Q: I have held a full position in TRI for a short period of time only since Nov. 2020. When I bought it I thought with 3-5 % revenue growth and a growing dividend I would see @ 10% return over time. Since that time it has doubled in share price. Can you help me account for the difference.
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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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CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.30)
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Dollarama Inc. (DOL $188.77)
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Thomson Reuters Corporation (TRI $239.50)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
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Trisura Group Ltd. (TSU $40.35)
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Lumine Group Inc. (LMN $45.56)
Q: I just finished rebalancing in my TFSA and would like to take the extra dollars generated and invest in a conservative growth company for a 3 yo 5 year term. Please rank the names provided including any Canadian favourites of your own.
Much appreciated. ram
Much appreciated. ram
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Dollarama Inc. (DOL $188.77)
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ATS Corporation (ATS $37.83)
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Thomson Reuters Corporation (TRI $239.50)
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Alimentation Couche-Tard Inc. (ATD.A)
Q: Which of these four would you buy for long-term growth?
Q: Hi Team,
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks
I own both of these in almost equal weights. Between ATS and TRI what would you add to? Would you prefer one over the other or aim to have equal weights?
Thanks
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Alphabet Inc. (GOOG $241.38)
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NVIDIA Corporation (NVDA $177.82)
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Bank of Nova Scotia (The) (BNS $87.74)
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Constellation Software Inc. (CSU $4,392.79)
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Intact Financial Corporation (IFC $277.97)
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Restaurant Brands International Inc. (QSR $87.08)
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TFI International Inc. (TFII $129.57)
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Thomson Reuters Corporation (TRI $239.50)
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Vanguard S&P 500 Index ETF (VFV $162.02)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Lumine Group Inc. (LMN $45.56)
Q: Hi I have my RRSP distributed at around 8% or 12% on these stocks, would you change anything , I'm heading to retirement in 7 months from now and like to know if you would recommend any modification. I can sustain drops of 10% , which I handle by doing nothing.
Thank you 5i, you have been good to me!!!
Thank you 5i, you have been good to me!!!
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Enbridge Inc. (ENB $67.98)
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Intact Financial Corporation (IFC $277.97)
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Fortis Inc. (FTS $68.37)
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Restaurant Brands International Inc. (QSR $87.08)
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TMX Group Limited (X $53.90)
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Toromont Industries Ltd. (TIH $147.08)
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North West Company Inc. (The) (NWC $47.76)
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Thomson Reuters Corporation (TRI $239.50)
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Premium Brands Holdings Corporation (PBH $93.51)
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iShares S&P/TSX 60 Index ETF (XIU $43.67)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: I recently transferred my employer TFSA account to my trading account, so I now manage my entire TFSA. I have many solid growth names, and have XIU and BNS as a dividend/diversification play.
I am looking for a solid set it and forget it Dividend play to DRIP, and have some share price appreciation for long term.
Would BAM or FTS be your top pick for this type of thing? Can you provide say 7 or 8 of your top picks for dividend growth, business development runway, and a higher dividend? I had considered growing XIU significantly to drip more, since its diversification almost guarantees the set it and forget side of things.
Thanks for all your recent help! I'm definitely ripping through some credits this month. ;)
I am looking for a solid set it and forget it Dividend play to DRIP, and have some share price appreciation for long term.
Would BAM or FTS be your top pick for this type of thing? Can you provide say 7 or 8 of your top picks for dividend growth, business development runway, and a higher dividend? I had considered growing XIU significantly to drip more, since its diversification almost guarantees the set it and forget side of things.
Thanks for all your recent help! I'm definitely ripping through some credits this month. ;)
Q: Hello,
I have built up a TRI position in a registered account since 2006, and it has now grown to become just under 10% of the portfolio. I plan on continuing to hold for many more years unless something changes.
Bearing in mind your usual advice about position sizing and over concentration, and understanding that you can't provide personal recommendations, is TRI a company that you would be more comfortable holding in an 8-10% weight, or a 6-8% weight?
Thanks.
I have built up a TRI position in a registered account since 2006, and it has now grown to become just under 10% of the portfolio. I plan on continuing to hold for many more years unless something changes.
Bearing in mind your usual advice about position sizing and over concentration, and understanding that you can't provide personal recommendations, is TRI a company that you would be more comfortable holding in an 8-10% weight, or a 6-8% weight?
Thanks.
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Philip Morris International Inc (PM $166.11)
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TMX Group Limited (X $53.90)
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Toromont Industries Ltd. (TIH $147.08)
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Thomson Reuters Corporation (TRI $239.50)
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Brookfield Asset Management Inc Class A Limited (BAM $56.57)
Q: HI 5i
For my RRSP which two would you pick today, I own BN. would you buy BAM ?
thank you
Happy new years!
For my RRSP which two would you pick today, I own BN. would you buy BAM ?
thank you
Happy new years!
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Thomson Reuters Corporation (TRI $239.50)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: TFSA Investment with 10,000.00 to invest January 1/24.
What stocks Canadian would you recommend with hold 5-10 years earning good dividend rate.
Harold
What stocks Canadian would you recommend with hold 5-10 years earning good dividend rate.
Harold
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Honeywell International Inc. (HON $211.46)
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Roper Technologies Inc. (ROP $512.53)
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United Rentals Inc. (URI $938.00)
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WSP Global Inc. (WSP $288.28)
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Toromont Industries Ltd. (TIH $147.08)
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TFI International Inc. (TFII $129.57)
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Thomson Reuters Corporation (TRI $239.50)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
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Axon Enterprise Inc. (AXON $756.13)
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Heico Corporation (HEI $318.89)
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Vertiv Holdings LLC Class A (VRT $134.84)
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.
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WSP Global Inc. (WSP $288.28)
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Toromont Industries Ltd. (TIH $147.08)
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ATS Corporation (ATS $37.83)
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Thomson Reuters Corporation (TRI $239.50)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
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Waste Connections Inc. (WCN $243.84)
Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
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Amazon.com Inc. (AMZN $228.15)
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Alphabet Inc. (GOOG $241.38)
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Booking Holdings Inc. (BKNG $5,458.32)
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Constellation Software Inc. (CSU $4,392.79)
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Descartes Systems Group Inc. (The) (DSG $144.53)
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Toromont Industries Ltd. (TIH $147.08)
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Thomson Reuters Corporation (TRI $239.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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KKR & Co. Inc. (KKR $143.34)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
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Ulta Beauty Inc. (ULTA $514.62)
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Five Below Inc. (FIVE $139.90)
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Copart Inc. (CPRT $48.40)
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Old Dominion Freight Line Inc. (ODFL $144.89)
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Saia Inc. (SAIA $312.63)
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Heico Corporation (HEI $318.89)
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Topicus.com Inc. (TOI $165.45)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
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Lumine Group Inc. (LMN $45.56)
Q: Hello 5i Team,
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
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Chubb Limited (CB $278.11)
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Canadian National Railway Company (CNR $129.39)
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Bank of Montreal (BMO $174.93)
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Dollarama Inc. (DOL $188.77)
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Stantec Inc. (STN $153.14)
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Thomson Reuters Corporation (TRI $239.50)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
Q: Thoughts on buying these here in an RRSP or RESP and forgetting about them for a few years ? Any you would change ? Thank you.
Q: Your comments please on earnings. Do you consider these attractive at current levels.
Thanks
Thanks
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Adobe Inc. (ADBE $349.36)
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Alphabet Inc. (GOOG $241.38)
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Intuit Inc. (INTU $646.03)
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Microsoft Corporation (MSFT $509.90)
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Constellation Software Inc. (CSU $4,392.79)
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Descartes Systems Group Inc. (The) (DSG $144.53)
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TMX Group Limited (X $53.90)
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Thomson Reuters Corporation (TRI $239.50)
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Copart Inc. (CPRT $48.40)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks
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Canadian Pacific Kansas City Limited (CP $103.98)
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Constellation Software Inc. (CSU $4,392.79)
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Descartes Systems Group Inc. (The) (DSG $144.53)
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Thomson Reuters Corporation (TRI $239.50)
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BMO Canadian Dividend ETF (ZDV $25.38)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.63)
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Vanguard Balanced ETF Portfolio (VBAL $36.19)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
Q: Thank you for your answer on stocks and ETF'S for my son's FHSA account that is starting. The answer included mostly US domiciled names/ETF's and we are looking at Canadian names. Could you recommend a combination of Canadian blue chips and ETF's for a 7 year time frame to monthly contribute and compound before needing funds for a home buyer withdrawal
Thank you
Thank you
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Toronto-Dominion Bank (The) (TD $106.32)
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Suncor Energy Inc. (SU $57.75)
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Constellation Software Inc. (CSU $4,392.79)
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Dollarama Inc. (DOL $188.77)
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Descartes Systems Group Inc. (The) (DSG $144.53)
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TMX Group Limited (X $53.90)
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Thomson Reuters Corporation (TRI $239.50)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Premium Brands Holdings Corporation (PBH $93.51)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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goeasy Ltd. (GSY $207.45)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?
Thx
Thx
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Sun Life Financial Inc. (SLF $82.06)
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Intact Financial Corporation (IFC $277.97)
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WSP Global Inc. (WSP $288.28)
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Descartes Systems Group Inc. (The) (DSG $144.53)
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ATS Corporation (ATS $37.83)
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BRP Inc. Subordinate Voting Shares (DOO $88.99)
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Kinaxis Inc. (KXS $187.00)
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Open Text Corporation (OTEX $49.41)
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Thomson Reuters Corporation (TRI $239.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.42)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: What are some stocks that could do really well with AI becoming more and more available ?
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Intuitive Surgical Inc. (ISRG $449.68)
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Constellation Software Inc. (CSU $4,392.79)
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Thomson Reuters Corporation (TRI $239.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.00)
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Ulta Beauty Inc. (ULTA $514.62)
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Five Below Inc. (FIVE $139.90)
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Old Dominion Freight Line Inc. (ODFL $144.89)
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Heico Corporation (HEI $318.89)
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Topicus.com Inc. (TOI $165.45)
Q: What are your top 5 Canadian growth picks for the next year? Please rank and explain why each is a strong choice? Also, what are US choices?
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Descartes Systems Group Inc. (The) (DSG $144.53)
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Thomson Reuters Corporation (TRI $239.50)
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Alimentation Couche-Tard Inc. (ATD $73.64)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
Q: Everyone,
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton