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Q: I already own Honeywell and BAE Systems but want to increase and diversify my holdings in Industrials. I know you like ROP, but I am also looking at PAYX, MMM and EMR. I am tempted by MMM, because it is so beaten up and is quite different from my existing holdings, but I worry that it is beaten up for good reason. Could you rank these four industrials in terms of quality for a long term investment, taking into account their current valuations?
Read Answer Asked by David on June 05, 2023
Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara
Read Answer Asked by Tamara on April 03, 2023
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