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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: 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
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
Read Answer Asked by Liping on October 12, 2022
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
Read Answer Asked by Ian on October 03, 2022
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.
Read Answer Asked by Stefan on September 22, 2022
Q: Of these which has best long term potential or do you have another preference?
Read Answer Asked by Todd on June 30, 2022
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
Read Answer Asked by Lin on March 24, 2022
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
Read Answer Asked by Guy on March 15, 2022
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.
Read Answer Asked by Dave on March 10, 2022
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.
Read Answer Asked by David C. on December 10, 2021
Q: Which would be the best investment today for a long term buy and hold? Please rank. Thank-you.
Read Answer Asked by Albert on December 03, 2021
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"?
Read Answer Asked by Doug on November 30, 2021
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!
Read Answer Asked by Douglas on September 16, 2021
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