/E (TTM): 11.44X Cap: $4.59B
  • View VBAL Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.91)
  • $65.91 P/E (TTM): 94.74X Cap: $147.99B
  • View BN Profile
  • View Questions on BN

Q: Thank you for your answer on stocks and ETF'S for my son's FHSA account that is starting. The answer included mostly US domiciled names/ETF's and we are looking at Canadian names. Could you recommend a combination of Canadian blue chips and ETF's for a 7 year time frame to monthly contribute and compound before needing funds for a home buyer withdrawal
Thank you

Upvote 0

Read Answer Asked by Harry on September 28, 2023

• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• BCE Inc. (BCE $33.59)
  • $33.59 P/E (TTM): 5.04X Cap: $31.32B
  • View BCE Profile
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• Enbridge Inc. (ENB $66.17)
  • $66.17 P/E (TTM): 25.3X Cap: $144.33B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.26)
  • $13.26 P/E (TTM): 15.01X Cap: $1.06B
  • View UMAX Profile
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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

Upvote 0

Read Answer Asked by JAMES on September 19, 2023

• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP

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 don’t 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.

Upvote 0

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

• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP
• Reliance Inc. (RS $324.03)
  • $324.03 P/E (TTM): 23.48X Cap: $16.94B
  • View RS Profile
  • View Questions on RS

Q: Please comment on latest earnings reports and your recommendations on these. Thank you.

Upvote 0

Read Answer Asked by D on August 02, 2023

• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP

Q: Hi Peter, why the sell of on the rails - in particular to CN and CP. Was there any news that affected them directly. Also would you consider them a buy and if so which one would you add. Can you also speak to evaluation. Thank you

Upvote 0

Read Answer Asked by Frank on May 24, 2023

• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP

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.

Upvote 0

Read Answer Asked by Bob on May 18, 2023

• Royal Bank of Canada (RY $235.42)
  • $235.42 P/E (TTM): 16.33X Cap: $329.63B
  • View RY Profile
  • View Questions on RY
• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Enbridge Inc. (ENB $66.17)
  • $66.17 P/E (TTM): 25.3X Cap: $144.33B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP
• Restaurant Brands International Inc. (QSR $95.14)
  • $95.14 P/E (TTM): 24.4X Cap: $43.16B
  • View QSR Profile
  • View Questions on QSR
• Berkshire Hathaway Inc. (BRK.B $493.29)
  • $493.29 P/E (TTM): 15.77X Cap: $1.06T
  • View BRK.B Profile
  • View Questions on BRK.B

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.

Upvote 0

Read Answer Asked by CARMELO on May 09, 2023

• Union Pacific Corporation (UNP $229.49)
  • $229.49 P/E (TTM): 19.5X Cap: $136.12B
  • View UNP Profile
  • View Questions on UNP
• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP

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.

Upvote 0

Read Answer Asked by wilson on May 08, 2023

• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.9X Cap: $85.72B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP

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,

Upvote 0

Read Answer Asked by Lin on April 27, 2023

• Canadian Pacific Kansas City Limited (CP $100.94)
  • $100.94 P/E (TTM): 21.94X Cap: $90.92B
  • View CP Profile
  • View Questions on CP
• TFI International Inc. (TFII $155.15)
  • $155.15 P/E (TTM): 29.3X Cap: $12.76B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

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?

Upvote 0

Read Answer Asked by Gerry on April 27, 2023