Q: Nice acquisition today by TFII and a good move in the stock. TFII seems to have perfected the art of the acquisition and integrating into operations. I believe TFII is the largest trucking company in Canada. How do they rate compared to US firms? Is there a possibility that TFII might be in the sights of a big US firm? Could they be on the receiving end of takeover bid?
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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: No rush to answer
My intent is to use from my investment account into my TFSA either one of the following TFII or GSY.
Which one of these two would you transfer to a TFSA or would you use a combination of both?
Thks
Marcel
My intent is to use from my investment account into my TFSA either one of the following TFII or GSY.
Which one of these two would you transfer to a TFSA or would you use a combination of both?
Thks
Marcel
Q: A follow up question on the previous answers on TFII acquisition of Daeske.
Does 5i feel like TFII did a good job of integrating the previous acquisition and therefore do we have confidence in there ability to integrate this larger one?
I'm concerned about the premium paid here and how much Goodwill is included and if we feel like TFII did a good job of closing the gap on the Goodwill of their previous acquisitions?
Thanks!
Does 5i feel like TFII did a good job of integrating the previous acquisition and therefore do we have confidence in there ability to integrate this larger one?
I'm concerned about the premium paid here and how much Goodwill is included and if we feel like TFII did a good job of closing the gap on the Goodwill of their previous acquisitions?
Thanks!
Q: Did TFII indicate a financing was necessary for their acquisition?
Thx Blake
Thx Blake
Q: Thoughts on the TFII news today?
- Sangoma Technologies Corporation (STC)
- Park Lawn Corporation (PLC)
- Stryker Corporation (SYK)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Tricon Residential Inc. (TCN)
- Agnico Eagle Mines Limited (AEM)
- A&W Revenue Royalties Income Fund (AW.UN)
- goeasy Ltd. (GSY)
- Veeva Systems Inc. Class A (VEEV)
- WELL Health Technologies Corp. (WELL)
- Jacobs Solutions Inc. (J)
- Boyd Group Services Inc. (BYD)
- Trane Technologies plc (TT)
- Nuvei Corporation (NVEI)
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
No commentary is required
Merry Christmas
Q: TFII or GDI: which company has more upside going forward?
Thanks for your service!
Thanks for your service!
Q: I see tfii is down close to 20% from its recent high. Do you still like it for a 5 year hold/
Q: Any explanation for a couple of down days? Any issues that you see?
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- TFI International Inc. (TFII)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Exchange Income Corporation (EIF)
- Boyd Group Services Inc. (BYD)
Q: Hi. I'm currently over weight in Consumer Defensives (BYD, PBH & PRWM) and under weight in Industrials (WSP, TFII, STN & SIS).
I'm thinking of selling PRMW and buying EIF. Based on future prospects do you think this trade makes sense. I intend to hold for a few years. Thanks!
I'm thinking of selling PRMW and buying EIF. Based on future prospects do you think this trade makes sense. I intend to hold for a few years. Thanks!
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- Danaher Corporation (DHR)
- Eli Lilly and Company (LLY)
- UnitedHealth Group Incorporated (DE) (UNH)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Novo Nordisk A/S (NVO)
- WELL Health Technologies Corp. (WELL)
- Heico Corporation (HEI)
- Boyd Group Services Inc. (BYD)
Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris
Q: Hi Guys,
Which is your favorite and why? (ODFL & TFII)
Thanks
Jim
Which is your favorite and why? (ODFL & TFII)
Thanks
Jim
- Honeywell International Inc. (HON)
- Roper Technologies Inc. (ROP)
- United Rentals Inc. (URI)
- WSP Global Inc. (WSP)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Axon Enterprise Inc. (AXON)
- Heico Corporation (HEI)
- Vertiv Holdings LLC Class A (VRT)
Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Philip Morris International Inc (PM)
- Bank of Nova Scotia (The) (BNS)
- Constellation Software Inc. (CSU)
- Restaurant Brands International Inc. (QSR)
- TMX Group Limited (X)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- Vanguard S&P 500 Index ETF (VFV)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- TFI International Inc. (TFII)
Q: I am wondering about cnr or cp.
Are there any other transportation companies that you find interesting these days?
Are there any other transportation companies that you find interesting these days?
Q: Hi There,
Would you buy Tfi now or wait for a pullback?
Thanks!
Robert
Would you buy Tfi now or wait for a pullback?
Thanks!
Robert
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- TFI International Inc. (TFII)
- Axon Enterprise Inc. (AXON)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: This question has been asked many different ways and times. I am looking for 10 of your highest conviction, long term growth [5-10years] stocks - Canada or US, any sector - with target entry prices and short blurb on what distinguishes them.
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Copart Inc. (CPRT)
- Old Dominion Freight Line Inc. (ODFL)
- Heico Corporation (HEI)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.
Thanks inadvance
Thanks inadvance
Q: I have cash in my TFSA and am thinking the above stocks will experience tax loss selling pressure and I can add to my existing positions at attractive prices for long term holds.
Do you agree that these stocks will be subject to tax loss pressure and is now a good time to buy, wait a bit, or average in each week for the next month or so.
Thanks
Do you agree that these stocks will be subject to tax loss pressure and is now a good time to buy, wait a bit, or average in each week for the next month or so.
Thanks
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: I have .85 and .79 % holdings respectively in the above 2 companies. The dividend yields are paltry so I'm thinking of consolidating them . Which of the two do you see with better growth potential or could you recommend 3 or 4 others with better growth opportunities irrespective of sector allocation with a dividend and without a dividend. I already hold CSU, LMN, TOI, TFII, GLXY, HPS.A
Thank -you
Jeff
Thank -you
Jeff