GE Aerospace (GE) - 5i Research

GE Aerospace (GE $307.27)
- $307.27 P/E (TTM): 40.76X Cap: $325.84B
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Eaton Corporation PLC (ETN $373.77)
- $373.77 P/E (TTM): 37.97X Cap: $145.17B
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GE Aerospace (GE $307.27)
- $307.27 P/E (TTM): 40.76X Cap: $325.84B
- View GE Profile
- View Questions on GE
United Rentals Inc. (URI $848.25)
- $848.25 P/E (TTM): 21.77X Cap: $54.57B
- View URI Profile
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Linde plc (LIN $420.51)
- $420.51 P/E (TTM): 27.82X Cap: $196.35B
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Axon Enterprise Inc. (AXON $602.51)
- $602.51 P/E (TTM): 145.19X Cap: $47.54B
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EMCOR Group Inc. (EME $649.34)
- $649.34 P/E (TTM): 26.31X Cap: $29.06B
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Comfort Systems USA Inc. (FIX $955.26)
- $955.26 P/E (TTM): 40.57X Cap: $33.69B
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Heico Corporation (HEI $323.02)
- $323.02 P/E (TTM): 69.34X Cap: $44.96B
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Vertiv Holdings LLC Class A (VRT $179.80)
- $179.80 P/E (TTM): 69.06X Cap: $68.65B
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RTX Corporation (RTX $176.97)
- $176.97 P/E (TTM): 35.95X Cap: $236.88B
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GE Vernova Inc. (GEV $575.13)
- $575.13 P/E (TTM): 89.31X Cap: $156.56B
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Q: Good morning 5i,

I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).

I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?

Many thanks!

Read Answer Asked by Meagan on October 15, 2025

GE Aerospace (GE $307.27)
- $307.27 P/E (TTM): 40.76X Cap: $325.84B
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Walmart Inc. (WMT $102.59)
- $102.59 P/E (TTM): 38.23X Cap: $817.93B
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,210.63)
- $2,210.63 P/E (TTM): 7.72X Cap: $47.14B
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Constellation Software Inc. (CSU $3,385.76)
- $3,385.76 P/E (TTM): 82.71X Cap: $71.74B
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ARC Resources Ltd. (ARX $23.89)
- $23.89 P/E (TTM): 6.2X Cap: $13.75B
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WSP Global Inc. (WSP $257.83)
- $257.83 P/E (TTM): 41.4X Cap: $33.67B
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goeasy Ltd. (GSY $129.46)
- $129.46 P/E (TTM): 8.07X Cap: $2.07B
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Brookfield Corporation CLASS A PREFERENCE SHARES SERIES 13 (BN.PR.K $12.69)
- $12.69 P/E (TTM): 106.96X Cap: $144.05B
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $74.37)
- $74.37 P/E (TTM): 36.5X Cap: $121.79B
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GE Vernova Inc. (GEV $575.13)
- $575.13 P/E (TTM): 89.31X Cap: $156.56B
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Costco CDR (CAD Hedged) (COST $41.80)
- $41.80 P/E (TTM): 50.72X Cap: $574.39B
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Microsoft CDR (CAD Hedged) (MSFT $35.54)
- $35.54 P/E (TTM): 36.44X Cap: $5.18T
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Alphabet CDR (CAD Hedged) (GOOG $45.44)
- $45.44 P/E (TTM): 35.49X Cap: $4.72T
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Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor

Read Answer Asked by Terence on September 29, 2025

GE Aerospace (GE $307.27)
- $307.27 P/E (TTM): 40.76X Cap: $325.84B
- View GE Profile
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MDA Space Ltd. (MDA $23.32)
- $23.32 P/E (TTM): 26.11X Cap: $2.91B
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Q: I am a little concerned about MDA due to Trump, even though it has US operations. Would you rather GE or MDA?
Thanks for your thoughts.
Ian

Read Answer Asked by Ian on September 11, 2025