Investment Q&A

• Enghouse Systems Limited (ENGH $20.51)
  • $20.51 P/E (TTM): 15.41X Cap: $1.12B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• BRP Inc. Subordinate Voting Shares (DOO $101.00)
  • $101.00 Cap: $7.26B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Kinaxis Inc. (KXS $180.66)
  • $180.66 P/E (TTM): 105.77X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: between these 4 names which one would you think would have a greater gain in 3 to 5 years and safer as well please because it is going in to my rrsp contribution for 2022 tax season. Thank you like alway's

Upvote 0

Read Answer Asked by wilson on February 06, 2023

• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Aritzia Inc. Subordinate Voting Shares (ATZ $137.75)
  • $137.75 P/E (TTM): 55.01X Cap: $15.89B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Good morning, straight up which has more upside potential, TIFF or ATZ over a three year period, thanks?

Upvote 0

Read Answer Asked by Pat on February 03, 2023

• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Cargojet Inc - Ordinary Shares and Variable Voting Shares (CJT.A $75.62)
  • $75.62 P/E (TTM): 66.6X
  • View CJT.A Profile
  • View Questions on CJT.A

Q: Good morning, 5i team,

CJT or TFI? Why?
Your thought is very much appreciated. Thank you!

Upvote 0

Read Answer Asked by Nhung on February 03, 2023

• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Hi, TFI seems to have made a sharp move up recently and is now at all time highs after being range bound for the last year with a few buying dips sprinkled in. I don’t see any catalyst for this sudden move. No news recently and earnings are not out until Feb 6. I was comfortable buying in the 130’s but not so now. Is there a price range you would be comfortable with? Looking for your opinion. Many thanks.

Upvote 0

Read Answer Asked by Anthony on February 03, 2023

• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: TFII continues to move in the right direction. What are the big factors that keep the company performing so well? Is there anything that might negatively impact its movement? I have half position and thinking of buying but I am cautious it might fall back. Buy or wait for pull back?

Upvote 0

Read Answer Asked on February 03, 2023

• Constellation Software Inc. (CSU $3,327.83)
  • $3,327.83 P/E (TTM): 76.32X Cap: $70.52B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $123.01)
  • $123.01 P/E (TTM): 51.99X Cap: $10.47B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $180.66)
  • $180.66 P/E (TTM): 105.77X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Aritzia Inc. Subordinate Voting Shares (ATZ $137.75)
  • $137.75 P/E (TTM): 55.01X Cap: $15.89B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Brookfield Corporation Class A Limited Voting Shares (BN $66.47)
  • $66.47 P/E (TTM): 95.71X Cap: $149.24B
  • View BN Profile
  • View Questions on BN

Q: Hi please name 5 top growth stocks with high earning increase . Thanks.

Upvote 0

Read Answer Asked by victor on February 01, 2023

• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: Should one be concerned that Alain Bedard holds all 3 positions of Chairman, President, and Chief Executive Officer. While one cannot deny that he has been very successful over the years, my concern is about governance. I also wonder about succession plans as this looks like a one man show. Please tell me why this should ( or should not) concern me enough not buy the stock. Thanks. Derek.

Upvote 0

Read Answer Asked by Derek on February 01, 2023

• Constellation Software Inc. (CSU $3,327.83)
  • $3,327.83 P/E (TTM): 76.32X Cap: $70.52B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.35)
  • $36.35 P/E (TTM): 20.61X Cap: $853M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI
• Trisura Group Ltd. (TSU $45.69)
  • $45.69 P/E (TTM): 17.86X Cap: $2.17B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X
  • View TSU Profile
  • View Questions on TSU
• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • View NBLY Profile
  • View Questions on NBLY

Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek

Upvote 0

Read Answer Asked by Derek on January 27, 2023

• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 109.27X Cap: $859M
  • View ECN Profile
  • View Questions on ECN
• WELL Health Technologies Corp. (WELL $4.30)
  • $4.30 Cap: $1.09B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Topicus.com Inc. (TOI $125.30)
  • $125.30 P/E (TTM): 1043.32X Cap: $10.43B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Looking to add to my registered accounts. Could you please rank the above based on which you would buy as of today?

Many thanks,

Upvote 0

Read Answer Asked by Rick on January 24, 2023

• WSP Global Inc. (WSP $265.93)
  • $265.93 P/E (TTM): 38.89X Cap: $33.96B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Savaria Corporation (SIS $24.01)
  • $24.01 P/E (TTM): 27.74X Cap: $1.71B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Need to reduce weight in the Industrial sector. Which one would you suggest trimming or selling:

WSP and TFII (13% and 14% Gain)
SIS (33% Loss)

Thank you

Upvote 0

Read Answer Asked by Hali on January 20, 2023

• Toronto-Dominion Bank (The) (TD $130.65)
  • $130.65 P/E (TTM): 11.21X Cap: $223.93B
  • View TD Profile
  • View Questions on TD
• Bank of Montreal (BMO $185.94)
  • $185.94 P/E (TTM): 15.2X Cap: $130.83B
  • View BMO Profile
  • View Questions on BMO
• Manulife Financial Corporation (MFC $51.54)
  • $51.54 P/E (TTM): 16.33X Cap: $87.61B
  • View MFC Profile
  • View Questions on MFC
• Constellation Software Inc. (CSU $3,327.83)
  • $3,327.83 P/E (TTM): 76.32X Cap: $70.52B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• ATS Corporation (ATS $41.34)
  • $41.34 Cap: $3.92B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• BRP Inc. Subordinate Voting Shares (DOO $101.00)
  • $101.00 Cap: $7.26B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• goeasy Ltd. (GSY $137.34)
  • $137.34 P/E (TTM): 10.1X Cap: $2.22B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: I own the above Canadian Stocks.

Please rate each of the above as a BUY, HOLD or SELL and the reasons for your rating. Thank You.

Upvote 0

Read Answer Asked by ALNOOR on January 20, 2023

• WSP Global Inc. (WSP $265.93)
  • $265.93 P/E (TTM): 38.89X Cap: $33.96B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Savaria Corporation (SIS $24.01)
  • $24.01 P/E (TTM): 27.74X Cap: $1.71B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.35)
  • $36.35 P/E (TTM): 20.61X Cap: $853M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI
• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $66.22)
  • $66.22 P/E (TTM): 28.61X Cap: $148M
  • View XGI Profile
  • View Questions on XGI
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $124.52)
  • $124.52 P/E (TTM): 34.29X Cap: $24.84B
  • View XLY Profile
  • View Questions on XLY
• Boyd Group Services Inc. (BYD $218.32)
  • $218.32 P/E (TTM): 213.82X Cap: $6.10B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Will you please give your opinion of undervalued stocks in the industrial and consumer discretionary sectors (with good dividends). Also, related ETF's would be appreciated. Thank you for your great service.

Upvote 0

Read Answer Asked by Donna on January 17, 2023

• Northland Power Inc. (NPI $18.51)
  • $18.51 Cap: $4.71B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Savaria Corporation (SIS $24.01)
  • $24.01 P/E (TTM): 27.74X Cap: $1.71B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Sectors aside can you please prioritize these 3 stock in future potential/upside?

Upvote 0

Read Answer Asked by John on January 16, 2023

• Canadian National Railway Company (CNR $137.37)
  • $137.37 P/E (TTM): 18.68X Cap: $84.74B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $99.37)
  • $99.37 P/E (TTM): 21.64X Cap: $89.68B
  • View CP Profile
  • View Questions on CP
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: If you had to choose one of these stocks, which would you choose for long term hold and why?
Thx

Upvote 0

Read Answer Asked by Todd on January 16, 2023

• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Exchange Income Corporation (EIF $86.74)
  • $86.74 P/E (TTM): 32.86X Cap: $4.70B
  • View EIF Profile
  • View Questions on EIF

Q: Happy New Year - I am a retiree who depends on dividend income. I have half positions in EIF and TFII. I am considering taking my gains in TFII and buying more EIF which would not put it over 5% of my holdings. The increased dividend is attracting me and I'm wondering about the security of the EIF payout. My TFII gains can be offset with losses in other positions so taxes are not an issue. Trying to consolidate my holdings as the PA says I have too many small ones. Thanks

al

Upvote 0

Read Answer Asked by alex on January 09, 2023

• Freeport-McMoRan Inc. (FCX $58.71)
  • $58.71 P/E (TTM): 39.53X Cap: $84.30B
  • View FCX Profile
  • View Questions on FCX
• Mosaic Company (The) (MOS $25.72)
  • $25.72 P/E (TTM): 6.73X Cap: $8.24B
  • View MOS Profile
  • View Questions on MOS
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $87.48)
  • $87.48 P/E (TTM): 19.29X Cap: $15.34B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• WSP Global Inc. (WSP $265.93)
  • $265.93 P/E (TTM): 38.89X Cap: $33.96B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Agnico Eagle Mines Limited (AEM $269.78)
  • $269.78 P/E (TTM): 32.84X Cap: $133.66B
  • View AEM Profile
  • View Questions on AEM
• Savaria Corporation (SIS $24.01)
  • $24.01 P/E (TTM): 27.74X Cap: $1.71B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Acadian Timber Corp. (ADN $16.09)
  • $16.09 P/E (TTM): 19.45X Cap: $295M
  • View ADN Profile
  • View Questions on ADN
  • View Reports on ADN
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.35)
  • $36.35 P/E (TTM): 20.61X Cap: $853M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI
• Albemarle Corporation (ALB $169.33)
  • $169.33 Cap: $19.92B
  • View ALB Profile
  • View Questions on ALB
• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE
• Reliance Inc. (RS $310.06)
  • $310.06 P/E (TTM): 22.38X Cap: $16.21B
  • View RS Profile
  • View Questions on RS
• L3Harris Technologies Inc. (LHX $340.68)
  • $340.68 P/E (TTM): 36.07X Cap: $63.72B
  • View LHX Profile
  • View Questions on LHX
• Jacobs Solutions Inc. (J $139.51)
  • $139.51 P/E (TTM): 58.8X Cap: $16.56B
  • View J Profile
  • View Questions on J
• Boyd Group Services Inc. (BYD $218.32)
  • $218.32 P/E (TTM): 213.82X Cap: $6.10B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• West Fraser Timber Co. Ltd. (WFG $91.66)
  • $91.66 Cap: $7.23B
  • View WFG Profile
  • View Questions on WFG

Q: What are you top few materials and industrial stocks in Canada and the US for 2023?

Upvote 0

Read Answer Asked by Gerry on January 09, 2023

• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: With the economy slowing down would you trim cyclical stocks like TFII? I have a 6% position at this time, well into profit. I may use some dry powder later if the market keeps on getting hammered. My current cash position is about 10%.

Thank you

Upvote 0

Read Answer Asked by Yves on January 03, 2023

• Bank of Nova Scotia (The) (BNS $100.50)
  • $100.50 P/E (TTM): 24.72X Cap: $124.92B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Constellation Software Inc. (CSU $3,327.83)
  • $3,327.83 P/E (TTM): 76.32X Cap: $70.52B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $123.01)
  • $123.01 P/E (TTM): 51.99X Cap: $10.47B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $180.66)
  • $180.66 P/E (TTM): 105.77X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.04)
  • $233.04 P/E (TTM): 144.9X Cap: $298.03B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Aritzia Inc. Subordinate Voting Shares (ATZ $137.75)
  • $137.75 P/E (TTM): 55.01X Cap: $15.89B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Topicus.com Inc. (TOI $125.30)
  • $125.30 P/E (TTM): 1043.32X Cap: $10.43B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi Guys,

If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks

Upvote 0

Read Answer Asked by jim on December 15, 2022

• NVIDIA Corporation (NVDA $184.94)
  • $184.94 P/E (TTM): 45.87X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Salesforce Inc. (CRM $259.40)
  • $259.40 P/E (TTM): 34.7X Cap: $243.56B
  • View CRM Profile
  • View Questions on CRM
• Toromont Industries Ltd. (TIH $171.29)
  • $171.29 P/E (TTM): 28.33X Cap: $13.94B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: NVDA or CRM or both?

TFII or TIH or both?

Upvote 0

Read Answer Asked by Gregory on December 09, 2022

• Park Lawn Corporation (PLC $26.48)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• TMX Group Limited (X $50.12)
  • $50.12 P/E (TTM): 30.65X Cap: $14.06B
  • View X Profile
  • View Questions on X
  • View Reports on X
• TFI International Inc. (TFII $155.40)
  • $155.40 P/E (TTM): 29.02X Cap: $12.71B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $180.66)
  • $180.66 P/E (TTM): 105.77X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: 1. PLC is in the highest red in my RRSP, If to sell what stock would you suggest as a replacement for better recovery?
2. Own 1/2 position of Hydro. Would you suggest buying more at today's price?
Thanks

Upvote 0

Read Answer Asked by Hali on December 08, 2022