Q: May I have your comments on earnings for First Service and TFI please?
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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.
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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TMX Group Limited (X)
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Toromont Industries Ltd. (TIH)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.
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BCE Inc. (BCE)
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TELUS Corporation (T)
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Tourmaline Oil Corp. (TOU)
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FirstService Corporation (FSV)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: Hello 5i,
I'm thinking of selling my BCE shares in my non-registered account for tax loss purposes since I'm also expecting a dividend cut shortly. I'm looking to replace the dividend income as much as possible and I'm thinking of putting the proceeds in Telus (which I already own) or FRU.UN (not owned but I already own TOU). I'm debating whether a possible capital appreciation with BCE following a dividend cut makes it worth rebuying after 30 days instead of continuing to hold T or FRU.UN for the long term? Overall, my goal is to maintain my dividend income with this particular trade.
I'm also thinking about replacing FSV with HPS.A (I had HPS.A FOMO a few months ago but I'm not sure it's going back to its previous days?) in my TFSA for overall returns and I'm wondering if you have a preference between the two?
Thank you,
Lisa
I'm thinking of selling my BCE shares in my non-registered account for tax loss purposes since I'm also expecting a dividend cut shortly. I'm looking to replace the dividend income as much as possible and I'm thinking of putting the proceeds in Telus (which I already own) or FRU.UN (not owned but I already own TOU). I'm debating whether a possible capital appreciation with BCE following a dividend cut makes it worth rebuying after 30 days instead of continuing to hold T or FRU.UN for the long term? Overall, my goal is to maintain my dividend income with this particular trade.
I'm also thinking about replacing FSV with HPS.A (I had HPS.A FOMO a few months ago but I'm not sure it's going back to its previous days?) in my TFSA for overall returns and I'm wondering if you have a preference between the two?
Thank you,
Lisa
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Thomson Reuters Corporation (TRI)
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Berkshire Hathaway Inc. (BRK.B)
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Trane Technologies plc (TT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Chubb Limited (CB)
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Honeywell International Inc. (HON)
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Visa Inc. (V)
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Royal Bank of Canada (RY)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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S&P Global Inc. (SPGI)
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RTX Corporation (RTX)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.
What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.
What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Thomson Reuters Corporation (TRI)
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EQB Inc. (EQB)
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Waste Connections Inc. (WCN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Please ranks these stock for risk from US Tariffs from High to Low.....Tom
Q: First Sevice is trading significantly lower today after reporting earnings. I hold this secrity and have done very well with it. Is this serious or a one quarter blip? Your overall thoughts would be appreciated. Thank you.
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Constellation Software Inc. (CSU)
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FirstService Corporation (FSV)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hi,
I own the above in my TFSA. With limited funds, what is your preferred order in which to add?
Thanks,
Robert
I own the above in my TFSA. With limited funds, what is your preferred order in which to add?
Thanks,
Robert
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FirstService Corporation (FSV)
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Choice Properties Real Estate Investment Trust (CHP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Real Estate Select Sector SPDR Fund (The) (XLRE)
Q: Seasons Greetings to all at 5i, and fellow members as well!
Our Real Estate holdings include DIR.UN, FSV (thank you 5i for this stellar pick!), and XLRE. Portfolio Analytics indicates that we should increase weighting. I was considering adding to DIR.UN, or starting a new position in CHP.UN. If this was your portfolio, what would you do, or is there even a better opportunity? Thanks as always.
Our Real Estate holdings include DIR.UN, FSV (thank you 5i for this stellar pick!), and XLRE. Portfolio Analytics indicates that we should increase weighting. I was considering adding to DIR.UN, or starting a new position in CHP.UN. If this was your portfolio, what would you do, or is there even a better opportunity? Thanks as always.
Q: FSV has had a great run this year. So I am thinking of your general recommendation to "buy on momentum". Is FSV a solid momentum buy or does it's quick rise suggest that I look elsewhere? I like that it's business is in the US.
Q: Your comments please on recent earnings of these two companies. Thanks.
Q: May I please have your comments on earnings?
Q: Will the hurricanes in Florida be positive or negative for FSV?
Thanks for your thoughts.
Ian
Thanks for your thoughts.
Ian
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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NextEra Energy Inc. (NEE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Brookfield Renewable Partners L.P. (BEP.UN)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Toromont Industries Ltd. (TIH)
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Agnico Eagle Mines Limited (AEM)
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Alimentation Couche-Tard Inc. (ATD)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Nutrien Ltd. (NTR)
Q: We are planning to set up a separate investment account for our grandkids. Assume a 10 year hold. There are a few sectors we would want to overweight - 3 stocks, CAD or US, in Financials, Industrials, Technology and 1-2 stocks in the others. What would you look for and how would that translate into individual stock selections.
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FirstService Corporation (FSV)
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BRP Inc. Subordinate Voting Shares (DOO)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Good morning 5i
You recently published an excellent report on which companies to buy in view of upcoming interest rate cuts. Most of them were companies with dividends and struggling with debt.
If you were to buy a no dividend or low divident Canadian company today, what would it be? Or, perhaps three, ordered from first choice to last?
Thanks
You recently published an excellent report on which companies to buy in view of upcoming interest rate cuts. Most of them were companies with dividends and struggling with debt.
If you were to buy a no dividend or low divident Canadian company today, what would it be? Or, perhaps three, ordered from first choice to last?
Thanks
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Celestica Inc. (CLS)
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FirstService Corporation (FSV)
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ATS Corporation (ATS)
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North West Company Inc. (The) (NWC)
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Leon's Furniture Limited (LNF)
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Payfare Inc. Class A Common Shares (PAY)
Q: In preparation for putting proceeds of PLC tender to work, can you please rank these stocks for potential total return over a 5-7 year timeframe and taking current valuations into account?
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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FirstService Corporation (FSV)
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TMX Group Limited (X)
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Open Text Corporation (OTEX)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
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Hydro One Limited (H)
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TECSYS Inc. (TCS)
Q: Could you tell us what 5I's opinion is of the top two Canadian dividend growing companies in the last 10 years in the following sectors are:
- Consumer Staples, Information Technologies, Utilities, Energy, Real Estate and Financials
My 5I subscription is paying invaluable knowledge,
Jim
- Consumer Staples, Information Technologies, Utilities, Energy, Real Estate and Financials
My 5I subscription is paying invaluable knowledge,
Jim
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Canadian Natural Resources Limited (CNQ)
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FirstService Corporation (FSV)
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TFI International Inc. (TFII)
Q: The more growth portion of my cash portfolio ( which is full of financials, utilities etc) now consists of BN, GSY and LMN and have been very happy with them ( thanks to you).
Now am looking at one of the 3 highlighted companies. I have not been in oil for years and do not see the price of oil being in an upward trend , however CNQ seems to be favoured by many analysts. I am impressed with TFII earnings in a sector that is experiencing softness. FSV , again , has reported good earnings with their newly acquired roofing business leading the way.
I suspect you would pick any of this 3 as my next acquisition. Should I throw a dart and see which one I hit or does one stand out from the others ?
Thanks. Derek
Now am looking at one of the 3 highlighted companies. I have not been in oil for years and do not see the price of oil being in an upward trend , however CNQ seems to be favoured by many analysts. I am impressed with TFII earnings in a sector that is experiencing softness. FSV , again , has reported good earnings with their newly acquired roofing business leading the way.
I suspect you would pick any of this 3 as my next acquisition. Should I throw a dart and see which one I hit or does one stand out from the others ?
Thanks. Derek
Q: Your comments please on earnings of FSV and WCN.
Thanks
Thanks
Q: May I have your comments on earnings please