• Eaton Corporation PLC (ETN)
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• Ingersoll Rand Inc. (IR)
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• Parker-Hannifin Corporation (PH)
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• Quanta Services Inc. (PWR)
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• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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• Toromont Industries Ltd. (TIH)
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• Thomson Reuters Corporation (TRI)
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• Rollins Inc. (ROL)
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• AAON Inc. (AAON)
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• CECO Environmental Corp. (CECO)
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• Comfort Systems USA Inc. (FIX)
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• Advanced Drainage Systems Inc. (WMS)
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• Heico Corporation (HEI)
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• Interactive Brokers Group Inc. (IBKR)
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• Trane Technologies plc (TT)
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Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?

Upvote 6

Read Answer Asked by Graeme on August 26, 2024

• ATS Corporation (ATS)
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• Comfort Systems USA Inc. (FIX)
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• Heico Corporation (HEI)
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• Jacobs Solutions Inc. (J)
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• TFI International Inc - Ordinary Shares (TFII)
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Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Upvote 8

Read Answer Asked by Lawrence on August 01, 2024

• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Tenable Holdings Inc. (TENB)
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• Axon Enterprise Inc. (AXON)
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• CECO Environmental Corp. (CECO)
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• Comfort Systems USA Inc. (FIX)
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• SPS Commerce Inc. (SPSC)
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• Cellebrite DI Ltd. (CLBT)
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Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Upvote 7

Read Answer Asked by Rob on August 01, 2024