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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: Hi 5i, What is the break fee, if CN gets the STB approvals? I see CP as being in a "No Lose situation, If they don't get KCS on refusal by STB they walk away with the break fee. Also If CN gets these assets it opens the door for a large US railroad to attack like a pack of hungry wolves to take over CPR. The politicians might have their heads explode if that happens. Does the Canadian government cabinet have to approve either of these deals?
Read Answer Asked by Keith on June 15, 2021
Q: I'm well represented with banks, tech, and energy. Other than TFII, I own no industry. I want to own 3 of either WS, GDI, TIH, MG, CAR, or CP for the long term, looking for some growth, some dividends and not too much volatility. Which 3 do you suggest and why?
Read Answer Asked by Graeme on May 27, 2021
Q: Currently own CNR and am concerned about the KCS merger. Do you think the share price can recover IF the merger is approved? What if its not approved? Some major share holders think that CNR is taking a large risk and are over-paying/ My understanding is this decision could take up to a year to be decided. Would you SELL CNR and move to CP while this sorts out (no impact tax wise) or continue to HOLD until things get a little clearer to shareholders.
Thanks for your thoughts
Read Answer Asked by Rudy on May 25, 2021
Q: You recently commented that at this point you like TFII better than CNR and CPR. Could you elaborate and would you consider TFII a good choice for growth if we have inflationary pressures.
Thanks!
Read Answer Asked by Greg on May 19, 2021
Q: Hi 5i team. I’m trying to decide on investing in CNR, CP or something else in the commercial transportation industry. Could you give me your thoughts and feedback on their current state and future outlook to compare. Trying to understand why CNR has not recovered from last drop like CP did. Would CNR still be a good choice while the stock is still low? or would you suggest CP or something else at this time that would be better even if it’s a US company? Why? And could you rank them in order of strength in their ability to produce profits moving forward. thanks!
Read Answer Asked by Sylvain on May 12, 2021
Q: It seems to me that this is a critical juncture for the growth and development of these two companies, somewhat akin to the number 1 and 2 teams in the Northern Division playing each other in a hockey game. The winner will not only get a win but also deal the loser a loss at the same time. Your thoughts please.
Steve
Read Answer Asked by Steve on April 23, 2021
Q: There are times when I wonder about continuous disclosure rules and adherence to them. At the open on Friday, CP traded down sharply on much higher than average volumes. Over the weekend a major announcement. KSU did not trade up much on price during Friday but experienced higher than average trading volumes. Should a retail investor care or is their an issue here? Do the regulators watch this type of activity surrounding a major announcement?
Read Answer Asked by Greg on March 23, 2021
Q: I was contemplating CP for a month now as a mid risk reopening play for my non reg account, also since pipelines are under attack & on 5i's comments on the company. Saturday 11PM, I see their offer for a huge acquisition. My question: What does one do if still interested in the company and how would one proceed? Would you step in right away or would you let the story run and then see what happens considering they just entered negotiations and I guess an approval process by regulators of different countries?
Thank you for your help!
Read Answer Asked by Michael on March 22, 2021
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