Q: Now that NFI is an A plus would you make it a top pick on BNN?
You can view 1 more answer this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- People Corporation (PEO)
- Covalon Technologies Ltd. (COV)
- NFI Group Inc. (NFI)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
Q: Good morning team, I have half positions in the following companies and you like know which ones are safe to turn into full positions at current levels.
Thx Marco
Thx Marco
Q: Hello team, The new website looks very good and user friendly. Congrats!
I have the following in my TFSA account with nearly equal weightage.
CCL.B, CPG, ENGH, XTC,KXS,GSY, SHOP, TOY,SIS.NFI
I am thinking of adding more to thIS with some extra money that I have.
What 3 stocks that you would recommend ? it could be an existing one in my portfolio too.
Thanks
Sriram
I have the following in my TFSA account with nearly equal weightage.
CCL.B, CPG, ENGH, XTC,KXS,GSY, SHOP, TOY,SIS.NFI
I am thinking of adding more to thIS with some extra money that I have.
What 3 stocks that you would recommend ? it could be an existing one in my portfolio too.
Thanks
Sriram
Q: In May 2017, you recommended the following stocks for a long term RESP:
BNS, KXS, MX, SIS, PBH and ZCL. With the recent earnings report from ZCL, would you remove it and substitute with another investment? Thanks!
BNS, KXS, MX, SIS, PBH and ZCL. With the recent earnings report from ZCL, would you remove it and substitute with another investment? Thanks!
Q: Hi 5i,
Can you please provide the quarter date and numbers?
Thanks
Can you please provide the quarter date and numbers?
Thanks
Q: If one wanted to sell Aecon and move on what are some companies or suggestions in the Industrials sector that are buyable today with some growth and a good dividend
Jimmy
Jimmy
Q: My 22 year old son is a great saver with a long term horizon. His current investments are as follows and he holds approx $3,000 - $4,000 in each name:
$40,000 in a balanced TFSA with the following stocks: BCE, CHE.UN, CPH, ECN, KXS, MRE, MAXR, NA, PTG, SHOP, TOY and WEF
$12,000 in a Cash account with: OTC, PBH and SIS
He has another $10,000 to invest in his cash account. What 2 or 3 stocks would you suggest he adds - either to increase existing holdings or to establish new positions? To make it a "teachable moment" can you please give the rationale for your suggestions.
I have been a subscriber for a year now and my portfolio has never done better. I recently renewed for a 2 year period and never make a move with any of our family's investments without checking with you first. What a FANTASTIC service. Thank you
$40,000 in a balanced TFSA with the following stocks: BCE, CHE.UN, CPH, ECN, KXS, MRE, MAXR, NA, PTG, SHOP, TOY and WEF
$12,000 in a Cash account with: OTC, PBH and SIS
He has another $10,000 to invest in his cash account. What 2 or 3 stocks would you suggest he adds - either to increase existing holdings or to establish new positions? To make it a "teachable moment" can you please give the rationale for your suggestions.
I have been a subscriber for a year now and my portfolio has never done better. I recently renewed for a 2 year period and never make a move with any of our family's investments without checking with you first. What a FANTASTIC service. Thank you
Q: I would like to add to my industrials and can't decide between these two companies. I know you like both. Is there anything that suggests one over the other? I am wondering if given I have enough healthcare already, is that enough to influence me to go with NFI as it is the "purer" industrial play?
Appreciate your insight (and really looking forward to the new website!)
Paul F.
Appreciate your insight (and really looking forward to the new website!)
Paul F.
- Celestica Inc. (CLS)
- NFI Group Inc. (NFI)
- Boyd Group Income Fund (BYD.UN)
- Magna International Inc. (MG)
Q: Hi Peter, I am looking for a growth replacement for CLS and it can come from any of your portfolios. Please suggest your top 3 or 4. I already own PHO, PUR, TV and ZCL in a 29 stock portfolio. Time frame 1-3 year hold.
Many thanks for your candid advice. It has served me well for over 4 years now and I have renewed my membership for 2 more years.
Martin
Many thanks for your candid advice. It has served me well for over 4 years now and I have renewed my membership for 2 more years.
Martin
Q: Hello Peter and team,
My portfolio now closely mirrors the BE Portfolio only missing NFI. I have cash for two full positions.
XTC’s valuation seems interesting and it has gained traction recently. Would it be time to initiate a position or wait and see how the NAFTA negotiations evolve?
Thank you, Ronald
My portfolio now closely mirrors the BE Portfolio only missing NFI. I have cash for two full positions.
XTC’s valuation seems interesting and it has gained traction recently. Would it be time to initiate a position or wait and see how the NAFTA negotiations evolve?
Thank you, Ronald
- Toronto-Dominion Bank (The) (TD)
- Constellation Software Inc. (CSU)
- NFI Group Inc. (NFI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: For a 40 year old, starting to save for retirement. Currently have in an RRSP these stocks: TOY, ATD.B SIS and TD. Now have room for two more holdings. Can you suggest 2 or 3 please?
- NFI Group Inc. (NFI)
- Premium Brands Holdings Corporation (PBH)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I currently own all 3. Would you be comfortable adding to all 3 at this time? each position would be at 4%.
Thanks Valter
Thanks Valter
Q: Will you be preparing a report for NFI? What rating would you likely give. Thanks.
Q: Hi 5i,
Would NFI's order and backlog release yesterday make you more or less optimistic about their upcoming earnings? Markets didn't seem to care.
Thanks as always.
Would NFI's order and backlog release yesterday make you more or less optimistic about their upcoming earnings? Markets didn't seem to care.
Thanks as always.
- Bank of Nova Scotia (The) (BNS)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Brookfield Renewable Partners L.P. (BEP.UN)
- NFI Group Inc. (NFI)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Altus Group Limited (AIF)
Q: Hello 5i team, My wife and I, retirees, hold a fairly conservative portfolio, including the listed stocks above in our TFSA's. Our overall asset mix is 5/45/50 cash/fixed income/equities. If (in view of the buoyant markets) we chose to increase our cash position, which 1 or 2 of the listed stocks would you suggest we sell? Thank you.
Edward
Edward
- Metro Inc. (MRU)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- NFI Group Inc. (NFI)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Winpak Ltd. (WPK)
Q: Hi, i am looking to add some of these names to my portfolio. I want long term growth. I am young and can hold 5 years plus. Please ignore sector diversification. Can you rank best to worst. Can you also comment on significant valuation differences? IE MG versus NFI or WPK. Is it simply business earnings stability? Because it appears growth in Magna earnings is quite significant even relative to NFI or WPK.
Q: Can u please comment on recent earnings.
- Canadian National Railway Company (CNR)
- Stantec Inc. (STN)
- NFI Group Inc. (NFI)
- Badger Infrastructure Solutions Ltd. (BDGI)
- Savaria Corporation (SIS)
- K-Bro Linen Inc. (KBL)
- Exchange Income Corporation (EIF)
Q: Hi Peter and Team,
In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?
As always, your advice is greatly appreciated and valued.
In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?
As always, your advice is greatly appreciated and valued.
Q: Which has more potential (risk adjusted) return in the short to medium term?
Thanks!
Thanks!
- Sylogist Ltd. (SYZ)
- NFI Group Inc. (NFI)
- North West Company Inc. (The) (NWC)
- Alimentation Couche-Tard Inc. (ATD)
- Valener Inc. (VNR)
- ZCL Composites Inc. (ZCL)
- Premier American Uranium Inc. (PUR)
Q: I would like to add to one or two of the above stocks with my gains from Shopify. In a well diversified portfolio I am looking for dividend income with some growth. I hold all of the above just slightly less than a 2% allocation in the portfolio.
Many thanks for your continued support, education, advice and suggestions. I have done well under 5i direction since 2013. Thank you.
Many thanks for your continued support, education, advice and suggestions. I have done well under 5i direction since 2013. Thank you.