• WESCO International Inc. (WCC)
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• Bel Fuse Inc (BELFB)
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• EMCOR Group Inc. (EME)
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• SPX Technologies Inc. (SPXC)
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Q: Could you please give your opinion on BELFB as company that could benefit in this sector similar to Hammond or are other companies that you prefer such as SPXC, EME, WCC, .Thanks so very much for you expertise.

Upvote 2

Read Answer Asked by Ian on April 08, 2024

• Stantec Inc. (STN)
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• Comfort Systems USA Inc. (FIX)
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• SPX Technologies Inc. (SPXC)
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• TopBuild Corp. (BLD)
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• Trane Technologies plc (TT)
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Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?

Upvote 3

Read Answer Asked by Graeme on March 13, 2024

• WSP Global Inc. (WSP)
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• TFI International Inc. (TFII)
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• CECO Environmental Corp. (CECO)
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• Eagle Materials Inc (EXP)
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• SPX Technologies Inc. (SPXC)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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• Jacobs Solutions Inc. (J)
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• Trane Technologies plc (TT)
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• RTX Corporation (RTX)
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Q: I have funds for 2 of the above. Please rank 1-4 in the order you would invest today for maximum growth over 5 years. If there is an industrial/materials that has yet to be discussed in the 5i pages that should be considered, then please include. Thanks

Upvote 4

Read Answer Asked by John on February 23, 2024