• Canadian National Railway Company (CNR)
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• WSP Global Inc. (WSP)
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• Toromont Industries Ltd. (TIH)
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• TFI International Inc. (TFII)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Transdigm Group Incorporated (TDG)
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• Old Dominion Freight Line Inc. (ODFL)
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• Heico Corporation (HEI)
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• Boyd Group Services Inc. (BYD)
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Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.

Upvote 23

Read Answer Asked by Anh on June 27, 2024

• Transdigm Group Incorporated (TDG)
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• Heico Corporation (HEI)
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Q: looking through your past answers (suggestions) i selected these two.
which one would you favor at this point? why?

Upvote 3

Read Answer Asked by JR on May 28, 2024

• XPEL Inc. (XPEL)
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• Transdigm Group Incorporated (TDG)
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• Arch Capital Group Ltd. (ACGL)
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• Tyler Technologies Inc. (TYL)
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• Brown & Brown Inc. (BRO)
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• Heico Corporation (HEI)
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Q: In your answer to Judith today, you identified four outstanding Canadian stocks that may develop, over time, to be as good as LMN. Could you identify 4-5 US stocks that have similar characteristics?

Upvote 12

Read Answer Asked by Greg on April 25, 2024