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5i Recent Questions
Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?
Read Answer Asked by Jim on August 14, 2025
Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx
Read Answer Asked by sam on July 28, 2025
Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?
Read Answer Asked by Andrew on April 08, 2025
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