Q: Hi 5i
With the US Congress passing the $1.2 Trillion Infrastructure bill last Friday evening, what sectors and Canadian stocks would you suggest might benefit the most going forward. Thanks
Q: To gain exposure to industrials would you prefer TIH, FTT, Stantec or another? Are TIH and FTT similar businesses, meaning would you ever hold both in the same portfolio with a limited number of holdings?
Q: Older investor looking to pair an industrial company, in a concentrated TFSA, with WSP. Want to capture the most total return over 3 years with the least volatility. What would you suggest? I am leaning towards TFII. Thank you.
Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.
Q: What is your opinion on the activist investor situation at CNR? I remember when this happened with CP a few years ago. Even though I never bought in, the stock did very well in the years following Hunter Harrison being appointed CEO.
I'm asking because I am currently light in industrials, I have postions in TT, WSP, TFI, XYL. I was considering a position in CNR for my RRSP.
Q: Retired, dividend-income investor, who usually follows a fully invested, buy-and-hold strategy for the long term but trims-adds around core positions to achieve the targeted asset allocation. I currently have <4% cash in the combined family portfolio.
Question #1 = for new monies into my wife's account as they become available, please rank the order in which you would invest into BCE, LNF, NWC....and why? I'm looking at where is the most Total Return upside over the foreseeable future. Ignore asset allocation, I've got that covered.
Q#2 = ditto for my account, please rank for new money investment into LIFE, ZRE, BNS, WSP...and why?
Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.
Q: I am a recent subscriber, but have been around long enough to have taken your advice on TOI:CV. It has done quite well, thanks. I have my TFSA holding only one stock, BNS with the whole $75,000. It has essentially not moved in the last 6 months. Can you suggest one or two stocks that you feel have a similar potential as did TOI, as I would like to sell my BNS and move into something else?