Q: Countering inflation, can you recommend your favourite 6 companies in Canada and the US with pricing power (dividend payers would be appreciated) Thanks!

Q: What US companies will benefit most from an infrastructure development boom in the US?

Q: Hello Folks:
Currently we own CMI and NOC however have in the past also owned DEERE and CAT.

We have owned NOC for a couple of years and it never comes close to meeting expectations; while the other three have done well.

What do you think of swapping NOC for DEERE as there is heavy demand for farm equipment this year because of high crop prices (particularly U.S.).

How would you rank these four companies and do you feel there are other better large cap U.S. company choices in this sector?

Thanks again for this wonderful service
brian