Q: Would you be ok with a switch from BOS to NFI? As with other members, I've been a bit disappointed with BOS and am looking to reallocate within the Industrial sector.
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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, Could you please on New Flyer earnings ? Looks like a very strong quarter ! Do you see a strong full year, too ? Pay out ratio has dropped significantly. How would it benefit the co. and shareholders ? As Company reports in US$, does exchange rate fluctuations impact the results in any way? Thanks for your valued insight.
Q: What is the Q2 consensus for rev., adj. ebitda and eps, in $US?
thx
thx
Q: Hi, could you please post the street estimates for SJ, NFI and CGX. Thanks
Q: With reference to revenue mix by country, how would you assess the significance of CAD vs USD to the bottom line for NFI.
thanks
thanks
Q: I am currently hold Cervus in my TFSA at a large loss. Would a switch to New Flyer make sense at this point?
Q: Good Morning
Magna and Exco make up about 9% of my registered account. I would like to add New Flyer based on your comments. Would you endorse a switch from XTC to NFI? Do you see NFI as auto related? I am concerned with my sector exposure.
Thank you
Magna and Exco make up about 9% of my registered account. I would like to add New Flyer based on your comments. Would you endorse a switch from XTC to NFI? Do you see NFI as auto related? I am concerned with my sector exposure.
Thank you
Q: Hi Peter and 5i Team.
I have one account (representing about 20% of my overall portfolio) where I hold only the Balanced Equity Portfolio. KXS is pushing 7% of this account, so I was thinking of trimming it back to about 5%. All other positions in the account are at about 4% to 5%, except HCG, NFI, and PKI, each at about 2%.
Do you think I should top up one of the half-positions, keep some cash handy for future purchases, or leave well enough alone and keep KXS at 7%? (Note: I also own smaller positions in KXS in a couple of TFSA accounts.)
Thanks,
Scott
I have one account (representing about 20% of my overall portfolio) where I hold only the Balanced Equity Portfolio. KXS is pushing 7% of this account, so I was thinking of trimming it back to about 5%. All other positions in the account are at about 4% to 5%, except HCG, NFI, and PKI, each at about 2%.
Do you think I should top up one of the half-positions, keep some cash handy for future purchases, or leave well enough alone and keep KXS at 7%? (Note: I also own smaller positions in KXS in a couple of TFSA accounts.)
Thanks,
Scott
Q: Hi, I'm thinking about selling WSP and replacing it with NFI. What are your thoughts on this?
Q: I am considering selling Badger to buy New Flyer Ind. as I believe NFI has better prospects over the new year or two. Would you agree? There is only a small capital gain on BAD and the portfolio is otherwise balanced.
Q: Would you buy new flyer at these prices or wait for a little more of a pullback?
Q: Since initiating a position for NFI, does this mean the company will be covered(reports) in the near future?
Q: Hell 5i team,
We have all dropped the superlatives regarding your excellent service,because of getting used to it, but we still believe you are great, even though we don't mention it as much!
I have two questions here, really. I have Stella Jones and Stantec in my TFSA and I have been wondering whether it is worth it to sell them and buy something like New Flyer there and putting these two in my margin account, obviously because of growth potential. How would you see this move?
Also, in an answer this morning you put PG in health care. Is that because it has enough of a health care business that you could classify it that way? On Morningstar it is classified in household and Personal products, I think.
thanks
We have all dropped the superlatives regarding your excellent service,because of getting used to it, but we still believe you are great, even though we don't mention it as much!
I have two questions here, really. I have Stella Jones and Stantec in my TFSA and I have been wondering whether it is worth it to sell them and buy something like New Flyer there and putting these two in my margin account, obviously because of growth potential. How would you see this move?
Also, in an answer this morning you put PG in health care. Is that because it has enough of a health care business that you could classify it that way? On Morningstar it is classified in household and Personal products, I think.
thanks
Q: How does one evaluate the order to suspend all production and ongoing work for the New Jersey contract? Does initiating a half position based on this little bout of weakness make sense to you at this time? OR, do you think its better to wait, now that this news is out? Thank-you.
Q: Peter and team:
I am currently down about 20% on TFI in a well balanced long term hold portfolio.
I am considering cutting my losses and buying NFI. Would you consider these in the same "sector", and what is you opinion of this switch.
My concern is how much upside is left in NFI. I have owned it in my kids RESP and done well (2.5x), but am wondering how much "growth" is left.
Than you as always for a great service!
Phil
I am currently down about 20% on TFI in a well balanced long term hold portfolio.
I am considering cutting my losses and buying NFI. Would you consider these in the same "sector", and what is you opinion of this switch.
My concern is how much upside is left in NFI. I have owned it in my kids RESP and done well (2.5x), but am wondering how much "growth" is left.
Than you as always for a great service!
Phil
Q: Hi,
You added NFI with a 2.5% weighting. Would you be comfortable recommending someone add it as a full position (ie. 4%)
Thanks
You added NFI with a 2.5% weighting. Would you be comfortable recommending someone add it as a full position (ie. 4%)
Thanks
Q: Is New Flyer Industries TFSA or RRSP material for those of us that have the entire portfolio, but can only fit a select few in the TFSA?
Q: Hi,
I'm thinking of adding NFI to my portfolio , but don't want to hold too many stocks. If you had to drop one of the following industrial stocks (these are all the industrials i own) to replace it, which would it be?
MDA, WSP, STN, or XTC? Or would you not replace any of these stocks ?
Thank you
I'm thinking of adding NFI to my portfolio , but don't want to hold too many stocks. If you had to drop one of the following industrial stocks (these are all the industrials i own) to replace it, which would it be?
MDA, WSP, STN, or XTC? Or would you not replace any of these stocks ?
Thank you
Q: Hi:
Can you comment on your rationale for adding NFI to the Balanced Equity Portfolio?
Thanks!
Can you comment on your rationale for adding NFI to the Balanced Equity Portfolio?
Thanks!
Q: I'm looking at adding these 2 companies to my Canadian portfolio. Do you have any concerns with these 2 names?